---
title: How to Create and Use Tags for Patients and Encounters | Nextvisit
description: Organize your patients and encounters with custom tags for better workflow management.
url: "http://localhost:3000/help/tags"
type: static
generatedAt: "2026-09-04T06:57:02.624Z"
---

Patient charts
# How to Create and Use Tags for Patients and Encounters

Organize your patients and encounters with custom tags for better workflow management.
        Published May 29, 2025  ·  Updated July 9, 2025
## Creating a tag

 1. Click your profile icon in the bottom left corner, then select “Settings”
 1. Click “Tags” in the Settings menu
 1. Click “Create new Tag”
 1. Configure the tag:
 - **Tag Name**: The display name shown on the tag
 - **Description**: Your internal reference note (not visible on the tag itself)
 - **Color** and **Shade**: Choose from the available palette
 1. Click “Create” to save

## Assigning tags to patients and encounters

 1. Open the patient chart or encounter you want to tag
 1. Click the tag icon
 1. Select the tags to assign

## Filtering by tags

 1. In your patient list or encounters view, click “Filters”
 1. Select “Tags” from the filter options
 1. Choose the tag(s) to filter by

## Notes

 - Tags are shared across your workspace and available to all workspace members.
 - Tags only exist in the workspace where they were created.
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