Engagement: Using Patient Tagging Filters

Learn how you can use Engagement [Modento]โ€™s patient tagging filter to manage different lists of patients

Emily Allred avatar
Written by Emily Allred
Updated over a week ago

Using Engagement's patient tagging feature is a great way to help you keep track of and prioritize groups of patients. Create your own tags or use our preset tag options! Keep your patients organized by using tag labels such as:

  • Needs Hygiene

  • Balance Due

  • Friend/Family Discount

  • ASAP List

Before you get started, watch the short video below to learn how to use patient tagging filters:

How to Use Patient Tagging Filters

  1. Access the Patients feature

  2. Click the Tag [ + ] icon to the left of the patient's name. Here you can create and customize up to 7 different labels.

    1. There is an additional tag titled "ASAP list" that will automatically add patients to the ASAP list in your Online Scheduling Action Items Dashboard.

  3. When creating a new tag, be sure to select the checkmark to save the changes you have made.

    1. Note: All new tags created will appear the same across all user dashboards. Existing tags can be changed by clicking on the pencil icon on the lefthand side. Any changes made to the tag will also be identical across all user dashboards.

  4. To view the list of tagged patients, select the Filter drop down menu.

    Tip: You can select multiple filters at once to further customize the list of patients shown to you.

  5. Check each box to pull up a list of patients that have at least one of these selected tags.

Tagging Patients in Bulk

Engagement makes it easy to tag a large group of patients with just a few clicks. Watch the short video below to learn how or follow along with our written step-by-step instructions!

  1. Select the group of patients that need their patient tags updated

    1. This can be done by checking the box to the left of their name, or by using the filters at the top

  2. Click the checkmark box next to Bulk Actions

  3. Select Update Tags

  4. Here, you can assign, unassign, or clear all patient tags

  5. Click Apply

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