Want to remember something effortlessly? There is an Alert for that!
Head to the Patients tab at the top and search for and select the Patient associated with the alert. Once in their Patient Profile, click Alerts > Create Alert.
We have a few options for the timing of the Alert:
After x Days: The number entered here will be how many days out you want to set the alert. For example, a patient asks if you can call back after their vacation in 2 weeks, you can set an alert for 14 days out to check back in!
After x Appointments: Shown after the designated number of appointments the patient attends. For example, you run a special that charges half off the 5th appointment, you can set this to 5 to alert you to discount 50% at checkout!
After x Appointments of a Specific Type: Shown after the designated number of specified appointments the patient attends. This is helpful when a patient is seen for more than one kind of Appointment Type on a regular basis, like Adjustments and Red Light Therapy!
On date: Alerted on the specified date. For example, a patient tells you they will get their schedule for work on October 2nd and then be able to book their Adjustment Appointments for the month. You can set the alert for October 2nd to know to reach out! :)
After choosing the timing, add in a Note to be shown. If you would like the patient to see this Alert when they check in on the Kiosk, go ahead and toggle that option on! Once everything looks good, hit Create!
(✨PSST!✨ You can also create Alerts for Careplans! CLICK HERE to learn more about this!)
Now, where can you find those Alerts once they're created? Great question! First, when your Alert is live, you'll notice a Bell Icon on the Patient's Appointment!
You can find all your Patient Alerts in your Practice Manager 🙌
Now, the only question is - what are you going to do with all of those sticky notes? 👀
✨PSST!✨ For more information about Clerk's Practice Manager, CLICK HERE!