Organize Tasks with clinic tags

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Clinic "Tag" and "Tag to system" are not the same

• Clinic Tag is a label your clinic defines, such as Labs, Referrals, Billing, Intake, Forms, or Records.
• Tag to system identifies the connected system where the work belongs.

Tags add consistent categories to tasks without making the task description longer.

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Add a tag to a task

1. Create a task or open an existing task.
2. Open the Tag field.
3. Select the tag that matches the work.
4. Save the task.

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Filter by tag

1. Open Tasks.
2. Select Show filters.
3. Choose Tag.
4. Select one or more tags.
5. Review the filtered list.

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Manage the clinic's tag set

1. Open the Tag dropdown from a new or existing task.
2. Select Edit tags.
3. Create a tag by choosing Create a new tag, entering a name, selecting a color, and saving.
4. Edit a tag by changing its name or color, then saving. Renamed tags update on existing tasks clinic-wide.
5. Delete a tag by selecting its delete or trash control.

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Customize Task tags on the big screen

You can also manage Task tags from the Tabflows big screen:

• Open Task Settings.
• Select Tags.
• Create a new tag, or edit or delete an existing one.

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