Tags

Updated

Tags help you organize and find notes, for example Urgent, Drug allergy or Follow-up.

Who can use it: administrators and owners, for the selected clinic. Doctors use tags from the note editor.

Tag Management

Create a tag

  1. Go to Settings → Tag Management and select Create tag.
  2. Enter the Name, Color and, optionally, the Category and Order.
  3. Save.

Tags proposed by doctors

  • With Allow doctors to create new tags on, a doctor can type a new tag in the editor. It stays Pending until you approve it.
  • Review them in the Pending tab and select Approve or Reject.
  • If you turn it off, doctors can only use tags already approved.

Edit, deactivate or delete

  • Edit changes the name, color, category or order.
  • Deactivate stops offering it in the editor; notes that already have it keep it.
  • The usage column shows how many times each tag was used.