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Understanding Insights and health indexes

Review patient trends, risks, engagement, support, and care-planning information.

Use Insights to review a patient's health metrics, progress, and engagement over time. Insights can help you notice trends and prepare for clinical follow-up.

Open Insights

From the Patient Dashboard, select View Insights.

Review progress

Progress Tracking shows how the patient's health metrics have changed over time. Use it to review trends and consider how the patient is responding to treatment.

Review risk information

Risk Assessment highlights possible clinical risks based on the available data, trends, and predefined thresholds.

Use this information to identify areas that may need closer monitoring or follow-up.

Important: Insights support, but do not replace, your clinical judgment. Review them with the patient's complete record and your clinical assessment.

Review engagement and support

Engagement shows information about the patient's participation in assigned activities and care recommendations.

Support System summarizes the social and clinical support resources available to the patient.

Use Insights for care planning

Care Planning brings together information that may help you prepare for appointments, update treatment goals, and identify areas that need attention.

Tip: For a more complete picture, review Insights with notes, assessments, treatment plans, and other information on the Patient Dashboard.

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