What Are Collection Tabs?
A collection tab is typically used to record medical and financial information. It allows users to add as many items of a particular set of data as needed. Upon entering a collection tab, you will see the option to “Add an Item”.
Once selected, a box will open for you to enter in information.
After the information is entered and saved, you have the option to add more items. The tab will keep a list of all items created. It will also keep a running total of an amount field in the upper right-hand corner.
*Note: Collection tabs are customizable.
When Would I Want To Create A Collection Tab?
Common uses for collection tabs are for medical records, expenses, or liens. They can be used any time you want to gather multiple sources of information for one type of data.
Can I Organize My Collection Tabs?
Yes, you can organize your collection tab using the “Sort by” drop-down menu located at the top of the tab.
You will have different options of sorting categories depending on the type of collection tab you are working on. These will be sorted in either alphabetical or amount order.
This is an example of a Meds collection tab. In this tab, the user has the option to sort by provider, amount, notes, doc, etc.
For additional questions on how to create your own collection tabs, read this article on the Customs Editor.