Documentation/Patient Management/Patient Tags

Patient Tags

What you'll learn: How to use tags to organize your patients, create useful categories, and find patients by their tags.

What Are Tags?

Tags are labels you assign to patients to categorize and organize them. Unlike status (which every patient has), tags are optional and you can create as many as you need.

Examples of Useful Tags

By Source

  • Referral
  • Walk-in
  • Website
  • Social Media
  • Insurance Provider Name

By Characteristics

  • VIP
  • Family Plan
  • Senior
  • Pediatric
  • New Parent

By Service

  • Regular Checkup
  • Specialty Care
  • Treatment Plan A
  • Wellness Program

By Insurance

  • Insurance Company A
  • Insurance Company B
  • Self-Pay
  • Medicare
  • Medicaid

By Preferences

  • Prefers Morning
  • Prefers Evening
  • Spanish Speaking
  • Needs Reminder Calls

Viewing Tags

Tags appear in multiple places:

  • Patient Cards — Up to 3 tags shown, with "+X more" if there are additional tags
  • Patient Profile — All tags displayed in a dedicated section
  • Edit Form — Where you can add or remove tags

Adding Tags

When Adding a New Patient

  1. In the add patient form, find the Tags field
  2. Type your tags separated by commas
  3. Example: "VIP, Referred by Dr. Smith, Insurance A"
  4. Submit the form

When Editing an Existing Patient

  1. Open the patient's profile
  2. Click Edit
  3. Find the Tags field
  4. Add new tags (comma-separated) or modify existing ones
  5. Save changes

Removing Tags

  1. Edit the patient
  2. Find the Tags field
  3. Remove the tag text you want to delete
  4. Save changes

Tag Best Practices

Be consistent — Use the same spelling and format for tags across patients. "VIP" and "V.I.P." would be treated as different tags.

Keep it simple — Short, clear tag names work best. "Referred" is better than "This patient was referred by another patient."

Don't over-tag — A few meaningful tags are more useful than dozens of rarely-used ones.

Create a standard list — Decide on your main tags before you start using them extensively.

Using Tags Effectively

Segment communications — Send targeted messages to patients with specific tags.

Identify patterns — See which referral sources bring the most patients.

Customize service — Staff can quickly see patient preferences and special needs.

Track programs — Monitor patients in specific treatment plans or wellness programs.

Tags vs. Status

Tags Status
Multiple per patient One per patient
Optional Required
You create them System-defined
Flexible categories Fixed options
For organization For relationship tracking

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