How to Utilize Tags

Tags:

You can add Tags to a Patient's file. Select the Patient info tab, click on Tags area, Enter the tag name and select Plus sign to lock it in.

You can enter multiple at a time by separating with a ;  Ie: tag1;tag2;tag3

This is on the Patients main tab before you select Edit

There will be default tags that will be automatically shown after the update:

• Gender
• Occupation
• Zip-code
• City
• State Abbreviation
• Home Phone area code
• Marital Status
• Referral Source
• Major Complaint Or Condition

This to eliminate needing to use separate drop-downs when creating campaigns. You can use the tags for all of these things. 

 TIPS:

1. If you would like to send an individual email to a patient, you can add their name in as a tag and then create an email only sending it out to that patient. If you do not want your tag report to show patient names, delete the tag after the email has been sent. 

2. If you would like to remove a tag, just select the minus sign to the left of each tag

Tag-Alerts: Tags now blush in red when removed, letting clinics instantly spot which tags were previously in a patient’s file.

NEW in 2025 Update

Revive Deleted Tags:
Ever mistakenly delete a tag? Fret not! Now you can add a previously deleted tag back to a patient file. Just find your deleted Tag, Re-enter and hit the Plus(+) sign.

To See all patients where a specific tag was applied

Go To Reports > Global Tag List

You will see a list of ALL tags applied within patient accounts

Select the + sign next to each tag to see who has that tag associated

If you would like to Export a list of all your tags and who is applied, click "Report" at the bottom of the report and Print.

Using Tags when creating a Campaign

When creating campaigns, you will customize filters to make sure the correct Patients/Leads receive your Marketing.

There is a tag filter that you can say "Include or Do Not Include" within the first drop-down, Type the tag you have been adding to accounts in the #2 spot and press the Plus Sign to lock it in.

Please make sure you type it out the EXACT way you did when applying to patient files. If you are unsure, double check by using the Global Tag Report ;)

 If you have any questions please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.

***This has the fastest response time***

Phone: [phone]

Email: [e-mail]

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