What is Patient Tagging?
Patient tagging is a way for you to label your patients for easier monitoring, segmentation and filtering.
How to create tags
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
Diagnosis (COVID-19 tag is there by default)
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.
How to add my own category?
Click Create New Tag
Type in your own category and Enter
It will be added as a new category
How can I delete or edit my tags and/or categories?
Click on the Edit icon for the Category
Select Delete Category
Go to Patients > Click on the Gear Icon > Click on the Edit icon
Select Delete Tag
How to add a tag on a patient?
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
Under Consultation Requests
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
How to filter tags for better search
Under Patients > Click Filter
Choose the necessary filters > Apply
How to Merge Tags/Categories
Go to Patients > Click on the Gear icon > Click Edit on your chosen tag/category > Merge Tag
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
Choose which category then Merge
Note: Switch tags is when you would like to change which category will be retained