Client Tags
Tags can be created and then used to label client profiles. Tags are customizable, and clinics can create any number of tags needed to effectively label client profiles. Tags can be used to make certain information about the client more easily visible within their profile, and can also be used to filter the clients listing to see clients that fall into specific categories like Third Party Billing or Seniors.
To set up Tags for your clinic, go to Settings, then Practice Details, and select the Tags tab.
You can type the name of your tag into the Title field, choose your color or enter the HEX value for the color, and then select the Add Tag button to add the tag to the list.
You can edit a tag any time you need to by selecting the Pencil Icon that appears next to it:
In the Edit tag window you can change the title of the tag, or update the color assigned to it as needed, then select the Save button to complete the edits.
You can also delete a tag any time you wish by clicking the trash can icon that appears next to it:
A prompt will appear asking you to confirm the action. The prompt lets you know that any client files this tag is currently associated with will have this tag removed upon its deletion. Once a tag has been deleted, it cannot be restored. If you have deleted a tag erroneously, you will need to recreate it and relabel all of the client profiles that need this tag again, one by one.
Assigning Tags to Client Profiles
Tags can be assigned to a client by opening their profile and selecting the Add Tags icon that appears in the profile banner. Selecting this icon will display a drop down menu:
You can select the arrow in the drop down menu to see the list of available tags:
Or, you can start typing the name of the tag you wish to use into the field directly:
When tags have been applied to the client's profile, they will appear in the profile banner:
Tags can easily be removed from a client profile by simply selecting the X next to any tag displayed in the profile banner.
Viewing Tags
Any tags that have been assigned to a client profile will always be visible in their profile banner when you're looking at their client record, but they can also be viewed anywhere in Zencare that the Client Face Sheet is accessible.
For instance, if you are in the Calendar, you can select client icon to open the Client Face Sheet. You will see a section called Tags. It will also display the number of tags that have been assigned to this client's profile. Simply hover over the Tags section to see all of the tags:
You can also view all of the clients that a specific tag has been applied to by going to the Clients page and selecting the filter icon. You can use the Tags filter to sort the clients that are displayed by any of the existing tags in your account:
Client Lists
Overview
Lists allow you to create custom lists of your clients, based on the tags associated with those clients.
There are two things you need to set up before you can use this feature:
- Create at least one Client Tag
- Assign a Tag to at least one Client
Once at least one tag is assigned to at least one client, you can start composing Lists. The more tags you have assigned to more clients, the more complex and varied your lists can be.
Create a List
Select the Add Custom List option in the sidebar, and you will be prompted to begin creating the list.
First, give your new list a name. Next, select any number of available tags, and only the clients for which any of the selected tags apply will be added to the list. Optionally, you can leave the Client Tags blank, creating a list of all clients.
In the Table Columns tab, you can choose all of the sections you would like to use for the layout of the list.
In the Column Order tab, you can rearrange the order that these columns will appear in.
Finally, in the Sharing tab, you can determine which users on the account (besides yourself) will be able to access the list you create.
Select the Add Client List button to finish.
View Lists
Once the List has been saved, you can find it in the Custom Lists sidebar and select its name to display it. Here, you will see all of the clients that are part of that list. All of the column headers you had selected are displayed; if there are too many to be viewed on one page, the page will be scrollable from left to right to see more.
Export Lists
Each list you create is exportable to .csv file type. Selecting the Download icon in the top right-hand corner of the page will download a .csv file of the list data. This file can then be opened in any spreadsheet program, such as Excel or Numbers.