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How to Set Up Health Trackers on the Client Summary (New Client Card)

The Health Trackers widget on the client card's Summary shows the latest answers to the form questions your clinic cares about most, such as smoking status or whether the client takes supplements. Each answer comes with the date it was recorded, so you can see at a glance what's up to date and what still needs asking.

NOTE: Only admins can choose the questions, and the choice applies to every client in your clinic. Everyone else sees the widget with the questions an admin has set up.

Step 1: Open the Health Trackers Settings

Open any client card and go to its Summary tab. Until an admin sets it up, the Health Trackers widget reads No health trackers configured.

  1. Click the gear icon (Configure Health Trackers) at the top right of the widget.

The empty Health Trackers widget on the client Summary with its settings gear marked

The gear opens the Health Trackers settings

TIP: Can't see the widget? It may be hidden in your own layout. Click Arrange at the top of the Summary to show it again. See How to Configure the Summary View in Client Card.

Step 2: Link Form Questions

Configure widgets opens on the Health Trackers tab, with the reminder: Choose questions from any forms to track for all clients in your clinic.

  1. Check that Health Trackers is the selected tab.
  2. Click Link Data. (Once questions are linked, this button becomes Add Field.)

The Configure widgets window on the Health Trackers tab with Link Data marked

Health Trackers has its own tab in Configure widgets

Step 3: Choose the Questions to Track

The Add Field window lists the questions from all your clinic's forms (treatment notes, consent forms and questionnaires), grouped by form.

  1. Type in Search questions… to find a question by its wording, for example smok.
  2. Tick each question you want to track. You can tick questions from several forms.
  3. Click Add.

The Add Field window with the question search, a ticked question and the Add button marked

Search for a question, tick it and add it

Step 4: Order the Questions and Save

  1. The linked questions are listed with the form each one comes from. Drag a question by its handle to change the order, or click its X to remove it.
  2. Click Add Field to add more questions.
  3. Click Save.

The linked Health Trackers questions with the list, Add Field and Save marked

Put the questions in order, then save

NOTE: To stop tracking everything, open the settings again, click Clear and then Save. The widget goes back to No health trackers configured.

Step 5: Check a Client's Health Trackers

Every client's Summary now shows your questions, in the order you saved them. For each one you'll see:

  • The latest answer from a completed form, the name of that form, and Recorded with the date it was answered.
  • Not Recorded if the client hasn't answered that question on a completed form yet.

The Health Trackers widget showing one answer with its Recorded date and one question marked Not Recorded

Each tracker shows the latest answer and when it was recorded

What's next?

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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.