What billing alerts are
Billing alerts are automated notifications that fire when your practice's billing performance crosses a threshold you define. Instead of manually checking the dashboard every day, you can configure alerts to notify you when something needs attention. Alerts can be triggered by practice-wide performance, individual provider performance, or location-level performance. They are designed to surface problems early so you can intervene before a small dip becomes a significant revenue gap.
How to set an alert threshold
Navigate to Alerts from the main navigation, then click Create Alert. Select the alert type (described below), choose the scope (practice-wide, specific location, or specific provider), and set the threshold value. The threshold is expressed as a percentage below target. For example, setting a threshold of 20% means the alert will fire when billing drops more than 20% below the target for the selected period.
Once you save the alert, it becomes active immediately. CareIncite evaluates alert conditions each time billing data is updated, whether through a Notenetic sync or manual entry. You can create multiple alerts with different thresholds and scopes to cover various scenarios.
Alert types
Below Target
Fires when billing for the selected scope (practice, location, or provider) falls below the target by the percentage you define. This is the most common alert type and is useful for catching performance dips before they compound over time.
Missed Billing
Fires when a provider has zero billing entries for a configurable number of consecutive days. This alert helps identify providers who may have missed entering billing data, are out of the office without coverage, or have a scheduling gap that is going unnoticed.
Unusual Drop
Fires when billing for a provider or location drops significantly compared to their recent average. CareIncite calculates a rolling average based on the past four weeks and triggers this alert when the current period falls below that average by the percentage you configure. This is useful for detecting sudden changes that may not be caught by the standard below-target alert.
Provider Gap
Fires when the gap between your highest-performing and lowest-performing provider within a location exceeds a threshold you define. This alert surfaces equity and workload balance issues. For example, if one provider is billing 50% above target while another is 30% below, the provider gap alert helps you identify and address the disparity.
How to receive alerts (in-app vs. email)
When you create an alert, you can choose how you want to be notified. CareIncite supports two delivery channels:
In-app notifications: A badge appears on the Alerts icon in the main navigation. Clicking it opens the alerts panel where you can see all active alerts, their details, and take action. In-app notifications are always enabled and cannot be turned off.
Email notifications: Optionally, you can enable email delivery for any alert. When enabled, CareIncite sends an email to the Practice Owner and all Executive Administrators when the alert fires. The email includes the alert type, the scope, the current billing amount, the target, and the gap amount. Email delivery can be toggled on or off per alert.
How to dismiss or snooze an alert
When an alert fires, it appears in your alerts panel as an active alert. You have two options for managing it:
Dismiss: Removes the alert from the active list and moves it to alert history. The alert configuration remains active, so if the condition triggers again in a future period, a new alert will fire. Dismissing is appropriate when you have acknowledged the issue and taken action or determined no action is needed.
Snooze: Temporarily hides the alert for a period you select (1 day, 3 days, or 1 week). After the snooze period expires, the alert will reappear if the condition is still met. Snoozing is useful when you are aware of a temporary situation (such as a provider on vacation) and do not want the alert cluttering your panel until the situation resolves.
Frequently Asked Questions
Are billing alerts available on all tiers?
Billing alerts are available on the Scale and Multi-Site tiers. Solo and Growth tier users can upgrade to access alerts from Settings.
Can Providers receive alerts?
No. Alerts are visible only to Practice Owners and Executive Administrators. Providers do not see alerts in their dashboard. If you want a provider to know about a billing concern, communicate with them directly.
How many alerts can I create?
There is no limit on the number of alerts you can configure. However, we recommend starting with a small number of meaningful alerts and expanding as you learn which thresholds are most useful for your practice. Too many alerts can lead to notification fatigue.
Can I edit an alert after creating it?
Yes. Go to Alerts, find the alert in your alert list, and click Edit. You can change the threshold, scope, alert type, and delivery preferences. Changes take effect immediately.
