Add and Remove Client Tags and Interest Tags

Add and Remove Client Tags and Interest Tags

Client Tags and Interest Tags are a great way to help organize your clients. Because tags are fully customizable on the  RxPhoto Website  (see  "Customize Client Tags and Interest Tags"  for details), you can use them in any way you like. Some providers use them as reminders about a particular treatment a client may be interested in, while some use them to tag clients to particular diagnoses or treatments. Also note that you may add or remove Client Tags or Interest Tags at any time through the client's record, including when you first add the client to your client list.

Adding tags to your client records are also useful because they:
  1. Are filterable (See  "Filter by Client and Interest Tags"  for details.)
  2. Are fully customizable through the  RxPhoto Website . You may add your own tags that you may then select for any client.
  3. Act as reminders about individual clients.

This article will show you step-by-step how to add Client Tags and Interest Tags to the client's record in the RxPhoto app directly on your device (iPad/iPhone).


As you navigate through this article, you may expand any screenshot by clicking on the image you would like to expand.

View Client Tags & Interest Tags


Access Client Record

All Client Tags and Interest Tags for a particular client are viewable on the client's Face Sheet. To access the client's Face Sheet:

1. Log in to the RxPhoto App on the device (iPhone/iPad). (See  Log In to the RxPhoto App on Your Device (iPhone/iPad)  for details.
2. Press on the client's name to open their Face Sheet.


3. Client Tags & Interest Tags are found in the "Tags" tab to the right of "Profile" on the Face Sheet.

4. The number displayed next to the Client Tags and Interest Tags denotes the number of each respective tag associated with the client record. For instance, the client in the screenshot below has 15 Client Tags and 9 Interest Tags associated with her record. 



View Client Tags

To view all the Client Tags associated with the client record, simply press on "Client Tags" from the Face Sheet.


View Interest Tags

To view all the Interest Tags associated with the client record, simply press on "Interest Tags" from the Face Sheet.


Add Client Tags or Interest Tags

Add Client Tags

1. Navigate to the client's list of Client Tags (see "View Client Tags" above).
2. Press on the "+" on the top right of the screen.


3. Press to select the tags to be added in the pop-up window. Many tags may be selected at once. When a tag is selected, it will be denoted by turning blue and adding a check mark on the right. In the screenshot below, "Juvederm" and "Ultherapy" have been selected.


4. When finished selecting Client Tags to add, press "Done" on the top right of the pop-up window. 

5. Press "Done" again on the top right of the of the Client Tags view screen.


Remember that more Client Tags may be added at any time by opening the client's Face Sheet and following the steps above.

Add Interest Tags

1. Navigate to the client's list of Interest Tags (see "View Interest Tags" above).
2. Press on the "+" on the top right of the screen.


3. Press to select the tags to be added in the pop-up window. Many tags may be selected at once. When a tag is selected, it will be denoted by turning blue and adding a check mark on the right. In the screenshot below, "Skin Laxity" and "Crow's Feet" have been selected. 


4. When finished selecting Client Tags to add, press "Done" on the top right of the pop-up window.  


5. Press "Done" again on the top right of the of the Interest Tags view screen.


Remember that more Interest Tags may be added at any time by accessing the client's Face Sheet and following the steps above.


Remove Client Tags or Interest Tags


Remove Client Tags

1. Navigate to the client's list of Client Tags (see "View Client Tags" above for details).
2. To remove a tag, press on the "x" on the left side of the tag name. In the screenshot below, the "Ultherapy" tag will be removed.                

3. Press "Done" on the top right corner when finished removing tags.

If a Client Tags is removed by mistake, it may always be re-added by following the steps above (see "Add Client Tags").

Remove Interest Tags

1. Navigate to the client's list of Interest Tags (see "View Interest Tags" above).
2. To remove a tag, press on the "x" on the left side of the tag name. In the screenshot below, the "Wrinkles" tag is removed. 



3. Press "Done" on the top right corner when finished removing tags.


If an Interest Tag is removed by mistake, it may always be re-added by following the steps above (see "Add Interest Tags").

Summary

Including tags in your client records is useful for several reasons because they can: 
  1. act as reminders for you about individual clients
  2. are  fully customizable  so you can use them in a way that works best for you and your practice
  3. are searchable, meaning you can use them to further organize your clients

And remember that you may add or remove Client Tags or Interest Tags at any time by entering the client record.


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