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Patient Tags

Overview on adding, removing, and creating Patient Tags

Updated this week

Overview

Patient tags assign a visual label or characteristic to a Patient that is quickly visible in the Patient Profile, Patient queue, and Invoices associated with the Patient. In addition to providing quick reference information on the Patient, Tags also categorize Patients around key information. This can be helpful in organizing Patients and quickly finding Patients with specific characteristics.

For example, you can create a Patient Tag that identifies the language a Patient speaks so that anyone who opens the person's Profile can quickly see this key Patient detail.


Manage Patient Tags

To manage Patient Tags, including viewing, adding, editing, and deleting Tags, navigate to the Patient's Profile. In the left side panel, you can quickly view any existing Tags for this Patient, and edit or add new Tags.

Click the pencil icon to edit or add this Patient's Tags. The Edit Patient Status window will appear.

Delete Patient Tags

In the Edit Patient Status window, you can click on any existing Tags for this Patient to delete them. Click on the "X" in the Tag to delete.

Add Patient Tag

You can add Patient Tags that have already been created in NikoHealth, or you can create a brand new Tag and add it to this Patient.

Begin typing the name of the Tag in the "Tag" line. As you type, existing Tags will populate that match what you're typing. If you want to add an existing Tag, begin typing the Tag name and select it when it populates.

If you want to create a brand new Tag, type out the name of the Tag and select "Add new tag".

Note: Only users with appropriate permissions can create or remove tags that show in the tags dropdown for patient profiles. For more information on user permissions, visit our help article on Assigning User Roles and Permissions.

When you’re done, click Save to keep your changes.


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