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A cardiologist doesn’t want to scroll 40 lab values to judge a patient’s heart health — they want one glance that says “Cardiology: strong, low risk.” Buckets make that possible. A bucket is a named group of health parameters that rolls up into a Health Score and Risk Score card on the patient’s Health tab, so related measurements read as a single, scannable status. Manage buckets in CRM → Settings → Buckets on a Medical Agent.
Buckets are available on Medical Agents only, and are managed in CRM → Settings, which is desktop only. Creating and editing buckets requires an Admin; anyone on the team can view them. New to Medical Agents? Start with the Medical Agents overview.

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What a bucket is — and isn’t

A bucket groups parameters, not contacts. It’s a lens for reading one patient’s health across a clinical domain, not a segment or a saved list of patients.
  • A bucket is a name plus a set of assigned parameters. On a contact’s Health tab it becomes a score card.
  • A parameter can belong to more than one bucket — assigning it to a bucket never removes it from another.
  • Buckets are empty by default. Unlike health parameters, which come pre-loaded, you create the buckets that fit how your practice thinks.

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Before you start

You need health parameters to group — and, for the score cards to show numbers, those parameters need scored range bands. A Medical Agent ships with a full parameter library, so you can usually start grouping right away.

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Create a bucket

1

Open Buckets

In your Medical Agent, go to CRM → Settings → Buckets and select New Bucket.
Buckets settings tab with the empty state and the Create New Bucket button
2

Name the bucket

Enter a Bucket Name (required, up to 50 characters, and unique among your buckets) — the medical domain it represents, such as Cardiology or Blood Work.
3

Assign parameters

Under Assign Parameters, search the parameter library and check the ones this bucket should roll up. The count updates as you select.
New Bucket drawer with the Bucket Name field and the searchable Assign Parameters checklist
4

Save

Save the bucket. It now appears in the Buckets list and as a score card on every contact’s Health tab.

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Options reference

OptionWhat it controlsNotes
Bucket NameThe card’s label and the domain it representsRequired · up to 50 characters · must be unique among buckets
Assign ParametersWhich parameters roll up into this bucket’s scoresSearchable multi-select · a parameter can be in multiple buckets · a bucket can be saved empty

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How bucket scores work

Each bucket produces two scores on a patient’s Health tab:
  • Health — higher is better.
  • Risk — higher means greater risk.
A bucket’s score is the sum of points across its measured parameters — the band each latest reading falls into (achieved) against the best-possible score (max). The card also shows a measured-of-total count so you know how much of the bucket has data.
Only measured parameters count. A card can read N/A or a low score because no readings have been recorded yet — not because the patient is at risk. Always read the score alongside its measured-of-total count. A card can also read N/A if its parameters have no scored range bands. See Health Score and Risk Score.

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Using buckets on the Health tab

When a Medical Agent has buckets defined, a patient’s Health tab shows a Bucket scores row of cards above the readings table.
  • Each card shows the bucket name, a measured-of-total count, and a Health and Risk score with a progress bar.
  • Click a card to filter the readings table to just that bucket’s parameters. Select more than one card to see the combined set, and use Clear filter to return to all parameters.

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Delete a bucket

Deleting a bucket removes the grouping only — the parameters themselves are not deleted. They stay in your parameter library and in any other buckets they belong to. Deleting a bucket requires an Admin.

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Tips

Build buckets around how your providers think about a patient — a Cardiology bucket, a Blood Work bucket, a Diabetes bucket. Keep each one focused so its score stays meaningful.
Reuse parameters freely. Blood Pressure can sit in both a Cardiology and a Vitals bucket at once — assigning it to one never pulls it from the other.

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Troubleshooting

Buckets are available on Medical Agents only, in CRM → Settings, on desktop. On a general agent, or on a small screen, the tab won’t appear.
Scores only count measured parameters, so a card reads N/A until at least one of its parameters has a reading. A card can also stay N/A if its parameters have no scored range bands. Record readings, or add scored bands to the parameters.
That’s expected. Deleting a bucket removes the grouping only — the parameters remain in your library and in any other buckets.
Creating, editing, and deleting buckets requires an Admin. Team members can view buckets and their score cards.

Health tracking

Define parameters, record readings, and read Health and Risk scores.

Medical Agents

What a Medical Agent unlocks and how the clinical suite fits together.

Contacts

How contacts work, and the tabs a Medical Agent adds.

CRM overview

How the pieces of the CRM fit together.