Navigating Client Results
Navigating client results effectively is key to maximizing the value of your clients' recommendations. Whether you prefer a streamlined or detailed approach, this guide outlines simple steps for practitioners to quickly make the most of their client's health insights. Follow the options below to enhance your clients' experience and tailor their action plans to their unique needs.
Option 1: Streamlined Approach
Ideal for practitioners who want to quickly help clients get the most from their results with minimal steps.
1. Have Your Client Complete the Conditions & Goals Questionnaire (Optional but highly recommended)
This ensures that the recommendations are tailored to your client's unique health profile.
2. Download the Client’s Health Overview Report
Navigate to the Download PDFs page to download the client’s Health Overview Report. Share this document with them for a clear snapshot of their health status.
3. Instant Auto-Generated Recommendations
Go to the Action Plan section and click Generate Action Plan. We will instantly generate an action plan for your client based on their top recommendations.
- Review and edit Action Plan: quickly review the Action Plan and make small adjustments if needed (e.g., update dosage, change recommendation timing, etc.).
- Once you're happy with it, click generate PDF in the top corner and share it with your client.
4. Download Health Reports (Optional)
If your client has specific conditions they want to explore further, you can download additional Health Reports tailored to those issues. Use the search feature to quickly find DNA reports of interest.
Option 2: Detailed Approach
Perfect for practitioners who prefer a more hands-on role in navigating client results.
1. Optional but Recommended: Have Your Client Complete the Conditions & Goals Questionnaire
This will help ensure the recommendations are fully customized to their specific health profile.
2. Optional but Recommended: Add Custom Labs or Client Questionnaires
Consider having your client complete relevant questionnaires or upload lab results to further personalize their recommendations.
3. Download the Client’s Health Overview Report
Access the Download PDFs page to download the client’s Health Overview Report. Share this for an overview of their health status.
4. Select Your Favorite Custom Recommendations
Go to the Recommendations Tool and start personalizing the client’s Action Plan by clicking the Plus (+) icon next to each recommendation.
- Add Default Notes: For frequently suggested recommendations; for example Mediterranean Diet, you can add default notes about approved and disapproved foods and specific guidelines.This will allow you to quickly add the same notes for each client every time you make that recommendation, saving you time. (You can edit the notes for a specific client on their Action Plan.)
- Incorporate Affiliate Links: Include affiliate links in the default note section for specific products or supplements you recommend.
Tailor Recommendations:
- For clients seeking simplicity, focus on 2-3 key recommendations.
- For clients who enjoy experimentation, feel free to add more suggestions.
5. Customize the Action Plan
In the Action Plan section, you can further personalize the recommendations by:
- Editing notes for that specific client
- Adjusting dosages
- Dragging and dropping recommendations to specific days or times
Take the time to fine-tune the Action Plan so it aligns with the client’s lifestyle and goals. Once satisfied, click generate PDF in the top corner and share it with the client.
6. Download Health Reports for Specific Conditions
If your client is looking to address particular health issues (e.g., cardiovascular risk, gut health), download relevant Health Reports to share for deeper insights. Use the search feature to quickly find DNA reports of interest.
By following these steps, you can ensure your clients receive personalized, actionable insights that empower them on their health journey. If you have any questions or need further assistance, don’t hesitate to reach out at support@selfdecode.com