--- title: Managing Patient Alerts description: Managing Patient Alerts --- [Skip to content](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/managing-patient-alerts#main-content) English Show submenu for translations [![Vestigo-Logo-Md-1](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/Vestigo-Logo-Md-1.png?width=239&height=75&name=Vestigo-Logo-Md-1.png)](https://vestigohelp.mccreadiegroup.com/en/vestigo?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - - [Contact Us for Support](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/contacting-support) [Contact Us for Support](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/contacting-support?hsLang=en) What can we help with? - There are no suggestions because the search field is empty. 1. [Vestigo Help Center](https://vestigohelp.mccreadiegroup.com/en/knowledgebase?hsLang=en) 2. [General](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en) 3. [Patient Profile](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#patient-profile) September 25, 2026 # Managing Patient Alerts Patient alerts will pop up on users screen when they are processing a dispense to a patient. Alerts can be used for any reason a site decides, but most commonly is used for subjects with similar names. ![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Mar-12-2026-09-01-29-9970-PM.png?width=670&height=107&name=image-png-Mar-12-2026-09-01-29-9970-PM.png) 1. [Adding a Patient Alert](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/managing-patient-alerts#add) 2. [Editing a Patient Alert](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/managing-patient-alerts#edit) 3. [Deleting a Patient Alert](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/managing-patient-alerts#delete)   ### Permissions Needed **AdminMain** – Access the application administrative menu **EditPatientMaster** - Ability to edit a patient master record      ### Adding a Patient Alert Adding a Patient Alert can be done two ways. #### Adding a Patient Alert from the Patient Master Record in Application Administration 1. Hover your mouse over **Main **at the top right of the screen and click on **Application Administration** 2. Click on the **Patient Master** under Client and Facility 3. Search for your patient by entering their name or by Medical Record Number (MRN) 4. Click the corresponding **Search** button 5. Click on **Edit** for the participant you want to modify 6. Expand the Alert section 7. Click **Add New** 8. Enter the information that you want to be present on the screen when the alert pops up**![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Mar-12-2026-09-01-02-1506-PM.png?width=670&height=158&name=image-png-Mar-12-2026-09-01-02-1506-PM.png)** 9. Click **Save**   #### Adding a Patient Alert from the at the Patient/Subjects Tab on the protocol 1. Navigate to the protocol where the subject is enrolled 2. Click on the Patients/Subjects Tab 3. Click on the **Medical Record Number** for the subject 4. Click on the **Alerts** link in the subject information![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Mar-12-2026-09-08-57-2739-PM.png?width=670&height=135&name=image-png-Mar-12-2026-09-08-57-2739-PM.png) 5. Click on **Add New** 6. Enter the information that you want to be present on the screen when the alert pops up 7. Click **Save**   ### Editing a Patient Alert Editing a Patient Alert can be done two ways. #### Editing a Patient Alert from the Patient Master Record in Application Administration 1. Hover your mouse over **Main **at the top right of the screen and click on **Application Administration** 2. Click on the **Patient Master** under Client and Facility 3. Search for your patient by entering their name or by Medical Record Number (MRN) 4. Click the corresponding **Search** button 5. Click on **Edit** for the participant you want to modify 6. Expand the Alert section 7. Click **Edit** for the alert![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Mar-12-2026-09-14-44-6920-PM.png?width=670&height=152&name=image-png-Mar-12-2026-09-14-44-6920-PM.png) 8. Update the information that you want to be present on the screen when the alert pops up. Vestigo keeps the original information to allow users to add on to the original if needed. If information is removed, it will no longer show on the alert.**![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Mar-12-2026-09-01-02-1506-PM.png?width=670&height=158&name=image-png-Mar-12-2026-09-01-02-1506-PM.png)** 9. Click **Save**   #### Editing a Patient Alert from the at the Patient/Subjects Tab on the protocol 1. Navigate to the protocol where the subject is enrolled 2. Click on the Patients/Subjects Tab 3. Click on the **Medical Record Number** for the subject 4. Click on the **Alerts** link in the subject information![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Mar-12-2026-09-08-57-2739-PM.png?width=670&height=135&name=image-png-Mar-12-2026-09-08-57-2739-PM.png) 5. Click **Edit** for the alert![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Mar-12-2026-09-16-42-1677-PM.png?width=670&height=291&name=image-png-Mar-12-2026-09-16-42-1677-PM.png) 6. Update the information that you want to be present on the screen when the alert pops up. Vestigo keeps the original information to allow users to add on to the original if needed. If information is removed, it will no longer show on the alert.![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Mar-12-2026-09-16-54-4993-PM.png?width=670&height=306&name=image-png-Mar-12-2026-09-16-54-4993-PM.png) 7. Click **Save**     ### Deleting a Patient Alert Deleting a Patient Alert can be done two ways. Deleting a patient alert is permanent and cannot be reversed. There is no confirm screen when deleting a patient alert. #### Deleting a Patient Alert from the Patient Master Record in Application Administration 1. Hover your mouse over **Main **at the top right of the screen and click on **Application Administration** 2. Click on the **Patient Master** under Client and Facility 3. Search for your patient by entering their name or by Medical Record Number (MRN) 4. Click the corresponding **Search** button 5. Click on **Edit** for the participant you want to modify 6. Expand the Alert section 7. Click **Delete** for the alert you want to delete ![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Mar-12-2026-09-20-54-1223-PM.png?width=1185&height=178&name=image-png-Mar-12-2026-09-20-54-1223-PM.png)   #### Deleting a Patient Alert from the at the Patient/Subjects Tab on the protocol 1. Navigate to the protocol where the subject is enrolled 2. Click on the Patients/Subjects Tab 3. Click on the **Medical Record Number** for the subject 4. Click on the **Alerts** link in the subject information 5. 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