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Understanding How to Add and Update Note Tags

Updated

Description

This quick guide outlines the steps required to add and edit a custom note tag as well as how to modify the Sidekick modules associated with system and custom note tags.


 Contents

The following topics are covered in this quick guide:

Steps

 

Section 1 - Accessing the Note Tags Section

  1. In the Sidekick, click the More menu, then click Administration.
     

     

    Administration Menu

     

  2. In the Administration menu, within the Practice information drop-down list, click Note Management.
     

     

    Note Management

     

  3. The Note Management module opens and the Note Tags section displays all of the note tags associated with the practice.
     

    Note: System note tag rows display with a blue background, while custom note tag rows display with a white background.

     

    Note Tags List

     

Section 2 - Filtering Note Tags

Note tags can be filtered using the Status and Type drop-down menus.

 

Filters Overview

 

Filter 1 - Status

  1. Click the Status drop-down menu (default is Active).

    • All: Displays both Active and Inactive tags.
    • Active: Displays tags currently available for use.
    • Inactive: Displays deactivated custom tags.

     

    Status Filter

     

Filter 2 - Type

  1. Click the Type drop-down menu.

    • System: Tags generated by Curve (cannot be deleted or renamed).
    • Custom: User-created tags (can be edited, deactivated, or deleted).

     

    Type Filter

     

Section 3 - Adding a Custom Note Tag

 

  1. Click the Add Note Tag button.
     

     

    Add Tag Button

     

  2. Enter the Note Tag Name.
     

     

    Tag Name Field

     

  3. Select associated Sidekick Modules to auto-tag notes created in those modules.
     

     

    Sidekick Association

     

  4. Click Save.

Section 4 - Editing a Note Tag

 

  1. Click the More Options menu (three dots) and select Edit.

  2. Update the name or Sidekick associations and click Save.
     

     

    Edit Tag

     

Section 5 - Deactivating a Custom Note Tag

 

  1. Select Deactivate from the More Options menu. This moves the tag to Inactive status.

Section 6 - Activating a Custom Note Tag

 

  1. Filter for Inactive tags, select Activate from the More Options menu to return the tag to the active list.

     

Section 7 - Deleting a Custom Note Tag

  1. Select Delete from the More Options menu.

    Warning: Deleted tags cannot be retrieved. Existing notes will keep the note text but lose the deleted tag label.

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