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Don't see this feature? Check your Roles & Permissions settings or contact your Passare Admin to get it turned on.
Add Case tags
Go to Settings > Cases > Case tags.
Click Add.
Add the Tag Name and select the Case Type.
Tag Examples:
- Referral Source - Want to know where your referrals are coming from? Consider using tags such as Online, Hospice, or Hospital to run reports to find out.
- Types of Cases - You can also use tags to filter by types of cases, such as Social Services or Indigent to give you data on how many of these cases you have each year.
Add the Tag Name and select the Case Type.
If you want a tag automatically assigned to the case when it's created, toggle Auto-apply ON.
To keep adding more tags, click the Add another checkbox.
Click Add.
Edit Case tags
To edit a case tag, go to Settings > Cases > Case tags.
Select the tag you want to change.
Make changes in the Edit tag slide-out.
Click Save.
If you rename a tag, it will change the name of the tag on all existing cases.
Archive (delete) Case tags
To archive a case tag, select the three dots next to the tag.
Click Archive.
When archiving a tag, you can assign a replacement tag for existing cases.
Choose a replacement tag from the drop-down.
If you want to archive a tag and not replace it, leave the drop-down as Don't replace this tag.
If you want to archive the tag and not replace it, leave the drop-down as Don't replace this tag.
Click Archive.
Need more information?
Need help? Email us at support@passare.com or call (800) 692-5111!