> ## Documentation Index
> Fetch the complete documentation index at: https://docs.a2v2.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Health Buckets

> Group health parameters into named medical domains — like Cardiology or Blood Work — so a provider sees a rolled-up Health Score and Risk Score per area on a patient's Health tab.

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.

<Note>
  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](/medical/overview).
</Note>

## 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](/medical/health-tracking),
  which come pre-loaded, you create the buckets that fit how your practice thinks.

## Before you start

You need [health parameters](/medical/health-tracking) 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.

## Create a bucket

<Steps>
  <Step title="Open Buckets">
    In your Medical Agent, go to **CRM → Settings → Buckets** and select **New Bucket**.

    <Frame>
      <img src="https://mintcdn.com/a2v2ai/z96xFEw4f73J-2hV/images/medical/buckets-empty.png?fit=max&auto=format&n=z96xFEw4f73J-2hV&q=85&s=6e234e5efe6b1469e9eda932bc8f89d4" alt="Buckets settings tab with the empty state and the Create New Bucket button" width="1440" height="900" data-path="images/medical/buckets-empty.png" />
    </Frame>
  </Step>

  <Step title="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*.
  </Step>

  <Step title="Assign parameters">
    Under **Assign Parameters**, search the parameter library and check the ones this bucket
    should roll up. The count updates as you select.

    <Frame>
      <img src="https://mintcdn.com/a2v2ai/z96xFEw4f73J-2hV/images/medical/new-bucket.png?fit=max&auto=format&n=z96xFEw4f73J-2hV&q=85&s=08baa3c25596ff2399240d7ff9813b41" alt="New Bucket drawer with the Bucket Name field and the searchable Assign Parameters checklist" width="1440" height="900" data-path="images/medical/new-bucket.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Save the bucket. It now appears in the Buckets list and as a score card on every
    contact's Health tab.
  </Step>
</Steps>

## Options reference

| Option                | What it controls                                   | Notes                                                                                          |
| --------------------- | -------------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| **Bucket Name**       | The card's label and the domain it represents      | Required · up to 50 characters · must be unique among buckets                                  |
| **Assign Parameters** | Which parameters roll up into this bucket's scores | Searchable multi-select · a parameter can be in multiple buckets · a bucket can be saved empty |

## 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.

<Warning>
  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](/medical/health-tracking#health-score-and-risk-score).
</Warning>

## 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.

## Delete a bucket

<Warning>
  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**.
</Warning>

## Tips

<Tip>
  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.
</Tip>

<Tip>
  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.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I don't see the Buckets tab">
    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.
  </Accordion>

  <Accordion title="A bucket card shows N/A or a low score">
    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.
  </Accordion>

  <Accordion title="Deleting a bucket didn't delete my parameters">
    That's expected. Deleting a bucket removes the grouping only — the parameters remain in
    your library and in any other buckets.
  </Accordion>

  <Accordion title="I can't create or edit buckets">
    Creating, editing, and deleting buckets requires an **Admin**. Team members can view
    buckets and their score cards.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Health tracking" icon="heart-pulse" href="/medical/health-tracking">
    Define parameters, record readings, and read Health and Risk scores.
  </Card>

  <Card title="Medical Agents" icon="stethoscope" href="/medical/overview">
    What a Medical Agent unlocks and how the clinical suite fits together.
  </Card>

  <Card title="Contacts" icon="address-book" href="/crm/contacts">
    How contacts work, and the tabs a Medical Agent adds.
  </Card>

  <Card title="CRM overview" icon="address-card" href="/crm/overview">
    How the pieces of the CRM fit together.
  </Card>
</CardGroup>
