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Flags are used to communicate information about a client at a glance on multiple screens in Titanium. Flags are shown on various screens in Titanium (client add/find, appointment block on the schedule, appointment screen, client screen). By default, the client flags feature is not active. If you want to use client flags:
1. From the calendar screen, click Settings > System Settings.
2. Click the Clients tab.
3. Click the Activate Client Flags Features check box.
4. Click the Flag Types button.
5. Use the list screen to create the list of client flags:
| o | Choose the flag color from the pull down menu. (Note: Throughout the program, flags will appear as only white on green background or red background for flags you mark as critical. The flag color chosen in this step will appear when users are choosing to assign flags to clients. Flag colors in this step can be repeated.) |
| o | Enter a description. (Note: Descriptions will only show on this list screen.) |
| o | Click the Notification check box if you want users to see notifications when working with clients who have been assigned the flag. |
| o | Click the Critical check box to have the flag display with a red background. |
| o | Click the Show on Appts check box to have the flag show on appointment blocks on the calendar screen. (Note: The default background color for flags is pale green.) |
| o | Click the Confidential check box to have the flag only be visible to users assigned to the client. |
| o | Click the Locking check box to ensure that clients with that flag cannot be deleted until after the flag is removed by a user with sufficient permission to do so. |
| o | Use the pull down menus for Add Security and Edit Security to restrict adding and editing flags to users who are Provider 1 and/or Provider 2. |
6. Click Save.
7. Click Exit.
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