When You Need This Guide
Use tags to group patients by behavior, treatment plan, event attendance, or any other category. Tags help you:
Create targeted campaigns
Send bulk messages to specific groups
Track engagement or participation
🔖 Where to Create and View Tags
Go to Campaigns > Show Tags
Click +Add Tag in the top right corner
Enter your tag name (e.g., “WellnessWorkshop2025”, “VisionCare”, “MissedAppointments”)
Click Add Tag
That’s it! You’ve created a tag.
To see patients under a tag, click View Contacts next to that tag.
📥 How to Add Many Patients to a Tag (CSV Upload)
Need to tag a large list of patients from your PMS or EHR? Here’s how:
Export your contact list as a CSV file from your EHR
Go to Contacts > Import CSV
Under Import Data, select: Contact Data Only
Under Apply Action, choose: Apply a Tag
Select the tag you'd like to apply
Click Pick CSV File to upload
📌 Aloha may ask you to map the columns (e.g., First Name, Phone Number)—just use the dropdown menus to match your data.
🔗 Click here to view how to import a CSV file
🙋 How to Manually Tag a Single Patient
Go to Contacts > Show Contacts
Search and click on the patient’s name
Click the Tags tab at the top
Select the desired tag
Click Apply
✨ The patient is now grouped under that tag and ready for targeted messaging!
🛟 Need Support?
Have questions about tagging or running tag-based campaigns?
📧 Support@getaloha.com
📞 1-800-563-0469