Lumary AH - This article explains how to add tags to a saved enquiry or referral request for allied health services.
Once you create and save an enquiry or referral, you can add tags. Tags allow you to capture client-related preferences or worker skill requirements.
New tags can only be added to open enquiries or referrals. Once an enquiry is converted into a client record, the Tag Client Preferences panel will no longer appear.
To add tags to an enquiry or referral:
- Click on the Enquiry tab. You may need to click on the More drop-down list to find it.
- Click on the Enquiry ID text link for the relevant enquiry. You may need to search the list view for your record.
- Look for the Tag Client Preferences panel in the right column.
- Click in the Select more tags to add search field. This will show a list of recently used tags. Start typing to search all tags, and click on an option when it appears on the list.
- Selected tags appear below the search field. You can remove a tag by clicking on its cross.
- Once you've selected all the required tags, click on the Save Tags Changes button.
The panel will refresh with the saved tags.
To remove saved tags from the enquiry or referral record:
- Go to the enquiry or referral record.
- Look for the Tag Client Preferences panel in the right column.
- Click on the cross on each of the tags to remove them.
- Click on the Save Tags Changes button.
The panel will refresh to show the remaining saved tags.