Module 1: Understanding Tags and How To Distinguish Journeys for Multiple Services

Module 1: Understanding Tags and How To Distinguish Journeys for Multiple Services




SUMMARY KEYWORDS

tags, journeys, intake, therapy session, evaluation, stars, practice, purposes, sorting, care coordinators, person, type, client, email marketing campaigns, color, fill, email, eval, forms, pathway

Summary

  • Using tags in a CRM system for email marketing and organization. 0:01
    • Berit Elizabeth explains the purpose of tags in the CRM, including sorting email campaigns and additional uses by client care coordinators.
  • Managing multiple service types for same person in a practice. 0:57
    • Patient may fill out multiple forms for different services, creating duplicate journeys.
  • Using tags, stars, and colors in a practice management system. 2:32
    • Berit Elizabeth cautions against using tags for sorting purposes without clear definition and agreement among team members.
    • She suggests using stars to indicate level of interest or urgency, and color-coding journeys for easy visual sorting at a glance.

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