Categorizing your patients can be as simple as applying a tag!
Where to Find Tags:
Go to the CAMPAIGNS tab > SHOW TAGS page.
On the Show Tags page, you can see all tags that have been created.
To make a new tag click +Add Tag in the top right corner. If there are contacts added to the tag you can see all of them by clicking View Contacts.
Once you click +Add Tag all you need to do is name the tag and click ADD TAG and you are done!
HOW TO ADD MANY PATIENTS TO A TAG
Create a list in your EHR/PMS of the patients you would like to send the message to and upload it under the CONTACTS tab > IMPORT CSV page. You will want to select Contact Data and Apply a Tag from the action drop-down menu. Then select the campaign you wish to begin and click the Pick CSV File in the bottom right. Once the file is uploaded all those contacts will be added to the tag!
Click Here to view an article that walks you through importing a CSV file.
HOW TO MANUALLY ADD A TAG TO A SINGLE PATIENT
Go to the CONTACTS tab > SHOW CONTACTS page and search for the patient name in the top right corner, find the patient in the list and click into their name.
Click on Tags at the top of the screen and select the tag you would like to apply to the patient.
Click the Apply button and the patient will now be part of the preferred tag!