Edit Case Tags

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

    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 Admin > Organization.

    select organization in Admin drop-down


    Select Case Tags > Add Tag.

    orange Add Tag button


    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?

    checkbox 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 in the new name and save your changes by selecting Rename.

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

      gif showing Edit Case Tag pop up


      Delete Case Tags:

      To delete a case tag select the trash can icon. 

      trash can icon to delete


      If you delete the tag you can Replace the tag with another tag that will appear on all your past cases.

      Choose the replacement tag from the drop-down.

      Delete pop-up


      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 and Delete.

      checkbox for Delete this tag altogether, permanently removing it from all cases


      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?:

      Need Help? Email us at support@passare.com or call 1-800-692-5111!