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.

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Upvoters
Status

In Review

Board

💡 Feature Request

Date

About 1 month ago

Author

Cloudia Rose Barr

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