Alerts in Dental4Windows

Alerts in Dental4Windows

Quote
Add new alert types, delete and inactivate patient alerts, add alert to patient file and modify patient alert. 

Add New Alert Types

Alert Types are used to group alerts to save from scrolling through a long list of option. 


Note that at this stage, Symbol, Text Colour and Background Colour will not change the alert *upcoming features*. It is recommended any alert relating to money has a tick against Show Balance.



  1. Go to Patient Records > Patients tab > History sub-tab
  2. Click the Alerts icon  
    1. Click the Modify icon to add/modify Alert Types

      1. Click Add              
        1. Alert Type: Enter the name of the new type
        2. Show Balance: Tick if this alert should display the patients' balance
      2. Click Save

  3. Click OK

Delete and Inactivate Patient Alerts

When an alert is not longer relevant to a patient, it can be deleted or made inactive. 

Inactivate an Alert

To keep a record of an alert, it is recommended to change the When to Display to Always before date which renders it inactive as of the entered date. 

  1. Go to Patient Records > Patients tab > History sub-tab
  2. Click the Alerts icon 
    1. Select the relevant alert 
    2. Click Modify
      1. When to Display
        1. Always before date: Enter the date to prevent this alert trigger in the future

Delete an Alert

  1. Go to Patient Records > Patients tab > History sub-tab
  2. Click the Alerts icon 
    1. Select the relevant alert 
    2. Click Delete  
    3. Click Exit

Alerts can be deleted and/or modified from either the History sub-tab or by selected Modify or Delete when the alert is triggered. Full instructions and recommendations follow.

Add Alert to Patient File

Add an alert to a patients' file to notify practice staff of important information. 

Alert examples:

  • Premedication

  • See Allergies / Medical Conditions

  • Do not schedule

  • Patient must pay accounts

  1. Go to Patient Records > Patients tab > History sub-tab
  2. Click the Alerts icon 
    1. Alert Type: Select the relevant type
    2. Notes: Add extra information to display on the alert
    3. Display Alert for this areas/actions: Select the area(s)/actions to trigger the alert
    4. When to display: Select when the alert should be triggered
      1. Always: The alert will display every time the selected area/action is accessed/performed for this patient
      2. Always Before Date: The alert will display every time the selected area/action is accessed/performed for this patient up until this date
      3. Date Range: The alert will display every time the selected area/action is accessed/performed for this patient between these dates
      4. On This Date: The  alert will appear on the selected date, time and PC selected irrespective of being in the patients' file for the period entered
    5. Click OK

Modify a Patient Alert

Alerts can be deleted and/or modified from either the History sub-tab or by selected Modify or Delete when the alert is triggered.

  1. Go to Patient Records > Patients tab > History sub-tab
  2. Click the Alerts icon 
    1. Select the relevant alert 
    2. Click Modify
      1. Modify the alert
      2. Click OK
    3. Click Exit

    • Related Articles

    • Patient Alerts in D4Web

      Alerts can be used for various notifications, reminders, actions and /or important information regarding the patient. It could be a pre payment requirement note, allergy, pre medication alert or even a reminder to update address info or to fill out a ...

    • NZ Dental Benefits in Dental4Windows

      Charting patients under the NZ dental benefits scheme. Charting Patients under New Zealand (NZ) Dental Benefits Scheme To ensure the correct items are used, when charting for a patient under either the Oral Health Service for Adolescents (OHSA) or ...

    • WA Government Dental Subsidy Service in D4W

      In Western Australia, subsidised emergency and general dental care for adult concession cardholders is available through public dental clinics or private dental clinics participating in the Government Subsidised Dental Health Care Scheme. Here we ...

    • National Dental Plan: Information and Prerequisites

      National Dental Plan (NDP) is Australia's only payment plan integrated with the D4W/D4Web software which pays upfront. Important Information Ensure the applicant meets the below criteria set by Humm 18 years of age or older Australian citizen or ...

    • NZ Dental Benefits Generating Claims in D4W

      Generate NZ dental benefits SDS claim, SDSA claim, OHSA claim: high caried treatment planning, OHSA claim, OHSA claim: individual treatment and apply OHSA / SDS payments to claims. Generate New Zealand (NZ) Dental Benefits SDS Claim Go to Patient ...