Adding Flags/Notes to a Patient's Chart

About Flags/Notes

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

Opening the Patient Flags/Notes Chart Section

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.

Adding a New Flag/Notes

Adding a New Flag/Notes

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.

Viewing a List of Flagged Users

Viewing a List of Flagged Users

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.

Completing and Saving the Flag/Note

Completing and Saving the Flag/Note

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

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.