How to send a lifestyle assessment to a client

Lifestyle Assessments are questionnaires that collect information about your client's lifestyle, environment, and medical history to assess their risk of different health conditions. 

Here are instructions for sending a Lifestyle Assessment to a client:

1. Select the client on your My Clients page by clicking their name.

2. Select Questionnaires > Lifestyle Analyzer.

3. Click anywhere on the lifestyle assessment tile to send the assessment to your client. 

4. Enter your client's email address and click Send. Your client will receive an email letting them know that they have an assessment to complete. Once they've completed it, you'll receive an email notifying you. 

How to View Lifestyle Analyzer Results

1. You can filter your client's completed/incomplete assessments by selecting the Complete and Incomplete options on the Lifestyle Analyzer page.

2. Click anywhere on the lifestyle analyzer tile to see their results.

3. You'll be taken to an overview of their results.

To see the actionable lifestyle factors that are affecting your client's health, scroll down to the bottom of the overview page and click Let's look at your next steps or, click the Next Steps tab. We recommend having your client retake their Lifestyle Assessments every 3-12 months, as they continue to implement healthier lifestyle and environmental changes.