Bring Lifestyle Guidance into Every Care Plan

What’s new

You can now include personalized lifestyle recommendations—like nutrition, movement, stress, and sleep—directly in your patient care plans.

Instead of managing lifestyle guidance across notes, PDFs, and follow-ups, you can bring everything together in one place alongside supplements and labs. This makes it easier to deliver clear, actionable plans that patients can follow between visits—and easier for you to refine care over time.

Here’s how it works
Within your workflow, you can:

• Add lifestyle recommendations to any patient plan
• Organize guidance by core pillars (nutrition, movement, stress, sleep)
• Edit and update recommendations as care evolves
• Deliver everything in one structured plan alongside supplements and labs

Why did we build this?

Providers already deliver meaningful lifestyle guidance, but it often lives outside the care plan.

This fragmentation makes it harder to:

• Reinforce recommendations between visits
• Track adherence alongside supplements and labs
• Maintain a consistent, longitudinal view of patient progress

Lifestyle recommendations bring structure to the habits you’re already guiding without adding extra work to your workflow.

This release helps providers:

• Bring all elements of care into one plan
  Include lifestyle guidance alongside supplements and labs in a single, structured workflow
• Deliver guidance without disrupting workflow
  Manage and update recommendations without switching between tools
• Personalize care more efficiently
  Create, edit, and refine lifestyle guidance across patient profiles

The bottom line

Lifestyle recommendations make whole person care easier to deliver and easier for patients to follow. By bringing supplements, labs, and lifestyle guidance into one place, you can spend less time managing tools—and more time guiding care that evolves with your patients.

Need help? Visit our help center or reach out to our Customer Success team.