WHAT CAN I DO HERE?

The Health + Goals topic is ideal for managing your goals and visualizing the results for health, fitness, business, or well being. You may wish to manage your life or business goals, such as “Buy a House,” “Finish a Triathlon,” or “Exceed Last Quarter’s Sales by 10%.” Or, you might be a business person or small business owner (such as a personal trainer) who wants to manage metrics for their clients or employees. This is precisely what Health + Goals allows you to do — set goals and see the progress in a graphical format for one or more persons. When you define your goals in your LightArrow app, you can record all the activities that need to be completed in order to reach those goals through tasks. In addition, you can add items such as notes or files as reference material; photos or videos of progress; expenses, such as for class instruction; and shopping items, such as equipment that’s necessary.

You may also wish to maintain a solid understanding of your health; stay focused on your exercise and nutrition goals; as well as track general activities. Your app provides you with a single source for recording all your health, fitness, and life goals; health statistics such as weight, blood pressure, cholesterol, blood sugar, and body fat; your medications and prescriptions; and your health history such as procedures, treatments, and wellness.

Your app provides robust logging capabilities so you can track your goal metrics, your food and drink intake, your workout activities, your insurance providers, and regular health checkups. Useful charts with metrics let you see trends and view progress. Smart integration with other topics means that as you are entering information for a health procedure you can enter associated tasks, shopping items, and providers and that information will show up automatically in the Tasks + Projects and People + Services topics.

GLOSSARY OF TERMS

Goals: Goals are items you wish to reach, such as buying a new house, losing 10 pounds, getting in shape, or learning a new skill. You can log metrics for goals and view your progress in a graphical format.

Goal Log Items: These are the user-defined metrics that you assign to goals (such as sales goals, weight, height, etc.)

Log Form: These forms allow you to record entries for items in a log. For example, you can track your weight, exercise, blood pressure, or other statistics.

Multi-Topic Log Form: These forms allow you to record entries for items in more than one log. For example, you can track your weight and your exercise in the same log form. This allows the information that you log to be graphed together so that you can more easily see any correlation or trends that might exist.

Health Projects: Health-related work items that you wish to accomplish. Losing some weight, training for a triathlon, and having your hip replaced are all examples of health projects.

Healthcare Providers: Companies, organizations, or individuals from whom you receive health-related products or labor. Your dentist, doctor, and local hospital are all examples of healthcare providers.

Health Services: Health-related products or labor you receive from companies, organizations, or individuals. An annual physical from your doctor and your membership at the local gym are examples of health services.

TOUCHPOINTS

Touchpoints allow relevant information to be shared seamlessly between Health + Goals,  Tasks + Projects, and People + Services topics. For example, imagine you have a goal to get in shape. You can define the goal in Health + Goals, complete with all relevant information such as appointments, reminders, tasks to sign up for a gym membership and to buy healthy food, the shopping list of the food to buy, bookmarks to your favorite exercise web sites, and so on, and that information will automatically show up in Tasks + Projects. Or, you could identify an entry in your device’s Contacts as your primary care physician either from Health Projects in Health + Goals or from Service Providers in People + Services. You can then access this information from either place.

CATEGORIES FOR HEALTH + GOALS

Categories are available for use with Health + Goals. You can create, modify, hide, or delete categories via Settings or directly from a tile for a Health Project, Service, or Service Provider. When a category is deleted, it is completely removed from your app. When a category is hidden, it no longer appears in the Categories tile, but it remains defined, and is still available in the category list when you are defining a new Health Project, Service, or Service Provider. Note that categories that are in use or serve as touchpoints to another topic cannot be deleted or hidden. For information about creating categories, refer to your help for Manage Categories.

ALERTS

Alerts display at the top of the Health + Goals view for anything related to health projects and health services/service providers that are due within the next five days or currently overdue. For example, if you’ve set a reminder to set up a yearly physical, an alert shows.

MANAGING GOALS (GOALS VIEW)

From the Health + Goals topic, there are several aspects of goals that you can manage. You can log your goal progress and show totals or averages for designated time periods and subsequently view the progress in a list or graph. Several values are provided, such as units (pounds, minutes, day, %, and more); target values; and default values. In addition, you can associate items such as tasks, reminders, appointments, etc. to goal metrics for reminders or other reference materials.

How to add new goals:

Goals are things you aspire to reach, such as buying a new house, losing 10 pounds, getting in shape, or learning a new skill. You can log metrics for goals and view your progress in a list or graphical format.

  1. In Health + Goals topic, tap the tile with the plus sign.
  2. Tap Goal.
  3. Name your goal to describe it, such as “Get in Shape in Three Months” and add a target date. You can add any additional details to make the goal more specific by using the Comment field.
  4. Type a Target Date that you want to reach the goal.
  5. If you want to add more detail, tap Create and Add More Data.
  6. Optionally, add Alerts, Goal Log Items (described below), and Context Tags.
  7. Add any associated items you wish to include, and then tap Save.

How to add goal log items:

Goal log items are used to track the progress of metrics that are related to your goals. Before you configure goal log items you must set up a goal as described in the previous procedure. Once your goal log items are set up, you can log your progress by tapping the Goal Metrics tile in the Goal view.

  1. Locate the goal’s tile in the Health + Goals topic, and tap it.
  2. Tap the goal you wish to manage and then tap Open.
  3. Tap the Goal Log Items tile and tap Configure.
  4. Optionally, enter a comment to identify the goal log item or to add information about it.
  5. Tap Tap to add Log Item to display the New Goal Log Item view.
  6. Name the goal log item, such as “Running” or “Calories.”
  7. Add a Response Type (numeric, date, yes/no, etc. ).
  8. Add a Unit such as miles, calories, on a scale 1-5 etc. You can alternatively define your own unit by tapping New after tapping the entry in the Unit field.
  9. Add a Target Value (this is the goal you wish to reach, such as the weight you wish to be or your total number of sales). The target value shows as a dotted line in the associated graph.
  10. Optionally, add a Default Value. This is the value that will be logged as default if you don’t change the value.
  11. From the Show as Summary field, select how you want to view the data in graphs, such as the most recent, weekly average, etc.
  12. Optionally, add context tags by tapping the Context Tags tile.
  13. Tap Save.

How to add multiple goal metrics to a goal:

You can add one or more goal metrics to a goal. For example, if your goal is to get in shape, you might want to log your weight, measurements, time to run 5 kilometers, etc. Follow the procedure below to add additional metrics to a goal.

  1. Locate the goal’s tile in the Health + Goals topic, and tap it.
  2. Tap the goal you wish to manage and then tap Open.
  3. Tap the Goal Log Items tile and tap Configure.
  4. Tap the plus sign to add a goal metric to track.
  5. Add the data as described in the previous procedure.
  6. Tap Save.
  7. Optionally reorder the goal metrics by tapping the reorder icon, and then dragging the goal metrics reorder icons up or down.
  8. Tap Save.

How to modify goals and add photos to goals:

You might want to change a goal or add a photo to a goal that represents it, which will display in the goal’s tile.

  1. Locate the goal’s tile in the Health + Goals topic, and tap it.
  2. Tap the goal you wish to manage and then tap Open.
  3. Tap Add Photo in the upper left corner, and then choose an option to take or select a photo.
  4. Change any other data you wish to modify by tapping the tiles.
  5. When the photo has been added and information modified, tap Save to save the goal.

How to log goal metrics:

It’s up to you how often that you log your goal metrics. When you log your progress, follow the procedure below.

  1. Locate the goal’s tile in the Health + Goals topic, and tap it.
  2. Tap the Goal tile for the goal metric you wish to log, tap Open.
  3. Tap the tile for the goal log item, and then tap Enter Log Items.
  4. Enter the data for the goal metric(s), and then tap Save.

How to view your logged goal metrics in a list and/or graph:

You can view data and enter data from the view described below.

  1. Tap the Goals tile.
  2. Tap the goal form, tap View Log Items.
  3. Choose All Entries.
  4. A list, plot, line, or bar chart displays. To change the view, tap ListPlotLine, and Bar – depending on the chart or list you want to display.
  5. If you wish to view the Legend, tap Show Legend.
  6. If you wish to log data, tap the plus sign.
  7. Tap the back button when you are finished viewing the data.

How to modify logged data:

  1. Tap the Goals tile.
  2. Tap the goal form, tap View Log Items.
  3. Choose All Entries. (If you wish to change the latest entry, choose View Log Items -> Edit Latest entry.)
  4. Tap the entry you wish to modify and change the data.
  5. Tap Save.

LOGGING ACTIVITIES, HEALTH, MEDICATION, AND WELLNESS

Your LightArrow app includes capabilities for logging several types of statistics and you can configure any type of statistic that you wish to track. The app comes pre-loaded with several statistics for logging common activities, such as nutrition, health, medication, and wellness. You’re welcome to delete or modify any type of statistic that’s pre-loaded in your app to make it work for your life or business. You can also add your own custom metrics.

Consider that Log Forms are the forms where you log any item(s) that you wish to track, such as running, calories, body fat, blood pressure, vitamins, and/or allergies. Activities, Nutrition, Health Stats, Medication, Wellness, and Prescriptions are items that you can track. Log forms contain log items. You can log items directly from the tiles associated with Activities, Nutrition, Health Stats, Medication, Wellness, and Prescriptions; however, if you wish to track metrics on a regular basis, we recommend that you add these metrics to a Log Form. Take note that you can add single items or multiple items to a log form.

How to add new log forms and add log items to them:

Your LightArrow app includes tiles in the Health + Goals topic for Activities, Nutrition, Health Stats, Medication, Wellness, and Prescriptions. You can modify the items included within them in any way that works for your life or business (OR) you can create new log forms.

  1. In the Health + Goals topic, tap the Activities, Nutrition, Health Stats, Medication, Wellness, or Prescriptions tile.
  2. Tap the plus sign and then select “…Log Form, name the new log form, and then tap Tap to add Log Item.
  3. You can choose existing log items or add new log items by tapping the plus sign. Add/Modify the following fields:

    • Comment - describes the metric.
    • Response Type – the type of response, such as Numeric, Text, Date, etc.
    • Unit - calories, pounds, on a scale 1-5 etc. You can also define your own unit by tapping New after tapping the entry in the Unit field.
    • Target Value - the target you wish to reach, such as the number of calories for a meal. The target value shows as a dotted line in the associated graph.
    • Default Value - the value that will be logged as default if you don’t change the value.
    • Show as Summary - how you want to view the data summary, such as the most recent, weekly average, etc.
  4. Optionally, add context tags by tapping the Context Tags tile.
  5. Tap Save.

How to create a log form to log multiple items, such as calories, weight, exercise, etc. to identify trends:

  1. In the Health + Goals topic, tap the Log Forms tile.
  2. Tap the plus sign.
  3. Choose Multi-Topic Log Form if you want to add multiple statistics from different categories (e.g. medication, activity and wellness).
  4. Type a name and add an optional comment.
  5. Tap Tap to add Log Item to add new log item(s).
  6. Choose the Log Topic by tapping your selection.
  7. From the Select Log Items view, select the item(s) you wish to track and then tap Save. Optionally, you can add a new log item by tapping the plus sign.
  8. Tap Save from the New Log Form view.

How to add the items you wish to track to an existing log form, such as the miles you run or the calories you eat:

  1. In the Health + Goals topic, tap the Log Forms tile.
  2. Choose an existing log form and tap Configure.
  3. Tap the plus sign.
  4. Choose the Log Topic by tapping your selection.
  5. From the Select Log Items view, select the item(s) you wish to track and then tap Save. Optionally, you can add a new log item by tapping the plus sign.
  6. Tap Save from the New Log Form view.

How to log your statistics to a log form, such as the miles you run or the calories you eat:

You can log your statistics directly from log forms or through the Quick Menu. Refer to Quick Menu help for more information about logging your statistics from the Quick Menu. It’s up to you how often that you log your metrics. When you log your progress, follow the procedure below.

  1. Tap the large plus sign in the Health + Goals view.
  2. Choose Log Activity, Log Nutrition, Log Health Stat, Log Medication, or Log Wellness.
  3. Choose the item you wish to log.
  4. Enter the value(s) for the metric(s), and then tap Save.

How to view your logged metrics in a list and/or graph:

You can view data and enter data from the view described below.

  1. Tap the Log Forms tile or choose the tile that contains the metrics you wish to view.
  2. Tap the log form (or metric) for the metric you wish to view, tap View, and tap All Entries.
  3. A list, plot, line, or bar chart displays. To change the view, tap List, Plot, Line, and Bar — depending on the chart or list you want to display.
  4. If you wish to view the Legend, tap Show Legend.
  5. If you wish to log data, tap the plus sign.
  6. Tap the back button when you are finished viewing the data.

PRESCRIPTIONS

You can keep track of the details of your prescriptions in your LightArrow app. In addition, when you add medications, you can keep track of when they’re administered by logging them.

  1. In the Health + Goals topic, tap the Prescriptions tile.
  2. Tap the plus sign in the Prescriptions view.
  3. Type the name of the prescription in the Name field.
  4. In the Comment field, type any notation for the prescription.
  5. In the Response Type field, choose the type of response you wish to use, such as Numeric, Text, Date, etc.
  6. From the Unit field, choose a unit (pills is selected by default, but can be changed). To create a custom unit, tap New.
  7. In the Target Value field, add your target value. For example, if you wish to take one pill a day, type “1″.
  8. In the Default Value field, add your default value. For example, if you normally take one pill a day, type “1″.
  9. From the Show as Summary field, select how you want to view the data in graphs, such as the most recent, weekly average, etc.
  10. Optionally, add context tags by tapping the Context Tags tile.
  11. Tap Save. Now that you’ve added the medication, you can enter prescription details for it.
  12. In the Prescriptions view, tap the medication that you added and tap View when the row expands.
  13. In the Rx Number field, add the prescription number for the medication.
  14. In the Description field, type a description.
  15. In the Expiration field, enter an expiration date for your refills.
  16. In the Count/Size field, type the number of pills available in each refill.
  17. In the Remaining field, type the number of refills that you have remaining.
  18. In the Pharmacist field, select the name of your pharmacy (service providers w/the Pharmacist category).
  19. In the Doctor field, select the name of your doctor (service providers w/the Healthcare category).
  20. Tap Save.

EXPORTING TO CSV

You can export your activity, nutrition, health stats, medication, goal log item and wellness logs to CSV files allowing you to further analyze and print from your favorite spreadsheet or charting program.

To export to CSV:

  1. Locate the appropriate log item by tapping the Goals, Activities, Nutrition, Health Status, Medication or Wellness tiles.
  2. Tap the log item that you wish to export data from and then tap Configure.
  3. Tap Export.
  4. This process generates an email message with an attached CSV file.
  5. Send this email message to yourself or a different recipient.
  6. The file can be opened or saved via the email message.

HEALTH PROJECTS

Health Projects are health-related work items that you wish to accomplish. Dental health, training for a triathlon, and having your hip replaced are all examples of health projects. Health Projects is a touchpoint to the Health + Goals category in the Tasks + Projects topic. This means that projects defined here will appear as projects in the Health + Goals category in the Health + Goals topic. Under the Health + Goals category, subcategories for Health Projects exist and they are sorted alphabetically.

Refer to Projects to learn more about creating Health Projects.

HEALTHCARE PROVIDERS

Healthcare Providers are companies, organizations, or individuals from whom you receive health-related products or labor. Your dentist, doctor, and local hospital are all examples of healthcare providers. Healthcare Providers is a touchpoint to the Healthcare subcategory of the Services category in the People + Services topic. This means that service providers defined here will appear as service providers in the Healthcare subcategory of the Services category in the People + Services topic. Subcategories for Healthcare Providers are available, and are sorted alphabetically.

Refer to Service Providers to learn more about creating Healthcare Providers.

HEALTH SERVICES

Health Services are health-related products or labor you receive from companies, organizations, or individuals. An annual physical from your doctor and your membership at the local gym are examples of health services. Health Services is a touchpoint to the Health + Goals subcategory of the Services category in the People + Services topic. This means that services defined here will appear as services in the Health + Goals subcategory of the Services category in the People + Services topic. Subcategories for Health + Goals are available, and sorted alphabetically.

Refer to Services to learn more about creating Services.

ASSOCIATING ITEMS WITH GOALS, HEALTH PROJECTS, HEALTHCARE PROVIDERS, AND HEALTH SERVICES

Your LightArrow app helps you to be more productive by allowing you to associate tasks, notes, files, checklists, media (photos, audio, video, and drawings), expenses, shopping items, appointments, reminders, and bookmarks with goals and other items. For example, if you set up a goal and you wish to keep notes about how the goals is progressing, you can create the notes in your LightArrow app, and associate them with the goal.

In the Health + Goals topic, you can associate tasks, checklists, appointments, reminders, bookmarks, files, media (audio, photos, videos, drawings), notes, expenses, services, and shopping items to Health Projects. You can associate tasks, checklists, appointments, reminders, bookmarks, files, media (audio, photos, videos, drawings), notes, and services to Service Providers. And you can associate tasks, checklists, appointments, reminders, bookmarks, files, media (audio, photos, videos, drawings), notes, and expenses to Health Services.

How to associate a task with an item in the Health + Goals topic:

You can create a task in the Tasks + Projects topic and associate it with an item in the Health + Goals topic (or) you can associate a task to an item directly from the Health + Goals topic. For detailed information about tasks, refer to the Tasks + Projects help.

  1. Locate the item (goal, health project, healthcare provider, or health service) from the appropriate tile in the Health + Goals topic.
  2. After you open/configure it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing task, tap Task and select the task you want to add by tapping it.
  5. If you’re adding a new task, tap Task and add a name and due date, and then tap Full Details to add more information.
  6. Complete the information for the task and tap Save.

How to associate a checklist with an item in the Health + Goals topic:

You can create a checklist in the Notes + Files, Lists topic and associate it with an item in the Health + Goals topic (or) you can associate a checklist to an item directly from the Notes + Files, List topic. For detailed information about checklists, refer to the Notes +Files, Lists help.

  1. Locate the item (goal, health project, healthcare provider, or health service) from the appropriate tile in the Health + Goals topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing checklist, tap Checklist and select the checklist you want to add by tapping it.
  5. If you’re adding a new checklist, tap Checklist and add a name and due date. Optionally add a comment.
  6. Tap Tap to add Checklist item and add items to the checklist tapping Save as you create each one.
  7. Complete the information for the checklist and tap Save.

How to associate an appointment with an item in the Health + Goals topic:

Creating an appointment is a common function that can be created in many areas of your app. If you wish to add an appointment directly to an item in Health + Goals, follow the procedure below.

  1. Locate the item (goal, health project, healthcare provider, or health service) from the appropriate tile in the Health + Goals topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing appointment, tap Appointment and select the appointment you want to add by tapping it.
  5. If you’re adding a new appointment, tap Appointment and add a name and start date.
  6. Tap Full Details if you wish to add full dates, invitees, context tags, associated topics, location, and to choose the iOS calendar to be associated with the appointment.
  7. Tap the tiles for the details you wish to add and complete the necessary fields.
  8. Complete the information for the appointment and tap Save.

How to associate a reminder with an item in the Health + Goals topic:

Creating a reminder is a common function that can be created in many areas of your app. If you wish to add a reminder directly to an item in Health + Goals, follow the procedure below.

  1. Locate the item (goal, health project, healthcare provider, or health service) from the appropriate tile in the Health + Goals topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing reminder, tap Reminder and select the reminder you want to add by tapping it.
  5. If you’re adding a new reminder, tap Reminder and add a name and due date/time.
  6. If you wish to add context tags and select a calendar for an iOS notification, tap the associated tiles.
  7. Tap Save.

How to associate a bookmark with an item in the Health + Goals topic:

You can create a bookmark in the Bookmarks + Lockers topic and associate it with an item in the Health + Goals topic (or) you can associate a bookmark to a Health + Goals topic directly from the Health + Goals topic. For detailed information about creating bookmarks, refer to the Bookmarks + Lockers help.

  1. Locate item (goal, health project, healthcare provider, or health service) from the appropriate tile in the Health + Goals topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing bookmark, tap Bookmark and select the bookmark you want to add by tapping it.
  5. If you’re adding a new bookmark, tap Bookmark and type a URL for a bookmark or search for a bookmark and select it.

How to associate a file reference with an item in the Health + Goals topic:

You can create a file reference in the Notes + Files, Lists topic to your local and online files and associate it with an item in the Health + Goals topic (or) you can associate a file reference to an item in the Health + Goals topic. Files can be local or stored online. For detailed information about creating file references, refer to the Notes +Files, Lists help.

  1. Locate the item (goal, health project, healthcare provider, or health service) from the appropriate tile in the Health + Goals topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing file reference, tap File and select the file reference you want to add by tapping it.
  5. If you’re adding a new file reference, tap File and select a folder and file.
  6. If you don’t see the file service you wish to use, you can set it up directly from the resulting menu by tapping New and completing the options for the file service.

How to associate photos, audio, drawings, or video with an item in the Health + Goals topic:

You can create photos, audio, or video within the Media topic (or in some cases directly with your device) and associate them with an item in Health + Goals (or) you can associate a media item with an item in the Health + Goals topic directly from the Health + Goals topic. For detailed information about creating media items, refer to the Media help.

  1. Locate the item (goal, health project, healthcare provider, or health service) from the appropriate tile in the Health + Goals topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing media item, tap AudioPhotoVideo, or Drawing and select the file you want to add.
  5. If you’re adding a new media item, tap AudioPhotoVideo, or Drawing and complete the necessary actions.
  6. Save the goal, log item, health project, healthcare provider, or health service.

How to associate a note with an item in the Health + Goals topic:

You can create a note in the Notes + Files, Lists topic and associate it with an item in the Health + Goals topic (or) you can associate a note to an item in the Health + Goals topic directly from the Health + Goals topic. For detailed information about notes, refer to the Notes +Files, Lists help.

  1. Locate the item (goal, health project, healthcare provider, or health service) from the appropriate tile in the Health + Goals topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing note, tap Note and select the note you want to add by tapping it.
  5. If you’re adding a new note, tap Note and add a name and due date, and then tap Full Details to add more information.
  6. Complete the information for the note and tap Save.

How to associate an expense with a Health Project or Health Service in the Health + Goals topic:

You can create an expense in the Finances topic and associate it with a health project or service (or) you can associate an expense to a health project or service directly from the People + Services or Health + Goals topics. For detailed information about expenses, refer to the Finances help.

  1. Locate the health project or service from the appropriate tile in the Health + Goals topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing expense, tap Expense and select the expense you want to add by tapping it.
  5. If you’re adding a new expense, tap Expense and add a name, amount, and due date/time.
  6. Add other optional information.
  7. Tap Save.

How to associate a shopping item with a Goal or Health Project in the Health + Goals topic:

You can create a shopping item in the Shopping + Gifts topic and later associate it with a health project or service in the Health + Goals topic (or) you can add a shopping item directly in the Health + Goals topic. For detailed information about shopping items, refer to the Shopping + Gifts help.

  1. Locate the goal or health project from the appropriate tile in the Health + Goals topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing shopping item, tap Shopping Item and select the shopping item you want to add by tapping it.
  5. If you’re adding a new shopping item, tap Shopping Item and add a name, amount, and due date/time.
  6. Add other optional information.
  7. Tap Save.

ASSOCIATING HEALTH SERVICES WITH HEALTH SERVICE PROVIDERS

When a health service provider performs a service for you, such as a doctor performing a physical, it’s a good idea to link the service provider to the service in the Health + Goals topic. You can add the service to the service provider or add the service provider to the service. The following procedures explain how:

How to associate a health service provider with health service:

  1. Locate or create the service from the Health Services view by tapping the Health Services tile in the Health + Goals topic and tapping the plus sign.
  2. Locate the Health Service, tap it, and then tap Open.
  3. Tap the Service Provider tile.
  4. Add or choose a health service provider by tapping the plus sign or selecting a provider. (If you want to create the provider under a category, expand the category first.)
  5. If you’ve created a new health service provider, add the information and tap Save.
  6. When you’re finished completing the fields, tap Save.

How to associate a health service with a Health Service Provider in the Health + Goals topic:

  1. Locate or create the health service provider from the Healthcare Providers view by tapping the Healthcare Providers tile in the Health + Goals topic.
  2. Tap the Healthcare Provider and then tap Open.
  3. Tap the plus sign.
  4. Choose Create New or Choose Existing from the menu depending on your choice.
  5. If you’re choosing an existing health service, tap Service and select the health service you want to add by tapping it.
  6. If you’re adding a new service, tap Service and add a name and start date, and then tap Full Details to add more information.
  7. Complete the information for the health service and tap Save.