Create a new Custom Tag

Custom tags are used to segment patients and deliver specific content to that subset of patients. Once a custom tag is created, it can be used to create a Patient Group. That Patient Group can be selected in a workflow and content identified to deliver to those patients, either in their Keet account or by email. 


CREATE A CUSTOM TAG 

Note: Only admins can create a new Custom Tag

While any admin or therapist can assign a custom tag to a patient's account, only admins can create a new custom tag for an account location. 

1. Click PATIENTS in the top menu bar.

2. Select a patient from the patient list that you'll want to apply the tag to.

3. Click ACTIONS.

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4. Select Edit from the drop-down menu.

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5. Scroll down the patient profile until you locate the Custom Tag field.

6. Click the + on the right side of the field.

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7. Type the tag you'd like to add into the Custom Tag field.

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8. Click Save.

Custom tags are applied by location

If you have more than one location and want to use a newly created custom tag at all of you're locations, you'll want to follow the above steps to create the custom tag at each location.