How to Create and Use Patient Tags – Carestream Dental

Sensei Cloud enables you to create custom tags and add them to patients to identify them as part of certain groups/categories for reporting purposes. Some examples of Patient Tags might include: Collections, Implants [Year], Chart Requires Attention, Military, etc.

A Tag icon on the Patient Mini Card informs you of how many active tags a patient has assigned to them.

The Tag icon is gray with a (0) in front of it when the patient does not have any tags assigned to them or blue with a value when they do have tags. Hover over the number to view the Patient Tag names.

You can view or edit Patient Tags from anywhere in the software in which the Patient Mini Card is displayed.

Note: The global list of Patient Tags for your practice can also be managed directly via any patient's Mini Card.

Patient Mini Card

To create a Patient Tag and apply it to a patient:

From the Mini Card of any patient, click the Tag icon. The Patient Tags window is displayed.
In the Search to add field, type a name for the tag (e.g., Collections).
Note: You are able to type one word or multiple words depending on your need.
Select the tag if it already exists or click Create "[Tag Name]" to create a new tag.

The tag is added to the patient and the tally next to the Tag icon on the Patient Mini Card is updated to reflect the number of tags currently assigned.

Note:
-- Patient Tags are saved in the list and can be added to any patient moving forward.
-- You can add a unlimited number of Patient Tags to a patient.
-- When a Patient Tag is added to a patient, a date, time-stamp, and the person who added the tag is included next to the tag name.

Tip: Click the Trash Can icon to remove the tag from the patient. When removed, the tag is moved to the History tab of the Patient Tags window for that patient. The date, time-stamp, and the name of the person who removed the tag are recorded.

Manage Tags Window

To edit a Patient Tag:

From the Mini Card of any patient, click the Tag icon. The Patient Tags window is displayed.
Click Edit. The Manage Tags window is displayed.
To edit an existing tag, click the Pencil icon next to the tag.
Edit the name or status of the tag, and then click the Checkmark icon to save your changes.
Note: Click the X icon to cancel your changes.

You can also add new Patient Tags from the Manage Tags window:

Click Add New.
Type a name for the Patient Tag, and then click the Checkmark icon to save it.

Reporting

You can filter certain worklists and reports to include or exclude patients that have the Patient Tags you specify assigned to them.

The filter options are as follows:

Exclude or Include: Click the blue underlined text to change from one to the other.
Any or All: Click the blue underlined text to change from one to the other.
Note: If you select Any, patients that have any of the selected Patient Tags assigned are included in or excluded from the list (depending on your selection). If you select All, the patient must have all of the selected Patient Tags assigned in order to be included in or excluded from the list.
All Tags: This defaults to all Patient Tags. You can use the drop-down list to select specific Patient Tags.

Note: You have to first select the Patient Tag filter option from whichever of the following lists you are working with, and then you can select Exclude/Include, Any/All, and then select the Patient Tags that you are excluding or including.

Patient List

(Dashboard > Reports > Patient List)

When generating a Patient List Report, you have the option of adding a Patient Tags column. You can also filter to specific Patient Tags within the Filter Parameters.

When a report has been generated, you can then use the filter option on the left side panel to include or exclude patients that have certain Patient Tags applied.