This article describes the different alerts that can be displayed on a client's record.
Important information about a client can be set to display at the top of their client record. This article provides:
- a brief overview of the type of information that can be displayed, and
- a list of the different types of alerts.
Alerts can only be displayed on client or intake contact records. They will not appear on any custom contact records that have been added to your environment.
Alerts overview
The type of information that can be displayed as an alert includes:
- potential risks to themselves and others
- who to contact and how to contact them
- health conditions, and
- consents and legal information.
Displaying an alert usually requires:
- a tick in the Display As Alert field, and
- text or other information to be added to the Alert Summary field or whichever field is displayed on the client's contact record.
Clicking on the view text link on an alert will open the originating record in a new browser tab.
Alert types
The following table describes the different alert types, where they're created and stored, and which field can be displayed. Some alert type headings link to articles with further instructions.
| Alert type | ID | Tab | Fields shown |
| Associated Contact |
REL |
Associations |
Related contact's attributes, relationship, name and phone number |
| Client Risk |
RSK |
Support Needs |
Domain |
| Consent |
CN |
Preferences |
Type of consent, alert summary |
| Health Condition |
HC |
Support Needs |
Type of health condition, alert summary |
| Legal Information |
LI |
Preferences |
Alert summary |