Tagging Clinical Documents
In order to tag a clinical document, you must first access a client's profile screen.
To view how to do this, read our "How Do I View The Clinical Documents Screen?" user guide.
From here, you can give a clinical document a tag by clicking on the "Tag" link as shown:
A text box will then appear below where you can type the name of your tag and select Add.
Your document will now display a colour indicating that it has been tagged!
You can now use these tags when sorting, grouping and filtering through clinical documents.