Flagging Information in a Client Chart

Flagging important information within the Intake Form, on lab results or in physical exams allows you to review that information in the Overview 'Alerts' section, as well as by clicking on the client highlights 'eye' in other parts of the chart.

1. From the client's chart, click on the 'Forms' tab in the left-hand menu.
   

   

2. You should now see 'Personal Information' at the top of the screen by default. You can switch the section you are viewing by using the Form Index.

   

3. Choose the section with the information that you would like to flag

   

4. Flag important information by hovering over the grey flag beside that item and clicking. When the flag is red, this information is marked as important to you and copies to the client's Alerts section in the Overview

   

5. You can add more information and flag it by selecting the Edit button. Once you save the information you are able to flag it.

   

6. This information will now populate in the 'Alerts' section of the Overview, and in the Overview' Highlights. You can access this by clicking the eye icon next to 'Overview'

   

7. This will open your 'Highlights' section where you will need to click 'Alerts'. You will now see all of the information we flagged previously

   

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