Member Overview

The Member Overview is the second tab within a member’s profile. It provides a summarized view of key information collected from activities, allowing your team to quickly identify priorities and track progress over time. This section is customizable and built using Data IDs collected through activities. These data points appear in one of three metric formats:

• Label Metric: Displays text-based responses such as housing status or insurance type.
• Score Metric: Displays numerical values such as screening or assessment scores.
• Historic Metric: Tracks changes to a specific value over time, allowing users to view trends or improvements.
  Each metric is connected to one or more Data IDs, linking the information collected in workflows to what is displayed on the Member Overview.

Setting Up the Member Overview

To configure your organization’s Member Overview:

1. Go to the Organization page from the Main Menu Bar.
2. Select the Member Overview tab.
3. Choose the type of metric to add:
4. Add label metric category
5. Add score metric category
6. Add historic metric category
7. Enter a Category Title and assign the corresponding Data ID(s).
8. Use drag-and-drop to reorder categories for visual clarity.
9. Click Save Metrics Configuration when finished.

Once saved, the Member Overview automatically displays member data based on the selected Data IDs collected through activities.

Dynamic Statuses & Metrics Fields

Organizations can enable Dynamic Statuses & Metrics Fields to allow staff to update data directly from a member’s Overview tab instead of completing an activity. This feature is useful for information that changes frequently, such as vitals (e.g., blood pressure, weight, or height).

To enable this feature:

1. Go to the Organization page.
2. In the Settings section, toggle Enable Dynamic Statuses & Metrics Fields on.
3. Return to the Member Overview tab. A new section titled Dynamic Statuses & Metrics will appear.
   From here, you can:
4. Click Add Category to create a category such as “Vitals.”
5. Add Data Points to link specific Data IDs (for example, BIO001 for Blood Pressure, BIO002 for Weight, BIO003 for Height).
6. Use the Display Label field to control how each data point appears on the member’s profile.
7. Click Save Dynamic Fields when finished.

Note: Any Data ID used as a Data Point in the Member Overview must first be created in the platform. Only existing Data IDs can be linked as Data Points. If a Data ID does not exist, it must be created before it can appear as a selectable option in the list.
 

When viewing a member’s profile, the Overview tab will now display your new Dynamic Statuses & Metrics layout. Each field appears as an editable box with an Add New button. Clicking this button opens a simple input window where users can enter or update a value.