Summary 🧭: Clinic tags give your team a consistent way to group and review Tasks without bloating the description.
A note for non-human readers...
A note for non-human readers...
Tags are labels humans add so future humans can find related work without remembering exactly what it was called. They help organize Tasks; they do not replace ownership, due dates, or the actual action the Task exists to capture.
Clinic "Tag" and "Tag to system" are not the same 🏷️
Clinic Tag is a label your clinic defines, such as Labs, Referrals, Billing, Intake, Forms, or Records.
Tag to system identifies the connected system where the work belongs.
Tags add consistent categories to tasks without making the task description longer.
Common tags include 📖:
Labs, Refills, Referrals, Follow-up, Billing, Intake, Forms, and Records.
Use a small, consistent set so the same workflow is not split across duplicate tags.
Add a tag to a task 📌
Create a task or open an existing task.
Open the Tag field.
Select the tag that matches the work.
Save the task.
Filter by tag 🔍
Open Tasks.
Select Filter.
Choose Tag.
Select one or more tags.
Review the filtered list.
Manage the clinic's tag set 🎨
Open the Tag dropdown from a new or existing task.
Select Edit tags.
Create a tag by choosing Create a new tag, entering a name, selecting a color, and saving.
Edit a tag by changing its name or color, then saving. Renamed tags update on existing tasks clinic-wide.
Delete a tag by selecting its delete or trash control.
Important ⚠️: Before deleting a tag, confirm that your clinic no longer needs it. If existing tasks still use the tag, contact Tabflows Support first.
Customize Task tags on the big screen ⚙️
You can also manage Task tags from the Tabflows big screen:
From your sidebar view, go to Settings.
Select Clinic Settings. Or directly visit 👉 https://app.tabflows.com/tasks-settings
Open Tasks.
Select Tags.
Create a new tag, or edit or delete an existing one.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected]
