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Using client tags

Client tags can give visual reminders of a patient's status

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Written by Dr Askari

Add a tag to a patient

Once created, a tag can be added to a patient by any member of staff in:

  • the Client Card

  • the Left Hand Drawer (LHD or appointment panel) in the calendar

  • the POS

Add a client tag in the client card

  • Open the client card

  • Click Add tag

  • Click the tag(s) to add

  • Click the X to remove the tag

Using client tags in the calendar

  • Add tags in the same way as above, just underneath the patient name in the LHD (appointment panel).

  • When you book an appointment, the tags will appear as coloured circles (if this was selected when creating the tag)

  • Hover over an appointment block, you'll see the tags names

Add client tags in the POS underneath the patient name in the same way.

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