Patient Flag Alerts

Note: The Patient Flag Alerts feature is being enabled for customers over the next month. All accounts will have this feature by mid-February.

Patient Flag Alerts can be set up so that designated flags will pop up for patients or appointments that have been assigned those flags.

For example, if the patient has a balance due, you can set it up so that a Balance Due flag pops up for the patient.

Balance Due Flag Alert Example.png

For more information on Patient Flags click on the resources below.

How to Create a Patient Flag

Adding a Flag to a Patient

How do I add a patient flag to an appointment?

To set up Patient Flag Alerts, go to Patients > Patient Flags.

Patients_Patient_Flags.png

You can add the alert to existing flags or when you create a new flag. Simply check the Alert Flag checkbox when you create a new flag or edit an existing one. Click Save/Create to finish.

Alert Flag Checkbox.png

The flags you have set for alerts will appear when you schedule an appointment after you enter and select the patient.

Flag Alerts When Scheduling.png

The alerts will also appear when you go to a patient's chart.

Flag Alerts When In Chart.png

When you have an appointment flag with an alert tied to it, it will appear when you click on the appointment.

Flag Alert Appointment.png

To remove the alerts for the patient, you can archive the flag for the patient or appointment in the patient's chart or in the appointment window.

Archive Flag for Patient Flag Alert Chart.png

Archive Flag for Patient Flag Alert Appointment Window.png

Under the Audit Log (Clinical > Audit Log), you can view where the pop-up flag alert was accessed and that it was acknowledged when the user clicked the Okay button.

Audit Log Patient Flag Alert Enlarged Chart and Appointment Window.png