Managing Tags

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This is part 1 of a 2-article series relating to understanding the Tags feature and how it works in conjunction with the Groups and Access Control features within your Patient Rewards Hub. When you are finished with this article, click forward to the Groups and Access Control article.
 
Understanding the link between Groups and Tags
 
Before understanding the full scope of using Groups, there are two key terms to understand: User Types and Tags.

A User Type is established when a new user is created and added to the database. The user type options available are: Patient, Lead Patient, and Staff. User types allow Patient Rewards Hub to categorize and separate your database.

Tags are custom created keywords that can be added to any user in your database, regardless of their user type. Tags are crucial to creating a group, because they allow you to add members of different user types to the same groups.

To sum up, Groups are comprised of many user types who share similar tags.

Adding Users to a Group

To create a user tag, you can do this by clicking on "Manage," followed by "Tags."

From the Manage Tags screen, you will see the master list of system tags and custom user tags. System tags are non-editable, while custom user tags are editable at any time.

Click "Add New Tag" to begin creating a new tag.

Once you're finished, click "Create Tag."

It will then be added to the list of tags that can be viewed from this screen, or from within an individual group's settings.

 

Adding a Tag to a Patient 

To associate these tags with your users, access the patient or staff member's profile. Then, click on the "Patient Profile" tab. Underneath the blue Edit buttons, click the link that says "edit tags."

When you click "Edit Tags," a drop-down list will appear. Check-mark the boxes next to the tags you would like to add.

Click "Done" to finish.

 

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