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Flags and Alerts

Utilise flags and alerts to signal notable points related to patients.

Kiera Frances Martin avatar
Written by Kiera Frances Martin
Updated over a month ago

1. Flags and Alerts on Patient Profiles

Utilise flags and alerts on patient profiles to indicate important information affecting a patient’s treatment, financial notes, and more

2. How it Works

  1. Visit a patient’s page

  2. Click on the flag icon next to their name and age in the upper left-hand corner

  3. Any pre-existing flags or alerts will appear in the pop-up

  4. To create a new flag or alert, select “Create a new flag”

  5. Give the flag a name, indicate its category, and its alert level

Alert Levels

Remark: remarks appear when the flag icon is opened

Alert: alerts appear as a pop-up when a patient’s page is open

Both remarks and alerts appear alongside patient information when booking an appointment.

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