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
Click on the Patients dashboard
Click the tag [ + ] icon to the left of the patient's name. Here you can create and customize up to 7 different labels
There is an additional tag titled "ASAP list" that will automatically add patients to the ASAP list in your Online Scheduling Action Items Dashboard
When creating a new tag, be sure to select the checkmark to save the changes you have made
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.
Click on the tag square to select the tag
You'll notice that once a patient has been tagged, a color-coded tag will be added to their profile
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.
Check each box to pull up a list of patients that have at least one of these selected tags.
Tag Patients in Patient Chat
Within Patient Chat, click the tag [ + ] icon or tag block to the right of the patient's name. Here you can create/customize up to 7 different labels (Learn how to update tag labels)
From the tag list, click on the checkbox to select the desired tag
You'll notice that once a patient has been tagged, a color-coded tag will be added to their profile
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!