A great way to filter a search in a patient's history is by using Tags. These are keywords that you set within the DrChrono platform to search by. Tags are completely customizable and you can name them whatever you would like. You are given suggestions when you start typing, but they are only suggestions, you are not required to use them. You will see the benefits of using Tags fairly quickly when added to your already existing workflow.
You can add tags in two places: while you are uploading the document or after you have uploaded them.
1. You need to first navigate to a patient's chart by searching for the patient or going to Patients > Patient List and selecting the patient.
2. Once in the chart, select Documents from the side menu.
3. You can click on Select Files to Upload to bring up a window that allows you to navigate to the file you would like to upload, or you have the option to drag and drop the file into the box on the screen.
4. Select Click to add metatags directly under the description to start adding tags to the document. You are given suggestions once you start typing, but tags are 100% customizable so please don't feel you must use what is suggested. Click on Upload Files to complete the process.
You can also add or edit tags after you have uploaded a document. Click on the (
Enter the tags and click Update Document.
You will now be able to filter documents by the tags you set up. Simply click on the tag to filter.
