Adding Lifestyle Data to Client Profiles
Add lifestyle data to a client's profile to go beyond genetic predispositions and get more complete, personalized assessments. You collect it two ways: Intake Forms (foundational client information) and Lifestyle Assessments (risk factors for specific conditions). The more data you add, the better the recommendations, reports, and insights.
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Why Lifestyle Data Matters
After you add a new client, a banner invites you to complete their profile — this refers to lifestyle data collection. It's optional, but highly recommended. Adding lifestyle data lets the platform:
- 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. Complete these first with every new client.
How to Access
Click the Complete Profile banner on your client's page, or go 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. Ideal when you're working in person or want to ensure accuracy.
The Three Essential Intake Forms
- Conditions & Goals (most important — complete first) — Covers your client's health goals, current symptoms, and existing conditions. This is the foundation that drives personalized recommendations and relevant content.
- Health Basics — Covers general health information, medical history, and basic health metrics. Provides foundational context for all health analysis.
- 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
|
|
Intake Forms | Lifestyle Assessments |
|---|---|---|
| Purpose | Collect general lifestyle data to personalize the entire platform | Evaluate specific risk factors for individual health topics |
| When to use | First step with every new client | When investigating specific concerns or tracking progress |
| Output | Personalized recommendations and customized reports | Risk scores, flagged factors, and actionable next steps |
Use both for maximum personalization: start with Intake Forms, then layer in relevant Lifestyle Assessments.
How to Access
Go to More > Lifestyle Assessments from your client's profile menu. The full library of 150+ assessment topics appears 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
As with Intake Forms, 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 good 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.
Everything Feeds the Reports
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 the 3–5 Lifestyle Assessments most relevant to their concerns and add more as needed.
- Update regularly. Revisit questionnaires when goals shift, new symptoms develop, dietary preferences change, or follow-ups reveal new information. Lifestyle Assessments are typically worth retaking every 3–6 months, or 8–12 weeks after major lifestyle changes.
- Partial data is better than none. If your client doesn't know every answer, complete what you can and 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 and 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're connected (have their own account access), yes. If not, they won't see the raw responses — but they still benefit 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.
Next Step
Continue to: How to Upload Lab Results
Need Help?
If you have questions about lifestyle data or any other feature, reach out at support@promicsedge.com or use the chat bubble in your account.