QHR Product Ideas

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Alert/Pop-up if Patient not seen within last few months/years

It would be helpful for a popup to let us know if it has been a while since a patient has been in to the clinic. Ex) can let us know to update their demographics, or sometimes patients need a new referral or aren't allowed to book if it's been longer than a certain amount of time. It's hard when you're busy to check the last appt date every time. If we are able to set the amount of time (# months/years) to trigger the pop up as well that would be perfect. If there is a way to do this already please let me know!
  • Shelley Hughes
  • Jun 20 2016
  • Already Exists
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  • Admin
    Blake Fisher commented
    December 10, 2024 22:05

    An alert for patients who have not been seen in a given period of time can be achieved using the "Include in Tasks" feature in the Query Builder (Alerts) tool. "Include in Tasks" will run on every patient load to determine whether they match the criteria set out in your Alert Definition, and add an Alert to the Patient Tasks section for that patient. The Alert can be identified by a red ! icon before the patient name in the demographics status bar, and can also be found with the shortcut F7.

    To create this alert, navigate to the "Query Builder (Alerts)" tool in the Reports section of the Accuro menu. Create a new Alert Definition with the parameters you want to use (e.g. patients who have not had an appointment in the last 1 year). Click the Configuration icon (gears) and enable the "Include in Tasks" checkbox. Fill the "Warning" field with the message that you would like to be displayed in the Alert for each patient who matches the criteria.

    Note: For larger databases, it is recommended to run the query, assign a patient flag through the available actions in the Query Builder results, and then manually delete the patient flag once the action is complete.

  • +12