How to setup alerts for Patient Flow
Patient Flow helps you track your patients through your operatories, and allows you to communicate with your team throughout the practice. Patient Flow will work best in the desktop app, as we cannot generate custom pop-up notifications through the internet browser.
To open Patient Flow, start by selecting the Operations button at the bottom left of any page in PbN, and then find the Settings Icon at the top right of the page.
Operatory Alerts
With the settings open, select Operatory Alerts on the left. From here you can edit or create new alerts that can be set on each operatory within Patient Flow. If this setting page is blank, you can select Reset to Default and will generate all of our default alerts for you, as they appear below.
You can edit the category, as well as each specific alert. When you select the Pencil Icon it will pull up a smaller menu where you can change the text, color, and set an audible alert sound.
(Right-click and open the image in a new tab to enlarge)
Patient Alerts
Patient Alerts can be set on routing slips as an easy to see note for that patient. These are not written into your practice management system, but rather is just a specific alert for that appointment. By default we provide examples like arrived late, is in pain, or is very nervous, but you can edit or create your own. To the right of each alert, you can either edit or remove the existing options, or to create a new one, select the + symbol at the top right.
(Right-click and open the image in a new tab to enlarge)
Notification Settings
To customize how you receive the alerts, select the last option from the list on the left to view the Notifications settings. From here you can customize the Notifications location, duration, and audible noise for the Desktop App only. We can't generate the custom notifications through an internet browser, so it recommended to use the app for patient flow.
- Location: Determines where the pop-ups display on your screen. Choose from top right, top left, or bottom left.
- Duration: Select how long you would like the pop-ups to remain visible. You can choose a timed duration, or for it to stay until dismissed.
- Audible Notification: Enable/disable audible sounds when a notification is generated for operatory alerts and when a staff member is summoned to an operatory. You can customize the specific sounds for each operatory alert under those settings. Below those options you can set the Default Audible Alert for when a staff member is summoned, or set a custom alert sound for each.
Overview Video