Patient Tags

WHAT IS A TAG AND WHAT IT'S USED FOR?

The tag can be used to many different things depending on the clinic’s needs.  

You can use them to indicate relevant information on your patient’s file, record data from your patients to generate statistics or simply to identify your patient’s files. 

Here some inspiration ideas:

  • Health conditions 
  • Profession 
  • Private patient/CNESST/SAAQ/Third Party Payer 
  • Refers to a radio ad, word of mouth, Facebook Ad, congress presence, etc.

Therefore, it is possible to add any relevant information to the patient’s file by using the tags.


HOW TO CREAT TAGS?

  1. Go to My Clinic
  2. Click on the Tags tab
  3. Click on the (+) button
  4. Type in the name of the tag you wish to create (for example: Referred by Dr. X, Referred by a patient ASP, Facebook Ad, etc)
  5. Click on Save Changes


ADDING A TAG TO A NEW PATIENT FILE

  1. In the form to register a new patient the tag’s list, previously created, will be displayed at the end.
  2. Check the boxes for those tags that are appropriate to the patient’s file
  3. Click on Save Changes


ADDING A TAG TO AN EXISTING PATIENT

  1. Open the patient’s file
  2. Go to the Information tab
  3. At the end of the page, click on the line where a tag’s logo is located
  4. Check the boxes for those tags that are appropriate to the patient’s file
  5. Click on Save Changes


GENERATING STATISTICS BASED ON YOUR TAGS

  1. Go to My Clinic
  2. Click on the Reports tab
  3. Execute the Patients Report
  4. Select the starting and end day of the period you would like to view and click on Execute
  5. Click on Patients to obtain more details about the patients based on a specific tag

* Note: This report is based on the patient’s file opened during the period of time selected.