How to: Create and Manage Flags

Flags allow you to label clients or staff with visual indicators for easier tracking, sorting, or highlighting. You can manage both Client Flags and Staff Flags from the same settings area.

1. 📍 Where to Go

   Go to More > Settings > Flags
   You’ll see two tabs:

   • Client Flags

   • Staff Flags

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   👤 Client Flags

   View Existing Flags

   On the Client Flags tab, you can see any flags previously created for your clinic.
   Each flag displays with:

   • 📝 Edit icon – to make changes to the flag

   • 🗑️ Trash icon – to delete the flag

   Add a New Flag

   1. Click Add Flag in the upper-right corner

   2. Enter a Flag Name

   3. Select a Flag Color to visually distinguish it

   4. Click Add to save the new flag

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   👥 Staff Flags

   View Existing Flags

   On the Staff Flags tab, any existing staff flags will be listed.
   Each flag displays with:

   • 📝 Edit icon – to make changes

   • 🗑️ Trash icon – to delete

   Add a New Flag

   1. Click Add Flag in the upper-right corner

   2. Enter the Flag Name

   3. Select a Flag Color

   4. Click Add to save the flag

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   📊 Where Flags Appear

   Once created, flags are visible in several areas across the system to help with sorting, filtering, and visual identification.

   Client Flags appear:

   • On the Client Dashboard (next to the client’s name)

   • In Client Reports and filters (e.g., Caseload Report, Compliance Reports)

   • When creating or viewing documentation

   Staff Flags appear:

   • In the Staff General Report

   • On the Staff Profile page

   • In some administrative filters and assignment dropdowns

   Flags help staff quickly identify important attributes or statuses for both clients and team members.