Overview

1. The Lifestyle & Diet Recommendation feature helps patients track daily lifestyle activities while allowing providers to monitor progress, review entries, and assign personalized diet recommendations. 
2. Providers can use predefined recommendations, create custom recommendations, and maintain a reusable diet recommendation library for future patient care.

Configure Lifestyle Categories

1. Before patients can start recording lifestyle information, providers can control which lifestyle categories are available in the Patient Portal.
2. Navigate to the Lifestyle & Diet Recommendation settings page and enable or disable the categories that should be visible to patients. Available categories include Bowel Movement, Mood, Activity, Measurements, Sleep, Water Intake, and Food Tracking.
3. After making the required changes, click Save. Only the enabled categories will be displayed to patients when they enter lifestyle information.

View Lifestyle Entries

1. Patient can add their daily activities from patient portal based on the available categories which will be listed in the Patient > Patient Demographics > Lifestyle & Diet Recommendations page
2. Every lifestyle entry is stored as an individual record and can be viewed by the provider.
3. Each entry displays:

• Date and Time
• Lifestyle Information
• Review Status
• Provider Comments

3. Entries are grouped chronologically, making it easy to review patient activity over time.
4. The Provider can open the patient’s entry, review the submitted information, and add comments & diet recommendations when needed, which marks the Pending status as Reviewed in Patient portal.
5. Once reviewed, the status is updated automatically and the provider’s comments become visible in the Patient Portal.

Entry Status

1. Each lifestyle record displays one of the following statuses:

• Pending Review
• Reviewed

2. The status helps providers and patients understand whether an entry has already been reviewed.

View Lifestyle Data in Calendar Format

1. The providers can use the Calendar View to review lifestyle activity by date.
2. Open the calendar and select any day to view the lifestyle entries recorded for that specific date. This provides a simple way to review historical lifestyle information and track consistency.

Diet Recommendations

Assign a Diet Recommendation

1. Providers can assign diet recommendations directly during a patient visit.
2. Click the Add Recommendation button located at the top-right corner of the Lifestyle & Diet Recommendation screen. A dropdown menu will appear with available recommendation options.
3. Available options include:

• Select from Curated Library
• Create Custom Recommendation

Use Recommendations from the Curated Library

1. The Curated Library contains predefined diet recommendations that can be assigned quickly to patients.
2. When the library is opened, recommendation cards are displayed showing the title, description, and available tags. Providers can preview a recommendation or assign it directly to a patient.
3. Click Recommend to Patient, select the patient, and then click Assign.
4. The recommendation will immediately become available in the patient’s Lifestyle & Diet section.

Create a Custom Diet Recommendation

1. Providers can create patient-specific recommendations whenever a predefined option is not appropriate.
2. Select Create Custom Recommendation from the recommendation menu. Enter a title and description, then choose whether the recommendation should be saved as a reusable template.
3. Click Save to assign the recommendation to the patient.
4. The recommendation is immediately available for patient viewing.