Set Up: Patient Flags/Notes

In SOAPware 2012+, users will now have a chart section called Patient Flags & Notes which can be used to record patient flags/alerts or billing notes that will alert the user when a patient's chart is opened.

Setting Up Flags & Notes

Setting Up Flags & Notes

To set up the clinics flags & notes categories, Click on the Tools menu > Notes Category Manager.

Creating a New Flags/Notes Category

Creating a New Flags/Notes Category

To create a new Flags/Notes Category, Click the Green Plus button.

This will open the Category Editor.

Category Editor

Category Editor

To create a new category for Flags/Notes, fill in the following information:

  1. Category Name: Enter the name of the category (i.e. HIV Positive Patient, Drug Seeking Patient, Fired Patient, etc...).
  2. Category Description: Enter a brief description of the category.

Select the Users, Roles and Groups that should have the ability to view the flag when the patients chart is opened.

  1. Users:  Place a check mark in the box next to the Users that should receive an alert upon opening a flagged chart.
  2. Roles:  Place a check mark in the box next to the Roles that should receive an alert upon opening a flagged chart.
  3. Groups: Place a check mark in the box next to the Groups that should receive an alert upon opening a flagged chart.

The Select All Users, Select All Roles & Select All Groups boxes can be check to indicate that all Users, Roles and Groups should receive an alert upon opening a flagged chart.

Click the OK button to save the new category.

Editing and Removing Existing Categories

Editing and Removing Existing Categories

As mentioned above, the Green Plus button will allow the user to create a new Flags/Notes category.

The Pencil icon button will allow the user to edit the currently selected category.

The Red X button will allow the user to remove/delete the currently selected category.  If a category is deleted, it will not delete any flags/notes that were previously entered in a patients chart and tied to the deleted category.