How to send a lifestyle assessment to a client

To send a Lifestyle Assessment, open the client's profile, and select Lifestyle Assessment from the More menu. Click the assessment tile, and enter the client's email, or fill it out on behalf of the client.

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

How to Send a Lifestyle Assessment

1. Select the client on your My Clients page by clicking their name.
2. Go to the Lifestyle Assessment page.
3. Click anywhere on the assessment tile to send it to your client.
   1. You can also fill out the assessment on your client's behalf.

4. Enter the client's email address and click Send. The client is notified by email that they have an assessment to complete, and you're notified by email once they finish.
   1. You can also complete the assessment on behalf of your client, if you prefer not to send it to them directly. Select Fill for Client at this stage.

How to View Lifestyle Analyzer Results

1. Filter your client's completed and incomplete assessments using filter by status.

2. Click anywhere on the assessment tile to see the results.

3. To see the actionable lifestyle factors affecting your client's health, scroll to the bottom of the overview page and click Let's look at your next steps.

Tip: Have your client retake their Lifestyle Assessments every 3–12 months as they implement healthier lifestyle and environmental changes.