Assistance Alerts

Abstract

Capable 21C has the ability to highlight patient/client files that require special attention during the invoicing/treatment process.  This mechanism is called 'Assistance Alerts'.  There are a variety of assistance alerts that Capable 21C can produce automatically, and manual alerts can be keyed by operators.  This knowledgebase article discusses how to configure these alerts.

Underlying challenge

There are several different kinds of automated assistance alerts that Capable 21C can calculate:

  • Outstanding Balance
  • No Next Visit booked
  • Prepayment Due
  • New Patients/Clients
  • Less than 4 visits left
  • Plan due for renewal
  • Long Visit Pending
  • Allow Service Alerts
  • Long Visit N Visits Away
  • N Services consumed in Care Plan

The meaning and configuration options for each of these alerts is described below.

Resolution

Refer to the training video on assistance alerts at http://www.capablesoftware.com.au/ATraining/Workflow2.htm for basic information about assistance alerts.

Assistance alerts are visible as red stop signs on the Patients Checked In window, and on the Profile tab of the Visit Notes window.  The type of alert can be found by either hovering the mouse over the red stop sign, or by clicking on it.

Note that all alerts can be configured as 'pre-treatment' or not.  If an alert is 'pre-treatment', the workflow director will not call a patient to a treatment area until the assistance alert is resolved (or disabled).

To enable or disable any of the automatic assistance alerts, go to Setup|Settings and go to the Workflow tab.

Outstanding Balance

If enabled, this alert will automatically appear when the patient owes money.

No Next Visit booked

If enabled, this alert will automatically appear when the patient has no future appointments booked.

Prepayment Due

If enabled, this alert will automatically appear when the patient's date of next care plan payment has fallen due.

New Patients/Clients

If enabled, this alert will automatically appear for any visit within the first seven days of the patient/client's first visit.

Less than 4 visits left

If enabled, this alert will automatically appear if the patient/client has less then four future visits in the appointment book.

Plan due for renewal

If enabled, this alert will automatically appear if the patient/client's care plan has reached its end date.

Long Visit Pending

If enabled, this alert will automatically appear if the patient's next long visit is less than 7 days away.  Note that the number of days is configurable (see below).

Allow Service Alerts

If enabled, this alert will automatically appear a certain time after the purchase of a service or product.  This is useful to remind patients/clients to re-purchase a product (eg a pillow) when the old one wears out.

Long Visit N Visits Away

If enabled, this alert will automatically appear if the patient's next long visit is less than 3 visits away.  Note that the number of visits is configurable (see below).

N Services consumed in Care Plan

Note that this assistance alert is not configured via Setup|Settings.  To configure this assistance alert, go to Setup|Setup Care Plans, and open the Care Plan in question.

Detailed Information

To configure the number of days lead time for the Long Visit Pending alert:

  1. Go to Setup|Settings.
  2. Go to the Other tab.
  3. Click on the Workflow System Component.
  4. Click on the Long Visit Pending Threshold setting.
  5. Change the value as desired.
  6. Click Close (no need to apply).

To configure the number of visits lead time for the Long Visit N Visits Away alert:

  1. Go to Setup|Settings.
  2. Go to the Other tab.
  3. Click on the Workflow System Component.
  4. Click on the Long Visit N setting.
  5. Change the value as desired.
  6. Click Close (no need to apply).

 

This knowledge resource is designed for use on a Windows (tm) XP system operating at a screen resolution of 1024x768 or better. Windows Media Player must be installed for this training resource to operate correctly.

Copyright 2008 Capable Software Pty Ltd

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