Patient Flags: How do I add a flag to an appointment?


Adding Patient Flags to an Appointment

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 an appointment, open an appointment or create a new appointment with the '+Event' button in your calendar.


Add in your patient information and click save. Once you click save, the other tabs of the appointment will be available to you. Select the 'Flags' tab. 


In the flags tab, select the '+Add a Flag to this Appointment' button.


The 'New Appointment Flag' section will appear below. Fill out this section and select 'Save'.


When you select 'Save', your flag will be attached to your appointment.


Now when the appointment is viewed by anyone in your practice group, they will see the new flag.

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