Tags

Tags are short labels you attach to clients or individual records. They're the fastest way to slice your client list for a specific need — "who has test results pending?", "who's flagged for billing review?".

Creating a tag

Tags live at the clinic level — every staff member sees the same set.

1. Clients → Tags → New tag.
2. Pick a short name (one or two words), a colour, and optionally a description.
3. Decide whether the tag is:
   • Client-level — attaches to the whole client record.
   • Visit-level — attaches to one appointment or note.
4. Save.

Attaching a tag

• To a client — open the client profile, click Tags, pick one or type to add a new tag on the fly.
• To an appointment — open the appointment drawer → Tags.

Filtering by tag

On Clients, open the filter panel (top-right) and pick one or more tags. The list narrows to clients carrying all the chosen tags. The URL updates, so you can bookmark common views.

Common tag taxonomies

• Status markers — new-client, vip, insurance-verified.
• Follow-up — recall-6-months, results-pending, missed-referral.
• Billing — outstanding-balance, insurance-claim-pending.
• Quality — duplicate-merge-needed, imported-data-review.

Agree a taxonomy as a clinic — a sprawl of one-off tags is worse than no tags.

Bulk apply / remove

On Clients, tick multiple rows, click Bulk actions → Add/remove tags. Useful after an import: apply imported-YYYY-MM to the whole batch.

Automatic tags

Some tags appear automatically:

• imported-on-YYYY-MM-DD — added by the import flow.
• no-show-in-last-30-days — added nightly if a no-show happened in that window.

You can remove these manually but MediSync will re-apply them if the condition is still true.

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In-app help: no dedicated in-app article yet for tags.