Can we tag referrals with additional details?

Add internal labels for cleaner filters and tracking

Add internal labels to referrals so your team can filter, track, and remember context that doesn't belong in a formal note—things like "lost to competitor," "great relationship," or a quick win flag. Tags are private to your organization and never visible to the hospital.

How to use it

  • Open a referral and click the Referral Tags button in the toolbar.

  • Type a tag name, choose a type (Lost, Won, or Note), and save. Use autocomplete to stay consistent across your team.