💡 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.
📖 Learning: Tags can be used to further segment your client list. You can filter by tags on the 'Clients' tab, you can also filter by tags on the dashboard, allowing you to only show data on patients with a specific tag.
This is great for any other ways you would like to be able to filter patients, which Joy doesn't automatically offer.
Select ‘Manage tags’ 👇 at the bottom of anywhere you are attempting to add a tag, usually in a client's page under the 'Tags' section in the 'Summary' tab
Select ‘Create new’ 👇
Title your new tag 🏷️ and select a colour
Hit ‘Save’ ✅
You have created a new tag! 🎉
Video Walkthrough