At Optimal DX, we continually seek ways to enhance your workflow efficiency while providing you with the flexibility to communicate effectively with your patients. We are excited to introduce a new feature now live in the platform: Practitioner Report Note Templates.
Practitioner Report Note Templates let you create reusable blocks of text that you can insert into your Functional Health Reports and Health Improvement Plans. Instead of rewriting the same notes each time, save your preferred introductions, tables, and signature blocks as templates, then add them to your reports with a single click.
Think of templates as building blocks you can stack in any order:
Your practitioner notes are a key part of the Functional Health Report and Health Improvement Plan. They turn lab data into patient-friendly insights and actionable next steps. With templates, you can:
Watch a quick video walkthrough to see how Practitioner Report Note Templates work and how to start using them today.
Practitioner Report Note Templates are included with Premium and Blood Chemistry Unlimited memberships.
Not an Optimal DX Member? CLICK HERE and choose the Premium or Blood Chemistry Unlimited plan to get access to this feature.
This feature gives you more flexibility and control in how you communicate with patients. Keep things short and simple, or create a detailed and structured note. Templates make it easy to build exactly what you need, fast.