Navigating Client Results

Once your client's data is in PromicsEdge, this guide shows you how to interpret, navigate, and act on their results — whether you want a quick overview or a more in-depth, tailored plan.

The video below walks you through your client's dashboard, how to make the most of the available data, and how to establish an effective workflow for analyzing client results.

🎥 Watch the video walkthrough

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 with lifestyle data. This 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 and record current symptoms and conditions. This data is crucial for personalized recommendations.
  2. Health Basics
  3. Diet and Exercise

You have two options for each questionnaire:

  • Send to Client: provide their email address and they complete it themselves.
  • Fill on Their Behalf: complete it during your consultation if you have the information.

To access them, 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

To upload, navigate to the Blood Tests section on the client's profile. If you're unsure which labs to order, the platform provides personalized suggestions under Recommended Tests.

Main Dashboard Navigation

The Health Overview Report

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

What it includes:

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

Health Reports

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

The two most comprehensive individual reports to download first:

  • Essentials of Health Genomics — the broadest single-report snapshot available, spanning diet & nutrition, fitness & longevity, cardiovascular health, gut health, brain health, and metabolic health, among other categories
  • Essentials of Functional Genomics — a root-cause view built for functional medicine workups, covering methylation, detox, inflammation & oxidative stress, neurotransmitters & brain health, sex hormones, and diet & metabolism genetics

Together, these reports provide a strong foundation for any client consultation.

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

By default, recommendations account for 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:

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

AI Hyperintelligence

Each client has access to AI Hyperintelligence, our AI health coach, which quickly extracts 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, and lab results (if uploaded)
  • Interactive exploration by health area

Access it in the Health Overview Report or browse it separately.

The Master Search Bar

The main search bar at the top of the dashboard is a fast way to find anything. 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 the client to the platform.
  2. Complete the essential questionnaires (especially Conditions and Goals).
  3. Upload lab results if available.
  4. Review the Health Overview Report 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 the client's stated goals, genetic risks, and lab abnormalities (if available).
  6. Explore specific reports related to priority areas.
  7. Review recommendations in relevant categories.
  8. Create an 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 the 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, or 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 AI Hyperintelligence:

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

Fatigue and Energy Issues

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

Getting Support

We're here to support you throughout your work with the platform.

Available resources:

Note: 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

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

Complete their basic lifestyle data (Intake Forms), especially the Conditions and Goals questionnaire. The more data you provide, the smarter the system becomes at delivering relevant recommendations.

How do I access the lifestyle questionnaires?

Click the banner invitation on the client's profile, or navigate to your client's Intake Forms.

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

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

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

How do I find specific information quickly?

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 covers all content types and is the fastest navigation method.

How are recommendations personalized for my client?

By default, recommendations account for all genetic predispositions. When available, they also integrate lab results and lifestyle data from questionnaires.

What are Functional Reports and who should use them?

Functional reports analyze individual genes and variants to help you understand the 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

Who should use Medical Reports?

Medical reports are primarily for:

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

What's included in the Medical Overview Report?

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) — how genetics affect medication response, drugs to use with caution, and dosing considerations
  3. Family Planning (Carrier Status) — screening for inheritable conditions

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

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

Is there a sample client I can practice with?

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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