Workflow tags allow you to label a treatment (or group of treatments) with a tag.
These tags are then used to filter your Status Board so you don’t have to open each Tx Sheet when you need to see which patients are due for things like:
Walks
Labwork
Controlled Drugs
Radiology services
The options are endless, so get with your teams and admins to create tags that will help your workflow become even more efficient!
Any user with the “admin_workflow_tags” permission can manage Workflow Tags in Admin.
Creating a New Workflow Tag
To create a new Workflow Tag, click the “+ New Workflow Tag” button at the top of the Workflow Tag Admin page.
Create a Label and Description and then click “Save”.
Editing a Workflow Tag
To edit a Workflow Tag click on the Label to open the Form. Click “Save” when complete.
Workflow Tags can be deleted by clicking “X” on the far right as shown above.
Assigning Workflow Tags
Product(s) are assigned Workflow Tags in the Product Admin section on the Product Form (more than one tag may be assigned):
💡 ProTip: Need to add or remove a Workflow Tag to multiple Products? Simply select the check boxes to the left of the Products, click on “Edit” at the top of the screen, then use the Bulk Edit tool to “+ Add” or “- Remove” Workflow Tags.
Using Workflow Tags on the Status Board
Head to over to your filters button and select which tag(s) you are interested in.
The Status Board will filter to show only patients with active treatments containing those tags as a ‘running person’.
