Skilled Nursing Facilities

Creating Tags for Contact Type Picklists

You use tags to pull specific resident information into documents. When you add Contacts on the resident profile of the resident chart, you can use them as Document Manager field tags. This helps you to easily add merge fields into your Word file.

You see your organization's Contact Type list when you create Contact Type Picklists tags in Document Manager. It is recommended to scope the Contact Types to Corporate. Contact Types scoped to Line of Business, Province, or Facility limit the use as a Document Manager tag.

Note

You must download macro and download field listing XML after adding new tags.

If you delete an in-use contact type tag or user defined field tag from Document Manager setup, the detail stays on the generated resident documents.

Warning

If you delete a contact type tag group from the Document Manager tag list, you have to activate the tag to use again. 

    • Single facility: Admin > Document Manager > Setup > Create Tags > Create Tags for Contact Type Picklists.

    • Multi-facility: Management Console > Operations > Document Manager > Setup> Create Tags > Create Tags for Contact Type Picklists. 

  • Tag Group Name - Use lower case letters in the name and separate words with an underscore. For example, care_coordinator. The character limit is 25.