How to Import and Review TruDiagnostic Data in Heads Up: A Brief Guide

We've been receiving numerous inquiries about how to import TruDiagnostic data into our system. This is an essential process for tracking fascinating longevity metrics for your clients and patients.

Whether you're a health professional looking to track longevity metrics for your clients and patients, or just interested in managing your own health data, this tutorial will help you get started.

In this video, you'll learn:

• How to import TruDiagnostic results into Heads Up
• How to review and analyze individual client data
• How to create and use custom reports to track progress across all clients
• Tips on displaying key metrics on your client's dashboard for better engagement

Here's a clear, step-by-step guide to make the process easy and efficient.

Plus, learn how to personalize health data management for each client, helping them stay invested in their longevity journey.

Video: Integrating TruDiagnostic Data With Heads Up

TruDiagnostic + Heads Up Integration Guide

Hey, everyone! Dave here from Heads Up.

In this guide, I will walk you through the steps to efficiently import, review, and analyze TruDiagnostic data within Heads Up.

Step 1: Importing TruDiagnostic Results

First things first, you need to get the TruDiagnostic results into Heads Up. Here's how:

1. Log into your professional Heads Up account: Make sure you have access to your test clients.
2. Access the TruDiagnostic portal: This is where your clients' results are published. For example, you might see a summary report available from a specific date.
3. Download the summary report: Open the report and save it as a PDF file. This file will be used for importing data into Heads Up.
4. Upload the PDF to Heads Up: Log into your Heads Up account and use the concierge service to upload the PDF. You will need to specify which client the data is for.
5. Wait for confirmation: You'll receive an email once the data has been processed. After this, the data will be available in the client's account.

Step 2: Reviewing Individual Client Data

Once the data is imported, here's how you can review it for each client:

1. Log into Heads Up and select the client: Go to the labs page and use the dropdown menu to select TruDiagnostic results.
2. View the results: The data will be organized from newest to oldest. Click on the test name to see a trend line of the results over time.
3. Analyze the trend line: This visual representation helps in showing clients how their rate of aging has changed, providing valuable insights and engagement.

Step 3: Displaying Metrics on Client Dashboards

For better client engagement, you might want to display specific metrics on their dashboards:

1. Select the test name: Click on the option "show on dashboard."
2. Dashboard visibility: The selected metrics will now be front and center on the client's dashboard, in addition to being on the labs page.

Step 4: Reviewing Data for All Clients

For a broader view, you can review the data for all clients:

1. Access the "Signals" section: Navigate to the custom reports folder where a leaderboard has been created.
2. Use the leaderboard: This feature allows you to see all client results, showing baseline testing, most recent tests, and the percentage of improvement.
3. Sort and analyze: Quickly sort clients by improvement or recent results to identify those making significant progress or those needing more attention.

Custom Reports and Support

Heads Up is dedicated to providing tailored solutions for your needs. We offer custom-built reports to track various metrics from TruDiagnostic. If you need any specific report, just reach out to our customer success team, and we’ll be happy to assist you.

By following these steps, you can efficiently manage and review TruDiagnostic data within Heads Up, enhancing your ability to provide personalized and impactful insights to your clients.

Thanks for reading, and feel free to reach out with any questions or feedback. Stay healthy and informed!

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