Flows/Create a tag
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Overview
This flow describes how to create a root tag in Care. A root tag has no parent tag.
Pre-requisites
- You are a member of the facility where you create the tag.
- If you create a tag for the whole instance without a facility, you are a superuser.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Create Tag Config on Facility | Lets you create a tag for the facility. Facility Admin and Admin have this permission. |
Steps
1. Open the tag configuration list
Open the Settings area of the facility.
Select Tag config.
2. Start a new tag
Select Add tag config.
Care opens a sheet on desktop. On mobile, Care opens a drawer.
3. Complete the tag form
Enter the details of the tag.
| Components | What it captures |
|---|---|
| Display name | The name of the tag that users see. This field is required. |
| Category | The type of the tag. Select Diet, Drug, Lab, Admin, Contact, Clinical, Behavioral, Research, Advance Directive, or Safety. The default value is Clinical. This field is required. |
| Resource | The record type that accepts the tag, for example Encounter, Service Request, Patient, or Account. This field is required. |
| Priority | The sort order of the tag. The default value is 100. This field is required. |
| Status | The state of the tag. Select Active or Archived. The default value is Active. This field is required. |
| Description | More information about the use of the tag. This field is optional. |
| Managing Organization | The organization that owns the tag. This field is optional. |
📝 Note
You cannot change the Resource value after you create the tag.
📝 Note
The Priority value must not be negative.
📝 Note
The Managing Organization field shows facility organizations when you create the tag from the settings of a facility. The field shows instance-level organizations when you create the tag from the Admin area.
4. Save the tag
Select the submit button.
📝 Note
The submit button stays disabled until you change a field in the form.
Expected Outcome
- Care shows the message “Tag Config created successfully”.
- The new tag appears in the tag list.
Related
- Concept: Concepts/Tag
- Reference: References/Tagging