Tags Functionality

Purpose

• This article explains how to use the "Tags" feature to categorize and track patient information. This feature allows users to add specific notes and details directly into a note in the system to better describe the patient.

Audience

• Providers
• Administrators
• Supporting Staff

Considerations

• Permissions: Tag functionality is only available if enabled by an administrator within the Company Permissions settings.

Steps

1) Enabling Tag Permissions (Admin)

• Navigate to Permissions: Go to the "Practices" section.
• Select Company Permissions: Find the relevant company and access its permissions settings (usually through a gear icon or similar).
• Enable Tags: Locate the "Tags" permission and ensure it is enabled (checked).

2) Adding New Tags

• Access Company Settings: Select your practice name in the top right of your screen and choose settings.
• Go to Tags: Within the Company Settings, find and select the "Tags" option.
• Add Tag: Click the "Add Tag" button.
• Name Tag: Enter a descriptive name for the tag. The tag phrase will automatically be added, but you can edit if you choose.
• Color: Choose a color to associate with the tag.
• Phrase Text Editor: Use the rich text editor to define the content of the tag phrase. This content will be inserted into patient notes if the Phrase is used to apply the tag.

 

3) Assigning Tags to Patients

• Go to Census: Navigate to the "Census".
• Select Patient: Find the patient you want to tag.
• Click Tag Icon: Click the tag ( + ) icon next to the patient's name.
• Select Tag: A list of available tags will appear. Select the tag(s) you want to associate with the patient.

4) Applying Tags in Notes

• Open Note Editor: Access the note editor for the patient's census record.
• Type Tag Phrase: In the note editor, type .tag. A list of available tag phrases will appear.

• Select Tag Phrase: Select the tag phrase from the list.
  • • If Tag is Associated: If the selected tag is already associated with the patient, the tag content will be inserted into the note immediately.
    • If Tag is Not Associated: If the tag is not already associated with the patient, selecting the tag phrase will associate the tag with the patient and insert the tag content into the note.

Troubleshooting

• No Tag List Appearing: If you type .tag and no list of tags appears, ensure that:
  • • Tag permissions are enabled for the company (see Step 1).
    • Tags have been created (see Step 2).
• Cannot Assign More Than Two Tags: The system prevents assigning more than two tags per patient. If you try to associate a third tag by resolving the tag phrase, the system will display an error message.
• Tag Content Not Inserting:
  • • Verify that you are selecting the tag phrase from the list that appears after typing .tag
    • Confirm that the tag has content defined in the phrase text editor (see Step 2).

Additional Notes:

The associated tags are displayed in the note editor.

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