Hey, Pros!

This article will share the necessary steps to get your client's data imported from a PDF file.

Currently, we support PDF imports for Dutch Test Labs, Innoquest Diagnostics Fasting, Innoquest Diagnostics Non-Fasting, and Great Plains Organic Acid Labs.

Note: The Heads Up team must turn this feature on. If you expect to see the Client Data Import feature and it's not available, don't hesitate to contact support at support@headsuphealth.com, and we will be happy to help.

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

This article was updated on July 23, 2021. If you see any discrepancies or anything that needs to be updated, edited, or if you just want to leave us some feedback, let us know.

The How-to

First Things First

Sign in to the app and head over to the Clients page.

Importing the PDF

Step 1: Hover over the click icon image just to the left of the client's name and click the check box. This will activate the Select an action dropdown at the top of the Clients table.

From the Select an action dropdown, choose Import Data:

Step 2: From the Select Item to Import popup, use the Select Item dropdown to choose the PDF you'd like to import:

Select the PDF:

And click Import:

Step 3: Drag the PDF file into the Upload Your File field or use the Browse button to select the PDF from your computer:

And click Upload:

Success! Assuming everything went as planned, you should see a Success message slide down.

Reviewing the Data

Let's review the newly uploaded PDF data. From the Clients table, click the View button to the right of the client's name:

The data will be stored on the Lab Results in an easy-to-read table, with each test populating its own column organized by date in descending order from left to right:

Filter the Results

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

Exporting the Data

You can export the data to either CSV or PDF.

You can filter which types of data you'd like exported by using the Filter feature (optional), click the checkbox to the left of the date for the results you'd like exported, and click the Export dropdown to choose CSV or PDF:

Adding Biomarkers to the Dashboard

Sometimes you may want to show a particular biomarker on the dashboard.

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

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!

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