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:
Access Settings: Click on your profile icon in the bottom left corner, then select "Settings" from the popover menu
Navigate to Tags: In the Settings menu, click on "Tags"
Create New Tag: Click the "Create new Tag" button
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:
Navigate to Patient Chart or Encounter: Open the patient chart or encounter you want to tag
Click the Tag Icon: Look for the tag icon and click it
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:
Access Filters: In your patient list or encounters view, click on "Filters"
Select Tags: Choose "Tags" from the filter options
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