Patient tagging is a way for you to label your patients for easier monitoring, segmentation and filtering.

Go to Patients (https://seriousmd.com/doctor/app/patients) > Click on the gear icon on the upper right corner

Note: There will be four default categories where you can add your tags

Click Create New Tag

Place the tag name, choose which category it belongs to, the color, then click Save.

Once saved, it will appear under the category you assigned it to

Feel free to add as many as you need! Once you have at least one tag, you may click on the Add Icon to quickly create new tags under that category.

Click Create New Tag

Type in your own category and Enter

It will be added as a new category

For Categories:

Click on the Edit icon for the Category

Select Delete Category

For Tags

Go to Patients > Click on the Gear Icon > Click on the Edit icon

Select Delete Tag

Here are the entry points to add tags on the web:

Go to Patients > click on the three dots (…) > Add/Remove Patient Tags

Choose as many tags that you would like to add then Save

Open a patient record > click on the three dots (…) > Add/Remove Patient Tags

You can also add tags when you click Edit Patient Information > Patient Tags

Under your queue, click on the three dots (…) > Add/Remove Patient Tags

If you have a consultation request, you may also add tags there by going to Consultation Requests > Accept the request > Add the tags from there
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Under Patients > Click Filter

Choose the necessary filters > Apply

Go to Patients > Click on the Gear icon > Click Edit on your chosen tag/category > Merge Tag
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Choose which tag you would like to merge with. (Note: You can also change the category of the newly merged tag)

Go to Patients > Click on the Gear icon > Click Edit on your chosen tag/category > Merge Category
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Choose which category then Merge
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Note: Switch tags is when you would like to change which category will be retained