The Alert menu option in the Main Menu notifies the logged on user of new alerts they are subscribed to. If using Clinics, only alerts for the currently selected clinic show, and only when the logged on user is subscribed to the alert.
When there are new, unread alerts, the Alert menu item highlights yellow and indicates the number of active alerts.
When an alert is marked as read, it is no longer highlighted, but is still considered active until any needed action is complete.
If alerts are not updating, make sure OpenDentalService.exe is installed in the Service Manager.
Currently available alerts:
- Pending Online Payments made via the Patient Portal. Once a payment is processed, the online payment is no longer counted in the alert. These alerts update every 5 minutes.
Generic is not in use.
Subscribing to Alerts
Subscribe individual users to alerts in the Security area.
- In the main menu, click Setup, Security, then double click on the user. On the User Edit window, click the Alert Subs tab.
- Under User Alert Subscriptions, highlight the alert type(s) to subscribe the user to. Currently the only alert available is for Pending Online Payments made via the Patient Portal.
- If using Clinics, choose which clinics the user will see alerts for. Take into consideration any clinic restrictions you have set. Users will not see alerts for clinics they do not have access to.
Note: By default, users are subscribed to all alerts, however they will not see alerts for clinics they do not have access to.