📖 Learning: Tags are great as they allow you to group patients for data collection and filtering on Joy.
For example, you can filter by tags on the dashboard allowing you to further refine how you segment patient populations. You can also use them in conjunction with lists by tagging everyone in a certain list to easily group and sort different patients.
📍 This page includes:
How to tag a client
How to create a new tag
How to search by tags
A video outlining this process
How to add a tag to a client
Select the client 🧑 you would like to tag
Head to the ‘Summary’ tab
Under ‘Client information’ select the pencil icon ✏️ on the right-hand side
Select any tags 🏷️ you would like to add by clicking on them (a selected tag will have an X next to it, which you can click to remove the tag)
If you would like to create a new tag please see the guide below
To exit, select the X 👇 in the top right-hand corner
7. You have now added tags to your client! 🎉
How to create a new tag
💡 Hint: The tags you create will appear for everyone in your organisation so it is worth thinking about if they are appropriate for the wider caseload before adding them.
Select ‘Manage tags’ 👇 at the bottom
Select ‘Create new’ 👇
Title your new tag 🏷️ and select a colour 🎨
Hit ‘Save’ ✅
You have created a new tag! 🎉
How do I search by tag?
Head to the ‘Clients’ tab
Select either ‘My clients’ or ‘All clients’ 👇
Select ‘Filter’ 👇 in the top right-hand corner
Scroll down to find ‘Client tags’ 🏷️
Select any client tags you would like to filter by ☑️
Scroll down and select ‘Apply’ 👇
You have now filtered by client tags! 🎉
Video Walkthrough