SKED includes an Alert feature that is integrated within the Front Desk. Alerts act as a stop manager, notifying staff when there is something the office needs to discuss with a patient. Offices can also use alerts to remind staff of important tasks that need to be completed.

Alerts are not used for appointment reminders. Instead, they are intended to notify the patient or the office that a specific action or discussion needs to occur on a particular day.

Got questions? View the FAQ’s section at the bottom of this article!

This area shows your team the list of daily alerts, so they can prepare for what they need to do that day within the office or with incoming patients. Alerts added the day of will show here once the patient arrives.

On the Front Desk feature, first, click Alerts, and then click “View” Today’s Alerts to get a report of any stops or tasks that are required for your office or client to address. Any unseen stops/tasks will be represented by a number within the respective bubble. Click the dropdown arrows to see an expanded view of the results.

Once you click on a Stop or Task, it will open a new window to allow the office to Mark as done or Mark as postponed to change the date of the stop or task.

On the main Front Desk page, click “Alerts” from the top right of the page, and then click “Add New Alert” and then follow the instructions from the “Select Recipients” section of this article.

After adding an alert, you will need to search for recipients with a last name, birthday, or phone number. Once you can see your desired recipients, hover over their names with your cursor, and a checkbox will appear. Click on the checkbox for the patient(s) you wish to be affiliated with the alert you are creating.

Tip: You can select multiple recipients to receive this alert, make sure you enable all desired recipients before switching your search criteria. Previously selected recipients will appear at the top of your search results.

Once you have selected your recipients, click “Next”. The next page will ask you if you wish to make this alert from scratch or an existing template.

After selecting your recipients, click the bubble next to “Create New” to begin an alert from scratch. Then click “Next” to move on to the next step of creating a new alert.

Click the dropdown arrow(s) and click the checkboxes of the templates you wish to apply to the client(s)

Once you have selected the templates you want to be applied, click “Save”.

You can also Click the pencil icon on any respective template to begin editing and making changes to the template. Refer to the “Edit Alert” section of this article to learn about the changes you can make.

When making a new alert or template, or choosing to edit an existing template, you will make changes within the “Add Alert” Page.

When creating an alert, you must set the type of alert you want to make. Click the dropdown menu beneath the “Alert Type” section, and choose to make it either a Stop or a Task.

Click on a trigger tab to set when the alert should be activated.

If you have set an alert to trigger “After Date” or “Upon Arrival”, you will have the option to make this a recurring alert by clicking on the checkbox that says “Repeat”.

Next you will need to create a title for the alert. This title isnt visible to patients, but is meant to provide context for your staff when viewing an alert.

Click on the text field listed under “Message” to begin typing a title.

If you would like the Alert to trigger a message to the client, click the checkbox labeled “Send message to Client” to activate the message composer, and type the message you would like the client to receive.

Tip: Try using placeholders to personalize the alert for the client.

First, click “Alerts” from the Front Desk, and then click “Add/Edit Templates”.

To create a new template group, click “+Add Group” and then enter a group title into the text field that appears at the top of the list. Once you have named your group, click the save icon and it will be selectable in the future.

To edit groups, click the dropdown arrow next to the groups title to reveal options to customize the group.

To add a template to a group, click the “+” button. The popup that appears will follow the same structure discussed in the “Edit Alert” section of this article. Finish building the template, and click “Save” at the top of the page to add it to the group.

To delete a template from a group, click the trashcan icon next to the respective template.

To copy an alert, click the papers icon next to any template within a group. To paste it into another group, locate the clipboard icon that will appear next to every group's title.