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Pinned Alerts for Client Accounts

Summary

Implement a persistent, flashing alert system for client accounts that triggers whenever a client's details or related records are accessed. This is intended to highlight important flags such as red flag questionnaire responses or clinician-added alerts (e.g., incontinent, suicidal, patient abusive, needs chaperone).

Description

Displays a flashing alert whenever a clinician or administrator clicks on:

  • The client’s main account/profile page

  • The client’s appointments on the diary page

  • Any invoice related to the client

  • Any form or response completed by the client

  • The alert should remain visible and active until explicitly removed by a clinician or administrator.

  • Alerts can be added manually by clinicians/administrators or automatically triggered by the completion of specific red flag questionnaires.

Typical alert examples include: incontinent, suicidal, patient abusive, needs chaperone.

Acceptance Criteria

  • Alert flashes prominently when any client-related record is accessed.

  • Alert content reflects the reason for the flag (customisable text).

  • Alerts persist until removed by authorised admin user.

  • Alerts can be added/edited/removed by clinicians and administrators.

  • Alerts trigger both from manual addition and questionnaire results.

  • Alert display works consistently across all relevant pages (client profile, appointments, invoices, forms).

Additional Context

This feature has been requested multiple times but not prioritised yet. It is important for patient safety and awareness during clinical interactions.

Status: Completed1 comment

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Comments1

  • Jack Brown-Schofield

    •

    Sep 12

    Hi,

    I’m looking forward to this feature!

    I wanted to ask could it also include an automatic alert for patients under 18, this way we can immediately see without needing to go into their file and retrieve their DOB. Additionally/alternatively have their DOB next to their name in the Clients area?

    Would this feature also be able to be used for alerts for forms, e.g. a patient last submitted a medical form 12 months ago and requires a new one, this would again ease work flow/admin.

    Thank you