Tags: How to Create and Use Tags (4)

Tags can be used to indicate categories, attribution, further detail about status, even internal ownership. Tags can then be use to sort and filter appointment request data for reporting and/or export purposes.

Add and filter tags on PracticeBeat's Appointments dashboard

Created by Patrick Breiner, Modified on Fri, 27 Jun, 2025 at 9:45 AM by Patrick Breiner
Creating and using appointment Notes in TreatSpace's Appointment Dashboard

Created by Patrick Breiner, Modified on Sat, 28 Jun, 2025 at 3:53 PM by Patrick Breiner
Create a New Tag for Appointments or Patient Forms

Created by Patrick Breiner, Modified on Mon, 30 Jun, 2025 at 11:03 AM by Patrick Breiner
How to Create, Edit, and Delete a Tag in Treatspace's Settings Dashboard

Created by Patrick Breiner, Modified on Mon, 30 Jun, 2025 at 11:02 AM by Patrick Breiner