The Taxonomy Usage Report shows how taxonomy terms are assigned to content across your DXE site. It brings insight and action together in one place: you can see the current state, understand how terms and content relate, and make adjustments on the spot without leaving the screen.

Screenshot of a sample Taxonomy Usage screen

Getting started

Choose a content type to explore, then pick a vocabulary (Specialties, Conditions, Procedures, etc.). The report breaks down the terms in that vocabulary and shows which content each term is tagged to.

What are Co-occurrences?

Once you select a term, you can view all content tagged with it, see its related keywords, or open Co-occurrences. This view shows how your selected term (the “base term”) overlaps with terms from other vocabularies. Those connections matter: they shape search relevance and discoverability for your end users.

For example, if your base term is Cardiology (Specialty), Co-occurrences lists every term from any vocabulary that is tagged to the same content as Cardiology, such as Conditions or Procedures. That makes it easy to spot gaps where terms should overlap, or terms that are related by accident and shouldn’t be.

Screenshot of a sample Co-occurrences screen showing sample taxonomy counts.

Reading the results

Co-occurring terms are grouped by vocabulary. Counts and coverage figures are relative to content tagged with the base term, not the site total.

Taking action

Click a co-occurring term to open the details panel. It shows two lists: content tagged with both terms, and content missing the co-occurring term. From there you can:

  • Select items from the “not yet tagged” list to add the co-occurring term
  • Select items from the “tagged with both” list to remove it

Screenshot of a sample Taxonomy Usage screen with the Oncology taxonomy selected. A Provider Coverage drawer appears on the right, where the user can apply or remove the taxonomy from available providers.

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Heads up: Changes are applied immediately, so review your selections before confirming.
Content synced from an external source appears in the list with a Sourced badge. These items can’t be edited here. Changing them requires updating the source configuration.

Cropped screenshot of a Taxonomy Usage report editing a certain taxonomy application. The screenshot is cropped to show the providers that have this taxonomy sourced and cannot be edited this way. A warning displays that describes this.

Example use cases

  1. Close tagging gaps. Every provider tagged with the Cardiology specialty should also carry core conditions like Heart Failure or Arrhythmia. Open Cardiology’s co-occurrences, check the Conditions vocabulary, and add the missing term to any provider who was overlooked.
  2. Catch inaccurate tags. If Dermatology content shows a co-occurrence with a cardiac procedure, that’s likely a tagging error. Review the “tagged with both” list and remove the term where it doesn’t belong.
  3. Improve search results. If patients searching for a condition aren’t finding the right providers, check whether the condition co-occurs with the relevant specialties. Low coverage points to content that’s hard to discover.
  4. Prepare for a new service line. When launching a new program, such as a Women’s Heart Health clinic, verify that the related specialty, condition, and procedure terms are applied consistently to the right providers and locations.
  5. Audit after a content migration. After importing or restructuring content, use co-occurrence coverage to confirm that relationships between vocabularies survived intact.
  6. Validate your taxonomy design. Terms that you expected to overlap heavily but rarely do (or the reverse) may signal a need to revisit how vocabularies are structured.
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