The Appointment Flag feature enables practices to create custom flags with a short code and a unique colour to highlight specific appointment requirements for other users.
For example, suppose the practice creates an appointment flag to indicate that a patient requires nitrous oxide. When a dentist assigns this flag to an appointment, the front office staff, upon seeing it, will schedule to administer the nitrous oxide once the current treatment is completed.
Let's explore how to create and assign appointment flags to appointments.
Watch this tutorial for a quick walkthrough.
Topics Covered
- Create & Manage Appointment Flags
- Configure Scheduler Settings for Adding Appointment Flags
- Assign an Appointment Flag to an Appointment
Create & Manage Appointment Flags
- Navigate to the System Menu > select Practice Settings > Scheduler > Appointment Flags.
To create a new appointment flag:
- Click + Add Appointment Flag.
- Enter the Flag Label to quickly identify the flag.
- Enter a Description to explain the purpose of the flag.
- Select the preferred Colour using the colour picker.
- Click Apply.
- The preview of the appointment flag will appear in the Preview column based on the entered information.
- The Status will be shown as Active.
- Click Save.
To deactivate an active appointment flag:
- Select the required appointment flag.
- Click Deactivate.
- Click Ok on the confirmation modal.
To activate an Inactive appointment flag:
- Select the Inactive flag.
- Click Activate.
To edit an existing appointment flag:
- Click Edit on the required appointment flag.
- Make the required changes.
- Click Save.
Configure Scheduler Settings for Adding Appointment Flags
You need to configure the scheduler settings for the appointment flags to reflect on an appointment tile in the Scheduler.
Perform the steps below.
- Navigate to the System Menu > select Practice Settings > Scheduler > Scheduler Settings.
- Click Edit on the Customisation of Scheduler Views section.
- Drag the Appt. Flag (Appointment Flag) option from the Scheduler Block Elements section and drop it on the Scheduler Block Preview box.
- Position the Appt. Flag (Appointment Flag) option in the desired spot on the appointment tile.
- Click Save.
Assign an Appointment Flag to an Appointment
You can assign an appointment flag to an appointment by performing the steps below.
- Navigate to the Scheduler.
- Select the required appointment.
- Click + Appt Flag (Appointment Flag) under the Appointment Status & Notes heading.
- Select the required appointment flag(s).
- Click Add.
- The selected appointment flags will be displayed on the appointment slide-out.
- To update the flags of the appointment, click on the pencil icon.
- Once done, click Save.
The selected appointment flags will be displayed in the following areas:
- On the Appointment Tile, if configured in the Scheduler Settings, and
- When hovering over the appointment tile.
Practices can use this resourceful guide to learn and understand the workflow to create and assign appointment flags in CareStack.