System and permissions
How to create a file tag
Adding, editing and deleting the tags that classify documents uploaded to a patient card.
Where to find it
System SettingsFile Tags
File tags classify the documents uploaded to a patient card: passport, test results, X-ray, consent form, flight ticket. A medical tourism file accumulates dozens of documents, and without tags finding the right one means opening them one by one.
Tags also make missing-document tracking possible: you can see which document has not yet arrived from which patient.
Step by step
- In the menu on the left, under System Settings , click the Attachment Tags button.
- On the page that opens, click the Add button at the top right.
- After filling in the fields on the page that opens, click the Save button at the bottom right.
- If you want to make changes to the file labels, click the Edit button.
- To delete file tags, click the arrow next to the Edit button and click the Delete button.
Tips and common mistakes
- Tip Name tags in the language your operation actually uses ("Passport", "Blood test", "Consent form"). If the consultant cannot pick the right tag while uploading, the tag does no work.
- Tip Classifying documents belongs in the same conversation as data masking and access rules: a passport scan is sensitive personal data.
Frequently asked questions
What happens to an untagged document?
It uploads but stays unclassified, which makes it harder to find later. Making tag selection part of the upload habit is the cheapest fix.
If I delete a tag, are the documents deleted?
No, only the classification goes. Even so, retiring a tag by no longer using it is safer than deleting it.