How do patient tags work in Prospyr?
This article covers how patient tags work in Prospyr, including which tags appear automatically and how to create or remove custom tags.
Prerequisites
You'll need the Manage Tags permission set to Allowed on your user role to add or remove custom tags.
What are patient tags?
Patient tags appear at the top of a patient's profile and give you an at-a-glance view of important information — like an active membership, an allergy, or media consent status — without needing to dig into the full chart.
There are two kinds of tags:
Automatic tags — created by Prospyr based on membership status, allergies, and media consent
Custom tags — created manually by your team for anything else you want to flag (for example, an "Employee" tag for staff who are also patients)
Automatic tags
Prospyr automatically generates tags in four situations. You can't create these manually, and you can't delete them.
Membership tags
If a patient has an active membership, Prospyr adds a tag showing the membership name and next billing date, if there is one. Hover over the tag to see how long the patient has been a member.
Click the membership tag to open a menu where you can update the payment method used for automatic billing or cancel the membership.
Important: Canceling a membership from this menu ends the subscription. Confirm with the patient before canceling, since this can't be undone from here.
Coupon tags
If a patient has any active coupons Prospyr adds a tag detailing those. This gives your team a quick way to check what coupons a patient has available..
Media consent tags
If a patient has completed a media consent form, Prospyr adds a tag showing whether consent was granted. This gives your team a quick way to check before using a patient's photos or videos in marketing.
Allergy tags
Any allergy recorded on an intake form, or entered manually in the Medical Info tab, appears as a tag in red so it's easy to spot.
Note: Allergy tags are visible to anyone who can open the patient profile. Since allergy information is part of the patient's medical record, make sure your team understands this when the profile is visible on a shared screen at the front desk.
How do I add a custom tag to a patient profile?
Open the patient's profile.
Click Add Tag underneath the patient's information.
Select an existing tag from the dropdown, or start typing to search existing tags.
Click the option to create a new tag if the one you want doesn't already exist.
Once created or selected, the tag appears at the end of the patient's tag list.
How do I remove a custom tag from a patient profile?
Open the patient's profile.
Find the custom tag you want to remove.
Click the X icon on that tag.
Note: Allergy and membership tags can't be deleted this way, since they're generated automatically from the patient's chart or billing status. To change one of those, update the underlying record instead (for example, edit the allergy in Medical Info, or cancel the membership from the tag itself).