Flagged Orders helps your lab automatically track delayed orders, monitor critical job statuses, and start a conversation with a practice when something needs attention.
Key Features & Quick Overview
Rule-Based: Create as many rules as you need. Each rule can flag orders by lab status, by how many days they've been in process, or both.
Manual Flags: Any lab user can flag an order for any reason by clicking the grey flag icon next to the order.
Internal vs. External Visibility:
Yellow Flag: Internal to your lab only. The practice can't see it.
Red Flag: A Live Chat has been started with the practice about the order, and the practice sees the flag.
Please Note: Flagged Orders in Lab View are only available for orders submitted through SpecCheck, or any order for a practice on SpecCheck Pro.
1. Create Flagged Order Rules
Go to Settings → Rx Orders and select the Flagged Orders tab.
Click Add Rule.
Enter a Rule Name (e.g., "Delayed in Surfacing") and an optional Description.
Choose when orders should be flagged:
Lab Status – Flag orders that enter a specific status (e.g., Frame To Come or Customer Service).
Order Age Threshold (Days) – Flag orders that have been in process for this many days.
Fill in both to flag orders only when they meet both conditions.
Click Save.
Your rules appear as cards on the Flagged Orders tab, showing the rule name and its conditions. Use Search Rules to find a rule, click a card to edit it, or click the trash icon to delete it.
2. Understanding Flag Types
Flag | Visibility | Description |
Grey Flag | — | Not flagged. Click it to create a manual flag. |
Yellow Flag | Lab Only | Added automatically when an order matches one of your rules, or manually as an internal flag. ECPs cannot see yellow flags. |
Red Flag | Lab & ECP | A Live Chat has been created for the order and the ECP has been notified. |
To see every flagged order, click the Needs Attention card on the Orders page (or on an ECP's Orders tab).
3. Reviewing & Managing a Flagged Order
Flagged orders show a yellow banner on the Order Details page: "This order has been flagged for review because it matched a configured rule." Click the flag icon to open the Review & Manage Flag window:
Reason for Flag: See which rule triggered the flag and when it was created.
Message: Write an initial message to the practice, or an internal note for your lab (up to 1,000 characters).
Choose an Action:
Create a Live Chat & Notify ECP: Sends your message to the practice and turns the flag red.
Keep as Internal Lab Flag: Saves your note and keeps the flag yellow.
Remove Flag: Resolves the issue and removes the flag.
Click Confirm.
4. Resolving and Clearing Flags
Resolving the order's Live Chat conversation automatically removes the flag.
Team members can also open the flag window at any time and select Remove Flag.
5. Get Email Alerts
To be emailed whenever an order is flagged automatically, go to Settings → Communication Preferences and check An order has been automatically flagged.