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 Utility, allowing you to send targeted text messages to all patients with a specific tag. For example, you could notify all "Pregnancy" tagged patients about upcoming prenatal care seminars.
3. Reporting by Tag
Under the "All Reports (Beta)" section, users can filter patient reports by tag. This allows for precise queries such as:
"Show all active patients who are tagged as 'Pregnancy'."
This reporting flexibility is vital for patient management, marketing, and care coordination.
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".
Created under Initial Setup > System Defaults
Available across every location in your network
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.
Found under Initial Setup > Location Specific
Only visible and usable within the specific clinic
You can identify whether a tag is system-level or location-specific by observing its classification in the setup menus.
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 New Tag” option.
Choose from existing tags or create a new one (if permitted by your access level).
This intuitive process ensures that patients can be categorized correctly and that teams are aligned on their care or administrative designations.
Summary Recommendations
Use tags to enhance segmentation, communication, and operational clarity.
Implement core tags across all locations, especially for common categories such as "Corrective Care" and "Wellness Care".
Leverage the Mass Notification Utility and Reporting features to act on tag-based data for better engagement and management.
Regularly audit and manage tags under your Initial Setup to maintain consistency and relevance.