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A diabetes program wants to watch each patient’s HbA1c, fasting glucose, blood pressure, and weight over months — and see at a glance whether someone is trending the wrong way. Health tracking on a Medical Agent gives you exactly that: a clinical library of parameters to measure, a Health tab on every contact to record readings, and rolled-up Health Score and Risk Score so a provider can read a patient’s status in seconds. There are two parts:
  • Health Parameters — the schema of what your practice measures (vitals, labs, custom values). You manage these in CRM → Settings → Health Parameters.
  • The contact Health tab — where readings are recorded, trended, and scored, on each contact’s detail page.
Health tracking is available on Medical Agents only. Configuring parameters happens in CRM → Settings, which is desktop only. Anyone on the team can record a reading; adding, editing, or deleting parameters requires an Admin. New to Medical Agents? Start with the Medical Agents overview.

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It comes ready with a clinical library

You don’t start from a blank page. A new Medical Agent is pre-loaded with 90+ standard clinical parameters — Blood Pressure, Heart Rate, Body Temperature, SpO2, Blood Glucose, HbA1c, a full lipid panel, CBC, liver and renal function, electrolytes, a thyroid panel, vitamins, coagulation, cardiac markers, urine analysis, and more — organized by category. Most practices can start recording readings immediately and only add parameters for anything specific to their program. To review the library, open your Medical Agent and go to CRM → Settings → Health Parameters. Use the search box to filter, or jump alphabetically to find a parameter fast.
Health Parameters screen showing the pre-seeded clinical parameter library with Type, Field Type, Unit, Category, and Status columns
Each row in the parameter table shows:
ColumnWhat it shows
NameThe parameter’s label (for example, HbA1c)
TypeFixed, Dynamic, or Multi-Reading (see below)
UnitThe unit readings are recorded in (for example, mg/dL, mmHg, bpm), if any
Field TypeHow a value is entered — Number, Text, Select, Yes/No, or Date
CategoryThe clinical grouping it’s filed under (for example, Diabetics)
Last UpdatedWhen the parameter was last changed
StatusActive or Inactive

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Parameter types

TypeWhat it meansExample
FixedA single value with a fixed normal range that applies to every patientBody Temperature
DynamicA single value whose expected range can vary (for example, by age group)Heart Rate
Multi-ReadingSeveral sub-readings captured together, plus an overall resultBlood Glucose → Fasting / Post-Meal / Random

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Add or edit a parameter

Most teams never need this — the built-in library covers common vitals and labs. Add a parameter when you track something the library doesn’t include.
1

Open Health Parameters

In your Medical Agent, go to CRM → Settings → Health Parameters and select Add Parameter.
2

Name and classify it

Enter a Parameter Name (up to 50 characters), pick a Parameter Type (Fixed, Dynamic, or Multi-Reading) and a Field Type, and set an optional Unit, Category, and description.
Add Parameter form showing Parameter Type, Name, Field Type, Unit, Category, and Range Bands
3

Set the normal range

For numeric parameters, set the Min Value, Max Value, and the Normal Min / Normal Max that classify a reading as Normal or Abnormal.
4

Add range bands (for scoring)

Optionally define Range Bands — labeled segments of the value range (for example, Low / Normal / High) that each carry a Health Score and/or Risk Score. Bands are what let readings roll up into scores. They must cover the full range with no gaps and no overlaps.
Range bands are the engine behind Health and Risk scores: a reading falls into a band, and that band’s points are what get summed. A parameter with no scored bands still records readings — it just won’t contribute to a score.

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Record a reading on the contact’s Health tab

Open a contact and select the Health tab to see and record that patient’s readings.
1

Open the Health tab

On the contact’s detail page, select Health. The tab lists the parameters that have at least one recorded value for this patient — so it stays readable even though the library holds 90+ parameters.
A contact's Health tab showing recorded readings — Blood Pressure, HbA1c, Heart Rate, and Weight with values, statuses, and source
2

Add a reading

Select Add Reading. Search for the parameter, enter its value, and set the Date and Time (defaults to now). Add optional Notes.
3

Enter multi-reading values

For a Multi-Reading parameter, enter each individual reading plus the overall Result — for example, Fasting, Post-Meal, and the overall glucose result.
4

Review and save

A Review Reading step shows the date, time, notes, and values you entered. Select Confirm & Save to record it.
The Review Reading confirmation showing Blood Pressure (systolic and diastolic), Heart Rate, Weight, and HbA1c values with the date and time before saving

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How readings get recorded

A reading’s Source is shown on the Health tab so you always know where a value came from:
SourceWhere it comes from
Manual EntryA team member typed the reading into the Add Reading form
ChatbotCaptured from the patient during a conversation with the agent
Document ExtractionPulled from an uploaded document (a lab report, for example), then reviewed and saved
SystemRecorded automatically by A2V2.ai
Document extraction returns candidate values for your review — it never saves a reading on its own, and it doesn’t consume credits. Values that came from a document keep a link back to the source file (an Open source document action on the row).
Each parameter row has a History action that opens a drawer with the full record for that patient:
  • Low / High / Avg statistics across the period.
  • An Insights summary — a stable, increasing, or decreasing trend, plus the peak value.
  • A Data Source Breakdown showing how readings were captured.
  • A trend chart — which needs at least 2 readings to draw.
Parameter History drawer for HbA1c showing Low/High/Avg stats, a trend chart, an Insights summary, a data-source breakdown, and the list of readings

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Show readings in a different unit

From a parameter’s row menu, Convert unit lets you display a reading in a different unit. This is display only, and applies only to your view on this device — it never changes the stored value or what teammates see.

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Health Score and Risk Score

When a parameter’s readings fall into scored range bands, they roll up into two totals for the patient:
  • Total Health Score — higher is better.
  • Total Risk Score — higher means greater risk.
Only measured parameters count toward a score. Missing data never moves it.
A low Health Score can mean “not measured yet” rather than “unhealthy.” Because only recorded parameters contribute, read scores alongside the measured-vs-total count — an empty patient scores low simply because nothing has been recorded.
To turn a related set of parameters into their own score cards, see Health Buckets.

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Delete a reading

Deleting a reading permanently removes the latest recorded value for that parameter on the contact and can’t be undone. Only an Admin can delete a reading.

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Tips

Start with the built-in library. It already covers the vitals and labs most practices need — only add a parameter for something specific to your program, and give numeric parameters a Normal Min / Normal Max so readings are flagged Normal or Abnormal automatically.
For a value that’s really several measurements (a blood-pressure systolic/diastolic pair, a glucose fasting/post-meal set), use a Multi-Reading parameter so they’re recorded and reviewed together.

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Troubleshooting

Health tracking is available on Medical Agents only. On a general agent, the Health tab and the Health Parameters settings don’t appear. See the Medical Agents overview.
Configuring parameters is available on desktop only. Open the agent on a larger screen to add or edit parameters.
The Health tab only lists parameters that have at least one recorded reading for that patient. Record a reading and the parameter appears.
A trend chart needs at least 2 readings for that parameter. Record a second reading and the chart appears.
Scores only count measured parameters, so a low score often means readings haven’t been recorded yet — not that the patient is at risk. Check the measured-of-total count.
Creating, editing, and deleting parameters — and deleting a recorded reading — require an Admin. Any team member can record a reading.

Health buckets

Group parameters into named sets that roll up into Health and Risk score cards.

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.

Tebra integration

Import patients, health readings, and prescriptions from Tebra.