OutSmart EMR Knowledgebase

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Calendar Alerts

Creating Calendar Alerts

You can create a calendar alert from the Client Workspace, in the Notes area.

Calendar Alerts are notes regarding a client that are written by anyone at the clinic, that have been specifically connected to your calendar.

Any note created in the OutSmart Notes section can be labeled as a Calendar Alert.  By labeling a note as a Calendar Alert, you are saying that it is important for you, or for others at the clinic, to see this note when booking in the client which the note refers to.

Creating a Calendar Alert
To create a calendar alert, first you need to create a note.  That is done in the Client Workspace.  When you are in the workspace, look for the Notes area.

  1. Type in the note you want to save as an alert.
  2. Click on save, and then set the acces permission to the note.  It defaults to be private to you, so if you want others to see it, adjust it accordingly.
  3. Add the Calendar Alert label.
Type in the note you want to save as an alert.

Type in the note you want to save as an alert.

That’s it!  After you do this, the note will show up in the alert box of the Calendar Event Editor, after selecting the patient.

Calendar alert shows up in the Event Editor on the Calendar, after selecting a patient.

Calendar alert shows up in the Event Editor on the Calendar, after selecting a patient.

Editing or Deleting Calendar Alerts

coming soon.

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