Setting Up Tags in OpenFIT for Advanced Case & Client Reporting

Created by Enda Madden, Modified on Wed, 6 Aug at 7:25 PM by Brendan Madden

Tags are an alternative to setting up Custom fields for your organisation where you wish to apply meaning to Case, Client and Collateral data in OpenFIT for reporting purposes later on.

As an Administrator you can setup and define Tags to be used in OpenFIT that are then available to Clinical users of the system to apply to Clients and Cases. Tags can be used for items such as service types, departments, disease types, etc.

If your agency is setup with multiple departments/locations in OpenFIT, then you can apply different Tag sets to each Location..

To create Tags go to the Locations screen in OpenFIT and click on the Tag icon.

From the Modal screen that appears you can manage the Tags used at that location.

Viewing Tags
You can view the pool of tags available for a Location when you select that Location under the Administration menu. These are all the tags that have been created and are available to add to a Case or a Client.

When you create a Case or edit a Case you can then add a Tag to that Case from the pool of Tags created.
Also when you create a Client in a Case or edit Client details you can then add a Tag to that Client from the pool of Tags created.

Tags in Reports

When you run a report you can filter on the Tags that have been added to Cases in that OpenFIT agency account. You can also filter on the Tags that were added to the clients in those cases.

You will only see in the. Case Tags filter the Tags that have been added to the Cases in that account

Same for the Clinician Tags available to filter on.