Tags Overview and Settings

Tags can be added to patients, clients, and invoices. They are internal 'flags' that are used to show critical and important information, for example, 'May bite' or 'Blind'. Tags are also used in applying automatic discounts.

Organisation Settings

Settings > Organization > Settings

  • Use managed tags: When this setting is selected, only users with a permission to edit tags can create new tags. Enabling this setting is recommended to help streamline tags and avoid similar or duplicate tags.

Department Settings

Settings > Department > Settings

  • Client discount tags: In this field, you can add tags that are added to clients who have invoices with discounted invoice rows. These tags are automatically removed when all discount rows are removed.
  • Required client tags: In this field, you can add tags that are required when creating or editing a client profile.
  • Required patient tags: In this field, you can add tags that are required when creating or editing a patient profile.
  • Client "On Stop" tags: In this field, you can add tags that are shown when a client has been set to 'on stop' status.

Settings > Department > Scheduling & Calendar 

  • Client tags enabled: When this setting is selected, client tags are shown when creating new appointments.

Settings > Department > Complication report

  • Add tags on complication report create: In this field, you can add tags that are added for the patient when creating a complication report. 

Settings > Department > Patient referrals

  • Enable referral patient tagging: When this setting is selected, automatic referral patient tagging is used (see also the following setting). Referral patients receive the tag when a referral is created for them or a referral consultation is started.
  • Referral tags: In this field, you can add the tags that are automatically added for the patient when the previous setting is enabled.

See Also

Create a Tag

Edit or Delete a Tag

Merge Tags

View Tags

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