Where this stands
The model in the source sheets is considerably better than a symptom checklist, and it is most of the way to being the right thing. It is also currently broken.
Every answer feeds three separate scoring layers at once: body systems for the client graph, symptom patterns for the practitioner, and nutrient needs for recommendations. One answer about bloating lands in Digestion, Upper GI, Small Intestine and Large Intestine, and also into Hypochlorhydria, Dysbiosis, and Pancreatic Enzymes. That three-way tagging is the real intellectual property here, and it is what makes the reports worth reading.
#REF!, so the calculator does not compute at all right now. And the tagging matrix is only partly filled: weights run out around question 107, with many cells blank below that. Roughly half the instrument is untagged.
The scoring model
Scale, conditional gates, the three-way matrix, cutoff bands, and how the symptom burden score is derived.
Read it →The 8 systems, reconciled
The outline says eight. The sheet has fifteen columns. They do not conflict, and here is how they fit together.
Read it →Calls for Jes
Ten decisions I cannot make. This is the section to work through with her, and it is the gate on everything else.
Read them →Missing pieces
Menstrual cycle and histamine questions do not exist yet, and for a PMDD product that is the important gap.
Read it →Build sequence
What I build, in what order, and which parts wait on the red items above.
Read it →Scoring model
The scale
0 never · 1 monthly or mild · 2 weekly or moderate · 3 daily or severe. Scored on severity and frequency together.
Reference window differs by sitting: onboarding looks back 90 days, reassessment looks back 30 days. Some individual questions override that, for example antibiotic use over two years on first pass and 90 days on reassessment.
The questions list says the past 3 months; the merged sheet says 90 days on onboarding, 30 days on reassessment. Those agree for onboarding but the reassessment window is not stated in the questions list. Confirm 30 days is right for reassessment, and confirm it is applied to every question rather than only some.
Conditional gates
A gate question opens a block of related questions. Most gates are yes/no and score nothing; they exist so a woman who has no digestive symptoms never sees fourteen digestive questions. A handful of gates are themselves scored:
| Gate | Scoring |
|---|---|
| Headaches | 1-3 |
| Dizzy, shaky or jittery | 1-3 |
| Fatigue and energy fluctuations | 1-3 |
| Frequent urination | 0-3 |
| History of fungal or yeast infections | 1-3 |
| Gallbladder removed, antibiotics, parasites, anemia | 0-1 yes/no |
| Alcoholic drinks per week | Custom bands, 0 = 0-1/day up to 3 = 6+/day |
| All other gates | Unscored yes/no |
The three-way matrix
Each question carries a weight into any number of columns across three independent layers:
- Body systems, 15 columns, which drive the client graph.
- Symptom patterns, 48 in the Mini sheet, which drive the practitioner Symptom Patterns report.
- Nutrient needs, 40 in the Mini sheet, which drive the Nutrient Needs report.
Weights are usually equal to the question's max score, but not always. "Joint related symptoms" has a max of 3 yet contributes only 1 to several columns. That partial weighting is deliberate and carries clinical meaning.
Cutoff bands
The merged sheet sets per-column ranges, not one global rule, because column maximums differ wildly. Digestion tops out at 193 while Vitamins tops out at 18.
| Band | Digestion | Blood Sugar | Vitamins |
|---|---|---|---|
| Critical | 59+ | 51+ | 12+ |
| High | 40-58 | 37-50 | 10-11 |
| Medium | 19-39 | 23-36 | 7-9 |
| Low | 9-18 | 7-22 | 3-6 |
Note these do not tile cleanly. Digestion has no band for 0-8, and the Low and Medium ranges for Blood Sugar overlap at 22-23.
The existing bands have gaps and at least one overlap, and they were built for the 15-column model rather than the new 8. Every band needs restating for the new systems. I can compute defaults as percentages of each column maximum, but where a woman tips from Medium to High is a clinical line, not a mathematical one.
Symptom burden score
A single total across everything. The worked example in the merged sheet gives 2211. Because it is a raw sum, its meaning depends entirely on how many questions exist, so it is only comparable between two sittings of the same version of the instrument. This is why the stored results record an instrument version.
The 8 systems, reconciled
The outline names eight systems. The Mini sheet has fifteen columns. My reading is that these are two levels of the same thing, not a disagreement:
| Client graph, 8 bars | Sheet columns that roll into it |
|---|---|
| Diet | DIET |
| Hydration | HYDRATION |
| Digestion | DIGESTION, and its drill-downs UP GI, L/GB, SI, LI |
| Blood Sugar | BLOOD SUGAR |
| Nervous System & Adrenals | ADRENALS |
| Thyroid | THYROID |
| Immune & Inflammation | IMMUNE |
| Sex Hormones | SEX HORMONE |
Fatty Acids, Minerals and Vitamins are columns in the sheet but are not among the eight. They are nutrient categories, so they belong in the Nutrient Needs report rather than on the client graph. That keeps the client view to eight readable bars while the practitioner keeps the full resolution.
Confirm this rollup. Two specific points. Does the Digestion bar show the DIGESTION column total, or the sum of its four drill-downs? Those give different numbers, and the sheet computes both. And is "Nervous System" genuinely the same column as ADRENALS, or does it need its own set of questions covering sleep, stress load, and nervous-system regulation, which the current question list scores into Adrenals?
Calls for Jes
Ten decisions. Everything below the first three blocks the build; the rest shape the reports.
The tagging matrix for untagged questions. Roughly half the Mini-NAQ questions have no weights filled in. I can draft a first pass by carrying weights across from the merged sheet where the question matches, but every new or reworded question needs her call on which systems, patterns and nutrients it feeds and at what weight. This is the single largest piece of work and it is hers, not mine.
Which patterns survive. The Mini sheet lists 48 symptom patterns, including Prostate Imbalance and Male Hormone Imbalance, which have no place in an HMM product. Others may be too clinical to surface even to a practitioner. She should strike the list down to what she will actually use.
Cutoff bands per system. See the scoring model. The existing bands have gaps and an overlap and were built for the old column set. Where does a woman tip from Medium to High?
The top-ten selection rule. The outline says patterns 1 to 5 are the highest totals, and 6 to 10 are the highest percentages excluding the first five. Confirm the percentage is score over total-possible for that pattern. Worth knowing: a pattern with a total-possible of 1, such as Liver/Biliary Replacement Need after gallbladder removal, hits 100% on a single answer and would crowd out real findings. That rule needs a floor.
Lab recommendation logic. The client report should recommend from DUTCH+, GIMAP, Functional Blood Chemistry, and HTMA. Which system or pattern scores trigger which lab, and at what threshold? For example, does a high Sex Hormones bar alone justify DUTCH+, or does it need a specific pattern behind it?
Supplement mapping. Five products are named: Marea multivitamin, Electrolyte Forte, Equip protein powder, Super Enzymes, Bio-Mega 1000. Which results justify which product, and how many are suggested? The outline says one or two. Note this is also where scope of practice bites hardest, since a specific product with a specific dose reads as a recommendation rather than education.
Health pillar priorities. Seven pillars from Module 3: Resilience, Nutrition, Movement, Sleep, Purpose, Relationships, Environment. How do system scores map to a pillar order? Some are obvious, high Blood Sugar to Nutrition. Purpose and Relationships have no obvious scoring route and may need their own questions or may simply be sequenced by the course rather than the assessment.
Reverse-scored diet questions. The diet block asks how often someone eats less than one serving of something, so a higher score means less intake. Confirm this is intended, because it reads backwards to a client answering quickly and is a common source of bad data.
How much of the pattern report a client should ever see. The two practitioner reports name things like Insulin Resistance, Colitis, and Chronic Viral Infections. These must not appear in the client-facing report in my reading, because they are diagnostic language. Confirm the practitioner reports stay strictly internal.
The reassessment window. 30 days on retake, applied to every question or only some? See the scoring model.
Missing pieces
The menstrual cycle section needs to be authored, not adapted. I would expect it to cover cycle length and regularity, bleed character, the timing and shape of premenstrual symptom onset, how many days per cycle are affected, whether symptoms clear with the bleed, contraception and hormonal history, and whether she is cycling at all. Jes should write or approve the list; I can shape it into gates and scoring once the clinical content exists.
Histamine questions do not exist either. The outline asks for them and there is no source list. The current allergy and sensitivity block partly overlaps, so she should decide whether histamine becomes its own gated section or is folded into Immune and Inflammation.
Also outstanding
- The Mini sheet's tagging runs out around question 107. Everything after that is untagged.
- Every pattern and nutrient total is
#REF!. Nothing computes today. - Some questions carry an NAQ reference number and some are marked
new. The numbered ones came from a proprietary instrument. Fresh wording keeps this sellable, which matters if it becomes a paid offer.
Build sequence
What survives from what is already built: the chart with its retake overlay, the verified one-page PDF, HMM branding, and the Supabase storage model, which takes answers and scores as JSON and so absorbs a richer scoring shape without a schema change.
| # | Step | Waits on |
|---|---|---|
| 1 | Scoring engine: conditional gates, three-way weighted tagging, per-system bands | Nothing. Build it against a stub matrix. |
| 2 | Question set with gates, carried across from both sheets | Nothing for existing questions |
| 3 | Menstrual cycle and histamine sections | * Jes authors the clinical content |
| 4 | Tagging matrix completed | * Jes, decision 1 |
| 5 | Client report: burden score, 8-bar graph, pillars, labs, supplements | * Jes, decisions 5 through 7 |
| 6 | Practitioner reports: Symptom Patterns and Nutrient Needs | * Jes, decisions 2 and 4 |
| 7 | Wire into the portal, store per sitting, overlay retakes | Step 1 |
Steps 1, 2 and 7 are mine and can start immediately. Everything else is gated on the red items, which is why they are collected in one place rather than scattered through this document.