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Note: This update is scheduled to go-live for the final group of clients on Thursday, April 16, 2026.

Enhanced

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.

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Administrator Setup Only: To enable custom category tags, reach out to support if you would like the tags within the site settings. This feature will not be active on the dashboard until administrative steps are completed.

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").

Custom category tags

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.