Created Clients vs. Connected Clients
There are two types of client profiles on SelfDecode Pro — we'll explain the difference below:
Created Client
The practitioner has access to the results, but the client does not.
- When you add a new client through your pro account (Add Client > Create), they are a Created Client.
- Choose this option if you do not want them to have their own log-in to SelfDecode.
- There is no annual fee to maintain access to a Created Client's results.
- Created Clients do not have access to any of their own data via their own account, so it's up to you to share results with them.
Connected Client
Clients have access to their own results through a SelfDecode account. The practitioner also has access to their results.
- You have the option to connect with your Created Client and set them up with their own account. To do so, just select Connect to the right of their name on your My Clients page, and they'll be sent an invitation to create their own password and log in.
- If you connect and share results with your client, ownership of their account and subscription will transfer to them. The client will then need to pay a renewal fee ($119.88) to maintain access to their results when the subscription expires.
- The subscription's creation date begins when you create a client on your account, not the date that access is shared with the client. This means that if you connect with your client before one year from the creation date, they'll have time to access the results before the account expires. If you connect with your client after one year, they will need to renew their subscription before gaining access to the results.
- As a provider, you will retain access to your client’s results indefinitely, unless you share the results with them. In that case, your client will be responsible for paying the renewal fee to maintain access.
- When a client purchases their own account through your referral link, they are a Connected Client. This means the client has access to their own SelfDecode account and be responsible for an annual fee of $119.88. If they do not renew, you also lose access to their results.
How to tell whether a client is Created or Connected
You can determine whether someone is a Created Client on whether or not you see the word Connect in blue to the right of their name on your My Clients page.
Created Client vs. Connected Client
Created Client | Connected Client | |
How Do I Add The Client? |
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Access | Clients do not have access to the results through the SelfDecode platform. Results can be shared externally via PDF reports only. | Both you and the client will have digital access to the results once connected. |
Adding Lab Results | You will be responsible for uploading lab test results. | You or your client may add their own lab test results. |
Type of client | Suited for clients who may feel overwhelmed with the data and/or need more guidance in understanding their results. | Suited for more autonomous clients. They want to explore reports themselves while receiving your guidance. |
Private Messaging / File Sharing | Not available. Reports can be shared with your clients in the form of downloaded PDFs. | You can securely message and share files with your clients within SelfDecode. |
Still need help?
We're happy to answer any questions you have about SelfDecode Pro! Just email us at support@selfdecode.com and we'll assist you.