Pro Tip: Lifestyle History-Leverage Client History for Smarter Lifestyle Prescriptions

The most effective coaches don't reinvent the wheel with every client interaction. Instead, they build on what's worked before, refine what hasn't, and continuously improve their approach based on real-world results. With our enhanced Lifestyle Rx feature, accessing and leveraging past prescription data is now easier than ever.

What It Is:

The updated Lifestyle Rx system gives you quick access to historical prescription data directly from the calendar interface, allowing you to reference, reuse, and refine successful lifestyle prescriptions with just a few clicks.

How to Use It:

Step 1: Navigate to the Lifestyle Calendar View

• Open your client's calendar
• Click the "Lifestyle" tab at the top of the calendar (next to "Exercise")
• This dedicated view shows all lifestyle prescriptions clearly separated from exercise programming

Step 2: Access Previous Prescriptions

• When creating a new prescription (by clicking the broccoli icon), you'll see your most frequently used or recent prescriptions
• These appear as quick-select options, saving you time when prescribing common habits
• For a full history view, click on any existing prescription in the calendar to see its complete history and previous modifications

Step 3: Reuse and Modify Past Prescriptions

• Select any past prescription to use as a template for a new one
• All settings will be pre-populated, including the target, range settings, and reminders
• Make any necessary adjustments for the

Step 4: Build on Previous Success

• Use the visual progress indicators on the calendar to quickly identify which past prescriptions had the highest compliance
• Note which reminder times led to the best client engagement
• See which target ranges were most achievable for different client types

Why It Matters:

This historical perspective transforms how you approach lifestyle programming:

• Time Efficiency: Save hours of programming time by building on previous work
• Continuous Improvement: Refine your approach based on what has actually worked
• Client Specificity: Quickly identify which approaches worked best for specific client types
• Pattern Recognition: Spot trends in client behavior across your entire roster
• More Informed Consultations: Reference specific historical data points during client meetings

Remember, the OPEX philosophy emphasizes individualized coaching based on objective assessment. With easy access to historical prescription data, you can make more informed decisions about each client's lifestyle program, creating truly personalized daily habits that evolve as your clients progress.

Need help setting up your consultation system?

Book a 1:1 call with our team and we'll help you create a process that converts and retains clients.

Want to dive deeper?

Watch this week's 10 Minute Tips video for a detailed walkthrough of these features in action.

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