Hey Pros! Wanting to create custom data types specific to your practice? We've got you covered! Below are a few quick steps on how this can be done.
Note: Currently custom tiles/data types are only available on the Heads Up web app.
If you have any questions throughout this process, please reach out to our support team here, or use the little blue circle with the white smiling message icon in the lower right corner of the app, and we'd be happy to help.
Additional note: When creating custom tiles for your client you must be in the client view. You will know you are in the client view by the bold pink banner at the top of the screen above the top navigation menu.
The Written How-to
Step 1: From the Clients page click on the client you'd like to create a new tile for:
Step 2: In the top right corner of the app click the Add Data drop-down, at the very bottom click Custom then Create New to open the Add Data pop up:
Step 3: Leave the Data Type set to Create New. Under Name add the name of your new tile. In the example below I am create a Water Intake tile. Next, set the Unit of measure that best correlates to the type of data you're tracking. Note: this unit can be any string of text. In this instance I will set the Unit to ounces abbreviated as oz., once this is complete press Save and the tile will appear in the last tile position on the dashboard:
Step 4: Adding new data to your tile. Find the tile on the dashboard and click the plus (+) icon in the top right corner of the tile:
Add the Date & Time, the Value (84 ounces) and any necessary Notes:
How to Edit and Delete Custom Data or Tiles
Note: All of these actions are permanent and will reflect in your clients account. Please ensure that when making these changes you are in the correct account.
Step 1: Click the ellipsis (three dots) in the top right corner of the tile, and click Edit / Delete:
Step 2: Editing or Deleting the Custom Tile:
On the Data Feeds screen ensure the filter is set to Custom and use the Edit or Delete buttons to Edit or Delete your Custom tile. You can remove the tile entirely or you can update the name or unit preference:
Step 3: Editing or Deleting the Custom tile data:
On the Data Feeds screen ensure the filter is set to Custom and scroll down to the section that lists your Custom data entries. Use the Edit/Delete buttons to Edit or Delete your Custom tile data. You can remove the data entirely or you can update the value or notes:
If you have any questions, please reach out to our support team here, or use the little blue circle with the white smiling message icon in the lower right corner of the app for further assistance.