Tags can be described most simply as custom labels that can be added to patient files and clinical notes. Tags can be used as visual aids within patient files and clinical notes, and to filter report results e.g. searching for patients that have had a particular injury based on tags applied to their filters.
Click the following links to learn more about applying tags to patient files, including pinned tags, and clinical notes.
Creating Tag Categories
Tags can be grouped within Tag Categories.
To set up Tag Categories, navigate to Settings > General > Tag Categories.
The Tag Categories menu shows a list of all the current task categories with their assigned tag colours. To add a new category, click Edit.
Clicking Add will create a new tag category, where a name, colour and subcategory can all be assigned.
You can delete a tag category by clicking the Trash Can icon which appears to the right when you hover over the category.
Click Save to save any changes you've made.
Creating Tags
To create new Tags, go to Settings > General > Tags.
To add a Tag, click Edit.
Clicking Add will create a new tag at the bottom of the list, where it can be named and assigned a Tag Category by clicking the dropdown menu.
A tag can be deleted by clicking the Trash Can icon, which appears on the right when you hover over the row.
Click Save to save any changes you have made.
Click the following links to learn more about applying tags to patient files, including pinned tags, and clinical notes.