Creating and Using Tags
What are Tags?
Tags help clinics categorize patients into different groups. The owner of the Clinic Account is responsible for creating a single set of tags to be used by all associated therapists and admins. Therapists cannot modify tags or create their own and will have access to the tags created by the Clinic Account.
There is no limit on what you can use tags for, but some common categories include:
- Location - New York, Chicago, Los Angeles
- Type of Therapy - CBT, DBT, Mindfulness
- Diagnosis - OCD, Panic, PTSD
- Program - 12 Week Program, 6 Week Program
- Patient Type - Individual, Couples, Child, Family
Note that there are several permanent tags, signified by the dashed underline, that cannot be edited or deleted:
Creating and managing tags
Step 1: Select Settings under your name.Step 2: Select the Preferences tab.Step 3: Select Edit on the top bar of the Tags section.
Creating tags
Enter the name of the tag you would like to create in the text box and press Create. The tag will automatically be created and assigned a colour.