When creating tags, be careful not to over-tag. If a client or patient has multiple tags, it can be difficult to recognise tags that are critical.
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Go to Settings > Lists & Templates > Tags.
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Select Add tag. A New tag dialogue opens.
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In the Text field, add the tag text.
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From the Background colour and Text colour drop-down lists, select the background and text colours for the tag.
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If multiple clinic locations are used, select which clinic location the tag is used for from the Clinic location drop-down list.
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Under Usable in, select where the tag can be used:
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Client (for example, 'Seasonal resident', 'Employee', 'Allergic to cats')
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Invoice (for example, 'Needs management review', 'Promissory note on file')
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Patient (for example, 'Muzzle', 'Vaccine reactor', 'Diabetic', 'Blind')
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Under Used only for, you can restrict how the tag can be used:
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Health plan: Available for patient tags. When selected, the tag can only be used for health plan discounts and cannot be added manually unless the patient has an active health plan subscription.
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Integrations: The tag cannot be added or removed manually in Provet Cloud, only using an API.
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Select Save.
Note that if a tag is associated with a discount scheme, it must be applied for both clients and patients so that the discount properly applies to invoices.
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