Provet

Tags can be added to patients, clients, and invoices. They are internal 'flags' that are used to show critical and important information, ...

Tags Overview and Settings

When creating tags, be careful not to over-tag. If a client or patient has multiple tags, it can be difficult to recognise tags that are c...

Create a Tag

When tags have been added to clients, patients, and invoices, they are shown in multiple places in Provet.



On the Dashboard

On the das...

View Tags

You may want to merge tags, for example, if you have accumulated too many similar or duplicate tags. Note that if you delete a tag that ha...

Merge Tags

To manage tags, go to Settings &gt; Lists &amp; Templates &gt; Tags.



To edit an existing tag, select the pen button at the end of the t...

Edit or Delete a Tag

Client and Patient Tags

You can add client and patient tags on the client and patient page and on the dashboard.
On the client and patien...

Add Client, Patient, and Invoice Tags

Creating and Using Tags

Find answers and get help from Intercom Support and Community Experts

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