Use Tags to Group and Categorize Patients

What are Tags?

Tags help therapists and clinics categorize patients according to different groups. 

  • If you are an individual therapist, you can create and set your own tags.
  • If you are part of an organization that uses Greenspace, your clinic administrator(s) will create and set the tags that are available to you.

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:

  • No Account
  • Account Pending
  • Account Complete
  • Archived
  • Intake
  • Follow-Up
  • Child
  • Test Patient

Creating and Managing Tags

Step 1: Select Settings under your name.

Step 2: Select Clinic Settings.

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.

Deleting and Editing Tags

1. Deleting Tags - Select Delete Tag next to the tag to permanently delete the tag. Note that once you delete a tag, it will also be removed from all patients that it was previously assigned to.

2. Editing Tags - Select Edit Tag next to the tag you would like to edit. In the modal window that opens you can change the name of the tag and select Save to confirm the changes made. Changes will be applied to all patients that have that tag assigned to them.

Benefits of Using Tags

Statistics page

Use tags on your Statistics page to filter and narrow the data presented in the symptom improvement graph. This allows you to compare treatment outcomes between programs, modalities, diagnoses, and any other category of tags created. The information displayed will change depending on the tags that are selected.

Step 1: Select Statistics  

Step 2: Select the tag(s) you would like to filter by. This will only include data for patients that have ALL of the selected tags.

Patient List

Use tags on your Patient List to filter and narrow the types of patients presented in the list.

  • Select the tag(s) you would like to filter patients by. 
  • The list of patients presented will only include patients with the tags selected in the filter.

Next Article: Use Progress Notes to Manage the Complete Clinical Record

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