Set up a patient alert to automatically notify you of any reminders or concerns.
Choose which screens you would like the pop-up alert to be displayed on. Enter the
visit number or date you would like to start displaying this alert for.
Alerts will automatically appear warning you of:
Medical alerts on the Exam Screen
Payment arrangements on the Registration Screen
Reminders to get patient insurance information
Note an upcoming wedding or other event
Never miss a step with our Claim Tracking schedule. Our Claim Tracking feature is
great for reminding you and other staff members of what needs to get done and what
is going on with your patients. Track both insurance and patients problems by claim,
date range, who’s working on it and status.
Common “Claim Tracking” uses:
Track insurance claims
Follow up on problems
Create an office to do list
Save money, use less sticky notes with Herfert Software
Claim Tracking and Patient Alerts
The Claim Tracking feature is great for reminding you what needs to get done and
what is going on with the patient.