Patient statuses and tags

Patient statuses are lifecycle and invitation states. Tags are practice-defined labels with a name and color. Patient tags and visit tags are separate tag lists, so a label created for patients is not the same as a label created for visits.

Patient status badge states

In the left sidebar, click Patients to see patient status badges in the patient list. Patient status badges show the most important visible state for the patient record. When more than one state applies, the badge uses this order: Archived, Inactive, Invited, then Active.

Badge	What it means	Actions shown from the badge
Archived	The patient is archived. This overrides the patient's regular status and invitation state.	If available, the badge menu shows Unarchive patient. Status and invitation actions are hidden while the patient is archived.
Inactive	The patient status is inactive. This takes priority over a pending invitation.	If the badge is interactive, the Status menu can offer other patient status choices.
Invited	A patient invitation has been sent, and the patient is not archived or inactive.	The Invitation menu can show Copy invitation link for a valid link and Resend invitation when resending is available.
Active	The patient status is active, and the patient is not archived, inactive or showing as invited.	If the badge is interactive, the Status menu can offer other patient status choices.

An expired invitation still shows Invited, but Copy invitation link is not available. Use Resend invitation when that action is available.

Patient filters

In the left sidebar, click Patients to use patient filters. Patient filters narrow the patient list without changing patient records.

Filter	What it does
Search	Searches the patient list.
Status	Filters by patient lifecycle status.
Invitation	Filters by invitation state.
Balance	Filters by the selected balance option.
Tags	Filters to patients with the selected patient tags. Selected tag chips show a check mark.
Show archived	Includes archived patients in the patient list. Archived patients appear with the Archived badge.
Reset	Clears active filters, including search text, selected tags and Show archived.

When tag management is available in the patient filters panel, Manage appears next to Tags.

Patient tags and visit tags

For patient tags, in the left sidebar, click Patients, then click the patient's name. For visit tags, in the left sidebar, click Visits, then click the visit. Patient tags and visit tags belong to different tag lists.

Tag type	Where it applies	What is managed
Patient tags	Patient records and patient filters.	The patient tag list for your organization.
Visit tags	Visit records.	The visit tag list for your organization.

Each tag has a name and a color. The color helps the tag stand out in lists, pickers and filters.

Tag picker controls

Open a patient record from the left sidebar by clicking Patients, then the patient's name, or open a visit from the left sidebar by clicking Visits, then the visit. The tag picker adds and removes patient or visit tags on a record.

Control or state	What it means
Add	Opens the tag picker when no tags are selected.
Selected tag badges	Show the tags already applied to the record. If there are more selected tags than the picker can show, the rest appear as a numbered count.
Tag row with a check mark	The tag is selected for the record. Selecting it again removes it.
Create new tag	Starts a new tag from inside the picker when tag creation is available.
Create	Saves the new tag from the picker. If the new tag is created successfully, it is selected for the record.
Saving…	The tag selection is being saved. Tag rows are disabled while saving.

The tag picker can search available tags. If creation is available and the search text does not exactly match an existing tag, the picker can offer to create a tag from that text.

Manage tags controls

In the left sidebar, click Patients to manage patient tags from the patient filters, or open a record from Patients or Visits to manage the tag list you are working in. Manage tags opens the tag administration panel for the tag list you are working in, such as patient tags or visit tags.

Control or state	What it does
Manage	Opens the Manage tags popover.
Existing tag list	Shows tags sorted by name.
Inline edit	Lets you rename or recolor a tag, then save or cancel the edit.
Add	Creates a new tag from the Manage tags panel. The button appears after a tag name is entered.
Delete tag?	Confirms deletion before a tag is removed.
Cancel	Closes the delete confirmation without deleting the tag.
Delete	Deletes the tag. The confirmation states that the tag will be removed from the records in that tag list and that this cannot be undone.

Deleting a tag removes the tag itself from that tag list. It is not the same as removing a tag from one patient or one visit.

Limits and disabled states

In the left sidebar, click Patients for patient status and filter controls, or open a record from Patients or Visits for record tag controls. These rules affect status and tag controls.

Rule	What you see
Archived patient status	The status badge shows Archived and hides regular status and invitation actions.
Expired patient invitation	Copy invitation link is not available.
Blank tag name	Create and save actions for a tag are disabled until the tag has a name.
Tag color	Tags must have a color; the tag color picker does not include a no-color option.
Saving tag selection	Tag rows are disabled while Saving… is shown.
Current patient status	In an interactive Status menu, the current status is disabled and marked with a check.