Track Client Progress and Measure Outcomes

Monitor goal completion, compliance, and health improvements to demonstrate your impact

Tracking progress is essential for effective coaching and demonstrating value. Livewello gives you visibility into client goals, compliance, and outcomes — helping you adjust strategies and showcase results.

Steps

  1. Review Client Goals: View all active wellness goals your client is working on. See target metrics, timelines, and current progress.
  2. Monitor Compliance: Track medication adherence, supplement compliance, and goal check-ins. See patterns in engagement and identify where clients need support.
  3. Review Progress Notes: Read Wellness Coach check-ins to understand client challenges, wins, and what strategies are working. Coach documents progress automatically.
  4. Analyze Trends: View lab result trends, symptom changes, and goal progress over time. Identify what interventions are most effective.
  5. Generate Progress Reports: Create reports showing client improvements, goal completions, and outcomes. Use these to demonstrate your impact and adjust coaching strategies.

Example Workflow

  1. You: [Reviewing client progress]
  2. GeneChat: "This client has made significant progress on their sleep goal. They've improved from 5.5 hours to 7 hours average sleep per night over the past 8 weeks."
  3. You: "What factors contributed to this improvement?"
  4. GeneChat: "Based on their progress notes, implementing a consistent bedtime routine and addressing their magnesium deficiency (related to their genetic variants) were key factors."