ThriveLabSelf Assessments
Domain: Diagnostics & Audit | Type: Custom (active)
Full reference: CRM Modules Guide
What is it?
The patient-facing structured questionnaire that captures symptoms, lifestyle data, and goals — then computes a hormonal-imbalance score used to route the patient to the appropriate treatment path.
Assessment Flow
- Patient selects symptoms from a list
- Each symptom gets a severity rating from 1–5 (feeds the scoring engine)
- Patient lists additional symptoms not in the list
- Patient selects top 3 goals
- Medical exclusions checked (certain conditions like cancer history exit the flow entirely)
- “Calculating Results” screen → weighted sum algorithm runs
- Result: “Possible Imbalance Detected” with percentage/score breakdown
- CTA: “View Your Treatment Plan” → leads to appointment booking
“Calculating Results” is not AI. It’s a weighted summation of symptom severity scores to produce a percentage display.
Assessment Versions / Flows
| Flow | Notes |
|---|---|
| Hormone Imbalance (Male) | Shortest flow — recommended for testing |
| Hormone Imbalance (Female) | Significantly longer — more questions |
| Weight Loss | WOS-specific assessment |
| Peptides | Simplified assessment, no meeting required |
Data Stored
Each completed assessment stores:
- Selected symptoms + severity scores
- Additional symptoms (free text)
- Top 3 goals
- Exclusion check results
- Final score/percentage
- Timestamp and patient reference
This data is stored in the Self_Assesments module (note: typo in API name is intentional — do not “fix” it).
Where It Appears in CRM
- Leads module — assessment linked to the lead who completed it
- Contacts module → Related List “Self Assessments” — after the lead converts to a contact
Known Issues / Notes
- Marketing has identified that certain screens in the assessment funnel cause high drop-off. Screens asking for personal data before building trust are primary culprits.
- Image compression on the goals screen is not optimized (slow load).
- The assessment flow for female patients is considerably longer — keep this in mind when analyzing completion rates.
Related Modules
- Leads — Lead created when assessment is completed
- Contacts — Assessment data linked post-conversion
- Patient Plans — Treatment plan generated after assessment + booking
Full reference: CRM Modules Guide