Managing document tags

You can manage your organization's document tags in the document manager.

Note: Managing document tags requires the "Manage Document Tags" security right.

To manage document tags

1. How to get there

   1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

   2. On the Patient menu, under General, click (or tap) Document Manager.

      The patient's Document Manager page opens.

   On any patient's Document Manager page, click (or tap) Manage Tags.

   

   The Manage Tags dialog box appears.

   

   Note: By default, up to 40 of your organization most commonly used tags appear. The maximum number of tags that can be displayed at any given time is 40. 

2. Do any of the following as needed:

   • Search for a tag - Begin typing in the Search tags box. Continue typing as needed to narrow the search results.

     

   • Create a tag - Verify that the desired tag does not already exist by performing a search. If it does not exist, click (or tap) + Create to create a tag using what you have typed in the box as the name.

     

     Note: The + Create button is available only if there are 40 or fewer tags in the search results.

   • Delete a tag - Search for the unwanted tag, and then click (or tap) its X.

     

     Note: System tags have a lock icon. You cannot delete a system tag.

     Depending on if the tag is attached to any documents, do one of the following:

     • If the tag is not attached to any documents, the Delete Tag message appears. Click (or tap) Delete.

       

     • If the tag is attached to any documents, the Delete Tag message appears and displays the number of documents that will be affected. Do one of the following:

       • To delete the tag and remove it from the documents it is attached to, leave the Delete option selected, and then click (or tap) Delete.

         

       • To delete the tag, replacing it for documents it is attached with a different tag, select the Replace option, click (or tap) in the Search tags here box to open a list, begin typing a tag name, continue typing until the desired tag is displayed in the search results list, select that tag, and then click (or tap) Delete.

         

3. Click (or tap) Done.