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Create client alerts

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You can create alert types in the Alert Types form.

Client alerts defined to be episodic will only trigger on episodic forms (e.g. Financial Eligibility), not forms which contain an episode lookup. After entering a client ID, you must select an episode from the pre-display before the form loads. The episode pre-display will trigger any alerts defined for the client and episode selected in the pre-display. The form Progress Note (Group and Individual) can be accessed prior to selecting any client or episode. This form contains a client and episode lookup within the form, but is not episode based, since no client or episode is required to be selected before opening the form. Therefore, episodic client alerts will not be triggered in Progress Note (Group and Individual) when an episode that is part of an episodic alert is selected. If a client alert is defined to be active for all episodes, non-episodic forms such as Progress Note (Group and Individual) will trigger non-episodic based alerts when the client is selected in the search field within the form.

  1. Go to: RADplus Utilities > Client Alert Management > Client Alerts
  2. Enter the client ID in the Client Name/ID field, click Enter.
  3. If the client is associated with previous alerts, the Pre-Display displays.
  4. Select the client alert, click Add.
  5. In the Type of Alert field, select the alert type.
  6. In the Custom Message field, enter the alert message.
  7. If appropriate, in the Disabled field, select Yes to deactivate the alert type.
  8. In the Active or Active for Date Range field, enter Active to create an alert type that is not associated with a date range.
  9. Click Active for Date Range to create a client alert type that is active for a date range (Start and End Date fields).
  10. In the Start Date and End Date field, enter the client alert start and end dates.
  11. In the Applicable Forms field, select forms to associate with the client alert.
  12. Check All Forms to select all forms. This selection is included alphabetically in the list.
  13. In the Episodes field, select the client episodes to associate with the alert.
  14. Check All Episodes to select all client episodes.
  15. Click Submit.
► SQL Tables
  • SYSTEM.RADplus_client_alerts

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