Updated: 06/10/2026 | Views: 71
AI Message Tagging reduces the mental load of a busy inbox by applying up to three categorical tags to patient and staff messages across SMS, email, and the portal. With message topics instantly visible, practices can review and act faster, reducing administrative strain and restoring focus to patient care. Enable AI Message Tagging for the practice to start tagging new incoming and sent messages.
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.
Access AI Message Tagging
For Chart Messages enabled practices, AI message tagging is also accessible through the patient’s Message History.
- Click the envelope icon. The messaging summary window opens.
Note: A red notification badge displays when new messages are received.
 Tip: Double click the envelope icon to go directly to the Message Center.
- Click See All Messages. The Message Center opens.
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Navigate AI Message Tagging
- AI Tags: Up to 3 tags are associated with a message.
- Filter: By default, all tags display. To view messages for specific tags, click the Tags drop-down and select the tag(s). If multiple tags are selected, the results will show messages matching any or all selected tags.
- Available options: Scheduling, Billing, Prescriptions, Patient Record, Encounters, Diagnostics, Supplies, Symptoms, Compliance, and Admin.
- Remove Tag: If a message was tagged incorrectly, remove the tag from the message for all users in the practice.
Note: If the tag was added by AI and is removed from the message by a user, the tag cannot be added to the message again by the AI for 90 days. The tag can be added manually to the message, as applicable.
- Click the X next to the tag to remove. The Update Tags for This Message pop-up window opens.
- Click Confirm. The tag is removed from the message.
- To disable the confirmation pop-up when removing tags, click to select “Don’t show me this message again".
- Add Tag: If applicable, manually add a tag to the message that displays for all users in the practice. Note: The option to add a tag is only available when the message has less than 3 tags.
- Click + Tag. The drop-down menu opens.
- Click to select a tag. The Update Tags for This Message pop-up window opens.
- Click Confirm. The tag is added to the message.
- To disable the confirmation pop-up when adding tags, click to select “Don’t show me this message again".
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