The SureSmile software provides a method for flagging patient records to indicate special attention for the patient. These flags are identified by their color so that you can define within your own clinic the meaning of each color.
You can add only one flag per patient; however, that flag is shown on both the tasks tab and the patients tab.
On the clinic overview, a small circle appears to the right of the patient's photo or in the first column of the list. The default is a blank circle, but SureSmile includes six colored circles that you can use to flag tasks or patient records. For example:
On the Tasks tab, you might flag a patient with an urgent task for the doctor to complete with a high priority.
On the Patients tab, you might flag a patient record that has an important finish due date, such as an upcoming wedding.
You might want to add an orange flag to a patient record to indicate that the wires for an upcoming appointment have been received.
To add a flag, follow these steps:
From the Tasks view or from the Patients view, click the task flag next to the patient's photo or from the first column in the list view.
Select a colored circle.
To clear a flag, follow these steps:
From the Tasks view tab or the Patients view, click the task flag.
Select the blank circle from the menu.