View Tags

When tags have been added to clients, patients, and invoices, they are shown in multiple places in Provet Cloud.

On the Dashboard

On the dashboard, a blue tag icon is shown next to the client and patient name when tags have been added. When a tag has been added to the consultation invoice, a blue tag icon is shown in the Status column, and the invoice tag is also shown as a label below the tag icon.

dashboard_tags.jpg

You can view the tags by hovering over the tag icon.

tags_hover.jpg

In the Appointment Calendar and Appointment Details

Depending on the clinic location settings, client and patient tags may be shown in the appointment calendar slots and tooltips.

tags_appointment_calendar.jpg

In the appointment details dialogue, client and patient tags are shown as labels.

tags_appointment_details.jpg

On the Client and Patient Page and Consultation Page

On the client and patient page and the consultation page, client and patient tags are shown as labels.

tags_client_and_patient_page.jpg

Invoice Page and Lists

On the invoice page, invoice and client tags are shown as labels.

tags_invoice_page.jpg

On the Records > Invoices page and on the Billing tab of client pages, invoice tags are shown in the Tags column.

tags_invoice_list.jpg

View Where a Tag Has Been Used

To view which clients, patients, or invoices a particular tag has been used for, select the tag label anywhere it is available.

tags_connected_list.jpg

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