Did you know you can apply colour coding to your Xplan Document Note tags to turn them into visual cues instead of plain text?
Why? Practices use tags to categorise client correspondence, compliance documents and advice files. When tags are just text, they blend into the background screen. Colour coding makes your core tracking indicators stand out immediately when viewing a client's history, which reduces the time spent skimming notes.
How? Navigate to System Settings > Client Focus > Document Note > Colour Coding. Change your preference to "Use colour for tags" and select your preferred colour for each tag.
Can't see tags in your client note section? Choose the settings icon and tick to show on screen!
Find out more about note tagging in A guide to tagging your Document Notes.
