Axxess Hospice now provides an updated and enhanced tag functionality that enables users to create and customize branch-specific tags. This enhancement streamlines operations by enabling users to associate tags with specific branches.
To use tags, organizations must have the Patient Tags feature enabled in Company Setup. To create a tag and access the tag log, users must have permission to view, add and edit tags in Axxess Hospice.
To enable the Patient Tags feature, navigate to Company Setup under the Admin tab. On the Operations tab, select Enable under Patient Tags. Click Submit Request to finish enabling the feature.
Admin tab ➜ Company Setup ➜ Operations tab ➜ Patient Tags ➜ Enable ➜ Submit Request
To give a user permission to add tags and access the tag log, edit the user’s profile and navigate to the Permissions tab. In the Administration section, select View, Add and Edit next to the Tags permission. Click Save to finish granting the permissions to the user.
People tab ➜ People Center ➜ Edit ➜ Permissions tab ➜ Administration section ➜ Tags ➜ View/Add/Edit ➜ Save
To create a new tag, navigate to the three-line menu in the top-right corner of Axxess Hospice and select Tags. Users can also navigate to the plus-sign menu (
) and select Tags to access the screen.
On the Tags screen, select Add Tag.
In the Add Tag window, enter a tag name in the Tag field and select any associated branches from the Associated Agency Providers menu.
Once the desired information is entered, select Save or Save and Add Another. The new tag will be listed in the tag log, under the Active section.
The tag log enables the user to filter tags by branch, search tags using the search box and view active and inactive tags. The following columns are visible on the log:
Branches: Branches the tag is associated with, if selected from the filter.
Tag: Tags the branches are associated with.
Created By: Name of the user who created the tag.
Start Date: Date the tag was created.
Actions: Select the edit icon (
) to edit the name of the tag. Select the ellipsis icon to trigger the deactivate prompt and deactivate the tag.
When Deactivate is selected, the tag will no longer display in the Active section of the log, but will now be housed in the Inactive section. The Inactive section displays the same columns as the Active section, with the addition of the End Date column, which displays the date the tag was deactivated.
To activate an inactive tag, select the ellipsis icon and click Activate.
Updated on 12/18/2024
