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.
With a clearer view of what’s working—and what isn’t—you can prepare for more focused, productive appointments. 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 patient monitoring, and spot meaningful trends over time.
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 is a reminder 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
Daily Check-Ins are customizable reminders that prompt patients to log specific health data on a regular basis, like symptoms, nutrition, or mood. You can set defaults for new patients, personalize check-ins during the invite process, or update them anytime based on evolving health goals.
These logs feed directly into the Key Metrics section, helping you track trends over time.
Learn how to customize Daily Check-ins →
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.
Click into a key metric to see more details or select "Charts" to compare multiple key metrics at once over the same time period.
Learn more about Key Metrics →
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.
Biomarkers: Create custom biomarker groups for your organization.
The Biomarkers section lets you organize lab results into meaningful categories—so you can quickly see what matters most for your patients.
To see more details, just click into a specific biomarker.
In Biomarker settings, you can customize existing groups (like Heart Health, Kidney Function, and Thyroid Function) or create your own. These groups apply organization-wide, making it easier for everyone on your team to view labs in a consistent, clinically relevant way.
To edit an existing group, select the group you want to change. From here you can change the name, re-arrange or delete pre-existing biomarkers, or add new ones by using the search bar.
To create a new group from scratch, click ‘Edit Groups’ and then select ‘+ New Group.’ Give your group a name, then use the search bar to add the relevant biomarkers.
Depending on your specialty, you might create custom groups like:
- Autoimmune Monitoring: ANA, CRP, ESR, Rheumatoid Factor, Anti-CCP
- PCOS Workup: Testosterone, LH, FSH, SHBG, DHEA-S, Insulin, AMH
- Metabolic Syndrome Panel: HbA1c, Fasting Glucose, Triglycerides, HDL, Waist Circumference (manual), Blood Pressure (manual)
- Preconception Panel: TSH, Prolactin, AMH, Vitamin D, Rubella IgG, CBC
- Cardiometabolic Risk: LDL particle count, ApoB, hsCRP, Lipoprotein(a), Insulin
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 data from their synced wearable devices and anything else they regularly track, like medications, symptoms, sleep, nutrition, cycle, and more.
To connect their wearable devices, blood pressure monitors, scales, and other devices, patients can go to Sources > Devices & Apps.
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
When your patient creates their Guava profile, they can sync medical records from any of the 60,000+ health systems and providers we support.
To sync their records, patients can search for their health system under Sources > Health Systems and press 'connect.' Progress notes, medications, conditions, lab tests, and other data sync automatically at least once a day. Imaging may also sync automatically, depending on the health system.
For records unavailable via patient portals, patients can import data via CCDA/XML, PDFs, or images. Guava automatically extracts lab results from PDFs into an easy-to-view format. DICOM imaging files can be uploaded under Sources > File Uploads and viewed with our built-in DICOM viewer.
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?
