Q: How do I setup patient flags/notes?
*Note: PM Setup
The Practice Management setup process must be completed in a specific order. Please follow the setup lessons for step-by-step instructions.
1. Open the Flags/Notes Category Manager
4. Select Users/Roles/Groups for Alert
FLAG: If you wish for users to be alerted/flagged when a patient's (with this flag/note) chart is opened, you will need to select the users to be alerted. Place a check mark next to the name of the user, the role of the user or the users group. If you wish for all users to be alerted, check "Select All Users".
NOTE: If you do not wish for users to receive a pop-up alert upon opening the patient chart, leave all boxes unchecked.