Engagement tags let you organize clients into custom categories that match your workflow. They help you quickly identify client groups, like EAP clients by company name or any other category you define. This tutorial guides you through creating and applying engagement tags step-by-step.
Why Engagement Tags Are Useful
Engagement tags act as a visual system to organize and filter clients. They improve clarity, streamline admin work, and allow you to see important details at a glance.
Whether you’re an individual practitioner or part of an organization, tags make client management more efficient.
How to Create Engagement Tags
For Organizations
- Go to Organization → Templates.
- Scroll down to the Categories section.
- Click Create Category button.
- Enter a category title.
- Choose a color so you can identify the tag easily in your client list.
For Individuals
- Navigate to My Practice.
- Scroll down until you reach Categories.
- Select Create Category.
- Add your title and pick a color to help differentiate the tag.
Create as many categories as needed to support EAP clients, referral sources, program types, or internal workflows.
How to Apply Engagement Tags to a Client
- Go to My Clients.
- Select the client and open their File tab.
- Scroll down to the Category section.
- Click the pen icon to edit.
- In the popup, select the tags you want to apply.
- Save your changes.
This attaches tags directly to the client’s record, helping you filter and understand client groups instantly.
Next Actions for Your Practice
Engagement tags are an easy but powerful tool for organizing your practice. By setting up simple categories and applying them to clients, you create a more streamlined, organized, and efficient workflow.
Start creating your engagement tags today to better manage your growing practice.
