If a flag is not associated with a protocol or a document it can be completed manually by completing the steps below.
- You must first have the client open, then click the Search icon.
- For directions opening a client see General Client Search section.
- Click on the Search icon.
- Type Client Flags.
- Select Client Flags (Client).
- Once you are in the List Page use the filters to locate the flag(s) you need to complete.
- Click on the Note column hyperlink, this will open Client Flag Details.
- Enter the End/Completed Date and the Completed By field.
- Click the Modify button. This marks the flag as complete.
- Click Save and close icons in the tool bar.
- Repeat steps 6-9 as needed.