Tags are an easy way to group and categorize patients to gain insights and better understand the outcomes being generated across your clinic. Tags can also be automated to make assigning assessments even easier. There are two primary places where tags will dramatically improve the insights you can draw from Greenspace.
Please note for Stacked Clinic accounts (Link to stacked) if your organization has Global sharing of tags active, all tags configurations for all sub-clinic will match that of the master clinic's tag settings.
There is no limit on what you can use tags for, but some common categories include:
Location - New York, Chicago, Los Angeles
Type of Therapy - CBT, DBT, Mindfulness
Diagnosis - OCD, Panic, PTSD
Program - 12 Week Program, 6 Week Program
Patient Type - Individual, Couples, Child, Family
Default Tags
Please note: These system-generated default tags cannot be edited or deleted.
No Account
Account Pending
Account Complete
Archived
Intake
Follow-Up
Child
Test Patient
Creating Tags
The owner of the Clinic Account is responsible for creating a single set of tags to be used by all associated therapists and admins. Therapists cannot modify tags or create tags and will only have access to the tags created by the Clinic.
To get started:
Step 1: Select Clinic Settings under your name.
Step 2: Select the Configuration tab.
Step 3: Select Edit on the top bar of the Tags section.
List of tags
Step 4: Once in the Tag edit page. Enter the tag name and press create. Once created you will get a confirmation at the top left.
Confirmation of Tag creation
Editing Tags
The name of Tags can be changed using the edit tag function.
To get started:
Step 1: Select the Drop down of the tag to be edited.
Step 2: Select the Edit Tag tab.
Step 3: Enter the desired tag name and save.
Please note: changes to the name of tags will update for all patients who currently have the tag assigned.
Confirmation of
change applying to
prior patients
Automating Tags
Clinics can automate the assignment of assessments to patients by bundling certain assessments with tags that have been created. When a tag with an automation is assigned to a patient (new or existing), the group of assessments (and set frequencies) subject to the tag's automation will automatically be assigned to the patient.
This can be helpful in a number of different ways, including ensuring that all patients at certain locations or in certain programs receive the correct assessments at the desired frequencies. At larger organizations, this type of quality control can help ensure that assessments are standardized across populations.
To get started:
Step 1: Select the Drop down of the tag to be automated.
Step 2: Select the Automation tab.
Automating "Program:
Adult CBT" tag
Step 3: Select the assessments and assessment frequency you would like to assign to the tag, using the manage automation.
Step 4: Select Confirm to save these changes.
In this example we are assigning the PHQ-9 and GAD-7 assessments to patients tagged with Program: Adult CBT. The tag Program: Adult CBT has been automated to send out the PHQ-9 and Gad-7 with a frequency of 2 weeks.
Managing Tags (Delete, Rearrange)
Clinic tags can be rearranged to make them easier to find. Tags can also be deleted if not needed anymore.
To get started with rearranging tags, navigate to the Clinic Settings > Configurations > Tags.
Once in the Tag edit page, to change the order that tags are presented:
Step 1: Select the icon to the left of the desired tag and drag the tag to create your desired order.
Step 2: Select Save at the bottom of the Patient Tags List once you are happy with the order or Cancel to revert any changes made.
The order of tags determined on this page is presented across the Greenspace platform for all users within your clinic. This means tag listed on the Patient List, adding a new tag, etc., will be presented in the same order.
Please note that while adjusting the order of your tags you will not be able to edit, delete, or create a tag until you have saved this new order.
If there is a tag you would like to delete, here is how you get started:
Step 1: Select the Drop down of the tag to be Deleted.
Step 2: Select Delete Tag and confirm by selecting Delete in the next page.
Important considerations when deleting notes:
Deleting tags will remove the Tag from all patients with the Tag.
Deleting Tags with automations does not remove the assessment schedules for the patients with the Tag.
Any analytics that is associated with the tag will no longer be filtered.
