Create and Manage Client Flags

Permissions: You must have Administrator Permissions or higher.

Create and edit client flags so that clients can be flagged with important information related to their billing, scheduling or clinical status.

Create a Client Flag

1. Click Organization in the navigation bar, then click Settings from the drop-down.
2. Select Client Flags.
3. Click Add Client Flag.
   
   
   
   
4. Complete the desired information for the flag.
   
5. Click Save.

Edit a Client Flag

1. From the Organization Settings, click the Client Flags tab.
2. Enter the Flag Name to filter or scroll to find the desired Client Flag.
3. Click Edit.
   
   
   
   
4. Complete the desired information for the flag.
   
5. Click Save.

Delete a Client Flag

1. Click the Client Flags tab.
2. Locate the correct flag.
3. Click Delete and confirm with Yes, I'm sure.