Case tags provide a useful way to group related assignments together and to quickly tell users what an assignment is about. Tags also make it easier for users to find assignments of a similar type. The use of tags is completely optional. You can assign multiple tags for each assignment.


When working an assignment, it can be important to highlight certain information that may impact how the case is worked.  For example, you may tag a case as "Rush" if the case needs to be scheduled and worked right away, or "New Client" is you want to track all new client assignments.  


Not only will this information help you spot important assignments, it can also be used to generate statistics down the road.  You'll be able to determine how many cases with a particular tag were worked for a specific client, or simply break down how many of these cases you worked during a given month. You can create as many tags as you need.


Tags are also color coordinated, so you can have a color system to help you quickly identify what tags are related to each assignment. By using color, you can also group common tags by using the same color. For example, if you primarily work insurance related assignments your subjects typically have one, or multiple injuries. Using a tag color, say blue, you can add all of the injuries such as, knee, back, ankle, etc. so you can immediately identify what the injury is when you're viewing the assignment.


Once your tags are created, you can search for them via the dashboard.


To create a new Tag, click the Settings tab, then Case Management, and then Tag. You will be taken to the Tag page. Once there, click on Add Tag in the upper right corner of the page.


You will now have the opportunity to create a new Tag by adding the following:

  • Tag Label - The name of the tag.
  • Color Code - The color that will be used to represent this tag.
  • Description - What the tag will mean as it relates to the cases.

Once you've added these variables, click Submit.


Once you have created your new Tag, all you need to do is tell the system which case types it should be available for.  To do this, click Settings, then Case Management, then Case Types and add the new Tag to the case types you want it to be available for.


Have additional questions? Submit a ticket and we'll get right back with you.