How do I use client Attributes? | Heads Up Health Help Center

Hi, Pros!

The Customizable Client Attributes feature allows practitioners to track various attributes for their clients. This feature is designed to be flexible and adaptable to the unique needs of each practitioner. The attributes can be of different data types and are editable.

Note: Practitioners do not have the ability to create new attribute definitions. The Attribute definition list is empty by default. If your practice would like a new attribute, please reach out to your account manager or Heads Up support, and we can help you get them created.

This document was last updated on July 17, 2023. If you notice anything out of sorts or erroneous please let us know.

Attribute Definitions

Attribute definitions are created by Heads Up system administrators. These definitions specify the name and data type of each attribute. The data types can be:

float: A floating-point number
string: A sequence of characters
date: A calendar date
datetime: A specific date and time
integer: A whole number
boolean: A true or false value
array(string): A list of strings
array(integer): A list of integers
array(float): A list of floating-point numbers
array(boolean): A list of boolean values
array(date): A list of dates
array(datetime): A list of date and time values

Practitioner's Role

Practitioners can add existing attribute definitions to a client's profile and edit the values of those attributes. For example, a practitioner might add the "Program Start Date" and "Program End Date" attributes to a client's profile and then update those dates as the client progresses through the program.

How to Use

Adding an Attribute:

To add an attribute to a client's profile, open the client's profile by clicking on their name in the Clients table. Scroll down a bit to the Attributes sections and click the plus + icon to the right of the Attributes section.

You will be presented with a list of available attribute definitions. Select the attribute you want to add, input the Value and then click Save.

Click the Trash Can to cancel.

Editing an Attribute:

To edit the value of an attribute, open the client's profile by clicking on their name in the Clients table. Scroll down a bit to the Attributes sections and click the Pencil icon to the right in the Attributes row:

Enter a new Value and click Save.

Requesting a New Attribute:

If you need a new attribute that is not currently available, please reach out to your account manager or Heads Up support, provide them with the name of the attribute and the data type, and we can help you get one created.

Conclusion

The Customizable Client Attributes feature provides a flexible and powerful way for practitioners to track the information that is most important to them. By allowing practitioners to choose from a variety of attribute definitions and edit the values of those attributes, this feature ensures that each practitioner can tailor their client tracking to their specific needs.

Need Help?

If you have questions or things didn’t work out as planned, please reach out to us at support@headsuphealth.com or use the little blue circle with the white smiling message icon in the lower right corner of the app, and we will be more than happy to help.

Thank you!