Manage client metrics

Clients metrics are important health data that inform healthcare providers on a client's health status. Tracking trends in metrics over time also can provide insights into a client's health progress. Healthie enables providers to both gain a snapshot of a client's current health status, as well as trends in progress. With the ability to integrate wearable health and fitness trackers, much of clients data can automatically be tracked and logged within Healthie. 

Accessible both from the web browser and the mobile app, these insights are always just a click away. 

IN THIS ARTICLE:


Review a client's metrics

To access a history of your client's metrics from a web browser navigate to your Client's Profile > Select "Metrics" from the navigation bar. Scroll down to see a graph for each default and custom metrics that exists for your client. If no data has been logged for a specific metric, the graph will read "No selected metrics have been logged for this specific time period." 

By default, all metrics are displayed for the last 30 days. You can adjust the time-range by clicking the date picker. 

  • Click "Change Date" 
  • From the date picker, choose a new time range or click "Custom" to select a specific start and end date. 
  • Click "Apply" 

All metric graphs will automatically update with information reflecting the new date range. 

Within the date-picker, there are several "quick buttons" you can click to adjust time-range, including: 

  • Today 
  • Yesterday 
  • This Week 
  • Last Week 
  • This Month 
  • Last Month 
  • Last 30 Days 
  • All Time - select this option to display the full history of your client's logged metrics 
  • Custom - select this option to curate your date range by a specific start and end date

Your Healthie account will remember your date-range preference. If you select "All Time" for example, this preference will be remembered the next time you visit any client's Metrics, as it is your new default time range. 

If you selected a "Custom" time range, then your account will default to "Last 30 Days" to display metrics moving forward.

To review a client's metrics from the Healthie mobile app: 

  • Tap the "Client's" tab from the main menu when logged into your Healthie provider account
  • Locate your client > Tap the "Metrics" icon from their profile 
  • A list will display with all available metrics, select your metric from the list. 

Future updates to the "Metrics" feature from the mobile app, including the ability to adjust the date range and view data for a specific entry. These updates are part of a larger redesign to the Metrics feature, enabling providers to more easily navigate and manage client metrics.


Add a metric for a client

To add a metric entry for a client, navigate to: 

Client Profile > Metrics > Locate Metric Graph (ie. Weight) > Create Entry

Note: Depending on your visibility settings, updates that you make may / may not be visible to your client. 


Edit a metric 

There are two ways you can access and edit your client's metrics from the web browser. 

The most direct way is to go to Client Profile > Metrics > Locate Metric Graph (ie. Weight). Adjust the date-range as needed to locate your metric. 

  • Clicking on a data point within a metrics graph will bring you to the metric entry. A side drawer-panel will display for your metric entry, which you can then directly: view, edit, delete, or comment/react. 
  • Click the actions tab (three dots) on the top-right and select "EDIT" 

Alternatively, you can find your client's metric by scrolling through their journal feed. This can be most useful if your client's entry was recently logged, and you may find it easier to find your metric by category. In this case, you can click Food, Metrics, Selfies, or Workouts depending on the metric category. 

Once you've located the entry, select "Edit" in the top right corner. From there, all the fields of the metric entry will be editable, for you to change the data captured or the value itself.

If you'd like to delete or edit a client's entry, you can click Journal in the client's profile and click [...] on the entry you'd like to correct. By selecting Edit, you are able to adjust the information that was entered. 


Delete a metric

To delete a client metric, from your web browser navigate to  Client Profile > Metrics > Locate Metric Graph (ie. Weight). Adjust the date-range as needed to locate your metric. 

  • Clicking on a data point within a metrics graph will bring you to the metric entry. A side drawer-panel will display for your metric entry, which you can then directly: view, edit, delete, or comment/react. 
  • Click the actions tab (three dots) on the top-right and select "DELETE" 


Upcoming Improvements 

Healthie's Metrics feature is currently undergoing a redesign on both web and mobile, which will make it even easier to log and view metrics. Some features planned for release include: 

  • More clarity around the data points within a metrics graph
  • Ability to click data points within a metric graph to edit directly 
  • Addition of new standard metrics including a1C, Body Temperature, and Oxygen Saturation

Have feedback or suggestions? Send an email to our team hello@gethealthie.com 

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