Summary
Patient tags allow you to create groups of patients to include in or exclude from message notifications.
Example Tag: Spanish messaging to patients (Patient Communicator is preloaded with Spanish messages for confirmations, reminders, and recall notifications).
Create Patient Tag
To create a patient tag, go to Settings > Advanced Settings > Patient Tags. Enter the desired patient tag name to be created in the Tag Name field and SAVE.
Enable a Patient Tag
Once a patient tag has been created as above, it is ready to be assigned to any patient.
Any patient tag created will be available to specific patients in the Patient Details screen. Simply toggle the button from the Off (red) position to ON (green) to tag that patient.
Patient Tag Toggle Buttons
Use a Patient Tag in Notifications
When a patient tag has been created, notifications will show two options regarding patient tags.
Include Patient Tags: Selecting a patient tag here will limit the sending of the notification to those patients assigned with that specific tag. All other patients will be excluded from receiving the enabled notifications
Include Patient Tags
Exclude Patient Tags: Selecting a patient tag here will limit the sending of the notification to those patients without with that specific tag. All other patients will be included and will receive the enabled notification.
Exclude Patient Tags
Notice in our example that the Spanish tag was used to include tagged patients for confirmation messaging in Spanish and exclude tagged patients from the English confirmation message. This is necessary to ensure the patient receives only one notification.
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