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Software FAQs

Browse the questions we hear the most about the Optimal DX Software

Why is the Optimal DX Software better and more affordable than a downloadable software?

The Optimal DX Software is a SaaS (Software-as-a-Service) solution, with no software to download and learn. You can start using the Optimal DX Software as soon as you sign up, as there is practically zero learning curve. Unlike traditional downloadable software, the Optimal DX Software is a fully hosted, powerfully simple solution with advanced features and premium benefits:
  • Affordable pricing
  • Full data backup
  • Short update cycle
  • Zero infrastructure costs
  • Access anytime, anywhere
  • No maintenance costs
  • Cross-device compatibility
  • No installation fee
  • Simple and easy

If I have questions, how can I contact the Optimal DX team?

You can reach us at, visit our Knowledge Base, submit a support ticket, or alternatively, you can call our office at 541-482-3779.

What specifically is included in the Optimal DX Software training?

In addition to the inline, contextual videos, we offer 9 video training modules:
  • Account set-up and branding
  • Creating custom lab templates
  • Managing the Optimal DX plugins
  • An overview of the Optimal DX report center
  • Editing patient data and lab test results
  • Adding your own practitioner notes to the Functional Health Report
  • What’s included in and how to access the built-in reference tools
  • How to use Optimal DX follow-up reminder tool
  • How to use the Optimal DX unit conversion tool

Does the software run on both Macs and PCs?

The Optimal DX Software platform is a software-as-a-service (SaaS) product — thus, it runs on any machine connected to the internet.

How do I install the software? How do I install updates?

Because the Optimal DX software is a SaaS product, there is nothing to install — as soon as you sign up, you have access to the platform. Better yet, updates are applied instantly.

What kind of support can I expect?

If you have any questions that aren’t answered by the inline video training or the email training course, feel free to email us at, submit a support ticket or call us at 541-482-3779, and an expert will get back to you as soon as possible.

If you have an active license, you can alternatively use the ODX Software’s AMA (Ask Me Anything) feature, which can be accessed within the ODX Software application. Log in to the platform and post your question — If your peers upvote your question, Dr. Weatherby and his research team will dive into the questions and answer them in the ODX Knowledgebase. You will get an email notifying you that your question has been answered.

Who can use the software?

You must be a certified or licensed practitioner to use the software. Upon signup you will be asked to agree to a terms of use and provide us with verification, if asked, that you are a licensed/authorized healthcare professional currently licensed in each applicable jurisdiction that you practice in. We will then review your application and upon acceptance open your account.

Is the Optimal DX Software HIPAA compliant?

Optimal DX, LLC, acts as a trusted confidential application service provider dedicated to providing a secure Internet and mobile service.

Optimal DX, LLC employs a high degree of security consciousness. The environment at Optimal DX, LLC currently encompasses the highest level of security as well as the Health Insurance Portability and Accountability Act of 1996 (HIPAA) security tenets that of the proposed regulations. The overall priorities of Optimal DX, LLC as an organization, is to ensure security and be fully compliant with all HIPAA regulations, proposed and finalized. Access, integrity, availability, ownership, authorization, dependability, authentication, and confidentiality are all major considerations within the Optimal DX, LLC Security Policy.

For more information on our policies, please see:

How secure is the software?

The software utilizes the latest SSL browser encryption, and the database encryption of all personally identifiable data is 100% HIPAA compliant. We take your patients’ security very seriously, which is why we have invested heavily in the latest security features.

Learn More About Security

What can I do to protect my privacy?

In order to protect your privacy while using the Blood Chem Software program:

  • Never share your sign in name or password.
  • Always sign out when you are finished using the service.
  • Choose a strong password that consists of upper and lower case letters and numbers.
  • Install and maintain anti-virus software and a firewall on all computers that you use to access the Blood Chem Software service.
  • Promptly install all security and software updates for our iPad/iPhone apps and for your browser.
Learn More About Privacy

Is the software capable of importing lab results directly from the lab rather than relying on manual entry?

The software currently supports lab result import from Evexia Diagnostics, Empire City Lab, LabTech, Access Medical Labs, and Ulta Lab Tests. Once one of these lab companies completes a lab test, our system securely communicates with their system to import the lab values directly into the software without needing to do manual entry. We are looking to expand this functionality in the future to include more lab companies.

Can the software create reports from any lab tests or does it need an exact set?

The software creates reports based on the results you receive and enter into the platform from the particular blood testing lab you use (e.g., Labcorp or Quest). There are no preset panels that need to be run in order to enter into the software. The software is set up to accept results for over 115 individual biomarkers, and the software will calculate eight or more powerful Functional Medicine ratios for you. The more results you enter into the system, the better job the software does with creating probability-based results.

Please CLICK HERE to view a list of all the biomarkers that are built into the software.

RIGHT CLICK HERE to download a document Dr. Weatherby created with 3 suggested ODX blood panels. Setting up these panels with your lab allows you to get the most out of the Functional Health Reports.

What do you mean by “Enter Unlimited Lab Tests”?

We understand that many practices run a lot of blood tests each month and may also have historical blood test data on their patients that they’d like to put into the system, so we decided to offer unlimited lab tests at any plan level. Basically, a “lab test” constitutes the results you get back from a lab — not the individual biomarkers themselves! Once you enter the data from that lab test into the system and press save, it counts as one lab test in the system. Plans at the Basic level and up allow you to enter as many lab tests into the system as you want.

Does your software provide recommendations for nutritional supplements?

Yes. What’s more, we are independent from supplement companies, so we can provide protocols and recommendations from multiple companies. At this time we have protocols from: 

  • Metagenics
  • Biotics Research
  • Designs for Health
  • Xymogen
  • NuMedica
  • Orthomolecular
  • Standard Process
  • Cytoplan
  • Premier Research Labs
  • Moss Nutrition
  • Apex Energetics

We have 2 supplement driven reports: 1) a Health Improvement Plan that lists all the products recommended for the top eight clinical dysfunctions, deficiencies and conditions and provides the name, dosage and product description; and 2) a shorter Product Summary Report that lists the individual products in a table format that the patient can easily post on their fridge.

Can I re-order Biomarkers in the lab templates in the software to match the order I get on my lab results?

Absolutely. We have set it up so that you can not only reorder lab templates to match the biomarker order on the original lab but also so you can create unique and specific new templates to match popular panels you might run.

Can you add amino acids and fatty acid tests? Can I add results from a salivary hormone test? What about urine dipstick analysis?

The software currently has over 115 individual biomarkers and we add to that list all the time. We are very open to suggestions as to which additional elements to add to the software. The Optimal DX Software is set to do a Functional Analysis of the standard chemistry screen and CBC/hematology test plus a few common elements. We want to keep it simple and easy to use, so at this time we have no plans on adding urinalysis, salivary hormones, or amino acid testing. Given the popularity of advanced lipid fractionation testing, we plan on adding that to the software in the future. If you have biomarkers you want to see in the software then please consider helping us out by gathering important data. Please email us at to let us know your interest, and we can send you a detailed document we use to gather important biomarker data.

Can you use this program on an iPad?

Yes. You can access the software through the browser on your iPad, but at present there is no custom app for Apple or Android devices.

Can the software show comparisons over time?

Absolutely. We feel that it’s essential to look at change over time, which is why the Optimal DX Software includes a historical report that compares the last seven lab tests. This greatly increases compliance, and many practitioners have said that it makes it easier to have patients repeat tests because they are keen to see how their values have changed. In the Functional Blood Test Comparative report, we list the results from the latest test and the previous test next to one another so you can quickly see a change from the time of the previous test to the present test in the system.

Is there a list of the tests that can be interpreted by the software?

Yes. Please CLICK HERE to view a list of all the biomarkers that are built into the software.

RIGHT CLICK HERE to download a document Dr. Weatherby created with the best panels to run so you can get the most out of the Functional Health Reports.

Is there an area in the software where I can enter patient history and other patient facts (i.e., prior exams, etc.)?

Not at this point. We are working on our next software project: “Functional Signs and Symptoms Analysis.” This project will give you the opportunity to provide your patients a comprehensive Health Appraisal Questionnaire and have the results analyzed and a complete report generated. We are working on ways to have this as either a stand-alone product or integrated with your Optimal DX Software account. With the integration, you’ll be able to see the results of the questionnaire side by side with the blood test results.

I’m from outside the US and my labs are using different units and reference ranges? Can I use the software?

Absolutely. There is no need to convert Standard International units into US units to use this software! This is the only software that we are aware of that is 100% usable by practitioners from all over the world. US practitioners use the software in US unit mode while practitioners from Canada, New Zealand, Australia, etc. can input data in Standard International units. Functional Health Reports can be run in either US or Standard International Units. The software does the conversion for you.

Do you provide any type of training to teach us how to get the most out of the software?

Yes, we have a mini e-mail and video-based training as well as instructional inline videos throughout the software. You’ll receive an email from us directing you to a short video that showcases some aspects of the software: entering patient data, creating custom profiles, how to use the reminder system, entering data into the system, the report center, how to read the reports, how to communicate the reports to your patients, etc.

How do I add new biomarkers that aren’t in your system?

Currently the software system comes with a predetermined series of biomarkers, which are the most common on a blood chemistry and CBC test. Lipoproteins are not currently in the system. We have a “Practitioner’s Notes'' section that allows you to write in notes on tests that are not currently in the software program. You can then choose to make these notes available to the patient in the printed report or not. We are adding new biomarkers into the software, and you will need to add those biomarkers to your lab profiles that you have created within the software. Once the new biomarker has been added to your profiles, you can start inputting data on those biomarkers.

Do I need to install the software onto my computer?

No. Since the software is web-based, there’s nothing to install. Furthermore, when a new feature is released, you’ll get it automatically and for free.

What does the Functional Health Report look like?

You can learn all about the Functional Health Report on our Streamlined Reports page.

Learn More About Streamlined Reports

See For Yourself

Watch a demo that walks you through the Optimal DX Software’s interface, its capabilities and how it can help improve your practice.

Account and Plan FAQs

See if your question about your account or plan has been asked before.

What is the ODX Premium Membership and how do I upgrade??

The ODX Premium Membership is a feature we built into the ODX Platform to accommodate multi-practitioner clinics, staff users that enter data, or multiple clinics in different geographical locations. 

The main ODX Premium Member, the admin, can add practitioner and staff users to their accounts. This provides them with an admin interface to manage their users. It allows for unified branding across accounts, sharing Blood Test Credits, or setting up Blood Chemistry (Unlimited) add-ons for all practitioners. This allows unlimited blood tests to be added to the platform and the ability to integrate with one or more of our labs, so blood test results are entered automatically into the software. 

Visit your Billing Page and click the "Upgrade to Premium" link to get started!

How can I cancel my account?

Although we would hate to see you go, you may cancel your ODX Membership at any time.

Visit the billing page in your ODX Platform account and click the link on the bottom right to close your account. You’ll continue to have access to your membership, your credits, and any add-ons you have purchased up to the date of your renewal, after that, your account will be permanently closed.

Canceling your ODX Membership will permanently close the account. We do not allow account reactivations. If you want to maintain access to your patients, lab tests, treatment plans, "My Products", etc. we recommend that you keep a $20/month ODX Membership. This allows you to add future blood tests on a Pay-As-You-Go basis rather than keeping a monthly Blood Chemistry (Unlimited) add-on.

Please Note:

  • NO LONG TERM CONTRACTS – we do not have long term contracts so you can cancel your account and subscription at any time
  • RECURRING SUBSCRIPTION – The Optimal DX Software is a recurring subscription service and charges will continue until your account has been canceled.
  • NO REFUNDS – We are not able to provide refunds based on the sensitive digital nature of the online services provided. If you cancel in the middle of your subscription cycle, your account will remain open until the date of the renewal at which time it will automatically close.
To cancel your account, visit the billing page in your software account and follow the directions to cancel your subscription.

Is there a contract for a specified period of time?

We do not have a long-term contract for becoming a user of our software. We offer a no-contract monthly subscription service. If you want to stop your subscription simply visit the billing page in your software account and follow the instructions to close your account. You’ll continue to have access up to the date of your renewal. After that, you will no longer have access. You can also upgrade or downgrade your account from that billing page. We also make it easy to reactivate your closed account. Simply log into the software and follow the reactivation instructions to begin using the service again.

If I cancel my account can I reactivate it at a later date?

If you close your account and then change your mind, we make it easy to reactivate your closed account. Simply log into the software and follow the reactivation instructions to begin using the service again.

How do I reactivate my account?

Due to HIPPA constraints, we no longer allow account reactivation. Canceling your ODX Membership will permanently close the account. If you want to maintain access to your patients, lab tests, treatment plans, "My Products", etc. we recommend that you keep a $20/month ODX Membership. This allows you to add future blood tests on a Pay-As-You-Go basis rather than keeping a monthly Blood Chemistry (Unlimited) add-on.

What does the ODX Membership give me? Is it Pay-As-You-Go?

The ODX Membership gives you some immediate benefits:

  1. Add your practice to the ODX Practitioner Directory
  2. Get referrals through the directory
  3. Access all 4 of our Reference Guides, including the very latest online version of Dr. Weatherby's ground-breaking blood chemistry and CBC reference book
  4. Ask questions using our AMA Feature (Ask-Me-Anythiung) and have the ODX research team do the research for you. Results are published in our Knowledgebase or on one of our blogs
  5. Ability to purchase Blood Test Credits and use the analysis software on a Pay-As-You-Go basis. 

As mentioned above, the ODX Membership at $20/month provides you with a Pay-As-You-Go experience for purchasing blood test credits to add a blood test into the software. Once that blood test has been entered, you can do many things:

  1. Run a Functional Health Report
  2. Build a health concern-specific treatment plan based on the analysis of the blood test
  3. Send a prescription to Fullscript
  4. Run a Health Improvement Plan

The cost of a blood test credit is $45

Our Plans

Want to learn more about what’s included in the different Optimal DX plans?

FBCA Mastery Training Program FAQs

See what questions we hear the most about our FBCA Mastery Training Program.

Do you offer any kind of functional blood chemistry training program?

Yes. Optimal DX offers the FBCA Mastery Training Program personally taught by Dr. Weatherby. We offer two tracks: A non-certified track, which provides just the knowledge portion of the course, and a certified track, which provides practitioners with the opportunity to sit for an exam, a certification attesting to their mastery of Functional Blood Chemistry Analysis and three free months of access to the Optimal DX Software platform at the Professional level. Register for the Training

Once I sign up, when does the training start?

As soon as you register and set up your ODX Academy login, you can log in to the training and begin! Modules 1 and 2 are live right away and a new training module is added every week. You’ll get an email from Dr. Weatherby when the next module is live.

How is the training delivered?

The training program is accessed through our online training center of ODX Academy and starts the day you enroll. Each week, you’ll gain access to a new training module. Each session focuses on a specific body system with a lesson on Functional Physiology, Know Your Biomarkers, and a series of sessions on how to recognize blood chemistry patterns associated with dysfunctions in that particular body system. We have structured this as an online event to make this training more convenient and more affordable. You can take this training in the comfort of your office or home and access the training sessions 24/7 from our training site.

Are the training sessions held at a specific time and day each week? What’s the schedule?

No, the training sessions are not taught in real time. A new training session video is released every week. You’ll get an email notifying you when you can access the latest session. Plus, you get lifetime access to the training material, so don’t feel you have to keep up with the pace of the program!

How long do I have access to the training material?

How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like.

I won’t be able to make many of the training sessions. Can I get access to them later?

The training sessions are not live! Each session has been recorded and the training material is made available  to enrollees in our online training center: The ODX Academy. The training includes streaming video of the presentations and audio downloads of all sessions in MP3 format. This way, you have 24/7 access to this archive from any computer anywhere in the world through your ODX Academy account.

What will I receive if I sign up for the Certification track?

If you successfully complete our Certification Track, you will become a Certified Functional Blood Chemistry Analyst. We will present you with a formal certificate authorized by Dr. Weatherby and the ODX Academy. In order to receive this certification, you must take all the courses, pass all the session quizzes, pass the final exam, and submit a full case presentation. We will review your case study and get you some feedback. We will then email you a copy of your certificate. Additionally, you’ll gain three free months of access to the Optimal DX Software platform at the Professional level, and up to 35 hours of Continuing Education credits!

Can I earn Continuing Education credits?

For those of you on the Certification Track, you can get CEUs for taking the training. The FBCA Mastery Training Program has received approval for 35 Category 1 hours of Continuing Medical Education from the Oregon Board of Naturopathic Examiners, which is considered a source of CEUs for NDs throughout the USA, and this course has also been approved by the California Acupuncture Board, Provider Number 1546, for 35 Category 1 hours of continuing education for LAcs.

Does this training include treatment protocols?

No, the training does not include treatment protocols. Dr. Weatherby may mention favorite supplements and/or treatments along the way, but this training is focused on assessment and diagnosis. We believe you will get a more thorough grounding in treatment from other experts.

What's "Ask Me Anything"?

For those of you on the Certification Track, you get 3 months of free access to the ODX software. This gives you access to "Ask Me Anything". This is a feature built into the ODX software application. It's a way to get answers to your training questions. Simply log in to the ODX Software and ask your questions! Dr. Weatherby and his research team will dive into the questions and answer them in the ODX Knowledgebase. You will get an email notifying you that your question has been answered.

Let's Get Started

Ready to create true practice success? The Optimal DX membership is here to help you deliver insights into your patient’s health and generate intuitive, comprehensive Functional Health Reports and customer blood test-specific treatment plans.