Managing document tags

You can manage your organization's document tags in the document manager.

To manage document tags

1. On a patient's Document Manager page, clicktap Manage Tags.

   

   The Manage Tags window displays.

   

   Note: By default, up to 40 of your organization's most commonly used tags display.

2. Complete any of the following as needed:

   • Search for a tag.

     1. Enter text in the Search tags field and continue as needed to narrow the search results.

        

   • Create a tag.

     1. Perform a search to verify that the tag does not already exist.

     2. If the tag does not exist, clicktap + Create to create a tag using what you have entered in the Search tags field as the name.

        

     Note: The + Create button is only available if there are 40 or fewer tags in the search results.

   • Delete a tag.

     1. Search in the Search tags field for the unwanted tag and clicktap its X.

        

        Important: System tags have a lock icon. You cannot delete a system tag.

     2. Depending on if the tag is attached to any documents, complete one of the following:

        • If the tag is not attached to any documents, a Delete Tag message displays. When prompted, clicktap Delete.

          

        • If the tag is attached to any documents, a Delete Tag message displays and displays the number of documents that will be affected. Complete one of the following:

          • To delete the tag and remove from documents, leave the Delete radio button selected and clicktap Delete.

            

          • To delete the tag and replace on documents, select the Replace radio button, clicktap in the Search tags here field, enter a tag name and select that tag, then clicktap Delete.

            

3. When ready clicktap Done.