Using Engagement's patient tagging feature is a great way to help you keep track of and prioritize groups of patients. Here is a short video that will include the steps to using this filter:

How to Use the Patient Tagging Filters

Tagging Patients in Bulk

How to Use the Patient Tagging Filters

Step by Step Instructions:

  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 6 different labels.

  3. When creating a new tag, be sure to select the Check Mark 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

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

For instructions on using other filters in Engagement, refer to the following article:

For information about Bulk Action options in the Patients list, refer to the following article:

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