How do I record clients’ health data?

If you’re reading this, it’s likely that you told your client that you would update their health log for them only to realize that you don’t know how to. Don’t panic! These three quick steps below will guide you to success. Scroll down to get started!

Step-by-Step Guide:

Step 1: Click the gear icon.

From the “Clients” tab of your dashboard, locate the client for whom you want to record the health data. Then to the right of the clients’ name, click on the gear icon.

Step 2: Select the “Health Info” tab. 

Once you’re in the client management view, choose the “Health Info” tab from the menu on the left side of the page. Under “Add Log Entry,” fill in the boxes with the appropriate information.

Step 3: Add log entry.

When you have finalized the information in the boxes, remember to save your work. Simply scroll down until you reach the “Add Log Entry” box. Click the box and the details will be recorded in your clients’ health data log.

That’s it! You can manage your clients’ health info panic-free at any time using the steps above.

Updated on October 30, 2020

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