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Tags

Tags help you organize and find SOPs quickly. Instead of relying only on departments or roles, you can add descriptive labels like "Compliance," "Front Desk," or "Emergency" to any SOP.

How tags work​

Every SOP can have one or more tags. Tags are shared across your workspace, so when one person creates a tag, everyone can use it. This keeps things consistent — no more "front-desk" vs "Front Desk" vs "frontdesk" confusion.

Adding tags to a SOP​

  1. Open a SOP and click Edit.
  2. Look for the Tags row in the SOP details.
  3. Start typing to search existing tags, or type a new tag name.
  4. Press Enter or click to add the tag.
  5. Click Save when you are done.

You can add as many tags as you like. To remove a tag, click the x next to it.

Who can create tags​

Tag creation follows your workspace's role structure:

  • Practice Owners and Office Managers can create new tags on the fly. When they type a tag name that does not exist yet, SOPHIE offers to create it immediately.
  • Other team members can use any existing tag but cannot create new ones. If they need a new tag, they can request one — the request goes to the workspace admin's inbox for approval.

This keeps your tag list clean and intentional while still giving everyone the ability to organize their work.

Managing tags​

Admins can manage all workspace tags from Settings > General > Tags:

  • View all tags in your workspace with a searchable list.
  • Delete tags you no longer need.
  • Merge tags to consolidate duplicates. Select two or more tags, choose the name to keep, and SOPHIE updates every SOP that used the old tags. For example, merge "front desk" and "reception" into a single "Front Desk" tag.

Finding SOPs by tag​

Tags appear on each SOP card and in the SOP details. You can use the search and filter tools in the All SOPs view to find SOPs with specific tags.

Why use tags​

Tags are especially useful when:

  • A SOP crosses department lines (tag it with both department names).
  • You want to group SOPs by topic ("Infection Control," "Billing," "New Patient").
  • You are preparing for an audit and need to quickly find all compliance-related procedures.
  • You want to track which SOPs are part of a specific initiative or project.