24.7. Clinic Tags

Clinic Tags Overview

Clinic Tags are used to flag a client or animal with specific notices. Tags are color-coded and appear throughout HQ next to the client or animal name.

Creating Tags

1. To add tags to a client or animal profile, you must first create them in Settings > Tags.
2. Navigate to the appropriate tab for Client or Behavior tags.
3. Enter a short one to two word phrase in the Enter new tag name field.
4. Click Add New Tag.
5. Assign a color to the tag.

Note: There is a 10-character limit for these tags. If you would like to add something like Dog or Cat Reactive, you can abbreviate it to Cat React. or Dog React.

For Animal Behavior tags, you can also load our default list. Click Load Default Tags to add the default Animal Behavior tags.

Read more about Animal Behavior tags HERE.

Client Tags

Client tags are for internal use only. Client tags do not print on any documents.

Common examples include:

• Owes Money.
• Deaf.
• Volunteer.
• Difficult.
• Banned.

Applying Clinic Tags

Client tags can be updated anywhere you edit client information.

Common locations include:

• Editing Owner data on an appointment.
• The client profile.
• During appointment scheduling.

Animal Behavior tags can be updated anywhere you edit Animal Information.

Common locations include:

• E-lobby
• Appointment scheduling.
• Patient Flow.

Disabling or deleting tags

To delete tags, simply click on the Delete button next to the tag. If the tag is in use on a record, you will not be able to delete it from your tags. Instead, mark the tag as Disabled to remove it from selection.