
Organize with ease: custom category tags are here
Streamline your HealthAdvisor dashboard by labeling and sorting assessments with new customizable category tags.
What it is
We’ve added a Categories column to the Manage Assessments table on the HealthAdvisor user dashboard. This feature allows you to attach specific labels to individual assessment instances, making it much easier to distinguish between similar forms at a glance.
How it works
Once configured, your dashboard will display a dedicated column for these tags. For example, if you manage heart health assessments for multiple branches, you can tag them by location (e.g., "North Clinic," "South Clinic").

Why it matters
As your list of assessments grows, clarity becomes essential. Instead of clicking into every form to see which is which, category tags provide instant visual context. This is especially powerful for organizations managing regional data or specialized programs, ensuring that the right assessment is always easy to find and manage.