WEBVTT

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To manage document tags for your

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organization, open any patient’s document

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manager and click Manage Tags to open the

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Manage Tags dialog box.

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Here you can see the tags your organization

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uses.

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Only the 40 most used tags are listed here,

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so there may be more.

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You’ll notice that some tags have an X, which

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means they can be removed, and some tags

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have a lock, which means they cannot be

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removed.

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To effectively manage your organization’s tags,

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you’ll want to first think through how team

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members will search for documents, and then

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develop a general naming convention list

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to help them find things later.

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Once you have your list, type each tag name

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into the search box to make sure that it does

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not already exist.

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If the tag name does not populate, click Create

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to add the tag name to your organization. Once

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to add the tag name to your organization.

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Once you create a new tag, you can see it

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listed here.

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When you are done adding new tag names,

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you will need to go through the remaining list of

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existing tags and identify any tags you want to

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remove or rename.

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When you want to remove or replace a tag,

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click the X on the tag.

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The Delete Tag dialog box opens and tells you

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how many documents are using that tag.

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If you have documents using this tag,

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you’ll need to decide if you want to simply

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delete the tag for these documents

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or to replace the tag with a different one.

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When you select Delete this tag, the documents

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will no longer have that tag attached.

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When you select Replace tag with, search for

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an existing tag to rename this tag.

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When you are done, click Delete.

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The green success message lets you know that

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the tag has been removed or replaced.

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When you are done going through your existing

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tags, click Done.

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Your new tag options should provide your

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employees with a unified, easy-to-follow way

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to store, sort, and find patient documents.