Tips & Tricks

Group Patients with PATIENT METADATA


“Patient Metadata” allows you to tag patients with unique indicators such as clinical trials, diagnoses, and preferred pronouns. Available with v.5.4.

Step 1
Click the “Patient Metadata” Header in the Patient’s Profile then select “New”.

Step 2
Click the “+” in the Description field of the pop-up to select from the pre-configured tags.

Step 3

Right-Click on a tag in the Patient Profile to modify, delete, inactivate or view the tag’s history.



Hover over a colored dot in the left panel to view its description and patient notes. 

Click here for a QRG on Patient Metadata.




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