Patient tags are a way to further categorize a patient for organizational purposes or to quickly identify key information about a patient.

For example, you could create a tag that identifies the language a patient speaks so that anyone who opens the profile can quickly see the relevant information.

Patient tags don’t just display in the patient profile, any invoice associated with a patient will inherit the patient tags for easy reference.

You can edit a patient’s tags at any time.

First, find and view the appropriate patient profile.

Click the pencil icon next to the patient status in the right panel.

The Edit Patient Status window will open.

To add a new tag, start typing the desired tag name in the Tag field and select the appropriate one in the dropdown. To remove an old tag, click the X to the right.

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

Note: Only users with appropriate permissions can create or remove tags that show in the tags dropdown for patient profiles. This can be done under the Management tab.