Tags

This document details the Tags feature found under Settings in your HelloClinic system. This page serves as the central management hub for all tags within your clinic.

Feature Overview

Tags are a powerful and flexible classification tool. You can think of them as customizable colorful sticky notes that you attach to various records in the system (e.g., patients, appointments, drugs, etc.) for quick identification, categorization, and filtering.

Core Usage Rule:To use a tag anywhere else in the system (e.g., on a patient's file), you must first create it on this page.

By creating tags, you can implement various management applications, such as:

• Patient Classification: Create tags like "VIP," "New Patient," "Needs Special Attention."
• Risk Alerts: Create alert tags like "Drug Allergy," "High Risk."
• Workflow Management: Create process tags like "Follow-up Needed," "Report Not Collected," "Insurance Issue."

Main Interface Description

The main interface is divided into a "Background List" and a "New Tag" window that appears when you click "+ Create Tag."

1. Tag List and Search

This is where you manage all your established tags.

• Search: You can enter keywords for the tag name to quickly find a specific tag.
• Add Tag Button:
  • [+ Create Tag]: Located in the top right corner of the page, click this button to add a new system-wide tag.
• List Fields:

Field Name	English Name	Description
名稱	Name	The text displayed on the tag.
描述	Description	A detailed explanation of the tag's purpose, for internal staff reference.
顏色	Color	The color assigned to this tag, used for visual distinction in the interface.
操作	Actions	Operations that can be performed on the tag (e.g., edit, delete).

2. New Tag Window

After clicking the [+ Create Tag] button, this form will pop up for you to define the attributes of your new tag.

Main Operation Workflow

How to Add a Tag?

1. On the "Tags" main page, click the [+ Create Tag] button in the top right corner.

2. The "Create Tag" form window will appear.

3. Please fill in the following fields in order:

   • Name (Required): Enter the name of the tag. It's recommended to keep it concise and clear, e.g., "VIP."
   • Color: Click the color box and choose an easily distinguishable color for this tag from the pop-up color picker.
   • Description: Enter a detailed explanation of the tag's purpose. For example, for a "VIP" tag, you might add the description: "Important client, please prioritize and provide premium service."

4. Once you've filled in all the information, click the [Create] button in the bottom right corner.

How to Use Tags?

1. Create Tags: As per the process above, first create the tags you need on this page.
2. Apply Tags: Go to other modules, such as a patient's profile page in Patients. On that page, you will find a field where you can attach tags.
3. Select Tags: Click on that field, and the tags you just created (e.g., "VIP") will appear in the selectable list. Choose the tag to apply it to that patient.
4. Put it to Use: Once attached, the tag (with its assigned color) will appear on the patient's file, appointment lists, and various other places, providing immediate alerts and quick classification. You can also use tags on the corresponding list pages to filter for all records that meet specific criteria.