Understand Client History and Health Profile

Access comprehensive client health records to understand their background and current status

Effective coaching requires understanding a client's complete health picture. Livewello gives you access to organized health records, genetic insights, and progress history — all controlled by your client.

Steps

  1. Client Shares Their Profile: Your client invites you to view their Livewello profile. They control what you can see — full access or specific sections like goals, conditions, or lab results.
  2. Review Health History: Access their health records: conditions, medications, supplements, allergies, genetic insights, and lab results. Everything is organized and easy to navigate.
  3. Review Progress Notes: Read Wellness Coach conversation history and progress notes to understand their journey, challenges, and what has worked previously.
  4. Get AI-Generated Summaries: Ask GeneChat to generate summaries: "Give me a summary of this client's health profile" or "What genetic factors should I consider for this client?"
  5. Stay Updated: Receive notifications when clients update their health records, complete goals, or add new information relevant to your coaching.

Example Workflow

  1. You: [Reviewing client profile]
  2. GeneChat: "I can help you understand this client's profile. They have MTHFR variants that affect folate metabolism, and they're currently tracking a sleep improvement goal."
  3. You: "What supplements would be most beneficial given their genetics?"
  4. GeneChat: "Based on their MTHFR variants, methylated B vitamins would be more effective. They also have variants affecting vitamin D metabolism."