Add custom and provider tags to patient accounts

You have the ability to add custom and provider tags to patient accounts to make searching and filtering your Patient List easier.

Tags may be added or viewed directly from the Patient List or from within a patient's account. 

• Adding a custom tag from the Patient List
• Adding a custom tag from a patient account

Adding a custom tag from the Patient List

1. From the Patient List, click on the plus symbol (+) in the Tags column to create a new custom tag, add an existing custom tag or add a provider tag.
   
   
2. Click into the Add Tag field and enter a new custom tag or select an existing tag from the list, then click Apply.
3. Once the tag has been added to the patient account, it will display on the Patient List.
   
   
   
   • To add additional tags or to edit or remove existing tags, click on the blue edit icon () or the applied tag.

NOTE: If a provider tag has been added to an account, you can hover over the tag to view the full first and last name of the provider. 

For additional information about the New Population Tracker or to have this activated for your clinic, contact your Glooko account representative directly or email help@glooko.com.

Adding a custom tag from a patient's account

After opening a patient account by clicking their name from the Patient List or by using the search function, existing patient tags will display underneath the patient's demographic details. 

To add a tag to a patient profile: 

• If no tags exist on the patient, select the plus symbol (+) next to the Tags field. 
• Click into the Add Tag field and enter a new custom tag or select an existing tag from the list, then click Apply.
  
  
  
• To add additional tags or to edit or remove existing tags, click on the blue edit icon () or the applied tag. You may now type in additional tags, or select the X icon on an existing tag to remove it from the patient. 
• Select Apply to save your edits