You can create customized alerts based on a reference range or an expiry date for individual flowsheet items and patient data properties. For example, you can highlight an INR result that is outside the normal reference range or flag an overdue blood pressure check for a hypertensive patient.

You must specify the level of alert (critical, warning, or informational), and add conditions in which the alert should appear.

You can set alerts that are flowsheet-specific, user-specific, patient-specific, or apply to all users in the clinic.

📌 Note: You must have the Account Level Alert Settings permission to configure alerts that apply to all users in the clinic. Refer to Modifying user permissions for more information.

If you need assistance configuring alerts, contact the CHR support team.

1. To create an alert, do one of the following:

To create an alert for a flowsheet item, open the flowsheet:

To create an alert for a patient data property, from a patient chart, click Start/Open > Patient Data. Ensure that you have the required patient data category folder open. For more information, refer to Viewing and updating entries in the patient data section.

2. If you are in a flowsheet, hover your cursor over the item name, and then click the bell icon. Or, if you are in patient data, click the bell icon to the right of the patient data property.

3. In the Manage Alerts window, select Reference Ranges to set an alert based on a value being out of range, and/or Expiry Dates to set an alert when an item is past due.

4. If you selected Reference Ranges, select the field you want to track from the list.

5. Add an alert. Click Add in the appropriate category, depending on what the alert should be applied to:

6. In the Edit Alert window, specify the conditions in which the alert appears.

a) Select the alert severity from the list: Critical, Warning, or Info. Items with a Critical alert appear in red, items with a Warning alert appear in yellow, and items with an Info alert appear in blue.

b) If it is an Expiry Dates alert, specify the frequency. For example, if you want an alert if it has been more than 6 months since a blood pressure was recorded, enter 6 months. Enter the value in the Amount field, and select a Unit from the list (Year, Month, Day, Hour).

c) Click Add Condition. In the field that appears, enter the condition criteria. See Specifying alert condition criteria, below. You can add multiple conditions - for example, if you want an alert to appear if it has been more than 6 months since the last blood pressure check, and the patient is older than 65.

d) Optionally enter a Message to appear when you click a flowsheet or patient data item that has an alert. For example, you may want to include the conditions in your message to remind you why you are seeing the alert: "More than 6 months since the last BP" or "INR > 3.0". If you do not enter a message, the default message will be displayed ("The value is out of treatment range" for reference range alerts or "This property is expired" for expiry date alerts).

e) Click Save when you are finished setting the alert.

7. The alert appears in the window. Click Close when you are finished adding alerts.

When you view a flowsheet or patient data, if an alert is triggered, the item appears in the corresponding alert colour. For more information, refer to Using patient flowsheets or Navigating patient data in the patient chart.