Client medicals can have two types of tags:
System generated: provide information on related actions.
Provider generated: a free text option for the provider to add notes.
Tags are visible on the top left of a client medical in the Tags section.
System generated tags
System generated tags are applied to record an action.
Paid: Applied when payment has been completed or the product has no associated cost to the client.
Online: Applied when a client has registered their online account.
ECG uploaded: Applied when an ECG has been uploaded to a medical.
Viewed online: Applied when a client has opened their dispatched report.
Logged in since dispatch: Applied when a client has logged into their account since their medical was dispatched.
Rescheduled: Applied when a medical is associated with a rescheduled appointment.
System generated tags are included in appointment CSV downloads
Provider generated tags
A provider can add additional free text tags to record notes on a medical.
To add a tag:
- Click add in the Tags field.
- Enter the required text, up to a maximum of 20 characters > click Confirm.
- Hovering over a tag will show the date it was added and by whom.
- Click X to delete unwanted tags.
System generated tags cannot be deleted.