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Alerts regarding patient on scheduler or intake

have a field that office can input patient specific alerts pertaining to Billing (like balance due or account in collections) or Appointment Scheduling (like patient discharged, do not schedule) etc.
This would be incredibly helpful to scheduling staff to have alert box pop up that indicates this type of information. This way, staff can address when client is on the phone setting up an appointment.
Thank you

2,257 votes
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Mrs Pam Zaft shared this idea  ·   ·  Admin →

You asked and we listened: Use Pinned notes to manage non-clinical reminders
Practice Fusion continues to take major steps toward updating your EHR with even more features and enhanced workflows. With Practice Fusion’s Pinned Note feature, we have made it easier for practice staff to quickly view pertinent custom details about patients before they are scheduled, before check in, or during a patient visit. A Pinned Note is the ideal place to record non-clinical information specific to an individual patient, where you can have important information readily available. Thanks you to everyone who voted and helped make the Practice Fusion EHR better for everyone.


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  • Sabianne Jones commented  · 

    i think it would be great if we can have alerts. Something that will pop up once patient is checked in to alert front desk staff that something need to be done ie: need update insurance card, id card, balance on account ect.

  • Justin Danner commented  · 

    This is a feature that is very much needed. All we need is a simple "Alert During Scheduling" check box and a "Reason:" free type area. While a provider might know the history of problem patients, the front desk might not, and needs to be able to know while scheduling.

  • Amanda commented  · 

    Please add this feature. My clinic is a non-profit that uses volunteers for many services, like scheduling and reception. Since the volunteer varies by day and availability, a pop-up alert for special scheduling situations would be very helpful and allow for more consistency among volunteers.

  • Teresa commented  · 

    We need an alert or pop up with patient balances , so patients and staff can be alerted prior to a patient being seen. Its a lost opportunity if not. We also need an alert for frequent cancellations and no shows..... We need these features ASAP..........

  • Niccole D'Arco commented  · 

    We really need this ASAP, its becoming a big problem in our office. There is no way to determine if patients should be scheduled without going to a PAPER folder.

    One possible way is to check a box in patient profile to indicate the type of alert attached to the patient chart: for example : Collections, or balance write off. And then when a patient is pulled up if an asterisk could appear next to name, or even the patient name could come up in red or a different color indicating that there is an issue with that account. And scheduling can stop immediately.

  • Anonymous commented  · 

    Please move this feature to the top of your list. With multiple providers who see different insurances as well as patients who have been discharged or are in need of being talked to at their apt or while scheduling, this is EXTREMELY important.

  • Ms Jacqueline H commented  · 

    This feature will be helpful to both office staff and providers for multiple use including health related alerts. Please have this feature available as soon as possible

  • Lori Hammonds commented  · 

    Great idea --- when you schedule an appointment it would be great if you could see notes...example - if a patient owes money --it would alert us so when they arrive for the appointment we can remind them of this....we are a non-profit and loose money all the time because we cant see the notes we have put on their profile when we schedule their appointment...

  • Dr Benjamin Schaffer commented  · 

    Allow a "sticky note" alert on a patient chart to advise anyone opening it there is something requiring special attention on this patient: ie no copay, requires a special chair, needs an interpreter, or any other alert.

  • Judith Sweat commented  · 

    I love this idea!!!!!! So helpful for the front office staff when scheduling and checking in.

  • Mr MATT DOHRMAN commented  · 

    It would be awesome to be able to flag patient charts for different reasons. For example, the nurse in our practice is managing different providers & their patient charts. It would be nice for us as providers & staff, to have the ability to flag the chart for the provider to complete later in the day when it is outside of a nurse visit. Also, flagging the patient chart for an ongoing issue, such as hypertension monitoring, so it does not go unseen.

  • Ms Erin Rissling commented  · 

    This would be a VERY helpful tool in alerting all providers in the practice about specifics for each patient! PLEASE!

  • Mrs Jessica Adams commented  · 

    This alert could contain any information pertinent to the care of the patient that providers and staff need to be aware of. Like the above mentioned, information about inappropriate refills, weekend calls, Do not schedule with....
    Another program I used had an exclamation mark at the top of the page that turned red when there was an alert. There is a flag there, maybe something like that?

    Would also need an option to make or not make it part of the patients record.

  • Ms Carol Borbely commented  · 

    Need to have a way to alert staff that a patient on the schedule needs an authorization for an office visit prior to that visit

  • Jody commented  · 

    THE POP UP FEATURE IS NEEDED. IT CAN BE USED FOR ANY TYPE OF MESSAGE OR ALERT INDICator for just about anything in any specialty.

    Any time we access the patients chart that BOX will pop up. Please make our lives easier.

  • Jody commented  · 


  • Mrs Mary Crouse commented  · 

    Example if you learn a patient is getting narcotics from multiple providers you could flag the chart so when they come in you would know, or if hard of hearing, etc.

  • Govindh commented  · 

    It would be really helpful if there was an additional field in the schedule view where we could have billing notes, asking staff to collect overdue payment when patient walks in

  • Chris Kramer commented  · 

    My coworker and I were just talking about this. We would like a pop up feature to put in notes for each patient. This would be great for when pool employees fill in and aren't familiar with which patients require more time, are on weight maintenance, or have special circumstances where they are allowed to come and get medications without having to see the doctor first, etc.

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