SOAP 2.0 | System-Generated and Custom Alerts
  • 19 Dec 2023
  • 2 Minutes to read
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SOAP 2.0 | System-Generated and Custom Alerts

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Article Summary

Overview

Manage custom and system-generated alerts from the Patient’s 2.0 record page. All patient-specific alerts display within the Alerts Drawer.

 
Click on the Alerts Badge to view alerts.

EMR_2.0_Patient Profile_Alerts Drawer_Plan of Care

 
Click the arrows below to discover more.



SOAP 2.0 | System-Generated Alerts

SOAP 2.0 | System-Generated Alerts

  • Authorization Alerts: You'll receive Authorization alerts when the patient has an authorization ending in 2 visits, the number of units falls below 10 (SOAP 2.0 only), or within 7 days.
  • Prescription Alerts: You’ll receive Prescription alerts when the patient has an expiring prescription. These alerts are based on the data entered for the Days Prior and Visits Prior fields when adding the prescription.
  • Medicare Threshold Alerts: You’ll receive Medicare Threshold alerts when the patient is approaching or has exceeded the Targeted Medical Review Threshold.
  • Plan of Care Alerts: You’ll receive Plan of Care alerts when the patient has an expiring plan of care. This alert displays for both Medicare and Non-Medicare patients as long as the Plan of Care dates were added to the evaluation.
  • Needs Progress Note Alerts:You’ll receive Needs Progress Note alerts once 8 Daily Notes have been completed or 30 days have passed since the last evaluative note. The Create Note button will prompt you to create a Progress Note. However, a Daily Note can still be completed from the drop-down menu — with the exception of Medicare patients.


SOAP 2.0 | Custom Alerts

You can use custom alerts for important safety information or patient info. There are two ways to create a custom alert:

  • On the patient records screen in SOAP 2.0
  • Or the Additional Info field when using the Quick Add Patient feature.


SOAP 2.0 | Create Custom Alert On Patient Record

Create Custom Alert On Patient Record

You can create a custom alert from the patient records screen in SOAP 2.0:

  1. Open the Alerts Drawer, and click Add Alert.
    EMR_2.0_Patient Profile_Alerts Drawer_Custom Alert_Add Alert_Button

  2. Choose an Alert Type from the drop-down.
    EMR_2.0_Patient Profile_Alerts Drawer_Custom Alert_Add Alert_Details_Alert Type

  3. Enter a (1) Description and click (2) Apply.
    EMR_2.0_Patient Profile_Alerts Drawer_Custom Alert_Add Alert_Details_Description_Apply Button

  4. The alert will display in the Alerts Drawer. Click on the Alert type to update.
    EMR_2.0_Patient Profile_Alerts Drawer_Custom Alert_Custom Alert in Patient Profile

  5. You can edit or delete the alert from this pop-up window.

    Deleting Alerts

    We do not recommend deleting alerts unless you plan to address the alert immediately.

    EMR_2.0_Patient Profile_Alerts Drawer_Custom Alert_Add Alert_Details_Delete Alert_Button



SOAP 2.0 | Create Custom Alert Using Quick Add Patient

SOAP 2.0 | Create Custom Alert Using Quick Add Patient

You can create an alert while using the Quick Add Patient feature:

  1. Click Quick Add Patient on the WebPT EMR Dashboard.
    EMR_Patient Manager Menu_Quick Add Patient

  2. Fill out the information on the Quick Add Patient form as you normally would.

  3. Use the Additional Info field to add your custom alert.
    EMR_2.0_Patient Profile_Alerts Drawer_Custom Alert_Quick Add_Additional Info Field

  4. The text entered displays in the Alerts Drawer of the patient’s SOAP 2.0 chart.
    EMR_2.0_Patient Profile_Alerts Drawer_Custom Alert_Quick Add_Custom Alert in Patient Profile



SOAP 2.0 | Payer Alerts

SOAP 2.0 | Payer Alerts

Payer alerts allow you to enter key insurance information when adding or editing an insurance record. These alerts populate on patient appointments, within the patient chart, and on the Charge Summary.

Discover more about Payer Alerts.




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