ChiroHD

How to Set Up Tags - System Level

Tags - System Level

Create location-specific tags to label and organize patients by custom criteria unique to your office.

Location Specific Tags

Understanding and Utilizing Patient Profile Tags

Tags - Location Level

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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