Add a client alert

Overview

Client alerts are important short notes that appear next to a client’s name in two places:

1. Client profile (right panel)

1. Appointment information panel (on the calendar)

Alerts are instantly visible, helping staff see important information when dealing with certain patients.

Examples

• Safety considerations: e.g., known risks or de-escalation guidance.

• Accessibility or support needs: e.g., mobility support, interpreter required.

• Quick reminders: e.g., confirm referral details, follow up on a form, return a left item.

Add a client alert

1. Open Clients, find the client, and select Actions → View (or click the client’s name).

2. Click Edit client.

1. In the Alert field, enter the note you want shown.

1. Click Save.

The alert is now visible on the client profile and in the calendar appointment panel.