Filter the Alerts list

Use the Filter fields above the grid to filter the list by the entries in the When and Visit Set columns. Either of these opens a picklist to choose the filter.

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NextGen® Therapy Suite Help 30.3.13.0

Search for an Alert

Select the Search field and enter text that appears anywhere in the alert description. Select Search. The grid shows only alerts that contain the searched text. Parent topic: Alerts Panel

NextGen® Therapy Suite Help 30.3.13.0

Alerts Panel

The grid in the Alerts panel displays all alerts that have been set up. The Description column describes the usage scenario that causes the alert to fire. The Message column shows the text of the alert message. The When column shows the template in the workflow where the alert fires. The Visit Set column shows which types of visits the alert will fire for. The Enabled column shows whether the alert has been enabled to fire ('Locked' indicates an alert that always fires and cannot be disabled). The Override column indicates whether an override has been configured for the alert. If there is an override (Yes), then when you select the alert, you see the conditions of the override in the grid in the Alerts Overrides panel. Most of the alerts are set to Enabled, and the system prevents you from disabling them due to regulatory or documentation requirements. If you select a row in the grid and the Enable checkbox becomes unavailable, you cannot turn off the alert. Search for an Alert Filter

NextGen® Therapy Suite Help 30.3.13.0

Update an Alert

Select the alert that you want to update in the grid. The fields above the grid fill in with the details for the selected alert. To change the number of days or visits remaining before the alert fires, update the entry in the When field. To change the selected tracking variable, select the other option, Days or Visits. To change the alert text, edit the text in the Alert field. Select Update. Parent topic: Alerts Section

NextGen® Therapy Suite Help 30.3.13.0

Delete an Alert

Select the alert that you want to update in the grid. Select Delete. Parent topic: Alerts Section

NextGen® Therapy Suite Help 30.3.13.0

Set an Alert Override

Select the alert in the Alerts panel grid. Select the Create Override button. Alert Overrides panel with alert information The alert appears the Alert Overrides panel grid. As desired or necessary, do any of the following: If the field under the Message column is not gray, change the text of the message, and then select Update Message. Select a financial class from the list under the Financial Class column. Select a payer from the list under the Payer column. Change or add additional selections for 'When' –templates on which the alert will appear. Select another Visit Set. Select Days or Visits for a frequency. Parent topic: Alert Overrides Panel

NextGen® Adaptive Content Engine Help Enterprise 8

Filter the Care Guidelines and Immunization Data

Click the Show due within field. Enter a time frame for when the item is due. The grid shows items that are due within the selected time frame. Parent topic: Care Guidelines and Immunization Data