04. Comprehensive Guide to User and Client Management in BioCoherence Software

Welcome to the fourth installment of our BioCoherence webinar series! In this session, we dive deep into one of the most critical aspects of using the BioCoherence software: User and Client Management. Whether you're a professional using the Pro version or a family user with the Mi version, understanding how to manage users and clients effectively is key to getting the most out of the software. This blog post will walk you through everything discussed in the webinar, ensuring you have a thorough understanding of how to manage users, create new contacts, and share reports.

1. Overview of User Management in BioCoherence

When you first open the BioCoherence app, the current user is displayed at the top of the screen. This could be you or one of your clients, depending on your setup. The app is designed to be flexible, allowing you to manage multiple users and clients seamlessly. Here's a breakdown of the key features:

1.1 Blurring User Information

If you're working in a sensitive environment where privacy is a concern, you can blur the names and pictures of users by clicking on the blur icon. This is particularly useful if someone is peeking over your shoulder, as it allows you to view the results without revealing the identity of the user.

1.2 Viewing User-Specific Analysis

When you click on "Open Analysis" or "See All Analysis," the app will only display the analyses tied to the current user. If you don't see a particular analysis, it's likely because it belongs to a different user. You can switch users by clicking on the two arrows icon, which opens the user directory.

1.3 Switching Between Users

To switch between users, simply click on the two arrows icon. You'll see a list of users, with your account always at the top. You can switch to any of your sub-users by clicking on their name, and the app will immediately display the last three recordings for that user. You can also search for users by clicking on the magnifying glass icon and typing in keywords.

2. Creating and Managing Contacts

The BioCoherence app allows you to create and manage contacts easily. This is especially useful for professionals who work with multiple clients or for families using the Mi version.

2.1 Creating a New Contact

To create a new contact, go to the "Contacts" section in the menu. Here, you can add a new contact by clicking on "Create New Contact." You'll need to specify whether the contact is male or female, as this affects the display of certain screens, particularly those related to sexual organs.

2.2 Adding Contact Information

When creating a new contact, you can add their first and last name, email address, and other optional information like date of birth and personal notes. While the date of birth is not currently used in calculations, it will be in future updates to compute biological age and compare it with the age derived from Heart Rate Variability (HRV) measurements.

2.3 Email Integration

If you add an email address for a contact, the app will create an account for them on the BioCoherence server. This allows you to send PDF reports directly to the client. Additionally, if the client downloads the BioCoherence app and enters their email, they can retrieve their password and access their reports.

2.4 Inviting Clients to Use the App

Once you've created a contact, you can invite them to use the app by clicking on "Invite." You can send the invite via email or text message, and the client will receive a temporary password to log in. The app supports multiple languages, so you can send the invite in the client's preferred language.

3. Managing Client Data and Reports

The BioCoherence app offers robust features for managing client data, including the ability to upload photos, edit contact details, and share reports.

3.1 Uploading and Managing Photos

You can upload a photo for each contact, which is stored in the cloud. This is useful for keeping track of clients, especially if you work with many people. The photo will also appear in the client's account if they log in using their email.

3.2 Editing Contact Details

If you need to update a contact's information, such as their name, gender, or photo, you can do so by clicking on "Edit Contact." This is particularly important if you accidentally assign the wrong gender, as it affects the display of certain organ maps.

3.3 Reassigning Recordings

If you start a recording under the wrong user, don't worry! You can reassign the recording to the correct user by clicking on the name or picture and selecting the correct contact. This feature is especially useful for professionals who work with multiple clients in quick succession.

3.4 Sharing Reports

When you complete a recording, you can share the report with the client by saving it to the cloud. By default, all calculations are done locally on your device, and nothing is uploaded to the cloud unless you choose to do so. Once the report is saved to the cloud, you can share it with the client via email or text message.

3.5 Generating PDF Reports

The app allows you to generate detailed PDF reports, which can be customized to include or exclude certain sections. For example, if you don't want to include organ data in the report, you can hide that section before generating the PDF. You can then print the report, save it, or send it via email.

4. Client Access to Reports and Features

When you share a report with a client, they can access it through the BioCoherence app. However, their access is limited to certain features.

4.1 Client Access in the Pro Version

In the Pro version, clients can view their reports, play frequencies, and access meditations. However, they cannot modify priorities or resources. This ensures that the professional retains control over the analysis and recommendations.

4.2 Client Access in the Me Version

In the Me version, clients have similar access but are limited to two or four contacts, depending on the version. This is ideal for family use but not suitable for professional use.

5. Advanced Features for Professionals

The BioCoherence app offers several advanced features for professionals, including the ability to import data from Apple Health and share access to analyses.

5.1 Importing Data from Apple Health

If your client uses an Apple Watch, they can import their HRV data into the BioCoherence app. While the Apple Watch data is not as detailed as the data from the BioCoherence sensor, it can still be useful for remote monitoring. The client can import the data from their own device, and you can then analyze it in your Pro account.

5.2 Sharing Access to Analyses

As a professional, you can choose to share access to specific analyses with your clients. This is not done by default, so you'll need to manually share the analysis by saving it to the cloud and sending an invite to the client.

6. New Features and Updates

The BioCoherence app is constantly evolving, with new features and updates being released regularly. Here are some of the latest updates:

6.1 Polygraph for Biomarkers

The new Polygraph feature allows you to compare multiple variables across a recording. This is particularly useful for professionals who want to analyze different systems, such as brain waves or the central nervous system, in real-time.

6.2 Improved Restraints and Geopathy

The app now splits restraints into two categories: Geopathy and Biology. Geopathy includes factors like geopathic stress and radiation, while Biology includes heavy metals, pathogens, and toxins. This provides a more detailed view of the client's overall health.

6.3 Contextual Help and Glossary

If you're ever unsure about a term or feature in the app, you can click on the question mark icon to access contextual help. This provides definitions and explanations for various terms, such as "strained" or "biomarker prevalence."

7. Looking Ahead: Upcoming Features

The BioCoherence team is working on several exciting new features, including a stripped-down version of the app for home users and a comprehensive book that explains all the concepts and systems used in the app.

7.1 Stripped-Down Home Version

In the future, there will be a simplified version of the app designed for home users. This version will focus on three main features: recording new data, playing frequencies and meditations, and reading reports. It will be ideal for clients who want to use the app at home without the complexity of the Pro version.

7.2 Comprehensive Book

A 300-page book is in the works, which will explain all the concepts and systems integrated into the BioCoherence app. The book will be available in both English and French and will serve as a valuable resource for both professionals and clients.

Conclusion

User and client management is a crucial aspect of the BioCoherence software, and mastering these features will help you get the most out of the app. Whether you're a professional managing multiple clients or a family user with the Mi version, the app offers a range of tools to help you manage users, create contacts, and share reports effectively.Stay tuned for more updates and features, and don't forget to check out the upcoming book for a deeper dive into the science behind BioCoherence!If you have any questions or need further assistance, feel free to reach out to our support team or consult the contextual help within the app.

Next Webinar: Exploring the Balance and Understand Sections in BioCoherence

Join us next week for our fifth webinar, where we'll explore the Balance and Understand sections of the BioCoherence app in detail. We'll cover how to interpret the data, customize reports, and use the app's advanced features to improve your clients' well-being. Stay tuned!

Can clients customize what they see in their BioCoherence app?: Clients can view a locked version of the app — they can read the report, play meditations and frequencies, but not modify or create new analyses.
How can a client use their Apple Watch to send data to a professional?: Create a contact with their email, send them an invite, and have them use the app to import Apple Health data. Data is then accessible by the professional for remote analysis.
How can I import HRV data from Apple Health into BioCoherence?: First, do a recording in Apple Health. Then, from the BioCoherence app under the user's profile, click "Import" to bring the recording into that account. Note that data is pulled from your own Apple Health account.
How can I reassign a BioCoherence recording to the correct user?: If you recorded under the wrong profile, click the picture or name, then select the correct user during the save process. The scan will now appear under the correct profile.
How can I save the battery of my BioCoherence sensor?: The sensor should power off automatically after removing your fingers. If not, it may still be connected via Bluetooth. Ensure no active connection persists to conserve battery life.
How can I search for a specific user in the BioCoherence app?: Click the magnifying glass at the bottom, then type any keyword. The user list will filter to match the entered text, allowing you to find users more quickly.
How can I switch between different users in the BioCoherence app?: Click the double-arrow icon to open your user directory. From there, select your own account or a sub-user to switch profiles. This updates the displayed analyses to match the selected user.
How can I upload scans to the cloud and assign them to the right user?: When stopping a scan, choose "Send/upload to cloud" and assign the correct user. If needed, create a new user beforehand. This ensures recordings are tied to the right profile.
How do I blur personal information when using BioCoherence to protect client privacy?: To blur personal information like names and pictures, click the blur icon at the top right of the user screen. This hides all identifying details, showing only the analysis data, which is useful if someone is looking over your shoulder.
How do I check the current version of BioCoherence?: Go to "Problem" or "ID" in the menu; it displays the app version. Make sure it matches the latest release to receive all features and fixes.
How do I create a new contact in BioCoherence?: Open the Contacts menu, then click on "Create new contact." Fill out basic details, including gender, which affects organ map visuals. Optionally, add an email to enable communication and account linking.
How do I customize content in a BioCoherence PDF report?: Use the PDF report menu under the "Balance" section. You can add or hide sections (e.g., organs) and insert comments for each part before sharing or printing the report.
How do I invite a user to BioCoherence and send them their reports?: Click "Invite" on the user profile, choose the language, and send the invitation via email or text. This allows the user to install the app and access their data.
How do I know if my changes in BioCoherence are saved?: If the save icon is red, changes are pending and not yet saved to the cloud. Normally, saves are automatic, but always check for the red icon to confirm.
How do I send a BioCoherence report in another language?: Change the app language first, then generate the PDF. The report content will reflect the chosen language, allowing you to share localized reports.
How do I share a report or invite if my app says no method is available?: Ensure your app is updated to the latest version. If not, download updates from biocoherence.net/beta and avoid relying on outdated builds.
How do I share an analysis with a client in BioCoherence?: Upload the analysis to the cloud, then click "Share with contact." This allows the report to be sent directly via email with optional comments and customization.
How do I take or upload a photo for a contact in BioCoherence?: Edit the contact, choose "Take a photo," capture and confirm the image. Confirming uploads the photo to the cloud, making it available across devices.
How do I view all analyses tied to a specific user in BioCoherence?: To view all analyses for a specific user, click on that user's profile and then on "See all analysis." This will display only the recordings associated with the selected user.
Is an internet connection required to use BioCoherence?: No, the app works offline. All calculations are executed locally. The cloud is used only for synchronizing reports and sending shared data.
Is it necessary to input a user's date of birth in BioCoherence?: No, date of birth is optional and not used for current calculations. However, it will eventually allow comparison between chronological and biological age.
Is there a glossary or explanation for terms used in BioCoherence?: Yes, click on the "?" icon anywhere in the app to access contextual help that explains terms such as "strained."
What are the contact limits in different versions of BioCoherence?: The Pro version allows unlimited contacts. The Mi version supports 2 contacts, and the Full Mi version supports 4-5, suitable for managing family use.
What happens if I create a recording using the wrong gender in BioCoherence?: Gender selection only affects the display in organ maps. The analytical data remains unaffected. You can change the gender later in the contact details.
What happens when I add an email to a contact in BioCoherence?: Adding an email creates an account on the server, enabling you to send reports directly to the user. The user can then access their data by entering the same email in the app and resetting the password if needed.
What is the accuracy of Apple Watch recordings compared to BioCoherence sensors?: Apple Watch recordings are less detailed due to averaging and cannot be used for live tests. The BioCoherence sensor provides more precise data for live analysis.