Create Form Tags

You can create and filter existing forms using a tag method. You can use this feature to:

• Add a tag to a form.
• Locate or organize forms based on the tags assigned.
• Search for a form using a tag.

The tag method may help practices that use:

• Smart fields and reference fields within a form to maintain an organized workflow for the clinical note
• Forms that are to be completed by specific users
• A large number of custom forms

Turn on form tag permissions

The form tag permission allows you to create and delete form tags; otherwise, you can only add and remove tags.

1. Select Account > Staff Permissions.
2. Select the Providers or Staff tab and then select View.

3. Select Edit Permissions.
4. Select Manage Form Tags.
5. Select Save Permissions.

Create tags

1. Select Clinical > Tag Management.
2. Select New Tag.

The Create New Tag window opens.

4. Enter a tag name and then select Create.

The tag has been created.

Note: As form tags are created, you can search to filter through the list. 

Manage tags

You can manage tags in Tag Management (select Clinical > Tag Management).

• To edit or archive tags, select Edit tagor Archive tag  under Action.
• Active tags are in the Current tab.
• Archived tags are in the Archived tab
• To activate an archived tag, select Unarchive tag.

Add a tag to a form

1. Select Clinical > Form Builder (beta).
2. Select Edit form to edit the form or select New Form.
3. Select Options next to the form name and then select Edit Form Info.

4. Search for the tag name.
5. Select Update.