userdocs:how-to:ch2:add_alerts_to_an_owner:client_account

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userdocs:how-to:ch2:add_alerts_to_an_owner:client_account [2017/10/16 15:36] – created lperrymanuserdocs:how-to:ch2:add_alerts_to_an_owner:client_account [2017/11/28 21:38] (current) lperryman
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-=====How To:Entering Client Communications=====+=====How To: Add Alerts to Owner/Client Account=====
  
 ------------------------- -------------------------
  
-Select the Patient Info menu option from the top of the main VMIS screen.+**From patient account:** 
  
-(Insert photo)+Select the **Patient Info** menu option from the top of the main VMIS screen.
  
-Select the patient information drop down option.+{{ :userdocs:how-to:ch2:patient_information_menu_option.png |}}
  
-(Insert photo)+Select the **patient information** drop down option.
  
-The patient account screen will appear.+{{ :userdocs:how-to:ch2:patient_information_dropdown.png |}}
  
-(Insert photo)+[[userdocs:how-to:ch1:patient_find|How To: Find a Patient]]
  
-Select the add document button from the top of the patient screen.+The patient account screen will appear with the summary automatically pulled up.
  
-(Insert photo) 
  
-The Create New Medical Record Entry Screen will appear.  Select the Client Communications option on this screen and  +About halfway down the screen, the **owner (client)** will be listed.  On the right side of the client information,  
-hit OK.+there is a small button that says **[show]**, click that button.
  
-(Insert photo) 
  
-The Client Communications form will appear.  Complete and save when finished.+{{ :userdocs:how-to:ch2:client_change.png |}} 
 + 
 +The **client account** screen will appear.  Select the button in the top of the client screen labeled **alert**. 
 + 
 +{{ :userdocs:how-to:ch2:client_alert.png |}} 
 + 
 +The **client alert** screen will appear.  Select the **add** button. 
 + 
 +{{ :userdocs:how-to:ch2:add_alert_screen.png |}} 
 + 
 +An **alert** textbox will appear.  Type your desired alert information.  Select **OK** when finished. 
 + 
 +{{ :userdocs:how-to:ch2:alert_textbox.png |}} 
 + 
 +**From Client Account** 
 + 
 +[[userdocs:how-to:ch1:client_find|How To: Find a Client]] 
 + 
 +The **client account** screen will appear.  Select the button in the top of the client screen labeled **alert**. 
 + 
 +{{ :userdocs:how-to:ch2:client_alert.png |}} 
 + 
 +The **client alert** screen will appear.  Select the **add** button. 
 + 
 +{{ :userdocs:how-to:ch2:add_alert_screen.png |}} 
 + 
 +An **alert** textbox will appear.  Select **OK** when finished. 
 + 
 +{{ :userdocs:how-to:ch2:alert_textbox.png |}}
  
-(Insert photo) 
  
-To email, save, or fax, select the corresponding button in the top right corner of the screen. 
  
-(Insert photo) 
  
  • userdocs/how-to/ch2/add_alerts_to_an_owner/client_account.1508168204.txt.gz
  • Last modified: 2017/10/16 15:36
  • by lperryman