Adding Your Clients' Lifestyle Data

With PromicsEdge, you can go beyond genetic predispositions and incorporate your clients' lifestyle data for a more complete and more personalized assessment. This quick guide will walk you through the process of adding lifestyle data to client profiles.

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Why Lifestyle Data Matters

After adding a new client to SelfDecode Pro (PromicsEdge), you'll see a banner inviting you to complete their profile. This refers to lifestyle data collection, which is optional but highly recommended.

The more data you add for each client, the smarter the system becomes.

Adding lifestyle data allows the platform to:

• Provide more relevant recommendations tailored to your client
• Show content specific to their needs and goals
• Exclude unsuitable recommendations based on their restrictions
• Personalize diet and fitness reports

How to Add Basic Lifestyle Data

You have two options for completing lifestyle questionnaires:

Option 1: Send to Your Client

1. Click on the "complete profile" banner or navigate to More > Intake Form
2. Select the questionnaire you want your client to complete
3. Enter their email address
4. The system will send them the questionnaire
5. Once they fill it out, results automatically save to their profile

This option works well when:

• Your client can complete forms independently
• You want to save consultation time
• The client prefers to answer at their own pace

Option 2: Fill Out on Their Behalf

1. Access the questionnaire through the banner or More > Intake Form
2. Complete the questions yourself
3. Save the information directly to their profile

This option is ideal when:

• You already have their health history
• You're working with them in person
• You want to go through questions together to ensure accuracy
• The client needs guidance understanding the questions

While there are multiple questionnaires available, these three are the most important to complete:

1. Conditions and Goals

Why it's crucial: This questionnaire is the foundation for personalized recommendations and relevant content.

What it covers:

• What your client wants to improve (their health goals)
• Current symptoms they're experiencing
• Existing health conditions

2. Health Basics

What it covers:

• General health information
• Medical history
• Basic health metrics
• Current health status

Impact: Provides foundational context for all health analysis and recommendations.

3. Diet and Exercise

What it covers:

• Current diet type and preferences
• Food allergies and sensitivities
• Exercise habits and frequency
• Weight and weight loss goals
• Activity levels

Impact: This questionnaire specifically helps personalize:

• Diet & Nutrition report
• Fitness Report
• Dietary recommendations across the app

Lifestyle Assessments: Beyond Basics

In addition to the Intake Forms that collect foundational client information, we offer Lifestyle Assessments—interactive questionnaires that help identify environmental and lifestyle risk factors for specific conditions affecting your client's health.

Key Difference:

• Intake Forms = Collect general lifestyle data to personalize the entire platform
• Lifestyle Assessments = Evaluate specific risk factors for individual health topics

The platform offers over 150 different Lifestyle Assessment topics, covering a wide range of health areas.

How to Use Lifestyle Assessments

Navigate to More > Lifestyle Assessments from the client's profile menu.

You'll see the full library of available assessment topics displayed as tiles.

Choose based on:

• Your client's stated health concerns and goals
• Areas flagged in their genetic reports
• Lab results that need context

Completing the Assessment

As with Intake Forms, you have two main options for completing Lifestyle Assessments:

1. Complete Yourself
   • Answer questions yourself or together with your client
   • Discuss responses as you go
   • Provide context where needed
2. Send to Client
   • Send the assessment for them to complete independently
   • Review results together at follow-up
   • Use as homework between sessions

Understanding Results

Risk Score Categories:

The assessment will indicate whether the provided answers suggest:

• High or Increased Risk - Lifestyle factors are elevating risk for this health topic
• Typical Risk - Some concerning factors present
• Low or Decreased Risk - Lifestyle factors are protective

What You'll See:

1. Overall Risk Score for the topic
2. Educational Content about the health topic
3. Next Steps section showing:
   • Which specific answers were flagged as increasing risk
   • Which answers are decreasing risk (protective factors)

Using Assessment Results in Practice

Use flagged answers to:

• Build clients' action plans
• Prioritize interventions based on impact
• Set measurable, concrete goals
• Motivate and empower your clients

Summary: Intake Forms vs. Lifestyle Assessments

Use Both For: Maximum personalization and comprehensive client care. Start with Intake Forms, then layer in relevant Lifestyle Assessments for targeted insights.

Best part? All lifestyle assessments and intake forms are integrated into corresponding reports by default! When you open a certain report, you can see your clients' genetics, lifestyle data, and relevant labs — all at one place.

Best Practices for Lifestyle Data Collection

Start with the Essentials

Focus on the three main intake forms first:

1. Conditions and Goals
2. Health Basics
3. Diet and Exercise

Complete these before diving deep into lifestyle assessments to ensure maximum personalization.

Update Regularly

Lifestyle data can change over time. Update questionnaires when:

• Client's health goals change
• New symptoms or conditions develop
• Dietary preferences or restrictions change
• Weight or fitness goals are modified
• Follow-up consultations reveal new information

Q&A

Q: Is lifestyle data required? A: No, it's optional, but highly recommended for the best results.

Q: Can I update lifestyle data later? A: Yes, you can update questionnaires at any time through More > Intake Form.

Q: What if my client doesn't know some answers? A: Complete what you can. Partial data is better than none, and you can always update later.

Q: How long do the questionnaires take? A: Most questionnaires take 5-10 minutes to complete, depending on complexity.

Q: Will my client see the questionnaire results? A: The data is used to personalize their experience in the platform. They won't see the raw questionnaire responses, but they'll benefit from personalized recommendations.

Q: Can I see which questionnaires are complete? A: Yes, in the Intake Form section, you can see the status of all questionnaires.

Q: How many Lifestyle Assessments should my client complete? A: Start with 3-5 most relevant to their concerns. Add more as needed, but avoid overwhelming them initially.

Q: How often should we retake assessments? A: Typically every 3-6 months, or 8-12 weeks after implementing major lifestyle changes.

Q: Can Lifestyle Assessments contradict genetic reports? A: They measure different things. Genetics show predisposition; assessments show current lifestyle impact. Both matter.

Q: What if the risk score is high despite good genetics? A: This highlights the power of lifestyle factors! Use it as motivation to implement protective behaviors.