Categorizing your patients is often necessary when determining the next plan of action or checking in on your patient's progress. Adding a tag can be beneficial in doing so and can be removed at any time if the patient no longer fits the given category.
To apply or remove a Tag, start by going to the CAMPAIGNS tab > SHOW CAMPAIGNS page.
Select your desired campaign
From the Edit Campaign page, click +Add Step
Enter an easily identifiable name for the step (e.g. Existing Patients Tag Applied)
Use the dropdown menu for "Action" to select “Apply a Tag” (or “Remove a Tag”)
Next, specify When the step should be triggered (for more information see How to Add Steps to a Campaign)
Click "Add Campaign Step" to save
