> ## Documentation Index
> Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add an Alert

> Learn how to add patient and claim alerts in Elation Billing

This article provides step-by-step instructions on how to add patient alerts and claim alerts in Elation Billing.

## Overview

### What is an Alert?

Alerts are visual notifications that display important information about a patient or claim. Patient Alerts appear across the patient's pages and superbills, while Claim Alerts appear only on the specific superbill.

### Why are Alerts important?

Alerts help ensure critical billing information is visible to all staff working with a patient or claim. They can highlight special billing requirements, payment arrangements, or other important notes.

## Workflow Instructions

### Adding a Patient Alert

1. **Navigate** - Click on the **Alerts** box at the bottom of a patient profile page.

   <img src="https://mintcdn.com/elationhealth/b_VQbpfEoUHjBEuz/images/intercom/9879cb3c0e3a_Alert_Navigate.png?fit=max&auto=format&n=b_VQbpfEoUHjBEuz&q=85&s=f2f96521f53248330c73fa22fefc3ff5" alt="Image" width="1154" height="156" data-path="images/intercom/9879cb3c0e3a_Alert_Navigate.png" />

   **Patient Alerts will appear in Elation Billing:**

   * On the patient's Elation Billing page
   * On any of the patient's Superbills
   * On any Payments that have the patient's Superbills added

   **For Elation EHR + Billing users, alerts will also appear in the EHR:**

   * When scheduling Patient Appointments

   <img src="https://mintcdn.com/elationhealth/b_VQbpfEoUHjBEuz/images/intercom/94385714bbb0_Screenshot_2024-11-26_at_12_33_51_PM.png?fit=max&auto=format&n=b_VQbpfEoUHjBEuz&q=85&s=dbb017d01e41da492d89c818f38fe205" alt="Image" width="759" height="268" data-path="images/intercom/94385714bbb0_Screenshot_2024-11-26_at_12_33_51_PM.png" />

   * In a Visit Note's Billing Information → Additional Billing Notes

   <img src="https://mintcdn.com/elationhealth/b_VQbpfEoUHjBEuz/images/intercom/c47ffa79fcc8_Screenshot_2024-11-26_at_12_35_53_PM.png?fit=max&auto=format&n=b_VQbpfEoUHjBEuz&q=85&s=029ad979b0a48604c12ab02dcdeb5ec4" alt="Image" width="874" height="423" data-path="images/intercom/c47ffa79fcc8_Screenshot_2024-11-26_at_12_35_53_PM.png" />

   <img src="https://mintcdn.com/elationhealth/CWM1OVXHaDp9DnEy/images/intercom/39964fbe2366_Screenshot_2024-11-26_at_12_36_47_PM.png?fit=max&auto=format&n=CWM1OVXHaDp9DnEy&q=85&s=471315eccd8865840d0a8f6fb245816f" alt="Image" width="719" height="273" data-path="images/intercom/39964fbe2366_Screenshot_2024-11-26_at_12_36_47_PM.png" />

   * In the Billing Home → Billing Notes

   <img src="https://mintcdn.com/elationhealth/_WF8YQMpuRByusIR/images/intercom/fff97a003d58_Screenshot_2024-11-26_at_12_38_09_PM.png?fit=max&auto=format&n=_WF8YQMpuRByusIR&q=85&s=696b06a9b5167b1794a64d9a9bffcb9e" alt="Image" width="759" height="424" data-path="images/intercom/fff97a003d58_Screenshot_2024-11-26_at_12_38_09_PM.png" />

***

### Adding a Claim Alert

Claim Alerts will appear:

* On the Superbill
* On any Payments that have the Superbill added

1. **Navigate** - Click on the **Alerts** button on the top right of the Superbill.

   <img src="https://mintcdn.com/elationhealth/axN6V524bgYhtISH/images/intercom/219d2cfd6f57_Alert_Navigate_2.png?fit=max&auto=format&n=axN6V524bgYhtISH&q=85&s=2933aefa1d13a07ad6be0c0e7e9e1fe4" alt="Image" width="570" height="108" data-path="images/intercom/219d2cfd6f57_Alert_Navigate_2.png" />

***

### Creating the Alert

2. **Enter Alert** - Enter the text for the alert, choose a color, and click **SAVE**.

   <img src="https://mintcdn.com/elationhealth/CWM1OVXHaDp9DnEy/images/intercom/4b149289e2f9_Alert_Entry.png?fit=max&auto=format&n=CWM1OVXHaDp9DnEy&q=85&s=a9b6e15d199127e1887673e0bbf2bd09" alt="Image" width="589" height="503" data-path="images/intercom/4b149289e2f9_Alert_Entry.png" />

***

### Viewing Alerts

#### In Elation Billing

* Patient Alerts display on the patient page, claims, and payments posted
* Claim Alerts display on Superbills

#### In the EHR (Elation EHR + Billing only)

Patient Alerts will also appear in the EHR, while Claim Alerts remain only in Elation Billing. You can review Patient Alerts in the EHR:

* When scheduling Patient Appointments

<img src="https://mintcdn.com/elationhealth/b_VQbpfEoUHjBEuz/images/intercom/9b6f01299e06_Screenshot_2024-11-26_at_12_33_51-E2-80-AFPM.png?fit=max&auto=format&n=b_VQbpfEoUHjBEuz&q=85&s=c2e8167e259ef903d384b97953d19a8a" alt="Image" width="759" height="268" data-path="images/intercom/9b6f01299e06_Screenshot_2024-11-26_at_12_33_51-E2-80-AFPM.png" />

* In a Visit Note's Billing Information → Additional Billing Notes

<img src="https://mintcdn.com/elationhealth/CWM1OVXHaDp9DnEy/images/intercom/65c998d5c436_Screenshot_2024-11-26_at_12_35_53-E2-80-AFPM.png?fit=max&auto=format&n=CWM1OVXHaDp9DnEy&q=85&s=134319680f3ce540008a46f6c3f753b9" alt="Image" width="874" height="423" data-path="images/intercom/65c998d5c436_Screenshot_2024-11-26_at_12_35_53-E2-80-AFPM.png" />

<img src="https://mintcdn.com/elationhealth/axN6V524bgYhtISH/images/intercom/20aba75ac6d9_Screenshot_2024-11-26_at_12_36_47-E2-80-AFPM.png?fit=max&auto=format&n=axN6V524bgYhtISH&q=85&s=4deaed0b78e7c0c23ba37b2f7ff8c3ee" alt="Image" width="719" height="273" data-path="images/intercom/20aba75ac6d9_Screenshot_2024-11-26_at_12_36_47-E2-80-AFPM.png" />

* In the Billing Home → Billing Notes

<img src="https://mintcdn.com/elationhealth/b_VQbpfEoUHjBEuz/images/intercom/af97c14938fd_Screenshot_2024-11-26_at_12_38_09-E2-80-AFPM.png?fit=max&auto=format&n=b_VQbpfEoUHjBEuz&q=85&s=8773bcd39452fc635e25c75c451523a8" alt="Image" width="759" height="424" data-path="images/intercom/af97c14938fd_Screenshot_2024-11-26_at_12_38_09-E2-80-AFPM.png" />

## Related Articles

* [Add Notes to Patient, Claim, or Statements](/articles/add-notes-to-patient-claim-or-statements)
* [Add a New Patient](/articles/add-a-new-patient)
