How to Create a Flag - 2023 CalMHSA

Click the Search icon.
Type in “Flag Types” in the search bar.
Select “Flag Types (Administration)” from the search results.
This takes you to the Flag Types list page. Click the New icon.
This takes you to the Flag Type Details screen. Enter the name of the flag you’re creating in the Type field.
1. Make sure the Active checkbox is checked.
2. If desired, select an icon. Search “Fas fa” to get the full dictionary.
3. If you want to assign this flag to a workgroup automatically, select the workgroup in the Default Work Group field.
4. If desired, select the Default Level. The options are “Information”, “Urgent”, and “Warning”.
5. Select whether you’re linking this flag to a document or not. When you link a flag to a document, once you complete the document, this will automatically mark the flag as complete. If you do not assign a document, you’ll have to mark the flag as complete manually. If you select “Document”, enter the name of the document you want to link this flag to.
6. If you don’t want the flag to display to other users, select “Do not display flag”.
7. If you want the flag to pop-up when opening a client’s chart, select “Always Pop Up”. Otherwise, leave the “Never Pop Up” option selected.
8. If desired, enter a description of the flag.
9. Click Save.
The Flag ID will automatically be added. Click the Close icon.