Overview This article shows you how to generate personalized supplement recommendations for a client

Target keywords (5-7)

Full Article

VitaPlan AI: Creating supplement recommendations

Overview

This article shows you how to generate personalized supplement recommendations for a client using VitaPlan AI. You’ll learn how to select a client, configure the recommendation parameters, and save the results to the client’s care plan.

Prerequisites

RequirementDetails
VitaPlan AI accountYou must have an active user account with “Nutritionist” or “Administrator” role.
Client profileThe client you’re recommending for must already exist in the Clients list and have a completed health assessment.
Internet connectionA stable connection is required for the AI engine to process the request.
BrowserSupported browsers: Chrome (latest), Edge (latest), Firefox (latest).

Step‑By‑Step Guide

  1. Open the Supplement Recommendations page
- From the left navigation pane, click “Nutrition” ► “Supplement Recommendations.”

- [Screenshot: Left navigation menu highlighting “Nutrition > Supplement Recommendations”]

  1. Select the client
- Click the “Select Client” dropdown at the top of the page.

- Type the client’s name or ID, then click the matching entry.

- The client’s profile summary appears on the right.

- [Screenshot: “Select Client” dropdown with client name highlighted]

  1. Start a new recommendation
- Press the blue “Create Recommendation” button in the top‑right corner.

- A modal titled “New Supplement Recommendation” opens.

- [Screenshot: Modal window titled “New Supplement Recommendation”]

  1. Choose the recommendation type
- In the “Recommendation Type” radio group, select “Personalized” (default) or “Standard Protocol.”

- If you choose “Personalized,” additional fields appear for diet preferences and lab results.

  1. Configure supplement criteria
- a. Click “Add Supplement” to open the supplement selector.

- b. Use the search bar to find specific ingredients (e.g., “Omega‑3”).

- c. Set the dosage, frequency, and duration for each supplement using the numeric fields and dropdowns.

- d. Click the green “+ Add” button to insert the supplement into the list.

- Repeat steps a‑d for each supplement you want to include.

- [Screenshot: “Add Supplement” modal with search bar, dosage fields, and “+ Add” button]

  1. Review AI‑generated rationale
- After you add the first supplement, VitaPlan AI automatically generates a short rationale in the “AI Rationale” pane.

- Edit the text if needed, or click “Regenerate” to get a new suggestion.

  1. Set the recommendation schedule
- In the “Start Date” field, pick the date the client should begin the regimen.

- Choose “Repeat Monthly” or “One‑Time” from the “Frequency” dropdown.

  1. Add notes for the client (optional)
- Type any additional instructions or education points in the “Client Notes” textbox.
  1. Save the recommendation
- Click the blue “Save” button at the bottom of the modal.

- A confirmation toast appears: “Supplement recommendation saved successfully.”

- The new recommendation now shows in the “Current Recommendations” table for that client.

- [Screenshot: Confirmation toast and updated recommendations table]

  1. Export or share (optional)
- In the “Current Recommendations” table, click the three‑dot “More Options” icon next to the recommendation you just created.

- Choose “Export PDF” to download a printable version, or “Share via Email” to send it directly to the client.

Common Issues

SymptomLikely CauseFix
“No clients appear in the dropdown.”You are not assigned to the selected practice or the client’s health assessment is incomplete.Verify your user role and ensure the client’s assessment status is “Completed.”
AI Rationale stays blankThe AI engine timed out or the internet connection dropped.Refresh the page, then click “Regenerate” in the Rationale pane.
Unable to add a supplement – “Maximum limit reached.”The recommendation already contains the maximum of 10 supplements (system limit).Remove an unnecessary supplement or create a second recommendation for the remaining items.
Dosage field shows an error “Invalid number.”Non‑numeric characters were entered (e.g., “2 tablets”).Enter only numbers (e.g., 2) and select the unit from the adjacent dropdown.
Exported PDF is blankBrowser pop‑up blocker prevented the download.Allow pop‑ups for your domain or use Ctrl+S (Windows) / Cmd+S (Mac) on the PDF preview.

Related Articles

  1. VitaPlan AI: Editing an existing supplement recommendation
  2. VitaPlan AI: Running a health assessment for a new client
  3. VitaPlan AI: Exporting client care plans to PDF

Still Need Help?

If you’re stuck or have a question that isn’t covered here, our support team is ready to assist.

We’re here to help you deliver the best nutrition care possible!

Ready to stop losing patients to voicemail?

See how MedReceptionist handles your call types in a 15-minute demo.

Book Your Demo