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Version: 3.0

How to apply a tag to a record

Overview​

This flow describes how to attach a tag to a record, and how to remove it. A tag classifies the record, and it lets you filter records later.

Pre-requisites​

  • The record is open in Care, for example an encounter of a patient.
  • An administrator created an Active tag for that record type. See Create a tag.
  • If you tag an encounter, the encounter is open and you can edit it.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Read Tag ConfigSee the available tags of the facility.
Can Apply Tag Config to ResourcesAdd a tag to a record, and remove a tag from a record.

Without the apply permission, Care shows the tags of the record as read-only.

Steps​

1. Open the record​

Go to the facility, then open the record that you want to classify. For an encounter, select the patient encounter. The encounter opens on the Updates tab.

2. Open the tag panel​

Find the tag panel of the record. On an encounter, the panel is Encounter Tags in the summary panel. Select the edit icon. Care opens the tag selector.

3. Select a tag​

Search for the tag by name in the search box. Care groups the results into Tag groups and Other tags. Select the tag. Care saves the change and shows the message "Tags updated successfully".

note

Care shows only the tags of the resource type of the record. You can apply one tag from each tag tree to the same record.

4. Remove a tag​

Open the tag selector again. Select the tag that you want to remove. Care removes the tag from the record.

Expected Outcome​

  • The record shows the tag, with its full tag path, for example "Allergy: Drug Allergy".
  • You can filter the record list by that tag.
  • An archived tag stays on the records that carry it, but staff cannot apply it to new records.

Concepts:

Flows: