AI Message Tagging: Tag Definition

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Updated: 06/10/2026 | Views: 164

AI Message Tagging reduces the mental load of a busy inbox by applying up to three categorical tags per message. Review the tag definition and example key phrase or keyword to learn how the AI determines which tags are applicable to the message.

For more information about AI Message Tagging, review the AI Message Tagging FAQs.

This feature is only available for Application to Person (A2P) approved practices with AI Message Tagging enabled and is not available for all customers.

Tag	Definition	Example Key Phrase
Admin	Office and clinic operations. Used for general practice notifications, including holiday closures, updated office hours, and non-patient-specific schedule updates.	Reminder For Visit Clinic Closure Notice Schedule Change Request Office Hours Update Office Hours Schedule Update Clinic Closure Holiday Schedule
Billing	Revenue cycle and insurance. Covers insurance verification, prior authorizations, payment processing, copayment requests, and general billing inquiries or claim statuses.	Insurance Authorization Note Prior Authorization Assistance Insurance Accepted Accepted Payment Received Check Insurance Verification Billing Inquiry Claim Status Payment Reminder Copayment Request
Compliance	Regulatory and legal requirements. Specifically flags HIPAA authorizations, privacy policy acknowledgments, and legal release forms to ensure all data-sharing meets federal standards.	HIPAA Consent Authorization Form Consent Form Privacy Policy HIPAA Consent Form Authorization Form Request Privacy Policy Acknowledgement Release Form Request
Diagnostics	Laboratory and imaging services. Categorizes all phases of testing, including orders for bloodwork or imaging (X-rays, MRIs, Ultrasounds) and the notification of final results.	Lab Labs Test Bloodwork Xray Imaging Ultrasound MRI Lab Results Test Results Blood Work Xray Order Imaging Results Order Repeat Lab Bloodwork Reminder Xray Result Request Lab Results Available
Encounters	Clinical procedures and consultations. Groups communications regarding specific medical events, such as surgeries, specialist consults, treatment plans, and pre-procedure preparations.	Surgery Procedure Consult Followup Exam Treatment Surgery Followup Procedure Preparation Consult Request Exam Preparation Treatment Plan Surgery Follow Up Consult Appointment Request Procedure Preparation Checklist Exam Scheduling Request
Patient Records	Chart maintenance and documentation. Identifies intake paperwork, medical record updates, referral letters, and the various consent forms required to keep a patient's file compliant and current.	Annual Form Completion Referral Letter Details Consent Form Request Medical Record Update Medical Record Consent Form Patient Chart Intake Form Release Form
Prescriptions	Medication-related tasks. Tracks all activity involving medication, including refill requests, new prescription orders, and communication regarding pharmacy pickups or renewals.	Prescription Refill Request Medication Refill Request Redo Prescription Request Request A Prescription Prescription Refill Medication Refill New Prescription Prescription Request Refill Request
Scheduling	Management of patient appointments. Includes new requests, telehealth confirmations, rescheduling, reminders, and cancellations to help coordinate the provider’s calendar.	New Appointment Request Telehealth Appointment Confirmation Reschedule Appointment Request Appointment Confirmation Accept Appointment Walk-in Available Appointment Request Appointment Reminder Telehealth Appointment Follow Up Schedule Change
Supplies	Medical equipment and clinical materials. Tracks requests for durable medical equipment (e.g., glucometers), as well as appointments specifically for vaccines or injections.	Vaccine Appointment Injection Request Medical Supply Equipment Request Glucometer And Strips Prescription Vaccine Appointment Request Injection Request Form Medical Prefab Request
Symptoms	Patient-reported health concerns. Identifies reported physical symptoms such as chest pain, fever, or allergic reactions. This category is intended to assist with clinical triage and urgent assessments.	Chest Pain Report Fever Symptom Check Cough Symptom Report Allergy Reaction Note Chest Pain Fever Symptom Cough Symptom Allergy Reaction Asthma Attack