You can tag users directly within notes to send them a notification on their profile!

Tagging a User

In order to tag a user, type '@' and you will see a menu listing all current users. Typing the user's name will narrow down the results to choose from.

Note: Editing a note with a tagged user will not send a new notification.

User Notifications

Once a note has been saved, the tagged user will see a red badge next to their name on the left panel. Clicking here will show any notifications where the user was tagged!

From the notifications tab, you can click on the specific notification you would like to read and you will be directed to that client, patient, SOAP, etc.

Where Can a User Be Tagged?

This feature is available for the following note sections:

  • Appointment Edit

  • Invoice Internal Note

  • Prescription Note

  • SOAP Assessment Document*

  • SOAP Assessment Imaging*

  • SOAP Assessment Laboratory*

  • Estimate Edit

  • SOAP Plan- Tx Plan Notes*

  • SOAP Plan- Tx Schedule- Expanded Item*

  • SOAP Plan- Tx History- Expanded Item*

  • SOAP Summary- Addendum*

  • Whiteboard Scheduled Treatment- Expanded Item*

  • Client Note

  • Invoice Note*

  • Patient Vaccination Note*

  • Patient Note*

*Note: Keep in mind, certain notes may populate as part of a medical record export

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