📝 Overview
Tags can be created at the system level to be available across all locations. These system tags are immediately accessible by any location.
If a location wants to create its own location-specific tags in addition to system-level ones, follow the steps below.
📍 Navigate to Your Live Location
Make sure you are working within your live location (not system or training level).
⚙️ Steps to Create a Location-Specific Tag
Click Settings
Click Initial Setup
Select Tags
Click Create Patient Tag
🛠️ Customize Your Tag
Click into the Name field to label your tag
Click the color picker to select a tag color
✅ It is recommended to set a color
⚠️ If no color is selected, the default is white—which does not stand out on the patient snapshot
Drag your cursor to select your color
Copy the # color label
Paste the code into the Color field
👁️ Display Option
Click the dropdown to select:
Yes – Display the tag on the patient snapshot in the patient queue
No – Tag will only display in the patient’s profile
💾 Save Your Work
✅ Don’t forget to save your changes before exiting!
❓ What Are Tags Used For?
Tags can be added to a patient’s profile to identify or mark them for specific needs at your office.
Examples:
Care plan type
Preferred doctor
Financial plan (e.g., monthly vs. per-visit)
Grouping patients for reporting not currently available in ChiroHD
🔍 Where Can I Find Tags?
At the top of the patient’s snapshot
In the Tags tab inside the patient profile
🔄 What Features Are Tags Used In?
Tags are more than visual identifiers—they power automations and reports:
Triggers:
System Dashboard > System Settings > TagsMass Notification:
Live location > Utilities > Mass NotificationBy Tag Report:
Live location > Reporting > All Reports (Beta) > By Tag ReportAdvanced Patient Search:
Live location > Reporting > Advanced Patient Search
✅ Key Takeaways
Tags can be system-wide or location-specific
Location-specific tags are created in Settings > Initial Setup > Tags
Assign colors to make tags stand out—avoid default white
Tags power key features like Triggers, Mass Notifications, and Reports
📌 Conclusion
Location-specific tags are a powerful way to personalize patient tracking and workflow at your clinic. Whether used visually or tied to automation, properly configured tags can streamline operations and improve patient management.