Document Tag Management

Permissions |Active Tab | Archived Tab | Delete Tag | Bulk Tag Actions

The Document Tag Management interface contains two tabs: 

• Active - currently in use and available for tagging documents.
• Archived - not in active use but are retained for record-keeping or potential future use. They can be unarchived if needed.

Permissions and Access Control

Account > Staff Permissions > Provider/Staff tab>  View > Manage Document Tags

• Only users with the "Manage Document Tags" permission can create, edit, archive, unarchive, or delete tags.
• By default, this permission is enabled for Office Manager roles.
• Other staff or providers have read-only access unless granted this permission.
• Permissions are managed at the practice level and can be assigned via the Staff Permissions setup screen.

Tag Management Actions

Account > Document Tag Management

Active Tab

• Add a Tag
  • Click Add Document Tag.
  • A modal window appears.
  • Enter the tag name.
    • If the name matches an existing tag (case-insensitive), the system displays a notification that the tag already exists.

Edit a Tag

• Click the Edit button next to the tag.
• A modal window appears for editing the tag name.

Archive a Tag

• Click the Archive button.
• A confirmation modal appears.
• Once archived, the tag moves to the Archived tab.

Archived Tab

Archive a Tag

• Click the Archive button.
• A confirmation modal appears.
• Once archived, the tag moves to the Archived tab.

Unarchive a Tag

• Click the Unarchive button.
• The tag moves back to the Active tab.

Delete Tag

• Click the Delete button.
• A confirmation modal appears.
• Confirm deletion.

Bulk Tag Actions

Users can perform bulk actions by selecting multiple tags using checkboxes.

In the Active Tab

• Edit All - merge selected tags into one by entering a new shared tag name.

• Archive All - click Archive All to move selected tags to the Archived tab. A warning modal confirms the action.

In the Archived Tab

• Unarchive All
  Click Unarchive All to restore selected tags to the Active tab.

• Delete All
  Click Delete All to permanently remove selected tags. A warning modal confirms this action.

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

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