Navigating Client Results


This guide walks you through how to interpret, navigate, and act on those results — whether you want a quick overview or a more in-depth, tailored plan.

🎥 Watch the video walkthrough

Welcome to SelfDecode for Professionals a.k.a. PromicsEdge! This guide will help you navigate your client's dashboard, make the most of the available data, and establish an effective workflow for analyzing client results.

Getting Started: Complete Your Client's Profile

Step 1: Fill Out Lifestyle Questionnaires (Optional but Highly Recommended)

After adding a client, you'll see a banner inviting you to complete their profile. This refers to lifestyle data, which is optional but highly recommended. The more data you provide, the smarter the system becomes at delivering relevant recommendations and content.

Three Essential Questionnaires:

  1. Conditions and Goals (Most Important)
    • Document what your client wants to improve
    • Record current symptoms and conditions
    • This data is crucial for personalized recommendations
  2. Health Basics
  3. Diet and Exercise

How to Complete Questionnaires:

You have two options for each questionnaire:

  • Send to Client: Provide their email address, and they'll receive the questionnaire to complete themselves
  • Fill on Their Behalf: Complete it during your consultation if you have the information

Where to Access: Click the banner invitation, or navigate to More > Intake Forms

If you're analyzing your client's blood test results, uploading them creates a more integrated experience.

Benefits of Uploading Lab Results:

  • Search and analyze results within the platform
  • Integration into relevant genetic reports
  • Personalized recommendations based on lab values

Where to Access: Navigate to the Blood Tests section on the client's profile

If you're unsure which labs to order for your client, the platform provides personalized recommendations (under Recommended Tests)

Main Dashboard Navigation

The Health Overview Report

The Health Overview is your starting point for understanding your client's complete health picture.

What It Includes:

  • Overall health score
  • DNA-, Lab-, and Lifestyle-based health score
  • Key risks across multiple categories
  • Priority areas requiring attention
  • Summary of top personalized recommendations (supplement, dietary, lifestyle)

Health Reports

If you want to dive deeper into any health area, the platform organizes information into specialized health reports (summary and individual) covering all health areas:

Each report includes:

  • Genetic predispositions
  • Personalized recommendations
  • Integration with uploaded lab results and lifestyle data where relevant

Recommendations Section

This is one of the most practical sections for creating client action plans.

Categories:

  • Supplements: Personalized supplement recommendations
  • Diet: Dietary suggestions based on genetics and preferences
  • Lifestyle: Lifestyle modifications tailored to genetic risks

Personalization Features:

By default, recommendations take into account all genetic predispositions

When available, they also integrate lab results and lifestyle data.

Watch our Recommendations & Action Plan Tutorial

Functional Reports: Deep-Diving into Mechanisms

Functional reports analyze individual genes and variants, making them an excellent tool for practitioners who want to understand the underlying mechanisms behind their clients' health issues.

Who Should Use Functional Reports?

Functional reports are ideal for:

  • Practitioners practicing functional medicine
  • Those interested in addressing root causes of health issues
  • Practitioners comfortable with (or learning about) genetic pathways

Common Symptom-Pathway Connections:

  • Frequent headaches or digestive issues → Check Histamine Pathway
  • Fatigue or cognitive/mental problems → Check Methylation and Neurotransmitters (serotonin, dopamine)
  • Mood disorders → Review neurotransmitter pathways
  • Detoxification concerns → Assess the Detox pathway

Medical Reports

Medical reports are designed for practitioners who need to analyze more serious medical predispositions and pharmacogenomics.

Who Uses Medical Reports?

Medical reports are primarily used by:

  • Medical doctors
  • Physician assistants
  • Other licensed medical professionals
  • Practitioners working with medically complex clients

The Medical Overview Report

The Medical Overview Report is the medical equivalent of the Health Overview Report, but focuses on serious medical conditions rather than general wellness.

What It Includes:

  1. Medical Predispositions (Longevity Screener)
    • Analysis of genetic risks for serious medical conditions
    • Related labs and lifestyle assessments
    • Preventive recommendations
  2. Medication Check (PGx)
    • How genetics affect medication response
    • Drugs to use with caution
    • Dosing considerations
    • Alternative medication suggestions
  3. Family Planning (Carrier Status)
    • Screening for inheritable conditions
    • Reproductive health considerations

Choosing Between Report Types

When to Use Health Reports

  • General wellness optimization
  • Preventive health
  • Lifestyle-focused practice
  • Working with generally healthy clients

When to Use Functional Reports

  • Investigating specific symptoms
  • Understanding mechanisms
  • Addressing root causes
  • For practitioners trained in functional genomics

When to Use Medical Reports

  • Medical practice setting
  • Medication management
  • Serious medical conditions
  • Family planning concerns
  • Comprehensive medical risk assessment

Other Features

The AI Health Assistant

Each client has access to an AI assistant that can quickly extract key information.

Useful Queries:

  • "What are my client's key genetic risks?"
  • "What supplements should they consider?"
  • "Which labs should we test?"
  • "What lifestyle changes would be most beneficial?"
  • "Summarize my client's health profile"

Health Score

The Health Score provides an interactive overview of your client's well-being across different dimensions.

Features:

  • Overall score with breakdown by category
  • Separate scores for:
    • Genetic predispositions
    • Lifestyle factors
    • Lab results (if uploaded)
  • Interactive exploration by health area

Access: Available in the Health Overview report or browse separately

The Master Search Bar

The main search functionality at the top of the dashboard is incredibly powerful.

What You Can Search:

  • Lab markers (e.g., "cholesterol")
  • Health conditions (e.g., "diabetes")
  • Genes (e.g., "MTHFR")
  • Genetic variants (specific SNPs)
  • Lifestyle assessments
  • Any health topic

For New Clients

  1. Add client to the platform
  2. Complete essential questionnaires (especially Conditions and Goals)
  3. Upload lab results if available

  4. Review Health Overview for the big picture

    (Depending on your practice type, you may start from the Medical Overview Report or Pathway Reports instead)

  5. Identify priority areas based on:
    • Client's stated goals
    • Genetic risks
    • Lab abnormalities (if available)
  6. Explore specific reports related to priority areas
  7. Review recommendations in relevant categories
  8. Create action plan combining insights from multiple sources

For Follow-Up Consultations

  1. Update lifestyle questionnaires as needed
  2. Upload new lab results if available
  3. Review changes in Health Score and specific reports
  4. Assess progress on previous recommendations
  5. Adjust recommendations based on new data or feedback

Tips for Efficiency

Start Simple:

  • Begin with the Health Overview / Medical Overview / Pathway Reports
  • Don't try to explore everything at once
  • Focus on your client's primary concerns

Use the Search Bar:

  • Fastest way to find specific information
  • Searches across all content types
  • Particularly useful for specific conditions or markers

Leverage the AI Assistant:

  • Quick summaries save time
  • Extract key action items efficiently
  • Get answers without navigating multiple sections

Integrate All Data Sources:

  • Complete questionnaires for better personalization
  • Upload lab results for comprehensive insights
  • The more data provided, the smarter and more valuable the recommendations

Common Use Cases

Weight Management Client

  1. Review the Diet, Fitness and Weight Reports
  2. Check metabolism-related genes
  3. Review relevant lab markers (thyroid, insulin, etc.)
  4. Generate personalized diet and supplement recommendations

Cardiovascular Concerns

  1. Review cardiovascular health summary report
  2. Check relevant lab markers (lipids, inflammatory markers)
  3. Review Detox and Methylation Pathway reports
  4. Examine diet and lifestyle recommendations
  5. Review recommended tests for ongoing monitoring

Fatigue and Energy Issues

  1. Check Energy and Fatigue, Hormones, and Sleep Reports
  2. Review mitochondrial function-related genes
  3. Check relevant lab markers (iron, vitamin D, thyroid)
  4. Generate targeted recommendations

Preventive Health

  1. Start with Health Overview
  2. Review all "high risk" genetic areas
  3. Check Recommended Tests section and create proactive monitoring plan
  4. Auto-generate and review the action plan
  5. Implement preventive recommendations

Getting Support

We are here to support you throughout your journey with the platform.

Available Resources:

Remember: There's a learning curve with any comprehensive platform. Take your time finding the workflow that best suits your practice style and client needs.

🙋 FAQs

Q: What is the first thing I should do after adding a new client?

A: Complete their basic lifestyle data ("Intake Forms"), especially the Conditions and Goals questionnaire. This is crucial because the more data you provide, the smarter the system becomes at delivering relevant recommendations.

Q: How do I access the lifestyle questionnaires?

A: Click the banner invitation on the client's profile, or navigate to More > Intake Forms.

Q: Where should I start when reviewing a new client's results?

A: Start with the Health Overview Report. It provides:

  • Overall health score (DNA, Lab, and Lifestyle-based)
  • Key genetic risks across multiple categories
  • Priority areas requiring attention
  • Summary of top personalized recommendations

Alternatively, depending on your practice type, you might start with the Medical Overview Report or specific Functional (Pathway) Reports.

Q: How do I find specific information quickly?

A: Use the Master Search Bar at the top of the dashboard. You can search for:

  • Lab markers (e.g., "cholesterol")
  • Health conditions (e.g., "diabetes")
  • Genes (e.g., "MTHFR")
  • Genetic variants (specific SNPs)
  • Lifestyle assessments
  • Any health topic

The search functionality covers all content types and is the fastest navigation method.


Q: How are recommendations personalized for my client?

A: By default, recommendations take into account all genetic predispositions. When available, they also integrate:

  • Lab results
  • Lifestyle data from questionnaires

Q: What are Functional Reports and who should use them?

A: Functional reports analyze individual genes and variants to help understand the underlying mechanisms behind health issues. They're ideal for:

  • Practitioners practicing functional medicine
  • Those interested in addressing root causes
  • Practitioners comfortable with (or learning about) genetic pathways

Q: Who should use Medical Reports?

A: Medical reports are primarily for:

  • Medical doctors
  • Physician assistants
  • Other licensed medical professionals
  • Practitioners working with medically complex clients

Q: What's included in the Medical Overview Report?

A: The Medical Overview Report combines three key areas:

  1. Medical Predispositions (Longevity Screener) - Genetic risks for serious medical conditions with related labs and preventive recommendations
  2. Medication Check (PGx) - Pharmacogenomics showing how genetics affect medication response, drugs to use with caution, and dosing considerations
  3. Family Planning (Carrier Status) - Screening for inheritable conditions

Q: When should I use Health Reports vs. Functional Reports vs. Medical Reports?

A: Choose based on your practice and client needs:

Health Reports:

  • General wellness optimization
  • Preventive health
  • Lifestyle-focused practice
  • Generally healthy clients

Functional Reports:

  • Investigating specific symptoms
  • Understanding mechanisms
  • Addressing root causes
  • Trained in functional genomics

Medical Reports:

  • Medical practice setting
  • Medication management
  • Serious medical conditions
  • Family planning concerns

Q: Is there a sample client I can practice with?

A: Yes, every practitioner should have a sample client attached to explore reports without affecting real client data. If you don't have one, contact support to have one attached.

💰 Next Step: Understand Your Pricing Options

Learn how billing works, how to get the most value from your plan, and how to explain pricing to clients.

👉 Continue to: Understanding Pricing Options

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