Types of report: Core vs Snapshot

There are two types of report available in Healthfinder:

“Core”: this is the main Healthfinder, capturing all health signals for a full report. You can create as many Healthfinder reports as you like for a patient, this is up to your needs. There is a small fee for each Core Healthfinder report submitted.

“Snapshot”: this is the tracking report that you can send to your clients as often as you like for up to 12 weeks after a Core Healthfinder has been completed. It gathers key health signals that you can track over time and see progress, use to check in with your patients. You cannot create a snapshot report unless a completed Healthfinder has been done in the last 12 weeks. It is up to you and your client if and how often you use the snapshots report. You do not get charged for snapshot reports.

Click to enlarge an overview of the Healthfinder “Flow”

Detailed Steps to Running a Healthfinder Report

Step 1: CREATE PATIENT

Go to Patient tab on left side menu. Click on “+ New Patient” button. Complete patient details (tip: email is important if you want to send question links direct from Healthfinder). Click “Create Patient” to save. You will now see patient in the list of patients in the patient tab.

Step 2: CREATE REPORT

Click image below to enlarge overview.

1. Go to patient list and search or select the patient you want to give report to by clicking “open” button

2. Scroll to button and select “+ New Report”

3. i) (optional) Name the report if you want to (e.g. “First Healthfinder”),

   ii) select report type (Core for main Healthfinder, snapshot for tracking after Healthfinder) iii) (optional) Add assessment date (when you and patient meet) iv) Click “Create Report”

Step 3: SEND LINK

The patient/client will complete via a secure link some questions that cover four out of seven of the areas.

Step 4: SESSION FINISH QUESTIONS

When you meet the patient/client, either in-person or online, you will complete the remaining three (out of seven total) sections.

Go to report page (select from list at bottom of patient page) and click “Edit Report” then click on the remaining sections to complete the questions. Click “Save Draft” at the end of each section the “Back to Report Overview” to move between sections.

Step 5: SUBMIT AND REVIEW RESULTS

Once you have completed all sections, go “Back to Report Overview” and click Submit Report. the following pop up will show. This is important as this is where the charge is triggered. Once you are sure you want to submit and see results, check the box and click “Submit Report”

Step 6: TRACK OVER TIME (OPTIONAL)

This is the Snapshot report type and only possible to create within 12 weeks of completing a Healthfinder. You do not have to use this feature but it is there to help you track progress or changes over time.

Follow the same steps 2-3 to create a “Snapshot” report and link to send to the patient/client. Results are then submitted once they complete the questions and you can see progress on the patient dashboard or select the relevant snapshot in the report list to view more details.

You can send as many snapshots as you like and you decide how often and when as this is often down to needs and patient/client preference. These are easily shared directly by email to save time, just include a short check in message.

Each new snapshot needs a new link so repeat the above process for each snapshot you send.

TIP: most users go for a snapshot minimum every week since health signal quality is lost if sending more that one within the same week.