📝 Overview
Find Patients by Tag is a patient-finding tool. It returns a list of patients who have one or more specific tags applied to their profile. Tags in ChiroHD are labels you can add to a patient record to categorize or flag them for follow-up, and this report lets you pull a list of everyone carrying a particular tag so you can take action on that group.
Like the other Find Patients reports, this report does not contain financial data. Its purpose is to identify patients by tag so you can reach out, segment communications, or manage a specific group.
To access this report, go to Reporting > All Reports Beta, select a location, and click By Tag under the Find Patients section.
🏷️ How Tags Work in ChiroHD
Tags are custom labels that can be applied to individual patient profiles to categorize or flag them. They are created and managed at two levels:
System Defaults — tags created at the organization level that are available across all locations in your ChiroHD account. These are set up under the organization's Tag settings and appear as shared tags that any location can use.
Location Specific — tags created at the individual location level that are only available at that location. These allow a specific office to maintain their own set of tags without affecting other locations in the organization.
When you are in the Tags settings at a location, you will see both tabs — Location Specific and System Defaults — so you can manage both from the same place.
Tags can be active or inactive, and a patient can have multiple tags applied at once. Staff apply tags to patient profiles directly from the patient's record.
💡 Tags as a custom reporting tool: ChiroHD does not offer a report for every possible way you might want to segment your patients. Tags are one of the best ways to fill that gap. If there is a group of patients you need to track, and there is no built-in report that gives you that list — create a tag for it and apply it to those patients. Then use the Find Patients by Tag report to pull the list whenever you need it.
Note: Tags are not the same as patient case types, appointment types, or diagnoses. They are a flexible, freeform categorization tool your office controls.
💡 Tag Examples
Tags work best when they reflect something meaningful about a patient that you want to act on later. Here are some common examples of how offices use tags:
Tag Example | How It Might Be Used |
Pregnancy | Tag patients who are currently pregnant so you can pull a list for pregnancy-specific communications or care plan adjustments |
Wellness Plan | Tag patients on a wellness care plan to track how many are enrolled and follow up when the plan is up for renewal |
Corrective Care Plan | Tag patients in an active corrective care program to monitor engagement and pull lists for progress report outreach |
Pays Per Visit | Tag patients who pay at each visit rather than on a membership or package so you can segment payment-related communications |
High Risk | Flag patients who need additional attention or monitoring |
Pediatric | Tag pediatric patients for age-specific outreach or communications |
VIP / Long-Term Patient | Flag long-term patients for appreciation campaigns or milestone recognition |
Supplement Customer | Tag patients who regularly purchase supplements so you can notify them of promotions or new products |
Tip: Think about the reports you wish ChiroHD had — then work backwards. If you want a list of all patients on corrective care plans, create a "Corrective Care Plan" tag, apply it to those patients when they start, and use this report to pull the list any time you need it.
🔽 Report Filters
Filter | What It Does | Required? |
Tags | The tag(s) to search for — patients must have at least one of the selected tags | ✅ Required |
Tag was added between / and | Optional date range — limits results to patients who had the tag added within a specific window | ❌ Optional |
Tag Status | Filter by whether the tag is currently Active or Inactive on the patient's profile (defaults to Active) | ❌ Optional |
Patient Status | Filter results to a specific patient status — e.g., Active or Inactive patients (defaults to Active) | ❌ Optional |
Export options: PDF and CSV
📋 Filter Details
🏷️ Tags (Required)
You must select at least one tag to run the report. You can select multiple tags — the report will return patients who have any of the selected tags applied to their profile.
📅 Tag Was Added Between / And (Optional)
This date range is not required. If you leave it blank, the report will return all patients with the selected tag(s) regardless of when the tag was applied. If you enter a date range, only patients who had the tag added within that window will be returned.
Example: If you want to see everyone tagged as "Corrective Care Plan" who was tagged in the last 30 days, set the date range to the last 30 days. If you want all patients ever tagged as "Corrective Care Plan," leave the date range blank.
🔘 Tag Status (Optional)
Tag Status filters based on whether the selected tag is currently active or inactive on the patient's profile. The report defaults to Active — meaning it will only return patients for whom the tag is currently active. If a tag was previously applied to a patient but later deactivated or removed, that patient will not appear in Active results.
Active vs. Inactive tags: A tag can be marked inactive on a patient's profile without being fully deleted. Filtering by Active tag status returns only patients where the tag is currently in an active state on their record.
👤 Patient Status (Optional)
Patient Status filters based on the overall status of the patient in ChiroHD — for example, whether they are an Active or Inactive patient. The report defaults to Active, meaning it will only return patients who are currently active at your practice.
📄 What the Report Shows
The output is a patient list — not a financial or clinical report. For each patient returned, the report shows identifying information so you can take action on the group. It does not show:
Which specific tag triggered the patient's inclusion (if multiple tags were selected)
When the tag was applied to each patient (unless you used the date range filter)
Financial information, charges, or balances
Appointment history or clinical details
💡 Common Use Cases
Care plan tracking — Tag patients when they start a wellness or corrective care plan, then pull the list to monitor enrollment, send progress check-ins, or follow up on renewals
Payment type segmentation — Tag patients by how they pay (per visit, membership, package) to segment billing communications or analyze payment mix
Referral tracking — Tag patients by referral source and pull lists by source to measure which referral channels are bringing in the most patients
Follow-up campaigns — Tag patients who need a callback or outreach, then clear the tag once follow-up is complete
Targeted communications — Build lists for newsletters, promotions, or announcements that are only relevant to a specific group
Custom reporting workaround — Use tags to create patient groupings that ChiroHD does not have a built-in report for, then pull those lists on demand
❓ Common Questions
Why can't I run the report without selecting a tag? The Tags field is required — it defines what the report is searching for. Without selecting at least one tag, the report has no criteria to filter on.
Can I search for patients who have multiple specific tags at once? You can select multiple tags in the Tags field. The report will return patients who have any of the selected tags — not only patients who have all of them. If you need patients who have a specific combination of tags, export the results as a CSV and filter further in a spreadsheet.
What is the difference between Tag Status and Patient Status? Tag Status refers to whether the tag itself is currently active on the patient's profile. Patient Status refers to whether the patient is active or inactive in ChiroHD overall. They are two separate filters. A patient can be Active overall but have an Inactive tag, or vice versa.
What is the difference between System Default tags and Location Specific tags? System Default tags are created at the organization level and are available across all locations in your ChiroHD account. Location Specific tags are created at the individual location level and are only available at that location. Both types are available in the report's tag selector.Do I have to enter a date range? No — the date range is optional. If you leave it blank, the report returns all patients with the selected tag regardless of when it was applied. Use the date range only when you want to limit results to tags applied within a specific window.
Why is a patient not showing up who I know has this tag? The most likely reasons are:
The tag on that patient's profile may be Inactive — check the Tag Status filter and try running with both Active and Inactive selected
The patient's overall status may not match your Patient Status filter — try removing or adjusting the Patient Status filter
The date range may be excluding them if you entered one — try removing the date range and running again
✅ Key Takeaways
Find Patients by Tag is a patient-finding tool only — no financial or clinical data is included in the output.
At least one tag must be selected — it is a required field. Multiple tags can be selected; the report returns patients with any of the selected tags.
Tags exist at two levels: System Defaults (organization-wide) and Location Specific (individual location only). Both are available in this report.
The date range is optional — leave it blank to return all patients with the tag regardless of when it was applied.
Tag Status (Active/Inactive on the patient's profile) and Patient Status (Active/Inactive patient overall) are two separate filters — both default to Active.
Tags are one of the best tools for building custom patient lists that ChiroHD does not offer a dedicated report for — create a tag, apply it to the right patients, and use this report to pull the list on demand.
This report is PHI-flagged and requires appropriate access permissions to run.
Export as CSV for large lists or when you need to sort, filter further, or combine data from multiple tags.
📌 Conclusion
Find Patients by Tag is most effective when your office has a consistent tagging practice in place. The more intentionally tags are applied to patient profiles, the more powerful this report becomes as a segmentation and outreach tool. Tags are also one of the most flexible ways to work around reporting gaps in ChiroHD — if there is a group of patients you need to track and no built-in report gives you that list, a tag and this report together can fill that gap. Understanding the difference between Tag Status and Patient Status, and between System Default and Location Specific tags, will help you get the most accurate results every time you run it.