Understanding Tags

Understanding Tags

Tags are used to surface key information about a patient at a glance. Assign them to patients to flag medical conditions, highlight VIP status, or manage sensitive cases — making important context visible to any staff member without having to dig through the patient record.

Assigned tags are visible in the appointment sidebar and Patient 360, making easy to have the information handy. 

There are two types of tags:

• Default tags include Overdue Invoice and New Patient and are assigned automatically by the system when a patient meets specific criteria.
• Custom tags can be created to track anything relevant to your clinic. These are assigned manually by staff.

Both tag types support workflows — automated actions that trigger when a tag is assigned, such as sending a form or blocking the patient from booking online.

Overdue Invoice

Applied automatically when a patient has an outstanding invoice and removed once it is paid in full. It ensures outstanding balances are consistently flagged across the team, so no patient slips through without their balance being noticed. By default, patients with this tag are blocked from booking online until the invoice is settled. 

New Patient

Applied automatically when a patient has no checked-out appointments, whether they book online themselves or are registered by a staff member. It gives staff an immediate visual cue that someone is coming in for the first time, so they can adjust their approach accordingly. The tag remains active until an appointment is updated to Checked out following their visit.

The assigning of the tags is always active and cannot be disabled. Their workflows can be adjusted or turned off.

Step-by-Step