What are tags?
Tags are unique identifiers that can be added to Contacts, Members, Channels, and Groups. Tagging helps with sorting, filtering, and segmenting within Rhinogram. They are sorted by location, department, role, along with a custom tag as well, to help organize all of your components in Rhinogram.
When you’re setting up your configuration in Rhinogram for your organization, please note that you should set up your tags before anything else.
For Location - create a location tag for every physical location an organization has (ex. Team Message Chattanooga, Knoxville, Memphis)
For Department - create a department tag for every department within an organization (ex. Pediatrics, OBGYN, Oncology)
For Role - create a role tag for every role within an organization (ex. Nurse, Doctor, Billing, Front-Desk)
For Custom - create a custom tag for miscellaneous categories not covered in the three options above (ex. fourth floor, night shift, emergency)
Also, it’s important to add tags throughout set-up as you add Members, Groups, Channels, and Contacts. While there isn't a lot of functionality available using tags today, Rhinogram will be introducing reporting and list filtering capabilities with tags in the future and we want you to be prepared.
Who can add, edit, or delete a tag?
Only members with Administrative permissions will be able to add/edit/delete a tag.
How do you add a tag?
To add a tag, click the plus sign at the top right corner, then add a Name, and then choose a Category.
What are the categories for tags?
The categories for tags are Location, Department, Role, and a custom option so you can create your own, personalized tags.
Can you search by tags?
Yes, using the Global Search bar at the top of your screen, you can search contacts or members by a tag on their profile.
What can you name a tag?
A tag can be any unique name that doesn’t match the category names. You must use uppercase and lowercase letters with no spaces. You can also use dashes ( - ) and underscores ( _ ).
What can you add a tag to?
A tag can be added to a Contact (Patients & Others), Member, Group, and Channel.
Can tags be deleted?
Yes, a member with administrative permissions can delete a tag, even if it is currently being applied.
How do you edit a tag?
You can edit a tag by going into Tag Settings, clicking on the tag, and then you can edit the name and the category.
