Manage encounter tags
Overview
This flow describes how to apply and remove tags on an encounter in Care. A tag is a label your facility configures to mark an encounter. Staff use tags to find and filter encounters later.
An administrator groups tags into these categories:
- Diet
- Drug
- Lab
- Admin
- Contact
- Clinical
- Behavioral
- Research
- Advance Directive
- Safety
Pre-requisites
- The patient has an open encounter at your facility, and you opened that encounter.
- An administrator has set up tags for encounters at your facility.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Update Encounter non clinical | Apply and remove tags on an encounter. Administrator, Doctor, Nurse and Facility Administrator have this permission. |
Note: You also need permission for each tag you apply. An administrator can restrict a tag.
Steps
1. Open the Encounter Tags panel
Go to the encounter page. Select the Overview tab. Find the Encounter Tags panel.
Note: Care shows the edit icon only when you can change the encounter.
Note: Care does not list this action in the Encounter Actions palette. You can also set tags when you create the encounter.
2. Apply the tags
Select the edit icon on the Encounter Tags panel. In the sheet, select the tags to apply. Care shows only the tags that your facility configured for encounters.
Care applies these rules:
- A tag must be set up for encounters. If it is not, Care shows "Tag resource does not match resource type".
- You cannot apply the same tag twice. Care shows "Tag already set".
- Some tags belong to a group in which only one tag can apply at a time. If one of these tags is already on the encounter, Care shows "Tag Parent is already set". Remove the other tag first.
3. Remove a tag
To take a tag off the encounter, remove it from the same sheet.
Expected Outcome
- Care shows the applied tags in the Encounter Tags panel.
- You can filter the patient's encounters by tag in the encounter selector on the encounter page.
Related
Concepts:
Flows: