📝 Overview
Tags in ChiroHD offer a flexible way to categorize patients based on information that is not currently tracked or reported in the system—such as care plans, payment styles, or personal interests. They are highly customizable and can be used for reporting, mass communication, and trigger-based actions.
This guide outlines how to set up, assign, and utilize tags at both the system and location levels.
Where to Set Up Tags
Navigate to:
System Dashboard → System Settings → Tags
Tags can be set up at:
System Level – Recommended for consistency across all locations
Location Level – Useful for franchises or location-specific needs
(Settings → Initial Setup → Tags)
What Tags Can Be Used For
Tags can be used to categorize patients by characteristics or preferences not natively supported in ChiroHD, including:
Corrective Care Plan
Pregnancy
Cash Pay Per Visit
Pediatrics (Peds)
Yoga Interest
Wellness Plan
✅ Tags help track these distinctions even when no built-in report exists for the category.
Creating a Tag
Click Create Patient Tag
Enter a Name (e.g., Peds)
Click the Color Picker link
Opens an external color selector
Copy the desired hex code and paste into the tag's color field
Enable Show in Q to display the tag on the patient snapshot
Click Submit
📌 Color is highly recommended:
Without color, tags appear white and may look like no tag has been added. Using color makes tags easier to spot and interpret at a glance.
Assigning Tags to Patients
To assign tags:
Open the patient’s snapshot
Click Add Tag
Select one or more tags from the list
Refresh the screen to see tags displayed
Hovering over each tag will show its full name.
Reporting by Tag
To run a report by tag:
➡️ Navigate to:
Reporting → All Reports Beta → By Tag
Select a date range
Choose the tag you want to filter by
View patients who have been assigned that tag
Mass Communication by Tag
To send a mass notification based on tags:
➡️ Go to:
Utilities → Mass Notification
You can send a text to all patients who have a specific tag (e.g., notify all Yoga patients of an upcoming event)
Triggering Automations by Tag
You can automate actions when tags are applied:
➡️ System Dashboard → System Settings → Triggers
Create a trigger based on the application of a tag
Useful for sending messages, alerts, or initiating workflows tied to patient categorization
✅ Key Takeaways
Tags allow you to organize and track patients based on non-reportable attributes.
Use for identifiers like corrective care, pregnancy, wellness plans, or interests.
Tags should be set up primarily at the system level for consistency.
Always assign a color for better visibility in patient profiles.
You can use tags for reporting, mass texting, and automation triggers.
📌 Conclusion
Tags are a powerful and flexible tool in ChiroHD, helping you categorize patients beyond the limitations of built-in reports. From internal care distinctions to external interest groups, tags give you the tools to personalize care, target communications, and manage workflows more effectively.