Managing Lifestyle Recommendations

Under My Practice > Lifestyle Recommendations, you can either edit existing curated Lifestyle Recommendations or create new lifestyle habits to recommend to your clients. These recommendations can be integrated into a Protocol, Protocol Template, or assigned to clients individually.

To learn more about working with Protocol Templates, click here.

Adding New Lifestyle Recommendations

To create your first Lifestyle Recommendation, follow these steps:

1. Go to My Practice > Lifestyle Recommendations.
2. Click Create new on the Get Started window.
   
   
   
3. Fill in details:
   • Name the Recommendation: Provide a clear title for your recommendation.
   • Add an Explanation: Describe why this recommendation is important for your client.
   • Select a Category: Choose the category that best fits the recommendation.
     
     
     
4. Save your Recommendation. After saving, the recommendation will appear under My Practice > Lifestyle Recommendations.
5. Click Recommend to client and select the client you wish to send it to.
   

Adding Additional Recommendations

To add more Lifestyle Recommendations:

1. Go to My Practice > Lifestyle Recommendations
2. Click the Fast Action Button in the bottom-right corner
3. Select Create new
   
   

Using Curated Recommendations

Practice Better offers a list of Curated Recommendations that you can use.

To access these:

1. Go to My Practice > Lifestyle Recommendations.
2. Click the Fast Action Button in the bottom-right corner
3. Select View curated recommendations
   
4. You can choose from the following actions:
   • Recommend to Client: Send the curated recommendation to a client.
   • Add to Favorites: Save the Curated Recommendation to your list of Lifestyle Recommendations for frequent use.