Incorporate Metrics into Intake Forms & Chart Notes
Healthie enables you and your clients to smartly enter standard and Standard and Custom Metrics into the portal, and also enables you the ability to view these over time in graph format.
As an additional automation/benefit of leveraging an all-in-one portal, you can set up metrics to be included as part of client intake forms and charting templates, leveraging our smart fields capability to enable metrics to populate in relevant places throughout the platform. Additionally, if you enable pre-fill on a form template, it will allow custom metric fields to pull in from the most recently entered metric for a client profile when creating a new note with that template.
Moreover, Metrics entered as part of an intake form or charting template, by either the provider or client, will automatically populate on the metrics graph.
IN THIS ARTICLE:
Add Metrics to Intake and/or Charting Forms
Step 1: Ensure that you have added the Custom Metrics that you'd like tracked within Intake & Charting (or leverage Healthie's default metrics located in Form Builder)
Step 2: Add the metric(s) to your intake or charting template by going into Forms > Open your form (or create a new form)
Step 3: Select the Question Bank Category from "Default" to "Client Info", where you should see the metric(s) listed.
Step 4: Click and drag over the metric(s) boxes into your Intake or Charting template. Your template will be updated to reflect the addition of your metric.
Important Note: Custom Metric modules will not display within the "Client Info" Question Bank section of the Form Builder when linked with an auto-scored form. The provider and client no longer need to manually complete those fields, as the form itself is auto-scored and automatically populates the Custom Metric.
If you are linking an auto-scored form to an existing Custom Metric, we recommend the following steps as best practice:
- In Settings > Journal Entries, delete the original Custom Metric, then create a new Custom Metric and link the appropriate auto-scored form
- Within Forms > Form Builder, delete the original Custom Metric module from existing intake and charting forms
Experience with Metrics
When you or a client fills out the metrics section, the value will automatically populate onto a graph visible in the Client's Metrics tab. You can view this by navigating to a Client's Profile > Metrics
When filling out the metrics field inside of your charting template, it will populate into the Metrics graph.
If you have enabled the setting "separate provider-entered metrics from client-entered metrics" these will be visually distinguished on the graph that you see. Here are instructions on how you can set this up: Entries settings: global, group, and client
Add an Image of a Metrics Graph to a Chart Note
To add one of the metric's graphs to your chart note, you would need to take a screenshot of the graph under Metrics and then upload it as an image.