📝 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.