Q: What are tags used for?
A: Tags are used to quickly identify a specific audience for tracking/follow-up. Tags follow patients everywhere in TrackStat. Examples include:
Organize tags by categories
Q: What are tag categories?
A: Categories are split up into New Patient, Personal Injury, System and your own categories. System tags cannot be changed and are related to statistics, starts, moving patients to the follow up and weekly patients list. Personal injury tags are great for PI clinics to have a consistent naming convention.
Q: Why add tag categories?
A: Some offices have specific processes that they want their team to use and want to use the same naming convention for their tags. Here are some examples you could have in a category:
ABC Family Chiropractic Patients (category)
Attended new patient workshop
Referred family/friend
Maintenance care auto-debit
ABC Physical Medicine
Evaluated for DME
DME delivered
Knee pain
Shoulder pain
Low back pain
Regen candidate
Create a tag category video
Q: How do I add a tag to multiple patients at the same time?
A: To add tags in batches or in bulk, select all patients for desired tag using Shift or Ctrl key on keyboard to highlight multiple rows at the same time. Rows selected will be light gray. Click on tag icon at top of Tags column to open Batch Add window.
To create a new tag (if desired tag does not exist), type tag word in box, choose patient or case specific, then click on green “+” and hit Done.
To assign an existing tag, simply locate the tag in the category section and check the box next to desired tag and hit Done.
Make sure box shows a checkmark with filled background to ensure all items selected have been assigned the tag.