Adding Flags/Notes to a Patient's Chart
The Flags/Notes chart section can be used to record patient flags (alerts) or billing notes that will alert the user when a patient's chart is opened.
The Flags/Notes chart section should not be used for documentation purposes. Flags/Notes are not a permanent part of the patient record and will not be included when the medical record is exported using Share Charts. The Flags/Notes section can be used to keep track of important patient alerts or billing notes and to flag a patients chart to alert clinic staff of patient specific items. Some examples of flags/notes would be to alert the clinic staff that a patient is HIV positive or has demonstrated drug seeking behavior or also to note that the patient has an overdue balance.
Opening the Patient Flags/Notes Chart Section
Adding a New Flag/Notes
Viewing a List of Flagged Users
Completing and Saving the Flag/Note
Viewing, Editing & Removing Patient Flags/Notes
Once the flag/notes has been saved to the patient's chart, it will be displayed within the Flags/Notes chart section.
- Flags: Items that will flag/alert a SOAPware User upon opening the patient's chart will be shaded red.
- Notes: Items that do not have a flag/alert attached to them will be colored white. These items will not alert any users upon opening the patient's chart.
- Double Click on the line item to view more detail.
Removing/Deleting an Existing Flag/Note
Click the X button located to the left of the line item to remove or delete an existing flag/note.
Editing an Existing Flag/Note
Click the Pencil icon located to the right of the line item to edit an existing flag/note.
Viewing the Patient Flag
When the patient's chart is opened, the designed Users/Roles/Groups will receive the "Patient Flags!" pop-up (as seen in the screenshot above).
This pop-up window allows the imported flagged message to be viewed by the User before they are able to access the chart. To Close the Patient Flags! window, click the X button.