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Medical Observations will be moved to a new location in the future and improved. All existing data will be preserved. In the meantime, we recommend using Quick Forms to track health metrics.
The Observations page inside the Medical tab of a member's profile, showing a list of recorded health metrics over time

Observations page located in the medical tab of each members profile

Overview

Medical observations allow you to track important health metrics for your members over time providing a comprehensive view of their health status and history.

Recording Medical Observations

The create observation dialog showing the observation type dropdown and data entry fields

The Observation form where you select an observation type and enter measurement data.

When you need to record a new medical observation:
1

Navigate to the member's profile

2

Click the three dots (...) menu in the profile banner

3

Select New Observation

4

Choose the observation type from the dropdown menu

5

Enter the relevant data and measurements

6

Add any additional notes if needed

7

Click Save to record the observation

Viewing Observation History

To review past medical observations:
1

Go to the member's profile

2

Select the Medical tab

3

Click on Observations

4

Use the drop down to find specific types of observations

5

View trends and changes over time through the charts

Types of Medical Observations

We support comprehensive tracking of vital health metrics including:

Vital Signs

  • Height
  • Weight
  • Temperature
  • Heart Rate (Post Exercise)
  • Heart Rate (Resting)
  • Systolic Blood Pressure
  • Diastolic Blood Pressure

Health Events

  • Seizure dates
  • Blood sugar/glucose levels
  • Bowel movements
  • Urinary elimination

Nutrition Tracking

  • Food intake
  • Fluid intake

Capturing Event-Based Observations with Quick Forms

For health events tracking events that are scheduled, or happen in the moment, like a seizure, a blood pressure reading, or a bowel movement, Quick Forms offer a fast, lightweight alternative. Quick Forms are fully customizable, allowing organizations to build templates tailored to the specific data they need to track. Quick Forms are not tied to a service record or end-of-day note, making them ideal for staff to log important health details as they occur. Common health-related Quick Forms include:
  • Seizure episodes
  • Blood pressure checks
  • Bowel movements
  • Menses tracking
  • Meal and fluid intake entries