Tags allow PracSuite users to add custom labels to patient files, which can be filtered as a part of the standard reporting process. While Tags can be added to patient files individually, they can also be added and removed from patient files in bulk using the in-built reports.

From the Reports menu, open a report, choose your desired filters and select Generate Report.

Above the report results, you will find the Tag button.

From the list displayed, choose the tag or tags that you wish to either add to or remove from all clients in your results. Then select the appropriate button to add or remove the tag(s).

💡 Note that this process is not directly reversible.

You will see a confirmation prompt explaining the pending change. Select Proceed to finalise adding or removing the tags.

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