Navigate to Settings > Measurements to access these settings.
- Fields are individual metrics (e.g., “Weight”, “Systolic BP”, “A1C”).
- Groups bundle related fields together so they appear as a single card on a patient’s chart (e.g., a “Vitals” group containing weight, blood pressure, and heart rate).
Groups
Groups control how measurements appear on the patient chart. Each group displays its fields using one of three layouts:| Layout | Best for |
|---|---|
| Table | Tracking values over time in rows |
| Chart | Visualizing trends with line or bar charts |
| Cards | Showing the latest values at a glance |
Use a Template
Pre-built templates let you add common measurement groups (like Vitals or Blood Work) without configuring each field by hand.Pick a Template
Browse or search the available templates. Templates that have already been added are hidden automatically.
Create a Group
Enter Group Details
Fill in the following:
- Name: A short label for the group (e.g., “Vitals”, “Lipid Panel”). Required.
- Description: An optional note about what this group tracks.
- Color: A display color used in charts and the patient view.
- Display Type: Choose Table, Chart, or Cards.
Add Fields
Use the field selector to add existing fields to the group. You can also add other groups as nested members. Drag items to reorder them, and mark fields as required if they must be filled in every time a measurement is recorded.
Configure Chart Panels (Chart layout only)
If you chose Chart as the display type, you can set up one or more chart panels. Each panel can show a subset of the group’s fields, with options for chart type (line or bar), axis ranges, and goal lines.
Edit or Archive a Group
- Click on a group’s row to open the editor. Update any settings, then click Save.
- To archive a group, open the menu on the group’s row and select Archive. Archived groups no longer appear on patient charts, but their historical data is preserved.
Fields
Fields are the individual data points that get recorded. Each field has a data type, optional unit, and can include reference ranges for clinical interpretation.Create a Field
Enter Field Details
Fill in the following:
- Name: A label for the metric (e.g., “Weight”, “LDL Cholesterol”). Required.
- Description: An optional explanation.
- Data Type: Float (decimal numbers), Integer (whole numbers), or Text.
- Unit: The unit of measure (e.g., “kg”, “mg/dL”, “mmHg”).
- Min / Max Value: Optional boundaries for valid entries.
- Decimal Places: How many decimal places to display (numeric fields only).
Add Reference Ranges (Optional)
Reference ranges highlight whether a recorded value falls within normal, warning, high, or critical levels. For each range, set a label, min/max values, severity, and color. These ranges appear as colored bands on charts and indicators next to values.
Set Trend Direction
Choose whether a higher value is better or worse. This controls the color of trend arrows shown alongside recorded values — for example, an increasing weight might be flagged differently than an increasing A1C.
Derived Fields
Derived fields are calculated automatically from other fields rather than entered manually. For example, BMI is calculated from weight and height. Available formula types:| Formula | Calculation |
|---|---|
| Ratio | A / B |
| Difference | A - B |
| Sum | A + B + … |
| Percentage Of | (A / B) x 100 |
| BMI | Weight / Height squared |
| Total Change | Running total of changes over time |
Edit or Archive a Field
- Click on a field’s row to open the editor. Update any settings, then click Save.
- To archive a field, open the menu on the field’s row and select Archive. Archived fields stop appearing in data-entry forms, but their recorded values are kept.
Related Pages
- Patient Chart — Where recorded measurements appear for each patient.