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. 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.
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.
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:
- Click on the Chart Navigator docked tab.
- Double Click on the Patient Flags/Notes chart section.
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
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
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.