Flag Settings: Call Backs

Call Back flags are system-generated flags that are automatically added to the patient’s chart when the patient is scheduled for a Call Back (patient appears in the Scheduled column). This flag is designed to make staff members aware that the patient needs to have a call back completed and nurses managing the Queue can determine if the patient needs a urinalysis. To learn more about Call Back Flags on the patient chart, click here. 

Required Permissions: Super Admins can configure flags. 

1. To begin, click on your initials and then click Settings. 
   
2. Then click the Flags tab.

3. You can update an existing flag by clicking on the edit icon next to the flag or click + New to create a new flag.
4. Fill out the following information in the Flag window:
1. Name: Type a name for the flag. In this example, we named the flag Call Back.
2. Active: Check the Active box to make this flag available for use.
3. Description: If needed, you can enter a short optional description (for internal purposes).
4. Severity: Depending on the severity level configured (e.g., critical, warning, or informational), the flag will appear in the selected color icon. In this example, Informational was selected.
5. Category: This section will display the categories set up in the instance under Flag Categories. No need to select a Category.
6. View As Banner: Select this box if you want the flag to appear as a banner on the patient's chart.
5. Click on the Create and Continue button.
6. After clicking Create and Continue, the system displays a System Generated checkbox.
   
7. Check the System Generated box to mark this as a system-generated flag. Additional settings display.
8. Trigger:  Use the dropdown menu to select Call Back Scheduled.
9. Resolve After: Select one or both available options for resolving this flag. 
   
• Manual: selected by default. A staff member must resolve or cancel the flag in the patient’s chart by clicking on the Flag section and manually resolving or canceling the flag.
• Call Back Completed: This option auto-resolves the flag after a callback form is completed.
• Both: Select both options from the drop-down to allow manual or automatic resolution.
10. Add Locations: Select the locations that can use this flag. Click Save.
11. Add User Functions: Add the staff user functions that can manually resolve these flags on the patient chart. Click Save.
    
     
12. Finally, click Save at the bottom of the screen.