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Tags - How does marking new patients as 'Started", "Follow Up" or "Not Qualified" work?

Updated over a month ago

Marking patients as "Started" by checking the box in the Starts (Weekly) column assigns a "np start" tag to the patient and adds the patient to the Weekly Patients report so you can track if they are coming in as recommended.


Marking patients as "Follow Up" by checking the box in the Follow Up column assigns a "follow up" tag to the patient and adds the patient to the Follow Up report so you do not lose track of patients you need to follow up with.


Marking patients as "Not Qualified" by checking the box in the "Not Qualified" column assigns a "not qualified" tag to the patient so you can exclude patients with "not qualified" tags from automated marketing and review campaigns very easily. It also allows you to hide or "exclude" patients with "not qualified" tags from various reports by using the report Filters.


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