New Population Tracker (Beta): Adding custom and provider tags to patient accounts

With the New Population Tracker (Beta) activated, you have the ability to add custom and provider tags to patient accounts to make searching and filtering your Patient List easier.

To add a custom tag 

  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.

    newptbeta-custom-tags.png
  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.

    newptbeta-custom-tags-added.png
    • To add additional tags or to edit or remove existing tags, click on the blue edit icon (newptbeta-custom-tags-added-edit-icon.png) 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 (Beta) or to have this activated for your clinic, contact your Glooko account representative directly or email sales@glooko.com.

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