Using Patient Flags: How do I add a flag to my patient?

Adding Patient Flags to a Patient

Patient Flags are a tool that can be customized to denote and report attributes of:

  • A patient: Balance unpaid, special care needs, can/cannot receive treatment, needs special paperwork, etc.
  • An appointment: Requires follow-up visit, lab results needed, actions required pre or post-appointment, etc.

They can be used to communicate to your staff actions or characteristics of a patient or appointment and will appear whenever the patient or appointment is opened. Flags also may be used to generate reports, which can give you greater insights to your patients and/or appointments.

To add a patient flag to a patient, first bring up the patient's chart.


Within the patient's chart, select 'Flags' tab to bring up the list of flags that the patient has.


On this page, select '+Add Flag' to add a flag to the patient.


To add a few flag, use the dropdown menu to select from your existing flags. The flag will show up in your patient's chart as bolded text. Optionally, type in a description. This description will display in the patient flag as unbolded text. When complete, select 'Save'.


When you click 'Save', the flag will be added to your patient's list of flags which will be displayed on the patient's chart and all appointments the patient schedules.


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