Create a client – Overview

For each of your nutrition clients or patients, in Foodworks you can create a client. This article steps you through how to set up a client. This article is also available as a video tutorial, click to play below.  

Video Tutorial

Create a client and enter their profile details

To create a client:

1. Open or create a workspace.
2. In the navigation pane, click Create new resource or client and select Client.
3. Enter their Profile details. 

Once created, the client's name, age, and sex appear in the navigation pane, as in this example:

Tag a client

To organise your clients, you can create and apply multiple tags that are relevant to your work. For example, you might tag a client with the clinic in which you see them, and also with relevant health conditions. 

To tag a client:

1. On the General tab for the client, hover over the Tags field, and click Add tag.
2. Select a tag or create a tag.

Add resources for a client

You can create resources for a client and store them on their Resources tab. You can:

• record their dietary intake as multi-day food records or 24 hour recalls
• create custom meal plans specific to the client's requirements
• create custom recipes or foods for the client

To create a resource for a client:

1. In the open client, click their Resources tab.
2. Click Create new and select the resource type (food, recipe, meal plan, food record, or 24 hour recall). 
3. On the General tab for the resource, enter the name of the resource.
4. Add the details of the resource. 

You can see the resources that you've created for your client listed in the client's Resources tab. 

Set custom nutrient goals for a client

To set personalised nutrient goals for a client:

1. Click their Nutrient targets tab.
2. For the nutrients of interest, enter minimum and/or maximum goals.

Set and log biometrics for a client

You can track a wide range of anthropometric, biochemical, and clinical biometrics for each of your clients. 

To select the biometrics to track for a client:

1. In the open client, click their Graph tab. 
2. Select the Biometric sub-tab.
3. Click View available biometrics from the biometric dropdown to add anthropometric, biochemical, or clinical biometrics for tracking.
4. To remove a biometric for this client, click View available biometrics from the biometric dropdown and unselect the relevant check boxes.

To log an entry for a biometric:

1. On their Graphs tab, select the Biometric sub-tab.
2. Select the biometric from the biometric dropdown.
3. Click New Entry, and enter a value and a date.
4. Click Save.

View progress graphs for a client

To view graphs for a client's biometrics (as set and logged on the Graphs tab):

1. On the Biometric sub-tab, elect the biometric from the biometric dropdown.
2. Select a time period (e.g., 2 weeks, 6 months, or All)
3. View the biometric graph.

To view graphs related to nutrition:

1. On the Graphs tab, select Nutrient Targets. 
2. In the resource drop-down, select a client resource to base the Nutrient Targets analysis on.
3. Select the options to view both graph and tabulated forms.