Client and Patient Tags

You can add client and patient tags on the client and patient page and on the dashboard.

On the client and patient page, you can add new tags and change existing ones by selecting the pen button on the client and patient basic information row.

On the dashboard, you can can add new tags and change existing ones by selecting the tag icon. If tags have already been added to the client, patient, or invoice, the tag icon is blue. If no tags have been added yet, the tag icon is grey.

Invoice Tags

On the invoice page, you can add new tags and change existing ones by selecting the Edit button under Tags.

See Also

View Tags

Updated 10 September 2024 05:48