Manage Patient Medical Alerts

Patient medical alerts identify a patient's medical problems. If the selected patient has one or more medical alerts, problems, or allergies, the alert displays in the EHR module > odontogram > Alerts tab. From there, they can be viewed and managed.

Tip: A red Alert indicator also displays on the status bar.

To manage patient medical alerts:

  1. Select a patient and open the EHR module.
  2. From the odontogram, click the Alerts tab and review the listed alerts for the patient.

    3. Tip: If Carequality is enabled, any records that are reconciled from outside axiUm display a Reconciled () icon. If a record also has a note attached to it, the icons display side-by-side ().

  3. Right-click in the Alerts tab and select Update/Review Medical Alerts to display the Patient Medical Alerts window.

    4. Note: If your institution uses Carequality, a Recon Date column displays the date of reconciliation and a Source column displays the source of the data for reconciled records.

  4. Select and/or deselect the following checkboxes to filter the displayed alerts.

    • Show Alerts

    • Show Allergies

    • Show Medical Problems

    • Show Active only

    • Show Deleted

    • Show Reconciled

      • Note: This checkbox only displays if Carequality is enabled.

  5. Select and review a listed alert.
  6. (Optional) Next to the Alert field, click the Info () icon to display the Medline Plus site open to the correct alert.

    7. Note: If the patient’s language is set to Spanish, the site displays in Spanish.

  7. To perform another task, complete any of the following: 
    1. Click the Clear Data () icon.
    2. Complete the fields as necessary and click the Add a new Record () icon.

      3. Field Description
      Type

      Select Alert from the drop-down list.

      Alert

      Enter an Alert code and select from the intelli-sense list or click the ellipsis and select from the Medical Alert Codes window.
      Status

      Select an entry from the drop-down list.

      • Active: The selected medical alert is active for the patient.
      • Inactive: The selected medical alert is inactive for the patient. The record is still available to view and report on.
      Onset

      Enter the date the patient alert began.

      Note

      Enter any additional information.

    1. Click the Clear Data () icon.
    2. Complete the fields as necessary and click the Add a new Record () icon.

      3. Field Description
      Type

      Select Allergy from the drop-down list.

      Alert

      1. Enter an Alert code and select from the intelli-sense list or click the ellipsis and select from the Search Allergies window.

      2. (Optional) Click the () icon to launch a web browser and display additional details about the selected item.
      Status

      Select an entry from the drop-down list.

      • Active: The selected medical alert is active for the patient.
      • Inactive: The selected medical alert is inactive for the patient. The record is still available to view and report on.
      Onset

      Enter the date the patient allergy began.

      Note

      Enter any additional information.

      Reaction Enter the details of the patient's allergic reaction.
    1. Click the Clear Data () icon.
    2. Complete the fields as necessary and click the Add a new Record () icon.

      3. Field Description
      Type

      Select Medical Problem from the drop-down list.

      Alert
      1. Enter an Alert code and select from the intelli-sense list or click the ellipsis and select from the Search Medical Problems window.
      2. (Optional) Click the () icon to launch a web browser and display additional details about the selected item.
      Status

      Select an entry from the drop-down list.

      • Active: The selected medical alert is active for the patient.
      • Inactive: The selected medical alert is inactive for the patient. The record is still available to view and report on.
      • Resolved: The selected medical problem has been resolved for the patient. The record is still available to view and report on.
      Onset

      Enter the date the medical problem began.

      Note Enter any additional information.
    1. Select a listed entry.
    2. Make any necessary changes and click the Modify Record () icon.

    If necessary, you can delete patient alerts from the patient record.

    Tip: You can delete reconciled alerts that are inaccurate or no longer relevant.

    1. Select a listed entry and click the Delete Record () icon.
    2. When prompted, click Yes to confirm the deletion.
    1. (Optional) To preview the Patient Medical Alerts report, click the Preview Report () icon.
    2. To print the Patient Medical Alerts report, click the Print Report () icon.
    1. Select a listed entry and click the Show History () icon to display the Patient Medical Alert History window.
    2. Select a listed entry to view the values in the fields above.

      3. Tip: A Clinical Reconciliation section displays Reconciliation Date and Source fields for institutions that use Carequality. If the record was reconciled into the EHR, the fields will be populated with the date of reconciliation and the source of the data.

    When necessary, you can view the source C-CDA file for an alert that was reconciled into a patient record.

    Note: This is only applicable for institutions that use Carequality.

    1. Right-click a listed entry and select View Source C-CDA... to display the Select Sections window.
    2. Next to each section you want to view, select the checkbox and click OK.

      3. The C-CDA file opens as an Export Summary in a new tab in your default browser.

    1. Click the Review Allergies/Medical Problems () icon and select one of the following:
      • Review Allergies to display the Allergies Review Warning window and review the patient’s allergies on file.
        • Click Yes to confirm the information is correct.
        • Click No to indicate the information is incorrect.
      • Review Medical Problems to review the patient’s medical problems on file.
        • Click Yes to confirm the information is correct.
        • Click No to indicate the information is incorrect.

      Note: If the patient has no allergies or medical problems, click Yes to confirm you reviewed the message.