The Patient Flag is visible wherever there is a patient summary (on the patient's search result in the global search bar, on the appointment summary in the Scheduler, and on the patient's profile). Patient Flags are useful for excluding certain accounts with that label from receiving a patient engagement campaign or when generating a statement; you can also use it as a filter when running your reports.
To add new Patient Flags settings in Carestack follow these simple steps:
- Navigate to the System Menu > Practice Settings > Patient Flags.
- Click +Add Flag.
- Enter the required details.
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- Short Description: Enter a short name that will appear whenever the patient is tagged with this flag. It can be up to 3 letters (for example, VIP = VIP).
- Description: Enter a description that easily identifies the purpose of this flag.
- Account Flag: Select Yes if the flag should be tagged to all members of the account when selected.
- Here is an example of how a patient flag is displayed in a patient profile. One can choose from these flags as required.
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- Select a suitable Colour for the flag.
- Click Save.
To delete an existing flag,
- Select the flag.
- Click Delete.
To edit an existing flag,
Click Edit on the intended flag.
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Note: By default, the system offers 3 inbuilt flags such as INACT (Mark Patient as Inactive), INACT (Mark Account as Inactive), and BR (to mark a patient as Bankrupt). |
Practices can use this simple guide to create a new flag in the Practice Settings easily.