Overview
Tags in ChiroHD are a powerful organizational tool that allow practices to categorize and manage patients based on custom characteristics or treatment contexts. While ChiroHD does not include built-in reporting fields for aspects like pregnancy status, care type, or payment method, tags fill this gap effectively, offering both visual indicators and operational functionality.
Why Use Tags?
Tags enable users to group and identify patients according to specific criteria not otherwise captured in standard system fields. Common examples include:
Pregnancy
Pay Per Visit
Corrective Care
Wellness Care
These tags provide immediate visual context and can be used to trigger workflows or reports based on patient status.
Key Benefits of Tags
1. Visual Indicators
When a patient is tagged, the tag appears directly in their profile, offering a quick visual reference. This is particularly helpful for front-desk staff and clinicians who need at-a-glance insights into a patient's care or billing model.
2. Mass Notifications
Tags integrate with the Mass Notification feature, letting you send targeted text messages to all patients with a specific tag.
Go to Utilities > Mass Notification.
Filter recipients by the desired tag.
Compose your message and send.
ChiroHD supports mass text only — mass email is not currently available.
3. Reporting by Tag
You have two ways to pull patient lists by tag:
Advanced Patient Search (no date range required)
Go to your Live Location, Reporting, Advanced Patient Search.
Expand the Patient Settings section.
Select the tag(s) you want to filter by.
Click Search Patients.
From the results you can export to CSV or PDF, send a bulk text, or click into any patient profile.
All Reports (Beta)
Go to Reporting > All Reports (Beta).
Select the By Tag report.
Enter a date range and select your tag to run the report.
The "By Tag" report requires a date range. If you want all current patients with a tag regardless of when it was assigned, use Advanced Patient Search instead.
Creating and Managing Tags
Tags can be created at two levels, depending on how broadly they should be applied:
1. System-Level Tags
These tags are network-wide defaults, ensuring consistency across all locations. Ideal for standardized categories like "Corrective Care" or "Pay Per Visit".
Navigate to your System Dashboard, System Settings, Tags.
System Tags are available across every location in your network
Please see our other resource on How to Set Up System Level Tags if you have further questions.
2. Location-Specific Tags
These tags apply only to an individual clinic or office and are useful for unique operational needs that may not be relevant network-wide.
Navigate to your Live Location, Settings, Initial Setup, Tags
Only visible and usable within the specific clinic.
You will be able to see System and Location Tags from this location.
You can identify whether a tag is system-level or location-specific by observing its classification in the setup menus.
Please see our other resource on Location Specific Tags if you have further questions.
How to Tag a Patient
Navigate to the patient’s profile.
If the patient already has tags, they will appear in the designated area.
If no tags are present, select the “Add Tag” option.
Choose from existing tags or create a new one (if permitted by your access level).
Click Submit to add the tag.
This intuitive process ensures that patients can be categorized correctly and that teams are aligned on their care or administrative designations.
✅ Key Takeaways
Tags are managed under Settings > Tags, and are only accessible at the System (Network) level login.
Each tag can be set as System Defaults (network-wide) or Location Specific — use the tabs on the Tags page to toggle between them.
For patient lists by tag without a date range, use Reporting > Advanced Patient Search.
Tag triggers fire once when the tag is applied — use Patient Alert Templates for recurring per-visit prompts.
Enable Show in Queue on a tag to make it visible in the patient check-in queue.
📌 Conclusion
Patient Tags give your practice a flexible, visual way to categorize patients beyond ChiroHD's standard fields. From targeted mass texting to detailed reporting and trigger-based automation, tags are a core tool for operational clarity and patient engagement across your network.