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Adding and Using Profile Tags

Updated

Description

This quick guide demonstrates how to set up and utilize Profile Tags.

About

Profile tags can be used to tag patients in different categories. These can be seen in the Sidekick, and used as a filter on many reports.

The following topics are covered in this quick guide:

Section 1 - Adding a Profile Tag

  1. Profile tags are set up in Administration. Click the More menu, and click Administration.

    2. More Menu Admin

  2. In the Administration menu, click Patient management, then click Patient profile settings.

    3. Patient Profile Settings

  3. The Patient profile settings page opens. Click Add profile tag.

    4. Add Profile Tag Button

  4. The Add Profile Tag dialog box opens. Click the Profile Tag field, and type the name of the category or tag to be attached to a patient.

    5. Naming Profile Tag

  5. Click Save when finished.

    6. Save Profile Tag

  6. The category has been added and displays in the Profile tags box.

    7. Added Tag View

Section 2 - Attaching a Profile Tag

  1. A profile tag is attached to a patient in the Profile. With the correct patient at the top of the Sidekick, click Profile.

    2. Patient Profile

  2. The Profile tag field is in the Alerts section.

    3. Alerts Section

  3. Click Add Profile Tag.

    4. Attach Profile Tag

  4. Start typing the name of the Profile Tag. Click the profile tag that displays in the dropdown list.

    5. Note: In the Add Profile Tag field, instead of typing the profile tag name, hit the spacebar on the keyboard to bring up a dropdown list of all available Profile Tags.

    Type Profile Tag

  5. The Profile tag is attached to the patient, and a purple flag appears under their name in the Sidekick.

    6. Purple Flag Sidekick

  6. Hover over the purple flag to see the profile tag attached to the patient.

    7. Hover Flag

Section 3 - Filtering Reports by Profile Tag

  1. Many reports in Curve Hero can be filtered by Profile Tag. At the top of the Sidekick, click the More menu, then Reports.

    2. Reports Access

  2. The Reports module opens. Click Financial reports, then Period Summary.

    3. Select Report

  3. Canned reports such as the Period Summary can be filtered by profile tag. Click the Profile Tags filter field.

    4. Filter Field

  4. The Select Profile Tag(s) dialog box opens. Click All to unselect all categories from displaying.

    5. Tag Dialog

  5. Click the desired Profile Tag box(es) and click Done.

    6. Final Selection

 

 

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Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

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Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.

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