The Guava Provider Dashboard is a simple, centralized hub that helps you understand your patient’s health data over time. It highlights trends across symptoms, medications, wearable device data, and more.
This tool is designed to reduce documentation fatigue and support patients with complex or chronic conditions. It helps you access searchable medical records from other care settings, enable remote monitoring, and spot meaningful trends over time. With a clearer view of what’s working—and what isn’t—you can prepare for more focused, productive appointments.
Inviting patients
Inviting individual patients or clients
To send an individual invite, click the “+ Invite Patient” button from your Provider Dashboard homepage.
After inputting their information, you can choose how much access and/or control you’d like them to grant you by selecting ‘Data Access Type.’ This will allow you to see things like symptom logs, mood logs, family history, etc.
- Managers can fully edit and manage their patient or client’s profile.
- Viewers can view (not edit) their patient or client’s profile. They have access to most data types, though for more sensitive information—such as symptoms, cycle data, and sexual history—access must be requested.
You’ll also be able to set up their daily check-in here, which are reminders for your patient to log certain metrics each day.
Inviting a group of patients or clients
If you don’t need any customizations per patient, you can also send them the bulk invite link found under the Patient Setup tab.
Your patient’s next steps
Once you send an invite, your patient will get an email from Guava asking them to either create a profile or share their existing one with you. As they log new information, it will automatically show up in your dashboard.
If they’re new to Guava, they’ll be guided through connecting their health data and starting their daily check-in based on what you’ve set.
If they already use Guava, they’ll be asked to accept the daily check-in you set for them.
Privacy note: Guava follows HIPAA, federal, and state laws and will only disclose user data if they or someone they give permission to explicitly shares their profile. Providers have access to this data only when a patient has consented to share this information. Read more about our privacy and security standards.
Setting up your patient’s daily check-in
To help your patients stay focused on tracking certain things, you can set up a daily check-in reminding them to log a few key metrics. As their goals or health concerns change, you can go back and adjust the check-in to match their needs.
You can customize their daily check-ins in a couple different ways:
1. When inviting individual patients for the first time, select the edit button next to daily check-in.
2. When using the bulk invite link, go to Patient Setup and edit the default daily check-in.
Afterwards, you can view and modify your patient’s check-in on the dashboard. Your patients will see your suggestions and can choose to accept them the next time they open the app.
Inviting team members
To invite team members to your Provider Dashboard, head to the Team tab and click ‘Add team member.’ Enter their email address, then choose their role—either as an admin (with permission to manage other team members’ profiles) or as a member with standard access.
Viewing your patient’s information
Your Dashboard
This is where you’ll find an overview of an individual patient’s health data, including their key metrics and timeline comparisons. To access it, go to the Patients tab and select the patient you want to view. Their dashboard will open in a new tab.
The other tabs—Today, Insights, Records, and Profile—reflect what your patient sees when they log into Guava.
Key metrics: Instantly capture key trends on the data that matters most.
This section gives you a birds-eye view of how your patient is doing across different aspects of their health–like fatigue, sleep, HRV, physical activity, and more. These can be customized per patient or aligned with clinic-level defaults.
To determine which key metrics are shown, you can either 1) stick to your defaults or 2) customize them per patient.
1. Set clinic-wide, default dashboard metrics for all patients at your clinic in the Dashboard Settings tab.
2. Personalize each patient’s dashboard based on their goals and health needs by selecting the gear icon in their profile.
When you’re looking at a patient’s profile, you can click into a key metric to see more details. You’ll see different data types depending on the metric. To see if they have any insights, click the graph icon in the upper right corner.
For symptoms, scroll to see trends, charts based on frequency and severity, insights, and other patterns.
Compare Timeline: See a detailed daily view over time.
The timeline gives you a day-by-day view of what’s going on with your patient. It helps you identify key events surrounding symptom spikes, spot fluctuations in medication adherence, and visualize patterns that might be worth discussing.
The Today Tab
This is the first screen your patient sees when they open Guava. It includes their daily check-in (set by you) along with anything else they regularly track, like medications, symptoms, sleep, nutrition, cycle, and more.
The Insights Tab
This is where you’ll find your patient’s correlations—statistically significant relationships between their logged health factors, wearable data, and lab results.
The Records Tab
To see a searchable list of your patient’s medical records stored in Guava, head over to the Records tab. This is information parsed from patient portals synced with Guava, files your patient has uploaded, and custom data entries.
The Profile Tab
Here you’ll find an overview of your patient’s medical history, including biomarkers, medications, conditions, allergies, vaccinations, and more.
Ready to get started?
