In this guide, we will cover the following:
Create and customize tags through the client record page:
Navigate to the Client Record page
Hover over a client and select the edit tag button
Select the grey dot to customize the color of the tag
Type in the name you would like to create for the tag
Select Create new
Create and customize tags through the personal information tab:
Navigate to the Client Record page
Click on a client's record
Go to the personal information tab
Press edit in the Provider Details section
Press the grey dot to customize the color of the tag
Type in the name you would like to create for the tag
Select Create new
Delete tags:
Navigate to the client record page
Follow the steps to customize or create tags
Click on the search bar and press Manage Tags
Press the trash can icon next to the tag you want to delete
Scroll down and press save
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.