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.  

Flags/Notes can be created for a individual patient using the Patient Flags/Notes chart section.  To open the chart section:

1. Click on the Chart Navigator docked tab.
2. Double Click on the Patient Flags/Notes chart section.

To add a new flag/note to an individual patient chart, Click the Add Note button.

Next, select the appropriate category for the Flag/Note using the drop down menu.

Once a category for the new flag/note has been selected, if the user wishes to view a list of users that will be alerted when this patient's chart is opened, Click the View Flagged Users drop down menu.

Enter any notes within the text box, then Click the OK button to save.

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.

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.