A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.
Flags are designed to make it easy to know important items about a patient, such as weekend follow up status, at-a-glance from the Patient list. The Flags report displays Patients for whom specific Flags were selected in a given date range. NOTE: Flags are custom configured to meet the needs of your Practice and will vary from what you see here.
1. From the Data Mining section, hover over Census and click Flags.
2. Set the Search Criteria and click RUN REPORT.
· Use the CENSUS or ROUNDER drop-down menus to select a specific Census and/or Rounder.
· Use the START DATE and END DATE pickers to select the date range you wish you view.
· Use the SORT BY drop-down menu to sort the results by Patient, Census, or Rounder.
· Use the FLAG drop-down menu to select the Flag you wish to report on.
3. To print or download the report, click PRINT/DOWNLOAD.
4. Click PRINT or DOWNLOAD in the pop-up, as appropriate. Downloaded reports will export to an Excel CSV file. Printed reports will open in a separate tab for printing.
5. Patients who meet the criteria will display in the Patient list. You may access the Patient tabs by clicking on a Patient name.
6. To change the search criteria, click SHOW SEARCH CRITERIA.