Client tags vs notes with alerts
You can create and add tags to patients so that staff can see the details at a glance when viewing the patient or appointment.
They can also be used to send email and sms campaigns to groups that contain specific tags.
Create a note with an alert to show a message on screen that your staff much click to acknowledge before moving on.
Create a client tag
Tags can only be created by users that have access to the admin app.
Open the Client Card and click Add tag
Click Create new tag at the bottom of the list
Enter the name of the tag
Decide if you want the tag to be visible
If you choose not to, the tag will just be used for reporting and marketing campaigns.
Show where you want the badge to be shown
Click Save tag
Edit / delete a client tag
Open the Client Card and click Add tag
If you have access to Admin, you will see pencil icons next to each tag - click the pencil next to the tag you wish to edit/delete
Make your changes and click Save changes
OR click Delete tag and confirm