Flags can be attached to a specific appointment, to indicate an appointment will need to be reviewed. Flags DO NOT carry from one visit to the next, as they are designed to only flag the specific appointment they were attached to.
There are 5 flag colors. Red, yellow, green, blue and black.
The clinic will choose the meaning for each flag color.
For example: a clinic can choose green to mean missing charges. There is not a place in your software to record the meaning. The office will need to keep track of that.
To attach a flag, you must go into a patient’s appointment, select appropriate flag under patient info panel and save/complete the appointment to lock the flag in place.
When a flag is selected, you will also see the flag visible on the Appointment Dashboard or in a patient’s file>Appointment Tab> Appointment History.
Flags added to an appointment will remain on this appointment until the flag is removed.
If a flag is added to an appointment, it will not extend to other appointments created after this one. You will need to manually add a flag to each appointment.
To remove a flag, you will need to select the None button after the info needed has been added and checkout the appointment.
This report is run by Treating Provider (who the patient was scheduled under) and can be sorted by scheduled date/time or by status.
To see information on how to run the Flagged Appointments report, click HERE
- Support Information -
If you have any questions or need assistance with this process please contact Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.
***This has the fastest response time***
Business hours: Monday-Friday, 8:00am-6:00pm CST
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