Tags allow you mark Patients, Stock items and Tasks with specific label so you can search and organize by the set tag. You can access the tags section by going to Settings > Setup > Tags -
From here you can add and edit Tags. To add a new Tag, click on the Add button at the top right of your screen.
Begin by giving the Tag a name, you can select different properties for the tag such as if it's Active, will it show on Lists and Invert the Colour set. The Used by drop down will determine the area in which the tag will be used -
Finally you can set a colour for the tag and the colour will appear in the Example box -
Once we're happy with the details we've said up for the tag simply press Save to add it. In this example I will be creating a yellow tag to be labelled against for a new patient registration.
So when we are adding a new patient we can add this tag against their record, we can also add multiple tags if there are other tags we want to associate with this patient -
Once they are added the tag will appear against their record -
We can add tags to any patient by going onto their record then press the Edit button, you'll see the option for tags as it is above. Now the tag is placed, we can use this to search for patient's that meet the Tag criteria -
Tags will work hand in hand with Automations and also the patient list that will be coming soon to the system which will allow you to organise your clients by their tags.