Setting Up Dashboard Alerts For Your Practice

The Alert Settings tab in Practice Manager allows you to select which alerts TiQ will display on your Dashboard. You can also customize the frequency at which these alerts are triggered. This guide will show you how to set up your Dashboard alerts.

From the Navigation Bar, select Practice Manager.

In Practice Manager, select the Alert Settings tab.

The first section you’ll see is where you can add custom names, set the frequency, and decide whether to display or not the following alerts:

  • Biopsychosocial Assessments
  • Treatment Plans
  • Progress Notes
  • Treatment Review 
  • Discharge Reports

For these alerts, you can:

  1. Set a Display Name to better identify this alerts
  2. Decide whether to show these alerts in the Missing Document Alerts section or not. 
  3. Set the frequency in which you’d like these alerts to be triggered.
  4. Decide whether to show these alerts in the Missing Signature Alerts section or not. 

IMPORTANT: The custom display name you enter here will be the name displayed for these alerts on the Dashboard, as well as the name shown for the forms that trigger these alerts in the Forms Library.

Scrolling down you’ll have the ability to turn on or off the rest of the alerts displayed in the Dashboard, and also set the frequency for some of them. Click here to learn more about each alert

NOTE: A Purple toggle is ON and a Grey toggle is OFF

From this page, you also have the ability to set the frequency of the Email and SMS reminders that are sent to your clients. Click here to learn how to set reminders for your clients.

Once you are done setting up your alerts and reminders, scroll down and select Submit to save the changes.

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