Patient flagging is helpful tool that can be used to filter patients that fall under particular categories. Flags are customizable per practice, and can be created by a site's Customer Admin. If you would like to learn how to create custom flags click here.

Within any Worklist, make sure the Flags option is highlighted under the Select Columns drop-down list insure the user is showing patient flags.

Each patient's flags will be visible under the "Flags" column on the worklist. If you would like to assign a patient a flag, click the "Pencil" icon to add the patient's first flag, or select the colorful flags already populated for the patient.

When the "Edit Patient Flags" pop-up appears select the "Click to Add" drop-down to view custom flag options.

Click to select whichever flags apply to the patient.

Note: Users can add multiple flags at a time.

Once the patient's correct flags are chosen click the "Save" button.

Note: If you add a flag on accident you can delete it by clicking the small "X" next to the added flag.

The patient's updated flags will now be visible under the "Flags" column.

One can filter patients' by their Flags in any Worklist. Simply click the "Filters" button to begin filtering by flags.

Once the "Worklist Filter" pop-up appears, click the "Flags" dropdown as shown below.

Select the patient flag(s) that the worklist should be sorted by.

Note: Only patients with that particular flag will be displayed in the search results.

When the worklist is filtered by a flag or flags, users have the ability to further specify their search by choosing to see patients with "All", "Not"/none, or "Any" of the flags selected. Click the small drop-down box that appears to the right of the word "Modifier" under the "Flags" tab to view the additional filtering options.

Click to select whichever modifier works for the target filter results.

Once a user is finished choosing flags to sort their worklist by make sure to apply the filter results by clicking the blue "Apply" button located at the bottom of the "Worklist Filters" pop-up.

Note: If you can't see the "Apply" button try to collapse the "Flags" section by clicking the arrow to the right of item.

Once a flag filter is applied the filter should appear at the top of the Worklist, and all listed patients shown should all fit the chosen filter.

If the "All" option is chosen, the worklist should update to show patients that have every flag selected.

If the "Not All" option is chosen, the worklist should update to show patients that do not have every flag selected.

If the "Any" option will filter the worklist for patients with at least one of the flags listed.

Finally, If the "Not Any" option is chosen, the worklist should update to show patients that do not have any of the selected flags assigned.

Note: Within the worklist, if you hover over the patient flag, you can see the name of the flag (displayed below).