The tagging is here for you to support additional filtering options in the web portal. Users with the rights to access clinic administration will be able to see the tags available for the clinic.
An overview of the tags, including the definition, can be seen in the “Tags” sheet.
Tags and definitions are created for an entire clinic, covering all treatment plans and are added as part of the initial configuration.
Add tags to a patient
Add tags to a patient – click the tag-icon and select the tag(s) to be added from the action pane. Save the selection.
Remove tags from a patient
Remove tags from a patient – click the remove icon ⓧ in the tag and confirm to remove the tag. Alternatively, open the action pane to remove a tag. Save the changes.
Filter the patient list by tag(s)
open the “Tags” list and select the tag(s) you would like to filter by.
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Automated tagging
Tagging can also be set automatically based on rules for patient responses to daily ratings or questionnaires. The rules are added as part of the initial configuration.
Need more help with this?
Don’t hesitate to contact us here.