If you want to collect better data with your assessments, you can now add health info fields to an assessment using our Assessment Software!
When you add measurement fields to an assessment, your clients will be asked to enter the specific health info that you request, and it will be added to their “Health Info” tab as a log entry.
You can also request measurements from leads, and if you add them as a client in the future, the measurements they entered will be added to their profile.
Here’s how to add measurement fields to an assessment, starting from the Assessments area of your Dashboard, and by then following the steps below:
Step-by-Step Guide:
Step 1: Click the “+Add New Assessment” button to create a new assessment.
You can also add measurement fields to an existing assessment by clicking the gear icon to edit the assessment.
Step 2: Check the box next to any Heath Data Fields that you want to include on the assessment.
Step 3: Fill out any additional fields you want for your assessment, and click “Save Assessment” to save your assessment.
That’s it! Now your assessment will ask for the Health Data fields that you requested, and client entries will be added to their “Health Info” log.