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
To set up the clinics flags & notes categories, Click on the Tools menu > Notes Category Manager.
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
To create a new category for Flags/Notes, fill in the following information:
- Category Name: Enter the name of the category (i.e. HIV Positive Patient, Drug Seeking Patient, Fired Patient, etc...).
- 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.
- Users: Place a check mark in the box next to the Users that should receive an alert upon opening a flagged chart.
- Roles: Place a check mark in the box next to the Roles that should receive an alert upon opening a flagged chart.
- 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
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.