Overview
Clinician tags let you categorise and group clinicians using custom labels. Tags make it easier to filter clinicians across the system, for example by speciality, department, or working pattern.
- Navigate to Settings and open the Tags management tab.
- Click Add Tag and enter a name for the tag (e.g. "GP Partner", "Locum", "Nurse Practitioner").
- Optionally assign a colour to help distinguish tags visually.
- Save the tag.
- Open a clinician's profile from the team management area.
- In the clinician modal, navigate to the tags step.
- Select one or more tags from the list.
- Save your changes.
A clinician can have multiple tags assigned simultaneously.
The Tags management tab provides a central view of all tags in use. From here you can:
- Rename a tag — the change is reflected everywhere the tag is used.
- Delete a tag — it will be removed from all clinicians who had it assigned.
- Review usage — see how many clinicians are assigned to each tag.
- Filter clinicians in lists and dropdowns across the system.
- Group clinicians for reporting or scheduling purposes.
- Quickly identify clinician roles or categories at a glance.