Create clinic-wide status tags to record additional information or considerations about a patient that are not captured in their patient chart, such as "needs interpreter", "multiple no shows", "always late", and so on.
You can then apply the tags in patient charts (refer to Applying status tags to a patient chart). Once applied in a patient chart, you can filter or search your patient list to easily find the patients with (or without) specific patient tags (refer to Filtering the patient list) or create groups of patients to apply actions to them (refer to Creating custom patient groups).
From the main menu, click Settings > Patient.
Scroll down to the Status Tags section to see existing status tags.
To add a new tag:
a. Click Add New Tag.
b. Type a name for the tag and choose a colour.
c. Click Save.
d. When you are done adding tags, click Close.
To delete an existing tag, hover your cursor over the tag and click X.
Updated September 1, 2023