Welcome to the Guava Provider Dashboard, a centralized hub that helps you understand your patients’ health data over time, while giving them a user-friendly view of their health information. It highlights trends across symptoms, medications, wearable device data, and more. With a clearer view of what's working (and what isn’t), you can prepare for more focused, productive appointments. It reduces documentation fatigue and supports patients with complex or chronic conditions. It helps you access searchable medical records from other care settings, enable remote patient monitoring, and spot meaningful trends over time.
1. Getting started
To help you get oriented, we’ve set you up with a couple of demo patients whose profiles you can explore.
- Ella Vation is an example patient with symptom logs, wearable device data, medications, health records, and insights–this is information you’d see from most patients who've been using Guava for a while.
- Blanca Slate is an example patient who doesn’t have any data in Guava yet. You can use this profile to test out uploading documents and adding data entries.
In the Dashboard tab, you’ll see Key Metrics, the Compare Timeline, Biomarkers, Alerts, and New Records at the top of each profile.
2. Monitor what matters most
Key Metrics
The Key Metrics section gives you a bird's-eye view of how your patient is doing across different aspects of their health–like fatigue, sleep, HRV, physical activity, and more. To see more details, click into a key metric to view trends, insights, and all-time stats. Use the “Charts” feature to overlay and compare key metrics over time.
Learn more about Key Metrics →
Compare Timeline
The Compare 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, fluctuations in medication adherence, and visualize patterns that might be worth discussing.
Biomarkers
The Biomarkers section lets you see all your patients' labs over time across different EHRs and record formats. Commonly tested biomarkers have explanations for patients as well, so they can learn about their results and possible reasons for testing.
Biomarkers can be organized into custom groups so that you can easily get to the ones that matter most for your patients. You can also set personalized reference ranges based on their unique baselines, health goals, and demographic factors, so you’re not stuck with one-size-fits-all thresholds.
Health Scores
Custom Health Scores allow you to create unique scores that reflect your patients’ health goals and progress across prevention, monitoring, and action areas.
To create a custom score, open the Health Scores tab and click "+ New Score". Name your score, then add the relevant factors under Prevention, Monitoring, and Action. You can also add a description to explain why you chose these factors, helping patients understand the purpose of their score.
Health scores could include:
- Annual recommendations based on the patient’s demographic
- Specific biomarker targets
- Goals for activity and nutrition tracking
To assign or view a patient’s score, go to Patients > [patient name] > Profile and select their Health Score.
3. Stay on top of changes
Alerts
Alerts are customizable indicators for when your patient's health metrics cross certain thresholds you define. Once you set them up, they’ll appear at the top of your patient’s profile.
Alert types can vary depending on your clinic’s specialty or your individual patient. For example, you might want to keep a close eye on your diabetic patient’s glucose levels, or monitor the resting heart rate of your patient with orthostatic intolerance.
To set up an alert for an individual patient, go to “Alerts” at the top of their profile and select “ + New” next to “Alerts for only this patient.”
You can also set up or edit clinic-wide alerts by going to “Edit” next to “Alerts for all patients” or by going to the Alerts tab on your provider home page. You can toggle these on and off in individual patient profiles.
New records
Just below Alerts, you’ll be notified of any new records added to your patient’s Guava profile. These may include updates from their EHRs, lab results (from you or another provider), uploaded documents, or custom entries. Click on a new record to view more details.
Note: If you’re a profile manager, you can upload records on behalf of your patients by selecting “Upload files” at the top of their profile. If you have viewer permissions, only your patients are allowed to upload records.
Daily check-ins
Set up recurring reminders for patients to log symptoms, nutrition, mood, and more. You can tailor check-ins by individual or set a default for your clinic.
Learn more about Daily Check-ins →
4. Share clear, comprehensive health data with your patients
Guava not only gives you a comprehensive view of your patients’ health data but also provides your patients with an easy way to access and understand their own health information. When you invite a patient to your Dashboard, they receive a Premium account, allowing them to:
- Upload and search records
- Sync wearable devices
- Track symptoms and medications
- Get automatic insights into relationships between their health factors
As a provider, you can see the same tabs your patient sees, including their Today page, Insights, Records, and Profile.
Today
This is their homepage in Guava, showing the daily check-in you’ve set along with anything else they regularly track, such as medications, symptoms, sleep, nutrition, and cycle.
Insights
This page displays statistically significant correlations between logged health factors, wearable data, and lab results.
Records
Patients can sync over 60,000+ EHRs, upload files, or import labs and imaging. Guava parses these into structured, searchable data.
Learn more about getting patient records into Guava →
Profile
Here you’ll find an overview of your patient's medical history, including biomarkers with custom ranges (if you’ve set them), medications, conditions, allergies, vaccinations, and more. Their profile is also where you and your patients will find any custom Health Scores you’ve made for them.
Inviting patients and team members
Inviting patients
To invite a patient to your Dashboard, go to the Patients tab and click “+ Add Patient.”
After entering their name and email, you can either invite your patient to onboard—so they create and set up their own profile—or create a profile for them yourself. Creating it on their behalf lets you start adding records right away, which they’ll be able to view once they get Guava.
During the invite process, you can:
- Set up a daily check-in for your patient to complete
- Choose their access type, determining which data they share with you (e.g., symptoms, mood logs, family history)
- Assign team members who will be responsible for the patient’s care
Inviting team members
To invite team members to your Provider Dashboard, head to the Team tab > "Add team member." They can either be an admin (with permission to manage other team members’ profiles) or a member with standard access.
Privacy & security
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.
Ready to get started?
We built the Provider Dashboard to help you support your patients in a more connected, informed way, without adding more to your plate. Whether tracking progress, preparing for appointments, or monitoring ongoing care, Guava gives you the tools to see the whole picture.
