Alert allied health workers to important client information

This article describes the different alerts that can be displayed on a client's record.

Important information about a client can be set to display at the top of their client record. This article provides:

• a brief overview of the type of information that can be displayed
• a list of the different types of alerts
• how to create custom alerts, and
• how to remove alerts.

Alerts can only be displayed on client contact records. 

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Alerts overview

The type of information that can be displayed as an alert includes:

• potential risks to themselves and others
• who to contact and how to contact them
• health conditions, and
• consents and legal information.

Displaying an alert usually requires:

• a tick in the Display As Alert field on a related record, and
• text or other information to be added to the Alert Summary field or whichever field is displayed on the client's contact record.
• we also now allow for the creation of custom alerts.

Clicking on the view text link on an alert will open the originating record in a new browser tab.

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Alert types

The following table describes the different alert types, where they're created and stored, and which field can be displayed. Some alert type headings link to articles with further instructions.

Alert type	ID	Tab	Fields shown
Associated Contact	REL	Associations	Related contact's attributes, relationship, name and phone number
Client Risk	RSK	Support Needs	Domain and Subdomain
Consent	CN	Preferences	Type of consent, alert summary
Health Condition	HC	Support Needs	Type of health condition, alert summary
Legal Information	LI	Preferences	Alert summary
Custom	N/A	N/A	Custom alert text entered by user.

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Creating custom alerts

Before creating a custom alert, you should use Client Alerts thoughtfully to emphasize critical, high-risk information essential for client care. Overusing alerts can lead to alert fatigue, reducing their effectiveness and potentially posing a risk. Consider carefully whether the information truly warrants an alert or could be communicated in another way.

To create a custom alert:

1. Click + Custom Alert button
2. Select the appropriate Custom Alert Type
3. Add your Alert Text
4. Click Save

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Removing Alerts

The following provides information on removing alerts.

Standard Alerts

1. Click the View link on the alert to be removed.
2. Un-tick the Display as an Alert field
3. Click Save

Custom Alerts

1. Click the Bin icon on the alert.
2. Click Delete.

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