Pilot Dental Technologies

It is extremely useful to tag cases with certain labels, such as "Rush", "Priority Case", "Photos Attached", etc. Effectively, this puts the case into a custom list that has a name and a color associated with it.

The tags can serve as both a way to categorize cases into various buckets, but also to convey some information to the teammates.

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Navigate to Settings -&gt; Case Tags and click + Add New Tag

Open a case and click on the Tags box. (De)Select the necessary tags and click Save

1. Ensure that Tags column is enabled
2. Select which tags you want to filter by

What tags are, how to create them, how to apply them on cases, and how to search for them later

Case Tags

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Case Tags

Overview

Creating Tags

Tagging Cases

Search for Cases with Tags