How to Change a Patient's Risk Flag

Risk flags allow you to visually mark patients who require additional clinical attention or caution. You can set a patient's risk flag to Red, Amber, or Green to indicate the level of concern, and optionally provide a reason that's visible to all team members caring for that patient.

• You must have access to view the patient's profile (be a member of at least one team the patient is assigned to)
• No special permissions are required — any team member can update a patient's risk flag

Navigate to the Patient Profile

1. From the sidebar, select My Patients (or alternatively, select Teams and choose a team, then click the Patients tab)
2. Click on the patient's row in the table to open their profile
3. Ensure you're viewing the Profile tab (this is the default view)

Change the Risk Flag

4. Locate the Risk flag field in the patient profile — it displays the current risk flag (if set) and has a pencil icon indicating it's editable
5. Click on the Risk flag field to open the update dialog
6. The dialog displays as "Update risk flag for [Patient Name]" and shows the Current risk flag (read-only) at the top

Select a New Risk Flag

7. Under the New risk flag section, click one of the three coloured flag options:
   • Red — for high-risk patients requiring urgent attention
   • Amber — for medium-risk patients requiring increased monitoring
   • Green — for low-risk patients or those improving
8. The selected flag will highlight with a coloured background matching your choice

Add a Reason (Optional)

9. In the Reason text field, enter an explanation for the risk flag change (e.g., "Patient has recurrent falls" or "Improving mobility")
10. This reason will be visible to all team members and appears when hovering over the risk flag on desktop

Submit or Clear the Risk Flag

11. Click the Submit button to save your changes
12. Alternatively, if the patient currently has a risk flag and you want to remove it entirely, click the Clear Risk Flag link (with a blocked icon) instead of selecting a new colour
13. The dialog will close automatically when the update is successful

Confirm the Change

14. The patient profile refreshes and displays the updated risk flag immediately
15. The change is also recorded in the patient's audit log (visible in the Log tab)

• Hover to view reason (desktop only): On desktop, you can hover your mouse over a patient's risk flag in their profile or in patient tables to see the reason without opening the dialog
• Audit trail: All risk flag changes are recorded in the patient's log with timestamps and the user who made the change
• Validation requirement: You must either select a new flag colour OR click "Clear Risk Flag" — clicking Submit without making a selection will do nothing
• Quick visual reference: Risk flags appear in patient lists and tables, making it easy to spot high-risk patients at a glance
• Team-wide visibility: All team members with access to the patient can see the risk flag and reason, supporting coordinated care