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Tags

Tags let you label and categorize patients and calls. Use them to flag status, group records by criteria, or filter your patient list. For example, you might create tags like “VIP”, “Needs Follow-Up”, or “Spanish Speaking”. Manage tags from Settings → Tags.

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Quick Start

  1. Go to Settings → Tags in your Solum dashboard.
  2. Click “Add Tag” to open the creation dialog.
  3. Enter a name and choose a type (Patient or Call).
  4. Save — the tag is now available to apply to records.
  5. Apply it to patients from the patient profile, or include it in a batch import.

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Tag Types

Tags are scoped by type — each tag applies to one kind of record.
TypeColorUsed On
PatientBluePatient records
CallAmberCall records
When tagging a patient, only Patient-type tags appear. When tagging a call, only Call-type tags appear.

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Creating a Tag

Click Add Tag to open the creation dialog. Fill in:
  • Name (required) — The label shown on records (e.g., “Urgent”, “New Referral”).
  • Type (required) — Patient or Call. Defaults to Patient.
Tag names must be unique per type within your company. You cannot have two Patient tags both named “VIP”, but you can have a Patient tag and a Call tag with the same name.
The tag type cannot be changed after creation. Choose carefully.

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Editing a Tag

Click the edit action on any tag to rename it. The type cannot be changed after creation.

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Deleting a Tag

Click the delete action on a tag to remove it.
Deleting a tag permanently removes it and detaches it from all associated records (patients or calls). This action cannot be undone.

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Applying Tags to Patients

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From the Patient Profile

  1. Open a patient and click Edit.
  2. Expand the Additional Information section.
  3. Use the tag dropdown to search and select tags.
  4. Save the patient.
Selected tags appear as badges on the patient profile. Click the X on a badge to remove a tag.

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Via the API

When creating or updating patients through the /v1/patients endpoint:
  • Set all tags: { "tags": ["tag-id-1", "tag-id-2"] } — replaces the full tag list
  • Add tags: { "add_tags": ["tag-id"] } — adds without removing existing tags
  • Remove tags: { "remove_tags": ["tag-id"] } — removes specific tags
You can use tag UUIDs or tag names (matched case-insensitively). Maximum 50 tags per patient.
You cannot combine tags with add_tags or remove_tags in the same request. Use one approach or the other.

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Via Batch Import

Include a tags column in your CSV when using Batch Patient Import. Use comma-separated tag names or IDs.

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Filtering by Tags

On the patient list page, use the tag filter to show only patients with specific tags. Two filter modes are available:
  • Any (default) — shows patients that have at least one of the selected tags
  • All — shows patients that have every selected tag

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Auto-Assign Tags

You can configure tags to be automatically applied to new patients or calls created through voice AI interactions.
  1. Go to Settings → Company.
  2. Find the Auto-assign Tags section.
  3. Check the tags you want automatically applied.
Auto-assigned tags are applied alongside any other tags set during record creation.

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Troubleshooting

ProblemFix
Cannot change a tag’s typeTag type is set at creation and cannot be changed. Create a new tag with the correct type instead.
”Tag name already exists”A tag with that name and type already exists in your company. Choose a different name.
Tag not showing in patient editOnly Patient-type tags appear when editing patients. Check that the tag type is Patient in Settings → Tags.
Tag disappeared from patientsThe tag was likely deleted. Deleting a tag removes it from all records.
Cannot use tags and add_tags togetherThe API does not allow combining replace and incremental operations. Use tags to set the full list, or add_tags/remove_tags for incremental changes.