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Getting Started with Tags


What Tags Should You Be Using?

Using tags is all about finding a system that works for you. But we’ve come up with ideas to help get you started.

Just remember – the great thing about tags is you can personalize them however you like to suit the needs of your practice!

Here are some ideas…

Services or Products

  • Massage
  • Acupuncture
  • Decompression
  • Nutrition
  • Weight Loss
  • Coaching

  • Physical Therapy
  • Yoga
  • Orthotics
  • Supplements
  • Cervical Pillow

Payment Terms

  • Cash
  • Insurance
  • Insurance Name
  • Medicare

  • Discount
  • Special Pay
  • Workers Comp


  • Wellness
  • Maintenance
  • Low Back Pain
  • Headaches
  • Neck Pain
  • Shoulder Pain
  • Knee Pain

  • Sciatica
  • Scoliosis
  • Asthma
  • Allergies
  • Auto Accident
  • Sports Injury

Types of Patients

  • Inactive
  • Children
  • Parent
  • Senior
  • Mother

  • Pregnancy
  • Father
  • Smoker
  • Animal

Referral Types

  • Insurance Referral
  • Patient Referral
  • Doctor Referral
  • Walk-in

  • Health Fair
  • Marketing Event
  • Facebook Promotion
  • Groupon

Practice Locations

  • Denver Location
  • Boulder Location
  • Palmer Lake Location

  • Main St
  • Park Blvd
  • Union Dr

Patients Special Interests or Activities

  • Exercise and Fitness
  • Runner
  • Biker
  • Crossfit

Special Events

  • Wellness Workshop
  • Lunch Learning
  • Dinner with the Doc

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Use Case Examples

Services – You’re planning a massage special for the summer. Email your “massage” group to tell them about it!

Types of Patients – Keep track of which patients are inactive and assign them an “inactive” tag. By updating your list once a month, you’ll know who needs to be reactivated. Then send a reactivation email only to those who need it.

Conditions – You want to host a seminar called “Managing Headache Pain Naturally.” Email your “headache” group to let them know. That way you’re just inviting those who you know would benefit the most.

Practice Locations – Have multiple locations, but share one website? You can add location tags to each subscriber. Then when your Denver location is hosting a special event or promotion, you can send an email targeted only to your patients tagged with the “denver location” tag.

Naming Tags

Special Characters and Tags: The characters allowed on tags include: the letters a-z, the numbers 0-9, the dash ( – ), and the underscore ( _ ). However, the underscore will convert to a “space” when used. All other characters will be discarded when used in your tag.

Capital Letters: Tags ignore capital letters. All tags will be added as lowercase regardless of how they were entered. Keeps things tidy and consistent.

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Share Your Ideas!

We’d love to hear some of your great tag ideas, and how you are using them. Use this form and let us know! Have a suggestion? Found a bug? Share your feedback in the form and we’ll take a look!