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How to Create and Use Tags for Patients and Encounters

Organize your patients and encounters with custom tags for better workflow management

Updated over a month ago

Tags in Nextvisit AI help you categorize and organize your patients and encounters for easier identification and filtering. You can create custom tags with personalized names, descriptions, and colors, then assign them to patients or encounters as needed.


Creating a New Tag

To create a new tag in your workspace:

  1. Access Settings: Click on your profile icon in the bottom left corner, then select "Settings" from the popover menu

  2. Navigate to Tags: In the Settings menu, click on "Tags"

  3. Create New Tag: Click the "Create new Tag" button

  4. Save Your Tag: Click "Create" to save your new tag

When creating your tag, you'll need to configure:

  • Tag Name: Enter the display name that will appear on the tag itself

  • Description: Add a description for your reference (this won't be visible on the tag)

  • Color: Choose from the available color palette

  • Shade: Select the shade intensity for your chosen color

Assigning Tags to Patients and Encounters

Once you've created your tags, you can assign them to patients or encounters:

  1. Navigate to Patient Chart or Encounter: Open the patient chart or encounter you want to tag

  2. Click the Tag Icon: Look for the tag icon and click it

  3. Select Tags: Choose from your available tags to assign to the patient or encounter

Filtering by Tags

After assigning tags, you can use them to filter your patient and encounter lists:

  1. Access Filters: In your patient list or encounters view, click on "Filters"

  2. Select Tags: Choose "Tags" from the filter options

  3. Make Your Selection: Select the tag(s) you want to filter by

This will display only the patients or encounters that have been assigned the selected tags.

Important Notes About Tags

  • Workspace Access: Tags are accessible to everyone in your current workspace

  • Workspace Specific: Tags are only available in the workspace where they were created

  • Team Collaboration: Since tags are shared across your workspace, they're perfect for team-wide organization systems


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