Tags can be utilized across three different areas: Patients, Tasks, and Facility Contacts.
Patient Tags
To add a tag on the Patient List page, the Tags column must first be enabled.
Once enabled, search for the patient, click the plus sign under the Tags column, and select from the drop-down menu.
Tags can also be added under the Info tab when viewing a patient’s profile.
Task Tags
To add a tag on the Careflows List page, the Tags column must first be enabled.
Once enabled, search for the patient, click the plus sign under the Tags column, and select from the drop-down menu.
Tags can also be added under the Careflows tab when viewing a patient’s profile
Facility Contact Tags
Tags can be applied when opening a specific facility on the Facility page and navigating to the Contacts tab.
These tags are primarily used to label and group contacts, particularly for identifying which contacts should receive emails when creating a scheduled report.
Note: Only Administrators have the ability to manage tags directly. Tags can be added, deleted, or edited under Designer > Tags.