Tags in Suno offer a streamlined way to relay key information quickly, using color-coded labels for easy recognition. This guide will walk you through the process of creating, editing, and deleting tags within the platform.
Accessing the Tags Section
Navigate to the Settings module.
Select the Tags submenu to view your current list of tags.
Creating a New Tag
Click the + New Tag button located at the top-right corner.
In the new tag creation field:
Name: Enter a descriptive name for the tag.
Type: Choose the appropriate tag type, which determines where the tag can be applied.
Patient: Can be attached to the patient's profile (will show in Patient Header)
Patient Product: Can be attached to specific products for the patient (useful for creating tags such as
Manufacturer Warranty Usedfor example)
Appointment: For use with individual appointments
Sale: Used for invoice tags
Fax: For use with your
Faxmodule
Chart Note: Useful for indicating specifics about a chart note such as if it was a
Phone Callappointment
Description (Optional): Add details about the tag’s purpose.
Color (Optional): Use the color picker to select a custom color for easy identification.
After entering the necessary information, click the checkmark icon to save the tag.
Editing or Deleting an Existing Tag
To edit a tag, click the pencil icon next to the tag.
Make the desired changes and save them accordingly.
To delete a tag, click the trash can icon next to the tag.
Confirm the deletion to permanently remove the tag from the system.
Need Assistance?
If you have any further questions or need additional support, please reach out to our help desk. We’re always happy to assist you.