Creating and Using tags
What are tags?
Tags help clinics categorize patients into different groups. The owner of the Clinic Account is responsible for creating a single set of tags to be used by all associated therapists and admins. Therapists cannot modify tags or create their own and will have access to the tags created by the Clinic Account.
There is no limit on what you can use tags for, but some common categories include:
- Location - New York, Chicago, Los Angeles
- Type of Therapy - CBT, DBT, Mindfulness
- Diagnosis - OCD, Panic, PTSD
- Program - 12 Week Program, 6 Week Program
- Patient Type - Individual, Couples, Child, Family
Note that several system-generated tags cannot be edited or deleted:
- No Account
- Account Pending
- Account Complete
- Archived
- Intake
- Follow-Up
- Child
- Test Patient
Creating and managing tags
Step 1: Select Clinic Settings under your name.
Step 2: Select the Configuration tab.
Step 3: Select Edit on the top bar of the Tags section.
Creating tags
Enter the name of the tag you would like to create in the text box and press Create. The tag will automatically be created, assigned a colour and will appear at the top of your tag list.
Deleting and Editing tags
1. Deleting Tags - Select Delete next to the tag to permanently delete the tag. Note that once you delete a tag, it will also be removed from all patients that it was previously assigned to.
2. Editing Tags - Select Edit next to the tag you would like to edit. In the modal window that opens you can change the name of the tag and select Save to confirm the changes made. Changes will be applied to all patients that have that tag assigned to them.
Ordering Tags
1. To change the order that tags are presented: Select the icon to the left of the tag name and drag the tag to create your desired order. Select Save at the bottom of the Patient Tags List once you are happy with the order or Cancel to revert any changes made.
- The order of tags determined on this page is presented across the Greenspace platform for all users within your clinic. This means tag listed on the Patient List, adding a new tag, etc., will be presented in the same order.
- Please note that while adjusting the order of your tags you will not be able to edit, delete, or create a tag until you have saved this new order.
