Create Client Tags

PracticeQ offers client tags, colorful labels that you can assign to clients for quick visual reference. Some possible client tags would be "adult," "minor," or "penicillin allergy."

1. Click Lists → Clients.
2. Open the profile of a client to whom you wish to add a tag.
3. Click the tag icon on the top right. 
4. Start typing the name of the tag you wish to add. If someone on your team has already added the tag, it will appear in a dropdown for your selection. If it does not yet exist, simply press Enter or Return on your keyboard and it will become a tag!
5. If you do not like the color that was automatically applied to the tag, click the tag and the Edit Tag dialog will open.
6. Choose a different color and click Save.
7. To edit a tag’s name, click Profile Settings from the Lists → Clients page. 
8. Select the Client Tags tab. 
9. Locate the tag and click Edit. 
10. Make your changes and click Save. 
11. PracticeQ will warn you that the change will apply to all tagged clients; click Yes.