Edit Case Tags

Filter and find your data more efficiently with Passare's Case Tags.

Add Case Tags

Click Settings.

Under Cases select Case tags, then click Add Tag.

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 the tag to be assigned to the case when it's created, check the box for Add Tag Upon Case Creation/Conversion?

It's as simple as that!

Edit Case Tags

To edit a case tag, (Admin > Organization > Case Tags) select the tag you want to change.

A popup will appear where you can type the new name.

Save your changes by clicking Rename.

If you rename a tag, it will change the name of the tag on all existing cases.

Delete Case Tags

To delete a case tag, select the trash can icon.

When deleting a tag, you can assign a tag to replace it in existing cases.

Choose the replacement tag from the drop-down.

If you want to delete the tag and not replace it, then check the box for Delete this tag altogether, permanently removing it from all cases.

Click Delete.

Commonly Asked Questions

What's the difference between a Case Status and Case Tag?
The case status helps you see what stage the case is in whether it's New, In Progress, or Pending Payment. Case tags provide more detail about the case. Such as where the case came from. Whether its Online, Hospice, or Hospital.  

Need more information?

• Filter & Report Using Case Tags

Need help? Email us at support@passare.com or call (800) 692-5111!