The Appointment Flag feature enables practices to create custom flags with a short code and a unique color 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.
Topics Covered
- Create & Manage Appointment Flags
- Configure Scheduler Settings for Adding Appointment Flags
- Assign an Appointment Flag to an Appointment
Create & Manage Appointment Flags
Dive deep with this detailed walkthrough video.
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 Color using the color 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
Watch this video for a step-by-step explanation.
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 Customization 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
Explore this video for a thorough walkthrough.
You can assign the 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.
| Note: Users can add up to four appointment flags to an appointment to display on the appointment tile. |
- 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 on the Scheduler Settings.
- When hovering over the appointment tile.
Practices can use this guide to learn how to create and assign appointment flags in CareStack.