Tags

ModuleCatalogs

Suggested profileAdministration

PermissionTAGS: WRITE / ADMIN

StatusValidated

Objective

Maintain the catalog of tags used to classify records in several modules: appointments, patients, prescriptions, etc. Each tag has a name, color and status.

How the screen is organized

p-table table with the columns: name, color (chip), status and actions.

Available actions

• Create tag: high dialog with name, color (selector) and status.
• Edit tag: adjust name, color or status.
• Activate or deactivate: the tag stops appearing in the selectors.
• Delete: requires TAGS: ADMIN.

Permissions

• TAGS: WRITE to create and edit.
• TAGS: ADMIN to delete.

Before starting

• Define the tag nomenclature (for example: "Urgent", "Agreement", "VIP", "Priority study").
• Know the available colors or use the system color picker.

Step by step - Create

1. Go to Catalogs -> Tags.
2. Click New tag.
3. Enter: name, color, status.
4. Confirm.

Expected result

• The tag is registered.
• It appears as an option in the selectors of the modules that consume it.
• The system shows a success message.

Pending: add screenshot of catalogos-etiquetas-01-dialogo.png.

Common errors

Situation	What to do
The tag does not appear in a module	Verify that it is active.
The color is not distinguishable	Choose a color with enough contrast.

Suggested permissions

• TAGS: WRITE.

Operational recommendations

• Standardize tag names to avoid duplicates.
• Limit the number of tags to those the team actually uses.

Relation with other modules

• Schedule: tags are assigned to appointments.
• Patients: tags can be assigned to patients.
• Prescriptions: medication and template tags are a different catalog.