Routing Tags - Identity

Routing Tags - Identity

Routing Tags is a feature that is present within Novari eRequest, where users can filter and view routing options available to them by tags available under the Central Intake Routing accordion and on referrals in the ‘Awaiting Routing’ state. This help doc will go over how to configure the Routing Tags settings by Location via Identity Management V2.

To get to these settings, please navigate to https://sso.ca.novarihealth.net/ or https://test-sso.ca.novarihealth.net/ > Select Novari Identity Management V2 > Log In using your credentials.

Managing Tags on a Location

Select the Locations tab in Identity Management

Select the desired Location where you wish to make changes

Select the ‘Routing Tags’ option under Settings

Adding a Tag

On the Update Routing Tags Sidebar, users can manage their tags

To create a new tag, start typing. Previously created tags will be suggested below.

Note: To add a new tag to a person or location, they must have an existing Service Type. Tags can only be added to service types the Person or Location has access to.

If you do not see the service type you are looking for under the tags, go back to the Service Tags management section about the Routing Tags.

Click on the new tag to create it or hit the "Enter" key on your keyboard. Note: You can add multiple tags, one after another.

The tag is now added to the location for that service type. Note: You can add multiple tags, one after another.

Click "Update routing tags" to update the tags for the location.

Deleting a Tag

Click on the Routing Tags option under the Settings

To delete a tag, click the X icon to the right of the tag name

Click "Update routing tags" to save and update the list with the now removed tag.

Note: Suggested tags are shown from all previously used tags. Once a tag is deleted from all Persons or Locations then it will no longer be suggested.

Managing Tags on a Person

To update tags on a person. Go to Locations, select your desired Location, then navigate to People.

You may also navigate to People on the sidebar, then click on the desired location under the person.

From either source; Click Routing Tags to manage the routing tags for that person at that location.

Type to create a new tag, or click on a previously created tag.

Note: For this example we will create a tag "Spanish Speaking".

Click "Create" to create the "Spanish Speaking" Tag on the person at that location.

Click "Update routing tags" to update your changes.