This article highlights the practical steps and benefits of the new Concierge Data Mapping updates, offering a clear guide for practitioners looking to get the most out of Heads Up’s concierge transcription service.

Streamlining Health Data Management: New Updates to Heads Up Health’s Concierge Data Mapping Services

At Heads Up Health, we’re always working to improve how practitioners manage their health data. Today, we’re excited to introduce new features to our Concierge Transcription Service, designed to…

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• Enhance transparency
  
  
• Simplify workflows and
  
  
• Provide better reporting
  

Here’s an overview of these updates and how they can make your practice workflows more efficient.

A New Level of Transparency in Data Processing

With the new updates to our concierge transcription process, users can now easily track the status of their uploaded lab data, ensuring full visibility into where their files are in the transcription process.

To start, after logging into your practitioner account, uploading a PDF is as simple as clicking the Concierge button in the top-right corner. Once a file is selected, you’ll be prompted to assign it to the correct client by typing their name. Afterward, just click Upload—and you’re done! From here, our team transcribes the lab data and adds it to the client’s record.

But what if you need to track the status of a file after uploading it? With our new features, you can now check where your uploaded files are in the process. Simply navigate to the Files page for the specific client, and you’ll see the status of each file, whether it’s in progress or completed. Once a file has been processed, it automatically moves from the Concierge Service folder to the Medical Records folder.

Direct Links Between Source Files and Lab Results

One of the most exciting new features is the ability to link directly between lab results and their source PDF files. This provides an added layer of clarity, allowing you to see exactly where the data came from. For example, if a client had a blood draw on a specific date, you can now click a small paper icon next to the lab results to view the original PDF source file. This makes it easier than ever to cross-reference results with the original lab documentation.

Similarly, if you’re viewing a file in the Files page, you can jump straight to the related lab results by clicking View Lab Results—giving you an instant, pre-filtered view of the specific data point.

Organizational Reporting: A Broader View of Concierge Activity

Our new Signals Report offers a system-wide view of all concierge uploads. Instead of manually checking individual client records, practitioners can access a dashboard that shows concierge activity across the entire organization. You’ll be able to see how many files have been uploaded, which clients are using the concierge service most frequently, and which users have uploaded the most data.

The report also provides detailed comments from the concierge process. If any issues arise, such as an incorrect file type, this section will include notes, giving you full transparency on the status of all uploads. Errors or incomplete files will be flagged here, helping you stay on top of the data flow.

Continued Enhancements for Seamless Data Management

At Heads Up Health, we’re committed to constantly optimizing our tools to make health data management as seamless as possible. These new updates are just the beginning, as we continue to refine the concierge process to ensure faster, more reliable transcription for your practice.

By enhancing the visibility of data processing and offering direct links between lab results and source files, these updates are set to save practitioners time and effort, allowing you to focus on what matters most—providing excellent care for your patients.

Stay tuned for more updates, as we work to make your experience with Heads Up Health even better.

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