Tags

Tags in Compound Direct are a flexible way to organise records, improve searchability, and communicate important information across your team. They can be applied to drafts, dispensed records, orders, and workflows, helping staff quickly identify priority items, special handling requirements, or internal notes without opening the full record.

With support for importance levels, custom colours, and copy controls between drafts and dispensed records, tags can be tailored to match how your pharmacy works. When used consistently, they create a shared visual language that keeps workflows organised, reduces missed details, and improves day-to-day efficiency.

Adding tags

Tags can be added when creating or editing pages across the software, including ingredients, drafts, dispensed records, devices & consumables and product types, helping you organise and identify records consistently throughout your workspace.

In the ‘Tags’ section, you can enter, select, or remove a tag.

1. Enter the tag name or select from available or previously used tags in the drop-down menu.

   • Tags will be saved in the system for 60 days before being removed if not used.

2. To create a new tag, enter the tag name and click the ‘+ Create New Tag’ button, or press Enter on your keyboard.

3. In the ‘Create a New Tag’ modal, select the tag type: ‘label Standard’ or ‘palette Colour’.

   1. The ‘label Standard’ tag type will allow you to set the tag importance using the drop-down menu to reflect priority status:

      1. ‘Default’ importance will display the tag in light orange.
      2. ‘Low’ importance will display the tag in pink.
      3. ‘Medium’ importance will display the tag in red.
      4. ‘High Importance’ dynamically shift from red to green.

   2. The ‘palette Colour’ tag type allows you to use a specific colour using the colour picker.

4. A preview of the tag design and any similar tags will appear at the bottom of the modal.

5. Once done with the tag design, click ‘Continue’ to close the modal.

   1. To remove a tag, click on the close icon near its name.

6. Once done, click on the ‘Save’ button.

Bulk adding and removing tags

1. Go to your desired page where you wish to add or remove tags from.

2. Tick the check_box checkbox next to the records where you want to add tags.

   1. Click on the ‘+ Add Tags…’ button.
   2. Create new tag(s) or select from the available tag(s) from the drop-down menu or from the ‘Existing Tags’ displayed on the modal.
   3. Click on the ‘Save’ button.

3. To remove tags from multiple records, you may:

   1. Tick the check_box checkbox next to the records where you want to remove tags from.
   2. Click on the ‘delete Remove Tags…’ button.
   3. Select the tags to keep from the selected records by ticking the check_box checkbox of desired tags.
   4. Click on the ‘Next’ button, and the tags to be removed will appear.
   5. Click on the ‘Remove Tags’ button to permanently remove the tags.
   6. Click on the ‘Cancel’ button to go back.

Copying draft tags

By default, tags can be copied from ‘Drafts’ to ‘Dispensed’ records. This feature can be controlled in ‘Your workspace’ settings.

1. Go to the ‘Settings’ page.
2. Select the ‘Your Workspace’ button.
3. If you're on thebasic Package open the ‘Compounding’ tab; for other packages, open the ‘Dispensing’ tab.
4. Toggle ‘Copy draft tags toggle_on’ to copy tags from drafts to dispensed records.
5. Once done, click on the ‘Save’ button.

Copying dispensed tags

Tags can be carried over from ‘Dispensed’ records when using ‘Copy to Draft’ or ‘Create Repeat’. This feature can be enabled in ‘Your workspace’ settings.

1. Go to the ‘Settings’ page.
2. Select the ‘Your Workspace’ button.
3. If you're on thebasic Package open the ‘Compounding’ tab; for other packages, open the ‘Dispensing’ tab.
4. Toggle ‘Copy dispense tags toggle_on’ to copy tags from drafts to dispense records.
5. Once done, click on the ‘Save’ button.

'NOCOPY' tags

Some tags are meant to remain unique to a specific record and should not be copied between drafts and dispensed records.

Tags prefixed with the <NOCOPY> directive will be excluded from any automatic copying, even if ‘Your workspace’ settings for copying tags are enabled. This ensures that sensitive, temporary, or context-specific tags remain tied to the original record.

To create a NOCOPY tag:

1. Prefix the tag name with <NOCOPY>, for example: <NOCOPY>URGENT.
2. Add and design the tag similar to a regular tag.