How to Create and Use Tags for Patients and Encounters

Tags let you categorize patients and encounters with custom names, colors, and descriptions for easier filtering and identification.

Creating a tag

1. Click your profile icon in the bottom left corner, then select “Settings”
2. Click “Tags” in the Settings menu
3. Click “Create new Tag”
4. Configure the tag:
   • Tag Name: The display name shown on the tag
   • Description: Your internal reference note (not visible on the tag itself)
   • Color and Shade: Choose from the available palette
5. Click “Create” to save

Assigning tags to patients and encounters

1. Open the patient chart or encounter you want to tag
2. Click the tag icon
3. Select the tags to assign

Filtering by tags

1. In your patient list or encounters view, click “Filters”
2. Select “Tags” from the filter options
3. Choose the tag(s) to filter by

Notes

• Tags are shared across your workspace and available to all workspace members.
• Tags only exist in the workspace where they were created.