Skip to Main Content
ClinicSource Ideas
Status Future consideration
Categories Other
Created by Stephanie Wick
Created on Feb 6, 2023

Create Tags

I would like the ability to create tags of different colors so that certain issues can be brought to the attention of billing and /or therapists. Tags such as "Needs attention", "IEP Student", "Authorization Issue", "Missing Consent", "Needs signature", etc could be created by admin and color coded and then added by admin or those with permissions in. Tags would need to be added in patient tab (e.g. "IEP Student") added to a selected document or visit via documentation tab (e.g. ."Needs Signature", "Error in note"). Tags should be able to be edited or deleted. It would also be nice if tag history could be found somewhere in reports.

  • Attach files
  • Tina Smith
    Reply
    |
    May 16, 2023

    I'm not sure what you're envisioning with "tags", but I fully support pop up notes that show up anytime someone logs into that patient's account, having them color coded and editable is very helpful as well. I'm not certain I would ever go back and look through historical notes. So as long as I don't have to wade through the historical notes to get to the current notes, that would be fine.

  • Guest
    Reply
    |
    Mar 2, 2023

    This would be very helpful. I have worked with another EHR program in the past with a similar set up. Would love to see CS add this!

  • Leslie Manthey
    Reply
    |
    Feb 10, 2023

    Love this idea. Not sure where this user was thinking these tags would go or be available, but I have always wanted a way to red flag an account. For example, it has happend several times that we have lost a patient, but still had to keep their account active for billing, discharges, etc. It would be great to tag or even change the whole background color of the patient screen when a patient is deceased to keep anyone from calling the family who doesn't know.