Like client tags, patient tags can be used to provide additional information to practice staff and to discount client invoices.
In More > Admin > Configure > Patient Tags, you can create, edit, and delete patient tags for all of your organization’s locations.
To create a patient tag:
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Select Add New +.
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Enter the Name of the tag.
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Select the tag Color.
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(Optional) Set the Priority in which the tag is applied.
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If a patient has more than one tag in their chart, invoices are discounted by the tag with the highest number.
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The higher the number = the higher the priority. For example, “2” would be applied over “1”.
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(Optional) Link a Coupon to the tag.
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When this tag is applied in Patient Chart > Info, the coupon will apply to all of the client’s invoices whenever the coupon criteria is met.
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Coupons are created in Financials > Manage > Coupons.
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(Optional) If the patient tag is only applicable at specific locations, select these in the Locations field. If the patient tag is applicable at all locations, leave this field blank.
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Select Create.
Video: Create a Patient Tag