The Patient Flag functionality within CareStack enables users to assign specific labels to individual patient profiles. These flags are displayed across various sections, including the global search bar, appointment summaries in the Scheduler, and the patient overview. Patient Flags can be leveraged for multiple purposes, such as excluding certain accounts from receiving patient engagement campaigns or statement generation. Additionally, they can serve as filtering criteria when running reports, allowing for targeted data extraction and analysis.
Let's see how to add or manage Patient Flags via Practice Settings.
- Navigate to the System Menu > select Practice Settings > Patient Flags.
- In the Patient Flags tab, click +Add Flag at the top-right.
Enter the following information:
- Flag Label: A concise name (maximum 3 letters) that will be visible when this flag is applied to a patient (e.g., "CH" for Child).
- Description: Enter a description that easily identifies the purpose of the flag.
- Account Flag: Select Yes if the flag should be tagged to all members of the account when selected.
- Color: Select a color that will represent the flag.
- Click Save.
- A toast notification will appear on the top right stating, 'Patient Flag saved successfully'.
- To modify an existing flag, locate the desired Patient Flag from the grid > click Edit.
- To delete one or more existing flags, select the desired Patient Flag(s) from the grid > click Delete.
A warning modal will appear,
- Click Confirm Delete to proceed.
Practices can use this simple guide to add or manage patient flags in CareStack!