Routing Tags - eRequest

Routing Tags - eRequest

Routing tags is a functionality found in Novari eRequest, allowing users to filter and access routing choices available to them through tags located under the Central Intake Routing section and on referrals that are in the ‘Awaiting Routing’ status.

View Tags

To view the routing tags in eRequest, navigate to a referral in the state Awaiting Routing. Expand the Routing Accordion. You can now view the Tags column in the routing widget and the Routing filter

Filter By Tags

Users can manually search for or scroll through available tags from the ‘Select Tags’ box within the Central Intake Routing accordion:

When a tag is selected, it appends to the Tags box and will begin filtering out locations based on the selected Tag(s):

An alternative to searching within the ‘Select Tags’ box, is manually selecting a Tag already available on a listed location:

Again, the Tag will be appended to the ‘Select Tags’ box:

To remove any selected Tags, simply click the ‘X’ to the left of the tag:

When tags are removed, the search resets and all locations are listed:

Filter by Multiple Tags

Users have the ability to filter by multiple tags; options that match all tags will appear at the top, and options that match only one tag will appear below: