How to Manage your Organization's Tags

Tags editing is part of the "Admin" section of the portal. An "Administrator" access is required to access this functionality.

Instructions

1. Log in on CareSimple

2. Click on the Admin tab on the left side of the portal.

3. In the Configuration tab, you will see a TAGS section.

4. Click on the dropdown menu to select a tag. Use the typing bar to name the tag. Press +  ADD to confirm.

5. Your new tag now appears in the list and can be assigned to any patient directly from their patient profile.

6. You can also delete tags in the Admin tab by clicking on the X icon beside them.

7. You can now use your tags to filter patients. 

For more information about how to filter the Patients tab, please refer to this article.

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