How to create a form tag

DrChrono has added an enhancement to create and filter existing forms using a tag method.

This enhancement will allow a user to

• add a tag to a form.

• locate or organize their forms based on the tags assigned.

• search for a form using a tag.

The tag method can be helpful for practices …

• that use “smart fields” and “reference fields” within a form to maintain an organized workflow for the clinical note.

• with forms that are to be completed by specific users.
• with a large number of custom forms.

Enabling Form Tags Permissions

1. Enabling this permission will allow the user to create and delete form tags. If the permission is not enabled, users will only be able to "add and remove tags".
2. Navigate to Account
3. Staff Permissions
4. Choose Providers or Staff tab, then click view
5. Edit Permissions
6. Choose Manage Templates
7. Save Permissions

How to create a tag

1. Hover over Clinical
2. Click Tag Management (under the Form Tools section)
3. Click "+New Tag", and a Create New Tag pop-up box will appear

4. Create a Tag Name > click Create

5. A pop-up will appear confirming that the Tag has been created

As form tags are created, the search box can be used to filter through the list. Multiple tags can be searched simultaneously.

To Edit/Archive a tag

• Within the form list under the Action column (pencil icon = edit, folder = archive)

How to view current and archived tags

• Hover or Clinical > Tag Management.
• Tags that are in use are located under the Current Tab.
• Archived tags are located under the Archived Tab.
• To unarchive a tag , click the icon under the actions column.

Adding a tag to an existing or new form

• Navigate to Clinical > Form Builder (beta).
• Click the pencil icon to edit the form or click New Form.
• Click the gear icon beside the form title.
• Click edit form info.
• Search tag name.
• Click update.