Assign tags to patients to make Revenue IQ searches and Campaigns much more specific

An office can create any number of different categories to assign a patient to. Are they a patient in a certain membership plan, insurance network? Assigning a tag relating to that can make pulling up results for a search or campaign creation much more focused and efficient.

Tags can be created on the Settings - Tag Management page or from within any patient's information panel by just entering a keyword in the correct field. On the Tag Management page, you can see the number of patients with it, inactivate/activate it, and if any tag is not assigned, it can be deleted there.

In the Revenue IQ searches, another filter is available by including/excluding anyone with a certain tag or set of tags. It can be if any of the tags match or require that a patient have all of them. In the results, you and assign or remove tags.

One can also get a search result and then assign tags to some or all of the names. The opposite can be done in removing tags from some or all.