Who can use this feature?
The Safety Flag feature in the Service Provider Portal is designed to ensure that client safety concerns are prominently noted and easily accessible. This feature allows service providers to mark a client’s profile with a safety flag, alerting other team members to potential risks or concerns that may impact the client’s well-being or the safety of others.
Add a safety flag
1. Access the Client Profile: Navigate to the Client profile from the People screen.
2. Add Safety Flag: Select Actions > Add Safety Flag.
3. Enable the Safety Flag: Select the appropriate safety concern from the dropdown menu. Use the Other field to provide any additional details or notes that may be relevant for your team members.
4. Save Changes: Select Save Flag to apply the safety flag to the client’s profile.
Edit a safety flag
1. Access the Client Profile: Navigate to the Client profile from the People screen.
2. Open Safety Flag Editor: Select Actions > Edit Safety Flag.
3. Update Safety Flag:Make the desired edits, then select Save Flag to complete the action.
Remove a safety flag
1. Access the Client Profile: Navigate to the Client profile from the People screen.
2. Open Safety Flag Editor: Select Actions > Edit Safety Flag.
3. Remove Safety Flag Message: Clear safety messages by unchecking any enabled messages and removing any contents from the Other field.
4. Save Changes: Select Save Flag to clear it from the client’s profile.
View safety flag
1. View Safety Flag Message: Click the flag icon in the Client Info Ribbon (to the left of the client name), to open the message.
2. Close Safety Flag Message: Select the flag icon again or click anywhere outside of the flag icon.
Whenever a safety flag is added or removed from a client’s profile, a case note will automatically be created in the client’s file. This ensures a clear and traceable record of safety-related updates and provides additional context for your team.
These automatic case notes:
- Indicate whether the flag was added or removed,
- Identify which service provider made the change,
- Include the date and time of the action.