Adding Lifestyle Data to Client Profiles

Go beyond genetic predispositions by incorporating your clients' lifestyle data for a more complete and personalized assessment. The more data you add, the smarter the platform becomes — delivering better recommendations, more relevant reports, and sharper insights.

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Why Lifestyle Data Matters

After adding a new client, you'll see a banner inviting you to complete their profile. This refers to lifestyle data collection — it's optional, but highly recommended.

Adding lifestyle data allows the platform to:

• Provide more relevant, tailored recommendations
• Surface content specific to your client's needs and goals
• Exclude unsuitable recommendations based on restrictions or allergies
• Personalize diet, fitness, and health reports

Part 1: Intake Forms

Intake Forms collect foundational client information that personalizes the entire platform experience. We recommend completing these first with every new client.

How to Access

Click the "Complete Profile" banner on your client's page, or navigate to Intake Forms

Two Ways to Complete Them

Send to your client: Enter their email and the platform sends the questionnaire directly. Results save to their profile automatically. This works well when your client can complete forms independently or prefers to answer at their own pace.

Fill out on their behalf: Complete the questions yourself — either from their health history or together during a session. This is ideal when you're working with them in person or want to ensure accuracy.

The Three Essential Intake Forms

1. Conditions & Goals (Most important — complete this first) Covers your client's health goals, current symptoms, and existing conditions. This is the foundation that drives personalized recommendations and relevant content across the platform.

2. Health Basics Covers general health information, medical history, and basic health metrics. Provides foundational context for all health analysis.

3. Diet & Exercise Covers current diet type, food allergies and sensitivities, exercise habits, weight goals, and activity levels. Directly personalizes the Diet & Nutrition Report, Fitness Report, and all dietary recommendations.

Part 2: Lifestyle Assessments

Lifestyle Assessments go deeper — they're interactive questionnaires that evaluate environmental and lifestyle risk factors for specific health conditions.

How They Differ from Intake Forms

Use both for maximum personalization. Start with Intake Forms, then layer in relevant Lifestyle Assessments for targeted insights.

How to Access

Navigate to More > Lifestyle Assessments from your client's profile menu. You'll see the full library of 150+ assessment topics displayed as tiles.

Choose assessments based on:

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

Two Ways to Complete Them

Just like Intake Forms, you can either complete assessments yourself (or together with your client during a session) or send them to your client to fill out independently. Sending assessments as "homework" between sessions is a great way to keep clients engaged.

Understanding Results

Each completed assessment provides:

• Overall Risk Score — Indicates whether lifestyle factors are increasing risk (high), typical, or decreasing risk (protective) for that topic
• Educational Content — Background information on the health topic
• Flagged Answers — Which specific responses are elevating risk and which are protective

Use flagged answers to build action plans, prioritize interventions, set measurable goals, and motivate your clients with clear, data-driven insights.

The Best Part

All lifestyle assessments and intake forms are integrated into corresponding reports by default. When you open a report, you'll see your client's genetics, lifestyle data, and relevant labs — all in one place.

Best Practices

Start with the essentials. Complete the three main Intake Forms (Conditions & Goals, Health Basics, Diet & Exercise) before diving into Lifestyle Assessments.

Don't overwhelm your client. Start with 3–5 Lifestyle Assessments most relevant to their concerns and add more as needed.

Update regularly. Lifestyle data changes over time. Revisit questionnaires when your client's goals shift, new symptoms develop, dietary preferences change, or follow-up consultations reveal new information. Lifestyle Assessments are typically worth retaking every 3–6 months, or 8–12 weeks after implementing major lifestyle changes.

Partial data is better than none. If your client doesn't know every answer, complete what you can. You can always update later.

Frequently Asked Questions

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

Can I update lifestyle data later? Yes, anytime through the Intake Form & Lifestyle Assessments pages.

How long do the questionnaires take? Most take 5–10 minutes depending on complexity.

Will my client see the questionnaire results? If they are connected (have their own account access), yes. If they are not connected, they won't see the raw responses. The true benefit comes from the personalized recommendations and reports the data generates!

Can I see which questionnaires are complete? Yes — the Intake Form section shows the status of all questionnaires.

Can a Lifestyle Assessment contradict genetic reports? They measure different things. Genetics show predisposition; assessments show current lifestyle impact. A high risk score despite good genetics highlights the power of lifestyle factors — and makes a compelling case for implementing protective behaviors.

➡️ Next Step

Now that your client's profile is complete, learn how to upload their lab results for even deeper insights.

🔗 Continue to: How to Upload Lab Results

🙋 Need Help?

If you have questions about lifestyle data or any other feature, reach out to us at support@promicsedge.com or use the chat bubble in your account.