Tags can be used to record useful information relating to a patient, or a request that they submit which the sorter, or clinician reviewing a request can see at a glance.
(Note: For a video demonstration of tags, click here)
Before Tags can be applied to a patient record, or request, they first need to be created. To do this go to 'Tags' in the left-hand menu, from here you can browse, or 'search' a list of the tags you have created so far.
To add a new Tag click the '+' button at the bottom of the screen:
From here you can begin creating the Tag.
Name: Choose a name for the tag, this will appear on the tag itself
Icon: Type words in the search box which are relevant to the tag you wish you to add, to find a suitable icon for your tag (e.g 'baby' for pregnancy, or 'pills' if you were adding a 'med query' tag)
Colour: Choose the background colour for your tag, the text on the tag will be white by default so ensure you select a colour which contrasts well with the white text to ensure it can be easily read
Use: Select whether the tag is 'Patient' specific - this is applied from their records and will be visible for all of their submitted requests, or 'Request' specific which is a one time Tag that can be applied on a per-request basis to highlight relevant information about that request.
Once you're happy with your tag, select 'Create':
Patient tags can be applied on a per-patient basis. When a Patient Tag is used it remains permanently on their record until it is removed and every new incoming request for that patient will include any tags that they have on their record.
To add a Patient Tag to a record, you must have first created the Tag you wish to add (see above) and from there you can go to a Patient's record, select 'Edit' and you will then be able to go to 'Tags' to search for one of the Tags that you have created:
When you select one, it will appear in the 'Tags' section:
When you have finished adding Tags for the patient click the green 'Update' button to save it
All requests for that patient will now have the tag applied:
'Request Tags' differ from 'Patient Tags' as they only apply to a single request, rather than every request submitted by that patient.
To add a Request Tag, when viewing the request, click the blue Tag icon in the 'Tags' section of the right-hand patient details pane and search for one of the 'Patient Tags' that you created:
Once a Tag is selected, it will be applied to the request you are currently viewing for that patient (but not any others that they may currently have open):
Filter by tags
If you wish to filter the request list by a specific tag to only view requests/patients with a specific tag applied, click the 'Tags' icon (circled below) to choose a tag to filter by:
The list will then update with a filter in place to only show cases where that tag is applied. You can flick between the usual 'Quick filter' options as well with a tag filter applied to review the: 'New', 'Assigned', 'Assigned to me or my groups' or 'Waiting' lists and they will all be filtered by that tag until you click the small 'x' on the tag filter to remove it again:
Note: if a tag assigned to someone else is currently in 'await reply' state, then you would need to toggle the 'Show all' checkbox in the 'Waiting' filter to also view requests assigned elsewhere which are current awaiting reply.
Where a request has been shared to you from another provider, if they have added a 'Request tag' to the request, you will not be able to see the Tag that they used (as these are provider specific) but you will be able to see that a tag exists for the request.
Where this is the case, it will look similar to the empty tag (underlined in red) on the screenshot below: