How to Assign Tags to Categories in TrackStat
Tags in TrackStat can be organized into categories to make it easier to manage and identify patients or groups. Assigning tags to categories helps streamline workflows, ensures consistency, and allows for efficient filtering. Here’s how to assign tags to categories:
Steps to Assign Tags to Categories
Access the Tags Section:
Navigate to the Tags column in a report
Open the Tag Categories:
Click on the Grid Icon in the Tags column to access the tag categories.
Assign Tags to a Category:
Locate the tag you want to categorize.
Check the box next to the tag under the desired category.
Create a New Category (Optional):
If the category you want does not exist, create it by selecting Add Category or typing the new category name in the provided field.
Assign tags to the newly created category by checking their boxes.
Why Use Tag Categories?
Better Organization:
Categories group tags logically, such as:
New Patient: np start, np follow up
Condition: knee pain, shoulder pain
Care Stage: maintenance care, corrective care
Streamlined Filtering:
Categories make it easier to locate and filter tags when managing patient lists or creating reports.
Consistency:
Ensures everyone on your team uses tags in the same way, avoiding confusion.
Pro Tips for Assigning Tags to Categories
Use Prefixes for Clarity:
Consider adding a prefix like “Patient Type -” or “Condition -” to your tags so they sort alphabetically and logically within categories.
Review Categories Regularly:
Ensure your categories stay relevant to your current processes by periodically reviewing and updating them.
Use Categories in Reports:
Filter by categories to quickly identify patients matching a specific criterion (e.g., all patients tagged with “DME delivered” under the ABC Physical Medicine category).
Organizing tags into categories ensures your data is clear, actionable, and easy to navigate across your practice. If you have additional questions, contact support for assistance!