Settings: Flags Tab

Patient flags allow you to add alerts to the patient chart and report on them. You can also use critical flags to ensure the flag is read each time the patient chart is opened, allowing you to effectively communicate urgent issues. Click here for instructions on adding Flags to patient charts. 

Instance Setting

A Super Admin must check the Use Flags Instance setting to enable Flags. Click Submit to save your changes.

Enabling Flags automatically generates a new Flags tab on the Patient Chart. You can update the name and position of this tab under Patient Processes in Patient settings. This tab contains a list of all flags added to the patient chart.

Create Flags and Flag Categories

Super Admins can configure the available Flags and Flag Categories for their organization. By default, each instance contains an Urgent Issues flag and this flag cannot be modified or deleted.

Flag Categories

Create custom categories to assign when creating your patient flags. Categories are useful when reporting on patient flags. 

1. Click on your initials and select Settings. 
2. Open the Flags tab and choose Flag Categories.
3. To create a new category, click + New.
4. Name the category. This is what appears for selection when creating the flag and on reports.
   • The Code will automatically generate upon saving.
   • Include an optional Description. 
   • Leave the Active box checked to make this category available for use. 
   • Check the Protected checkbox to prevent any other Super Admins at the organization from making updates to this category. 
5. Click Save. 

Create Flags

You can create flags in three severities: critical (red), warning (yellow), and informational (blue). Critical flags display as a blinking red dot on the patient tile and open automatically when the chart is opened until resolved.

To create a new flag:

1. From the Flags tab, click + New.
2. Name the flag.
3. Checking the Active box makes this flag available for use.
4. Checking the Visible to Patient box will allow the patient to see the flag when signing documents. By default, all flags are hidden from the patient. 
5. Add an optional Description.
6. Select the Severity: Informational, Warning, or Critical. Remember: Critical flags will automatically open a pop-up window each time the patient chart is opened.
7. Assign a Category.
8. The Stop Dosing and Prevent Kiosk Check In boxes are specific to MAT organizations. 
• Check the Stop Dosing box to prevent the patient from receiving their next MAT dose when the flag is applied to their patient chart.
• Check the Prevent Kiosk Check In box to stop users from checking in and display whatever message is entered below the disabled check-in button.
9. Click Create & Continue. 
10. The System Generated checkbox allows organizations with a Lab integration or MAT clinics to automatically assign flags to a patient.
    • For MAT, this flag will automatically be assigned to a patient when they No Show. You can choose how many no-shows are allowed before the flag is assigned (e.g., 1, 2, etc. ).
    • For Labs, this flag is automatically assigned when a Lab Requisition is due. Use the Resolve After option to automatically resolve the patient flag by selecting Requisition Sent.
11. From the Locations section, use the checkboxes to choose which locations can use this flag.
12. From the User Functions section, determine which users can assign this flag to a patient chart and view it once it is assigned.

Modifying Patient Flags

Once a patient flag has been assigned to a patient chart, it can no longer be deleted. You can disable it by unchecking the Active checkbox.