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Create and Manage Tags in Patient Charts Efficiently

This tutorial outlines the process of creating tags within patient charts to improve document organization.

Written by Luiz Uggioni Savi

1. Create a Fake Patient Profile

When creating tags, the initial step is to establish a training or dummy patient.

Create a Fake Patient Profile

2. Open a new "Clinical Document"

Next, go to the Clinical Documents section within the Patient Profile and create a new clinical document.

Open a new 'Clinical Document'

3. Use the "Blank File" Template

Select "Add Blank File" and then click the "Continue" button

Use the 'Blank File' Template

4. Navigate to the "Tags" Section

Next, navigate to the "Tags" section.

Navigate to the 'Tags' Section

5. Create a New Tag

To create a new tag, enter the desired tag in the "Tags" section.

Create a New Tag

6. Select "Save" Button

Once that is complete, click the "Save" button.

Select 'Save' Button

This tutorial demonstrated how to create and save tags within patient charts to streamline document management.

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