Functional Medicine Root Cause Consultation Tracker

Streamline Your Functional Medicine Practice with This Root Cause Consultation Tracker

Functional medicine practitioners need detailed, organized ways to track patient journeys from initial symptoms to comprehensive treatment protocols. This Functional Medicine Root Cause Consultation Tracker is designed specifically for practitioners who take a holistic, investigative approach to patient care.

Built for the Functional Medicine Workflow

This template helps you document every critical aspect of your consultations: comprehensive symptom timelines, test result interpretations, customized supplement protocols, and personalized lifestyle interventions. Instead of juggling paper forms, scattered notes, and multiple spreadsheets, you get one structured intake that captures the depth and nuance your practice demands.

The form guides patients through detailing their health history chronologically, recording symptom patterns and triggers, and providing context that helps you identify root causes faster. You can track lab work, functional tests, and biomarker trends all in one place, making it easier to spot patterns and adjust protocols as patients progress.

Automate Your Practice with Stepper

Once a consultation form is submitted, you can use Stepper to automate your follow-up workflows. Automatically send supplement protocols to patients via email, schedule follow-up appointments, update your practice management software, or trigger notifications to your admin team when test results need ordering. This saves hours each week and ensures no patient falls through the cracks.

Designed for Health & Wellness Professionals

Whether you're a functional medicine doctor, naturopath, nutritionist, or health coach working with complex chronic conditions, this template adapts to your practice style. It's perfect for practitioners who work with conditions like autoimmune disorders, hormonal imbalances, gut dysfunction, and metabolic issues where detailed tracking makes all the difference.

Built on Paperform, this template is fully customizable, GDPR compliant, and integrates seamlessly with your existing practice tools. You can embed it on your website, send it as a pre-consultation form, or use it during in-person sessions on your tablet. With Paperform's calculation fields and conditional logic, you can create dynamic protocols that adjust based on patient responses.

Start tracking root causes more effectively and delivering more personalized care today.