How to Flag a Case

Quickly mark cases that need review, discussion, or special attention

Step-by-Step Instructions

1. Go to My Cases

From the left-hand menu, click My Cases to open your case list.

2. Locate the Case You Want to Flag

Use the search bar or filters to find the case you want to flag.

3. Open More Actions

On the case tile, click the More Actions button (three dots icon).

4. Select Flag Case

Click Flag Case to mark the case.

What Happens Next?

• The case will appear in your Flagged list (accessible under My Cases).
• Flagged cases remain in their original status (Active, Finished, etc.) but are also grouped for easy access.
• You can remove the flag at any time via the More Actions menu.

Why Use Flags?

• Keep track of cases requiring a client call or patient follow-up.
• Highlight cases awaiting additional files or approvals.
• Group important cases together without changing their workflow status.

Need Help?

If you have trouble flagging or unflagging cases, contact DentalTwin Support or use the live chat on our website.