Settings: Tags & Filters

Add tags to a patient chart and create the search filters for the census based on those tags. Click here to learn how to assign tags to a patient chart. 

Enable Tags & Filters

Navigate to your Instance Settings and use the checkbox to select Use patient tags. You can also allow users to create new tags from the patient chart. If you leave the Allow Tag Creation from Facesheet setting unchecked, users will only be able to select from a list of tags created by the Super Admin.

Create Tags

Super Admins can set up pre-defined tags using the Tags & Filters tab. 

1. Click on your initials and select Settings. 
2. Open the Tags & Filters tab.
3. Click Add tag to create a new tag. 
4. Name the tag and pick a Color. This color appears on the patient facesheet and whenever you encounter this tag in the system.
5. Changes are saved automatically. 
6. The system also displays how many patients have been assigned to the tag. 

Saved Custom Filters

Once you have created a few tags, you can create filters using 2 or more of those tags. 

1. Click on Add custom filter button.
2. Type in the Name of your filter. The name appears as a new filter button under the Custom Filters section of the Census and Dashboard.
3. Begin typing in the tag name in the Tags field, and pick the tags from the suggested list.
4. Important: The filter works using Either/Or logic, which means that when selected any chart that has at least one of the tags within the filter will display. 
5. Check the Enable box to use this filter.
6. The system will also show you how many patients are found in your instance with the selected tags.