- Access Settings: In the main menu, click Settings.
- Navigate to Tag Definitions: Scroll down to the Tag Definitions section.
- Create a New Tag Group:
- Click the + Add Tag Group button on the right.
- Enter a descriptive Group Name (e.g., Age Group) and click Save.
- Add Tag Options (Labels):
- Under the newly created Tag Group, click the + Add Option link.
- Enter the Option Value (the specific label) (e.g., 18-24). Click Save.
- Repeat the process to add all required options for that group (e.g., 25-65, 65+, etc.).
- Repeat for Additional Groups: Repeat steps 3 and 4 to create all necessary Tag Groups (e.g., Service Model) and their respective options (e.g., Individual Counseling, Group Therapy, Telehealth Session).