Add or Remove Patient Flags to a Patient or Account

CareStack allows you to flag a patient's profile or account to label them as an employee at your practice as a native language speaker or for many other reasons. You can create as many flags as you need to suit any type of labelling needs.

These flags will appear whenever there is a patient summary so you can quickly identify any important needs. These flags can also be used to send patient engagement campaigns to the right audience, to keep certain patients from having a statement generated, or to filter your data appropriately when generating reports.

Topics Covered

• Types of Patient Flags
• Flag a Patient
• Description of System Flags

Types of Patient Flags

1. System Flags: These are system-defined flags that can be toggled to mark certain statuses for the patients.
2. Account Flags: These are flags that are used to label the patient with a certain status at the account level.
3. Custom Flags: These are custom flags that can be created by the user.

Flag a Patient

• Select the patient using the Global Search Bar.
• Click the Pencil icon near the coloured labels on the patient top card.

• Click on the required Custom or Account flags from the Patient Flags drop-down.
• This will mark the patient with the selected labels.

Note: Patient Flags listed in the Account Labels section will be tagged to all family members in this patient's account.

• To deactivate a label, click on the same label again.
• Click on the toggle buttons for the required System flags to enable or disable them.

• Once you select your flag, this will get updated to the patient's demographics.

Description of System Flags

• Mark (Patient) Pat. as Inactive: Enable this flag if you want to deactivate or inactivate a patient. Click Yes on the confirmation modal to proceed.
• Mark (Account) Acc. as Inactive: Enable this flag if you want to deactivate or inactivate an entire account. All patients in the account will be deactivated. Click Yes on the confirmation modal to proceed.
• Bankrupt: Enable this flag if you need to mark a patient as bankrupt.
• Mark as Duplicate: Click this option to merge the patient profile with another profile. This is done when you figure out a duplicate patient profile was created in error.

Note:

• Patient status cannot be changed to Inactive if the patient has outstanding balances, open claims, open orthodontic cases, active payment plans, and/or future appointments.
• When a responsible party is set to Inactive status, no account members will receive statements if the practice excludes statements for inactive parties.
• A patient profile cannot be linked to another if it has any outstanding charges, future appointments, or active claims that remain.

Practices can use this simple guide to utilise the patient flags feature in CareStack to label patients for a variety of needs.