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Integrating Your Medical Data Step-by-step

Step-by-step written instructions (with images) on how to add and manage your medical data in Heads Up...

Brian Haltom avatar
Written by Brian Haltom
Updated over a week ago

Hey, all!

Our mission here at Heads Up is to empower you with the data you need to transform your health. An essential part of this mission is helping you get all of your medical records organized and accessible to your fingertips.

There are three primary methods for integrating medical data into your profile: electronic, manual, and the Heads Up Concierge Service.

For more on uploading documents to our Concierge Medical staff, please visit this article.

Note: At this time, you can only complete these steps using the Heads Up web app.

If you have questions at any point, please contact our support team by email or using the little blue circle with the white smiling message icon in the lower right corner of the app.

This article was updated on October 28, 2021. If you see any discrepancies or anything that needs to be updated or edited, or if you just want to leave us some feedback, let us know.

1. Electronic Data Connection

  • Do you already have access to an online patient portal through your doctor's office?  Then you've already done most of the work.

  • Heads Up Health supports connections with thousands of doctor's offices and medical facilities. You can connect and visualize your data right in your Heads Up Profile.  

  • Do you have more than one online portal that you access regularly?  Connect as many as you'd like for a quick and easy way to get all of your information in one place.

A. On the right side of the top navigation menu, click Connect Data > Medical Records to open a pop-up that allows you to select your facility type. 

B.  You will then select either Pharmacy, Doctor, Hospital/Clinic, Lab, or ANY. If you are unsure what type of facility your's is, you can choose ANY: 

C. Search for your facility. In the example below, I have searched for Quest Diagnostics:

D.  Connect to your facility using the Username and Password you would use to log into your particular facility's portal. If you don't have login credentials, you should be able to register on their homepage.

Once connected, Heads Up will electronically sync all of your medical records automatically. To review your records, please head over to the Lab Results page. Note: depending on the facility, it can take up to 72 hours for the sync to complete. Please check back every so often until all the data populates.

Important Note: Data will only sync once a month on the day you originally connected. If you connected your data on June 1st, the 1st of each month will be the day that the sync takes place. You can force a re-sync by disconnecting/reconnecting.

2. Manual Data Entry

  • You can also input your data manually if there is no support for an electronic connection for your doctor or medical facility.

  • This is an excellent option if you prefer some flexibility and only have a few data points to track (such as cholesterol screenings or your hemoglobin A1c).  

A. Head over to the Lab Results page and press Add Biomarkers

Note: In this example, we will add Hemoglobin A1C. You can add multiple biomarkers at one time. Just repeat the process listed below for however many biomarkers you'd like to record. Tests like DEXA have the Select All options to make adding all the entry fields quicker.

B. Set the Date, Time, Location, whether you had fasted for the draw, and click Select test name

C. Find your Biomarker. You can click the arrows to expand the menu fields to find your desired Biomarkers or use the search feature:

D. Add your values and click Save:

E. Removing Biomarkers from your entry and adding notes to entries: 

F. Edit Biomarker entries. To edit entries, click the pencil icon to the right of the test result date, and repeat the processes from C and D, whichever may apply to your Edit.

Reviewing Your Data

Once all of your data has successfully synced, you can review your records on the Lab Results page. 

We have stored all of your Medical Records in an easy-to-read table, with each test populating its column organized by date in descending order from left to right: 

The Filter feature allows you to isolate particular categories of readings to make it even easier to find what you're looking for:

Exporting Your Data

You can download your data to a CSV or PDF file using the Export drop-down button found on the Lab Results page.

You can filter which types of data you'd like exported by using the Filter feature:

Adding Biomarkers to the Dashboard

To add Biomarkers to the Dashboard, click the title of the Biomarker and click the check-box next to Show on dashboard, and scroll down and click OK:

Need Help?

If you have questions or things didn't work out as planned, please reach out to us at 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!

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