Introduction to Tagging

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This article is designed to introduce you to tagging. We will be going through the Tag Manager and the Entities Tag Section. 

To start using tagging you need to toggle it on in settings by:

1. Go to Settings > Licensing & Features > Tagging
2. Click the toggle to 'On'
3. Once this is done we can enter the Tag Manager. You must be a Practice Owner in the Security Settings to have access to this area.
4. Here you can manage, create, and deactivate any tags, as well as view Tag lists that show all patients under any given tag.
5. The Entities Tag Section can be found in any patient file on the right-hand side:
6. Here you can add or remove tags from a patient file as shown below. 

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