With the Population Health Dashboard, you can tag patients with similar characteristics based on your clinic workflow needs. Some popular tag names include “Gestational”, “Pediatric”, “New Pump User”, “Hyperglycemic”. However, the tags can be called anything you like. Each clinic can utilize up to 10 unique tags.
Only Clinic Members and Admins can view patient tags. Patients will not have access to the tag names on their profile.
Create a new Tag
All Clinic Members and Admins can create new patient tags.
Tags can be created from the Patient Tags filter menu: click “Patient Tags” to open the Patient Tag menu.
Click "Edit Available Patient Tags" to add a new tag.
You can add up to 10 tags in your Clinic Workspace.
Editing Tags
All Clinic Members and Admins can edit (rename) an existing patient tag.
Click “Patient Tags” to open the Patient Tag menu.
Click "Edit Available Patient Tags" to add a new tag or delete an existing tag.
Click the tag you want to edit.
Edit the tag name as needed and click "Update" to submit the change.
If a tag name is edited, the change will be reflected on all matching patient accounts in the list with that applied tag.
Deleting Tags
Only Clinic Admins can delete an existing patient tag from your list of available tags.
Click “Patient Tags” to open the Patient Tag menu.
Click "Edit Available Patient Tags" to review available patient tags to be deleted.
Click the trash can icon next to the tag you want to delete. You will be asked to confirm this request.
If a tag is deleted, it will be removed from all matching patient accounts in the list with that applied tag.
Assigning Tags to a Patient
All Clinic Members and Admins can assign tags to a patient in three places:
For a patient with no applied tags
Click “+ Add” to open the "Assign Patient Tags" menu.
Select the tag(s) you want to apply to that patient.
Click "Apply" to apply the selected tag(s) to that patient.
For a patient with at least one existing tag
Click the Edit (Pencil) icon to open the "Edit Patient Details" menu.
Select the tag(s) you want to apply to that patient.
Click "Save Changes" to apply the newly assigned tags to that patient.
If a patient has multiple tags, depending on the text length you may see "+1" or "+2" next to the applied tag list.
You can hover over the "+" indicator to see the additional tag(s) applied to that patient.
For a patient with at least one existing tag - Alternate
Select the "Edit Patient Information" option from the ". . ." menu item on the patient list to add or remove a patient tag.
For a newly created patient account
You can apply a tag to a new account you are creating for one of your patients.
Removing Tags from a Patient
Clinic members and admins can remove tags from a patient in two places:
- Select the "Edit Patient Information" option from the ". . ." menu item on the patient list. Click the "X" icon to remove the tag(s) of your choice under “Available Patient Tags”. Click "Save Changes" to proceed.
- From the patient list: click “Edit” Icon for a selected patient to edit their tags. Click the "X" icon to remove the tag(s) of your choice. Click "Save Changes" to proceed.