How to Create a Tag in Tag Manager

You can navigate to the Tag Manager to be able to create, edit and view all tags within a tenant. You must be a practice owner in Security Settings to have access to this screen.

Go to More > Settings > Licensing & Features.

Please ensure that Tagging is toggled to On. 

Click on the Tagging tile and you will be routed to the below window.

Once you are in the Tag Manager follow the below steps: 

1. Click the Create Tag button in the top right-hand corner.

2. Enter name and colour of the tag as these required fields.

3. Enter any other necessary details then click the Save button.

For more assistance, please contact MediRecords Support on 1300 103 903 during business hours.