24. Managing Clients, handling invitation codes, working with duplicate accounts...

At BioCoherence, we hold webinars weekly to educate practitioners and enthusiasts about our software's features. In this session, the focus was on managing clients, handling invitation codes, working with duplicate accounts, sharing access, software updates, and exploring the potential future functionalities of BioCoherence technology. This article will serve as a deep dive into these discussions, ensuring you grasp the best practices to manage patient records and engage with the latest software developments.

Managing Clients in BioCoherence

BioCoherence helps practitioners manage their client list efficiently. Let's explore how to optimize the process of handling client records.

Inviting New Clients and Managing Existing Ones

To manage your customer list, click on the appropriate section in the BioCoherence application.
Use the "Invite a Contact" feature to invite a client. This shows your personal invitation code.
Any existing BioCoherence users who enter this specific invitation code will be added to your customer list.
For seamless integration, keep a copy of your invitation code accessible (e.g., written on your desk).

Handling Duplicate Client Accounts

Duplicate accounts occur when a client has already used BioCoherence under a different practitioner or personal registration. If a practitioner unknowingly creates a new account for the same client, the same individual will appear twice in the system.

If you need to merge work done on a duplicate account, open the original client file and save the analysis.
On the save screen, transfer the recording to the client's active account by selecting the correct contact.
The transferred scan will maintain its original data while being assigned to the new profile.

When viewing a client's scan, practitioners may also wonder whether the original uploader is displayed. BioCoherence stores data about the original scan owner, so practitioners can verify who performed the initial scan.

Advanced Client Features

Managing clients efficiently requires advanced features that streamline access and collaboration.

Sharing A Client's Report With Another Practitioner

BioCoherence allows practitioners to share patient data when working in collaboration. Here's how:

Open a client's record.
Click on 'Share Access to This Record.'
You can share with a specific contact or generate an invitation code.
The recipient of this invitation code can view the report, but ownership remains unchanged.

This is especially useful when multiple practitioners work with the same individual, ensuring smooth data exchange without duplication issues.

Future Features: Multi-Practitioner Clinics and Social Network Integration

BioCoherence envisions a future where:

Practitioners in the same clinic or the same group can efficiently access and share clients' data.
A social networking model within BioCoherence will allow practitioners to exchange insights, chat, and contribute to holistic analysis.

This expansion could foster a more interactive approach in therapeutic practices.

Enhancements in Music & Meditation Features

BioCoherence integrates music theory with vibrational healing through meditation sessions.

Understanding Musical Key Selection in BioCoherence

Each meditation session selects a musical note and key based on the user's detected frequencies. However:

This is not a prescriptive healing tone but a sound aligned with the individual's resonance.
The meditation aims to take you deeper into your body's inherent frequency rather than leading you toward an imposed harmonious state.

Future updates might allow practitioners to adjust meditation frequency targets based on observed needs.

Harmonic Boost and Custom Meditations

BioCoherence's Harmonic Boost feature structures frequencies to promote balance. Each session follows a specific hierarchy:

Meridian adjustments,
Organ balancing,
Emotions.

Understanding this hierarchy aids practitioners in interpreting and structuring healing sessions. Additionally:

Users suggested more flexibility in changing the meditation's musical tone.
Some practitioners noted improving patients' meditation experience by slightly altering the musical structure.

These potential upgrades are under consideration.

Software Updates & Usability Improvements

Recent improvements include:

Faster mp3 exports (except for Mac App Store version due to platform limitations).
A Journal Feature that allows tracking personal metrics (e.g., strength tests, emotional balance).

Handling Font & Visual Adjustments

Some practitioners noted challenges with font sizes, especially for users with visual impairments. Here's how you can manage it:

On Mac, Windows and Linux, the "View" menu in the app enables zoom settings. This menu does not exist on the App Store and Play store versions.

Efforts are ongoing to integrate font resizing into all versions.

Subscription & Payment Adjustments

BioCoherence offers flexible subscription models:

Monthly or yearly options.
One-time purchases for lifetime access.
Practitioners can purchase subscriptions on behalf of clients.

For payments:

Stripe supports multiple payment methods including credit card, direct debit, and subscriptions.
Crypto-based cards (like those supported by PayPal or Google Pay) are accepted if they function with Stripe.
It's always possible to pay by bank transfer for purchases.

Upcoming BioCoherence Summit

The annual BioCoherence Summit will take place in October, coinciding with new developments:

A mix of French and English-language sessions to accommodate a global audience.
Unique hands-on BioCoherence training sessions to enhance user expertise.
Renowned speakers, including Dan Winter, will contribute to the event.

Practitioners seeking more knowledge and direct mentorship should consider attending.

Report Customization: Enhancing Clarity & Readability

One of the most requested updates was improving the PDF reports given to clients.

Solutions Discussed:

Compact summaries: AI-generated overviews will replace lengthy default reports.
Larger icons for clarity: Icons (e.g., the bio-flower visualizations) will be enlarged in PDF reports.
Removing less critical sections: The team is considering hiding non-essential data to streamline information delivery.

These changes aim to create user-friendly, visually accessible client summaries.

Using AI Helpers for Deeper Analysis

AI Helpers are available for all users, not just professionals. They assist in:

Interpreting health data.
Providing personalized insights.
Suggesting basic programs for home use.

In addition to resource explanations, future updates will incorporate AI-assisted report summaries, making it more intuitive for users.

BioCoherence for Pets: Flea & Tick Management

Interestingly, BioCoherence's frequency-based healing seems effective for pets too!

A user reported success in using BioCoherence's flea frequency on their dog, eliminating fleas without chemicals.

Further investigation into frequency-based pest control for animals is in consideration.

Conclusion

This webinar covered critical aspects of client management, app usability, meditation features, AI helpers, and future updates. BioCoherence continues improving its ecosystem, integrating user feedback to enhance usability and functionality.

Key Takeaways:

Client management: Inviting, merging duplicate accounts, and sharing access is now easier.
Advanced features: Streamlined subscriptions, report customization, and new ways to share client data.
Expanded musical tools: Enhancements in meditation frequency selection for improved results.
AI tools in reports: Automated summaries will soon be implemented for better client understanding.

BioCoherence is shaping up to be not just a biofeedback tool but a fully integrated holistic health ecosystem. If you haven't explored these features yet, now is the time!

Stay tuned for next week's webinar, where we will dive deeper into more advanced applications of the BioCoherence platform!

Can a client user utilize AI helpers and create custom programs with a ME Basic subscription?: Yes, AI helpers and custom basic programs are available at the ME Basic subscription level. ME Play allows using AI for explanations and building basic routines too.
Can AI Summaries be integrated directly into a client's PDF report?: Yes. You can now generate AI helper summaries (e.g., via the Naturopath AI) and insert them directly at the beginning of the report for simplified explanations.
Can I choose which type of meditation to play (mind, body, energy)?: Yes. On the meditation screen, choose from daily focus types: body, mind, energy — or use the plus icon to return to manual mode with full duration control. Each focus plays the associated frequencies.
How can I increase font size in the BioCoherence app?: On Mac/Windows versions from the BioCoherence website, go to the top menu > View > Zoom In. On app versions, go to Settings > Interface Font to change font styles, though zoom may not be available there.
How can I simplify the PDF report for clients (e.g., at events)?: Use the AI helper summary to generate a concise intro, include only resource and priority sections, and hide unused sections. This provides a quick, informative summary suitable for printouts.
How can two practitioners share client records with each other?: Open the record, click "Share access to this record," then select "invitation code." Send the code to the other practitioner so they can input it in their app to access the shared record.
How do I invite an existing BioCoherence user to my customer list?: Go to the customer list by clicking the two arrows, then click "invite a contact." Share your personal invitation code with the existing user—they can enter it at app startup or in settings under their account. Once they do, their profile will appear i...
How do I track personal metrics like finger strength in the app?: Use the journal feature from the home, balance, or progress page. Add a new metric, name it (e.g., "finger strength"), choose a unit (e.g., pounds), and input data. You can view these as curves under Progress > Journal.
How do I view or manage a client's subscription as a practitioner?: Go to the client's profile, select "About," and view or manage their subscription. You can purchase or renew on their behalf using your pro account.
What do "instant," "moment," and "period" mean in the musical harmony section?: They represent time spans for harmonic analysis: Instant = 1 bar, Moment = 2 bars, Period = 3 bars, Global = full track. These show how your internal music shifts over short to long durations.
What do the musical scales in the meditation screen represent?: The musical notes and chords reflect your current inner state, not a target state. The app uses music that resonates with your energetic output during the scan to guide your meditation.
What does the Sleep/Wake option do in meditation settings?: "Sleep" provides a fading sound ending to facilitate sleep with calming frequencies. "Wake" ends with more energizing sequences, helping gently return awareness.
What happens if a client creates multiple accounts before entering the practitioner's invitation code?: If a client creates a second account and enters the code later, you'll have two profiles. You can move recordings by changing the owner: open the recording, save it, and assign it to the correct profile. This avoids duplicates.
Where can I download the desktop version with full functionality (e.g., MP3 export, zoom)?: Go to biocoherence.net/install. This version supports features not available on App Store versions like quick MP3 exports and UI zoom adjustments.
Will moving a scan between client accounts create duplicate scans or change the data?: No, the scan data remains the same. The system just reassigns the scan to the other user. The metadata like practitioner profile and date may update, but the content is not altered.