Navigating the Bioscope Platform

Audience: Physicians and practice administrators who have completed account setup and are using Bioscope for the first time.

This guide is organized into sections, each with a short video walkthrough. You can watch the video for a quick overview, then use the written guide below it for reference.

1. Patients List & Search

Video:

The Patients page is your home screen — you'll land here every time you log in.

• Search bar — At the top of the page. Type a patient's name or date of birth to filter the list instantly.

• Tiles / List toggle — Switch between a card-grid view and a row-based list.

• Patient tiles — Each tile shows the patient's name, age, genetic sex, and medical record number where you've supplied one.

• Open a patient — Click any tile to go to that patient's full profile.

• Bulk Upload (bottom right) — Add multiple patient records at once.

• + Add (bottom right) — Add a single new patient.

The Sidebar

The left sidebar is always visible:

• Bioscope logo (top) — Bioscope branding.

• Home — Return to the Patients list.

• Chat Configurations — Manage reusable chat prompts that appear as quick-action buttons across your practice.

• Tests & Orders (flask icon) — Order genomic and microbiome tests and track each order from requisition through resulted.

• Your initials (bottom left) — Click to access account settings.

• Toggle Sidebar — Collapse or expand for more screen space.

2. Synoptic View

Video:

When you open a patient, their profile header shows name, genetic sex, age, date of birth, and weight. Below it is the tab bar:

Health dimensions ▾ · Synoptic view · Chat · Clinical record ▾ · Data ▾ · Omics ▾

Three of those are menus rather than destinations — click one and pick a page from it:

Once you're inside one, the tab shows where you are — Omics • Genomics. A Connect Pending or Invite to Connect pill sits at the far left; see Managing Patients for Bioscope Connect.

The Synoptic View is the default tab and the primary patient dashboard. Reading down the page:

Summary and suggestions (full-width, top)

The panel at the top of the page is the AI-generated clinical picture for this patient. It reads in order:

Most entries carry a small source icon. Click it and a Source Document window opens showing the underlying report the finding was drawn from.

Diagnoses are no longer a separate tab — they live here so you see them in clinical context.

Use Regenerate synoptic summary in the page header if the record has changed and you want the summary rewritten.

Recent chat conversations and Body Visualization (bottom)

Below the summary panel, the page splits in two:

• Recent chat conversations (left) — Prior AI conversations about this patient, so you can pick up an earlier thread without searching for it.

• Anatomical rendering and vitals (right) — The patient's body visualization alongside key vitals: Body Fat, BMI, and Weight.

Ask Bioscope (right rail)

A right-hand rail hosts the Ask Bioscope AI panel — quick-action buttons, a chat input, and chat-mode controls. It is contextual: its header reads "About {current view}", so it says "About Synoptic Summary" here and "About Genomics" under Omics. See AI Assistant below for details.

3. Health Dimensions

Video:

Health Dimensions are the categories Bioscope uses to assess a patient's overall health. They live in the Health Dimensions dropdown in the tab bar (to the left of "Synoptic View").

Click the dropdown to open the list. Dimensions are sorted into status groups, stoplight-coloured. Which groups appear depends on the patient — a patient with data across the board may show only two, while a newly added patient may show only NO DATA:

WATCH (red / yellow ▲)

Dimensions where the AI has flagged findings worth monitoring or evaluating further.

NORMAL (green / blue ●)

Dimensions assessed as within acceptable or ideal ranges.

NO DATA (gray ○)

Dimensions Bioscope has no data to assess yet. This is an absence of information, not a normal result — upload records or order testing to populate them.

Full dimension list

Across the groups, Bioscope tracks fifteen dimensions:

• Metabolic Health

• Cardiovascular Health

• Neurocognitive Health

• Mental Health

• Cancer Risk

• Immune Health

• Gut Health

• Renal Health

• Hepatic Health

• Men's / Women's Health

• Blood Health

• Nutritional Health

• Environmental Health

• Physical Resilience

• Healthy Longevity

Note: Men's Health and Women's Health display dynamically based on patient demographics. Women's Health adjusts based on menopausal status.

Click any dimension to drill into its detail view. See the Deep Dive: Understanding the Synoptic View guide for a full explanation of the RYGB color system used for status icons.

4. AI Assistant — Quick Actions & Chat

Video:

Bioscope's AI assistant lives in the Ask Bioscope panel on the right side of the Synoptic View and most patient tabs. It travels with you as you work through a patient's record.

Quick Action Buttons

A row of action buttons sits under SUGGESTIONS at the top of the Ask Bioscope panel. There are two kinds, and the colour tells you which is which:

• Universal buttons (gray) — available to every practice. These are the first eight in the table below.

• Practice-custom buttons (blue) — prompts your own practice has saved. Yours will differ from the examples here; they're managed in Chat Configurations.

These buttons use the patient's complete health profile as context — lab results, genomics, diagnoses, medications, supplements, and uploaded documents. Responses appear inline on the page.

The context for each button is scoped to the page from which it is launched, so Ask Bioscope under Omics › Genomics will focus on the genetic picture, while Ask Bioscope on the Metabolic Health detail will focus on that dimension.

Chat Input + Modes

Below the buttons, a free-form input lets you ask any clinical question. Three modes adjust depth:

• Quick — Fast, terse responses for in-visit questions.

• Standard — Balanced reasoning, the default for most prompts.

• Deep — Thorough multi-step analysis with broader context.

Templates

The Templates dropdown lets your practice save reusable prompts and add them as custom quick-action buttons. Templates are managed in Chat Configurations (left sidebar icon). Toggle a template to Add to Chat Buttons to surface it for everyone in your practice.

Chat Tab

The patient profile Chat tab provides a focused chat workspace for that patient:

• Ask any question about the patient's health data.

• Start a New Chat for a fresh conversation.

• Use the same quick buttons (Explain, Suggest, Educate, etc.).

• All prior chats from anywhere in the platform appear in the side list. Individual chats can be deleted with the trash icon that appears on hover.

Chats are private to the clinician.

Example: "What are the key risk factors for this patient given their genomic profile and current medications?"

5. Clinical Record — Problem List, Supplements, Medications

Videos:

Clinical record groups the three curated clinical lists.

How curation works — read this once, it applies to all three

Bioscope does not list every mention it has ever ingested. It curates a trusted list:

• Entries it is confident about sit under Active.

• Anything uncertain is flagged for your review rather than added silently. The tab shows a count — "14 problems need review" — with a Review button.

• Scanning is manual. Use Scan for new records after new documents arrive; it only picks up records added since the last scan.

• You can always Add an entry directly when you know something the record doesn't show yet.

Open the review queue and work through the flagged items, keeping what belongs and dismissing what doesn't. Anything you don't get to stays flagged — nothing is decided for you.

Why it matters: these lists feed the Health Dimensions, the Synoptic view summary, and the AI assistant. Keeping them curated is what makes the rest of the platform accurate.

Problem List

The patient's active problems, each with details and a Sources link back to the records it was drawn from. (Previously called Complaints.)

Supplements

What the patient takes alongside prescriptions — dosage, frequency and start date. Kept deliberately separate from Medications so a supplement is never mistaken for a prescribed drug.

Medications

Active medications with dose, frequency and a source for each entry.

Note: Diagnoses have no dedicated tab — active diagnoses appear in the Summary and suggestions panel on the Synoptic view.

6. Data — Files, Imaging, Wearables

Video:

Data groups everything you put into a record and everything you get back out.

Data & files management

Four sub-sections down the left:

• Files — Every document on the record: file name, processing status, and date, including anything ingested from a connected EHR. Drop new documents straight onto the page. The patient's Anatomical Rendering upload sits at the bottom.

• Corrections — Flag something the platform extracted wrongly. Adding a correction identifies the conflicting records and hides them from the profile. Corrections are reversible — edit or delete one and the affected records are restored.

• Notes — Your own free-text annotations. Unlike a correction, a note adds clinical context in your words, and the platform takes it into account.

• Export — Takes the structured record back out.

Imaging

Imaging studies. The first time you open it you'll be asked to accept a Research Use Only (RUO) acknowledgment before you can upload imaging or use its analytical outputs. You can continue to view DICOM images without accepting it.

Wearables

Connected device data — activity, heart, sleep and body metrics. If the patient hasn't connected a device, use Send wearable connection invite.

Note on Vaccinations and Procedures: these no longer have their own tabs. Immunization records, lab work and procedure reports are still ingested and still inform the Synoptic view and Health Dimensions — the underlying documents remain available under Data › Files.

7. Omics — Genomics and Microbiomics

Video:

Omics groups the two testing-driven tabs. Both render only once the patient has had the relevant testing.

Genomics

Two sections, selected down the left:

Genetic findings — results grouped by category, each row carrying stoplight counts by severity. Expand a category for the gene, the finding, and the variants behind it.

The patient's Blood Type and FUT2 Status appear in the header, and About this analysis explains the sequencing methodology and definitions.

Pharmacogenomics — how the patient is likely to metabolize specific drugs. Offers Group by Drug / Gene, specialty filters (Cardiology, Neurology, Oncology and others), and Summarize table, which hands the whole table to the assistant for a plain-language read.

Polygenic Risk Scores appear inline on the relevant Health Dimension detail rather than here.

Tip: Review pharmacogenomics before prescribing — it may flag medications the patient could metabolize differently.

Microbiomics

Five sections, selected down the left:

• Summary — A clinician-facing synthesis of the findings and their clinical significance, generated from the assessment.

• Considerations — That synthesis turned into points you might act on, each traceable to the underlying result.

• Diversity — Alpha diversity describes the community within this sample (Shannon for overall diversity, richness for species observed, and dominance, each as a percentile). Beta diversity compares the patient against reference populations as a 2D/3D PCoA scatter.

• Metabolic capacity — What the community can produce: short-chain fatty acids such as butyrate and acetate, and vitamin synthesis.

• Composition — Which organisms are present, including the keystone species carrying most of the functional load.

Survey answers, Understanding gut microbiome analysis, and the collection date sit in the header.

See the Deep Dive: Understanding the Synoptic View guide for a fuller walkthrough.

8. User Settings

Click your initials in the bottom-left sidebar or navigate to Settings. The page has two tabs.

User Settings covers:

• Personal Info — First Name, Last Name, and NPI Number. These appear alongside your notes, orders, and patient-facing materials.

• Display Preferences — Default Biomarker Display sets the default chart type for synoptic biomarker panels (Radar or Bar).

• Reasoning frameworks — Capture your clinical philosophy so it guides AI-generated summaries and chat responses for your patients. If you haven't created one, this reads "No reasoning frameworks yet."

Account Settings covers clinic-level details, team access, and pending invitations:

• Account name and address

• Patient File Triage Mode — When enabled, adds a review step when a large number of files arrive at once (for example, when matching a patient from an EHR). Files then appear in the patient's Data › Files tab to preview and select for full ingestion.

• Pending Invitations — Invite team members; accepted invitations move into the users list.

• Pending patient invitations — Patients invited to Bioscope Connect who haven't accepted yet.

Quick Reference

This information is for clinical decision support and does not replace clinical judgment.

Last updated: August 2026