Auto-Tagger: This feature automatically assigns tags to your notes based on the tags you’ve set up in Settings > Tag Options. Tags can be anything: responsible practitioners, clinic names, or categories like "Lab Results" or "Follow-Up." This makes it easier to organize and find notes.
How to Set It Up:
1. Go to Settings > Tag Options and create your tags.
2. Enable Auto-Tagging under Automations & AI Gridhook to have tags assigned automatically.
If you prefer manual tagging, simply keep Auto-Tagging turned off.
How to Filter Notes by Tags:
1. Open the patient’s thread.
2. Tap the funnel icon in the top right corner.
3. Select the tag you’re looking for to filter relevant notes.