client alert
Is it possible to set up an alert to pop up on certain clients before scheduling or when opening their chart?
Times this would be helpful:
-generally increase communication between staff on important information needed with specific clients
-billing could set an alert if they are waiting on client information, which would be seen by other staff anytime they are with the client/scheduling with the client the phone
-alerts to be cautious if there specific scenarios around guardianship for the client
-reminders if client frequently has technology challenges to take time with client on the phone to set up appointments correctly
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Alyson C. Zurek commented
Using NOTES in Client module is very helpful with this. You still have to train staff to look for them but very useful!! You can even make them flash and be different colors:)