Setting up patient flags requires role assignment to manage which users will have the ability to create practice flags and assign practice flags. Additionally, practices will need to create the flags they want to make available for staff to assign to patient charts (keeping in mind that practices want to avoid an excessive number of flags, which can diminish the practical utility and benefit of flags in the system).
Setting up Roles for Patient Flags:
There are 2 roles to set up under Setup > Administrative Setup > Roles for Patient Flags:
- Create practice Flags (Role: Patient Flag Setup) – defaults to Admin users only
- Add/Remove Flags for individual patient charts (Role: Patient Flag Assign)
If you need a refresher on how to set up Roles, go to Assign a Screen to Role, Assign a Role to a User, or access additional information on Roles here.
For users that do not have a role that allows them to assign Patient Flags, patient flags will be visible in the patient headers throughout OfficeEMR and provide tool-tip information to the user. However, in such a case, the user is limited to read only access (and flags will display based on flag setup parameters in Setup > Basic Setup > Patient Flags).
Create practice Flags (Role: Patient Flag Setup) – defaults to Admin users only
Setup > Administrative Setup > Roles for Patient Flags:
Add/Remove Flags for individual patient charts (Role: Patient Flag Assign)
Setup > Administrative Setup > Roles for Patient Flags:
