How to Create Tags Through the Tags Admin Module
Open the Clients module
Click the Settings Icon in the main Clients view
Navigate to the Tags Admin Module
Click Create Tag
Enter the tag name
Save the tag
How to Add Tags to a Client Profile
Tags help practices organize and categorize client profiles.
Tags can be used for:
• Internal organization
• Filtering
• Medical Alerts
• Location
• Workflow management
Steps to Add Tags
Open the client profile
Locate the Tags section
Add the desired tag
Save the changes
What Happens Next
• The tag becomes available throughout the platform
• Staff can assign the tag to client profiles
• Tags can be used for filtering and organizational workflows
FAQ | Tags in CompanyOn
Q: What are tags used for in CompanyOn?
A: Tags help clinics organize and categorize client profiles for workflows, reporting, filtering, programs, facilities, and administrative tracking.
Q: Where can I create tags?
A: Tags can be created through the Tags Admin Module located inside the Settings section of the Clients module.
Q: How do I access the Tags Admin Module?
A: Open the Clients module, click the Settings Icon in the main view, and then navigate to the Tags Admin Module.
Q: Can tags be added directly from a client profile?
A: Yes. Once tags are created, they can be assigned directly from the client profile.
Q: Can multiple tags be added to the same client?
A: Yes. Multiple tags can be assigned to a single client profile.
Q: Can tags help with filtering clients?
A: Yes. Tags can be used to filter and organize clients throughout workflows and reporting.
Q: Can clinics create custom tags?
A: Yes. Clinics can create fully customized tags based on their workflows and operational needs.
Q: Can tags be edited later?
A: Yes. Tags can be managed and updated through the Tags Admin Module.
Q: Can duplicate tags exist?
A: It is recommended to avoid duplicate tags to maintain organized workflows and reporting consistency.
Q: Are tags visible to all staff?
A: Depending on clinic permissions and workflows, tags can be used across the clinic organization.
Q: Can tags be used for facility or program tracking?
A: Yes. Many clinics use tags to identify facilities, programs, specialized services, or internal workflows.
Q: Do tags affect billing or appointments?
A: Tags are primarily organizational tools and do not directly affect appointment or billing workflows unless used internally for operational purposes.