Working with Chart Flag Messages
Overview
The Chart Flag Message feature enables practice users to set client-specific reminders for clinicians and staff. A flag icon appears next to the client’s name on their chart, which opens a screen to create a new chart flag message. If a message has already been created by another user, it can be viewed by clicking the same icon. This feature also offers options to snooze messages for a chosen duration and set priority levels. Additionally, a centralized location is available for managing chart flag messages for all clients.
Create a Chart Flag Message from Client's Chart Face
To create a chart flag message for a client, follow these steps:
- Navigate to client's chart.
- Click the flag icon next to the client’s name.
This action opens a screen where you can create a chart flag message. If a message already exists, it will be displayed on this screen.
Screen Details:
- Client Information: The client’s name is displayed at the top.
- Yellow Box: Enter the chart flag message here.
- Clear Note: Clears the message content upon confirmation.
- Priority: Select this checkbox to assign priority to the message. Priority messages automatically pop up when users access the client’s chart, ensuring quick action.
- Snooze: Recipients can snooze the message to schedule follow-up actions for a later date.
- Assign User Role: Use the dropdown to assign one or more roles. Users assigned these roles can view the flag message for the client.
- Create Custom Instructions Button: Click this button to create templates and use them to insert content in the yellow box.
After creating the chart flag message, click Save.
A success message will confirm the action, and the flag icon will turn red to indicate that a flag message is associated with the client.
Automatically Open High-Priority Chart Flag Messages
When a chart flag message is marked as high priority, it will automatically pop up whenever users access the client’s chart. This ensures quick follow-up actions can be taken. Refer to the following screenshot for an example of how it appears:
Ability to Snooze the Chart Flag Message
For high-priority chart flag messages, recipients have the option to snooze the message for a specific number of days. During this snooze period, the message will not pop up automatically, allowing users to schedule follow-up actions for a later time.
Manage Chart Flag Messages for All Clients
Easily manage chart flag messages for all clients from a centralized location. Go to Settings > Practice Settings > Chart Flag Messages. This section displays all existing chart flag messages assigned to clients.
Screen Details:
- Search: Use the smart search bar to search the flag message.
- Priority: Select the checkbox to prioritize the flag message. To remove the priority, clear the checkbox.
- Chart: Access the client's chart face.
- Account: Open the Billing tab on the client's chart face.
Watch the Video
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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