Case Tags

Patient Case Tags in QuickEMR allow users to create custom labels that can be assigned to a patient’s case to highlight important information or workflow needs. These tags appear directly on the appointment book, making them easily visible to staff when viewing the schedule. By using case tags, practices can quickly identify special circumstances, specific requirements, patient statuses, or other important notes that should be recognized before or during a patient visit.

How To Create Tags

1. Navigate to Schedule --> Lists --> Tags.

2. Press the Create button.

3. Enter Tag name.

4. Select appropriate Icon.

**All possible tag icons are shown within the Available Icons window.

5. Press the Save button.

How To Add Tags to a Patient's Case

Once your tags have been created, they can be added to the patients case.  This will then show all of the tags within the patients appointment window when scheduled on your appointment book.

1. Navigate to a patients Case.

2. Select the Case tab.

3. Choose all applicable Case Tags.

4. Press Save.

Case Tags will then show on all scheduled appointments for this patient.  The only way to remove the tag, would be to navigate back to the case and uncheck the desired option.

How To Use Flex Tags

Flex tags offer the ability to add a tag to a patient's singular appointment.  These applied flex tags will only apply to that specific appointment, and will not reoccur on future appointments unless set within the patient's case.

1. Navigate to the Schedule and select the appointment.

2. Select the Note tab within the appointment window.

3. Select the Flex tag that you want to apply.

4. Press Save.

The new selected icons will then show on the appointment window.

Tags vs Computed Tags

In addition to creating custom tags, QuickEMR also includes Computed Tags. Computed Tags are permanent system-generated tags that automatically appear on the scheduled appointment when a patient meets certain conditions within the system.

Icons	Meaning
	An appointment note has been created
	Medicare Patient
	There is a co-pay on file for this patient
	The patient's co-pay has been paid
	This is a Recurring appointment
	The documentation has been marked complete for this visit.
	The documentation has been marked Ready for Review
	The patient's appointment is schedule on their birthday

For reference, a legend of all Computed Tags as well as custom created tags can be found on the left side of the screen.  Choose the Color Key tab, and scroll to the bottom of the list, bwloe the appointment statuses.

• Related Articles

• Case - Patient Allergies

  On the Patient tab within the patients Case, there is a section labeled Patient Allergies. Here, you can specify any specific allergens, reaction to the allergen, and its severity. These allergies will be displayed as a Form Notice when the patient ...

• Manage or Create a Case Type (Case Info)

  Patient's Chart:       1. A case type can be added to a patient's chart under Case Info Where to go?        1. Users may manage their Case Types under List->General->Case Types        2. Once under Case Types, Click Create or Make Inactive to delete ...

• Deleting and Recovering a Case

  Deleting and Recovering a Case Deleting a Case 1. The delete button is located within the Patient's Chart under the Case Info tab Recovering a Deleted Case 1.  All cases that are deleted within QEMR can be recover by going to Reports->Deleted-> ...

• Manage or Create a Case Manager

  Patient's Chart: 1. A Case Manager must be created in the system before adding to the patient's chart Where to go? 1. Users may manage their case managers under List->Case Managers 2. Once under Case Manager, Click Create or Make Inactive to delete ...

• Creating a new case for an existing patient? (Cloning a case)

  There are two methods to create a new case for an existing patient. Method 1: 1. Navigate to List->Cases/Patients 2. Click Create 1. Search for the patient that would like to create a case for and click Search. 2. Find the case you would like to copy ...