The bar across the top of patient records can be configured to display different colours depending on settings configured for your practice.

This can be used to highlight certain conditions relating to a patient such as their payor, you can also open pop-up notes to highlight specific information.

Patient triggers

These provide the ability to define the conditions initiating an alert message to be displayed. The feature uses the patient-coloured toolbars, pop-up notes functionality and query functions to open preset messages when certain query conditions are met.

When you load a patient record, EXACT uses the toolbar triggers to alter the display, displaying the first criteria that are met using a top-down approach. The order of the triggers can be changed with the most important colour notifications being placed at the top.

When navigating to the patient file any pop-up notes created by a trigger can be temporarily closed but not permanently de-activated unless the trigger is removed.

Configuring patient triggers

1. Go to configure - patient file.
2. Select the option to set up patient triggers.
3. Your current triggers will be displayed.
4. You have options to add, remove, edit and re-order the triggers below your list of patient triggers.

If no triggers are met, the toolbar colour will default to the default colours.

Creating a new trigger

1. Click on the insert new trigger option.
2. This will open the patient lists functionality.
   • Select an existing list or create a new list with all the conditions you require.
     • It is recommended to name your patient list with an identifier such as 'trigger' or by use of a special character to prevent deletion of the patient list as your trigger will not function if the list is deleted.
   • Once created save and close to return to your trigger creation.
   • You can now choose if the trigger will open a pop-up note or set the toolbar colour.
     • If it is a pop-up note you can edit the message to set the information to be displayed as well the colour and when the pop-up will appear.
     • If setting the toolbar colour, set both the top and bottom colours.
     • Click OK to save your new trigger.
   • Your new trigger will be added at the bottom of the triggers list.

Editing a trigger will open the same menu options as creating a trigger.

Arranging your triggers

You can edit the order of the triggers using the up and down arrows, ensuring your highest priority triggers are at the top with the lowest priority at the bottom.