Build guide
Bespoke Functional & Metabolic Nutrition OS
Metabolic client files, bio-individual supplement trackers, macro meal plan builders, and lab biomarker visualizers — built on the Universal Base.
For: Dental, physio, chiropractic, acupuncture, aesthetics, optometry and veterinary practices
- Linked databases
- 10
- Connections
- 9
- Automatic calculations
- 15
- Ready-made views
- 28
What it saves you
- Treatment-plan progress updates itself as visits are completed
- Recalls that are due or overdue appear in one list every morning
- Supplies expiring within 30 days and items below par flag automatically
- Licence and insurance renewals are counted down per practitioner
How the parts work together
- Register: Create the patient → Record alerts and tick consent when forms are signed
- Treat: Book a visit linked to patient, practitioner and plan → Complete it and record fee and amount paid
- Follow up: Add a recall with a due date → Work the "Due this week" list every morning
- Keep compliant: Check "Renewals due" monthly → Clear "Expiring soon" and "Reorder" before ordering day
Databases inside
Patients
Patient profiles with contact details, alerts and a visit history that builds itself from linked visits.
10 fields · 3 calculated automatically · linked to Visits, Treatment Plans, Recalls & Follow-ups, Client Metabolic & Diet Profile, Supplement & Bioactive Inventory, Diet & Meal Plan Builder, Lab Biomarkers & Progress Tracker
Views: Active patients, Missing consent, Outstanding balances
Visits
Appointments and treatment sessions with practitioner, fees and payment - the calendar and the ledger in one place.
13 fields · 3 calculated automatically · linked to Patients, Practitioners, Treatment Plans
Views: Calendar, Today, Flow, Unpaid
Treatment Plans
Multi-visit plans with goals and planned sessions. Progress is counted from the completed visits linked to each plan.
10 fields · 3 calculated automatically · linked to Patients, Visits
Views: Plans by stage, Reviews due, Proposed - follow up
Recalls & Follow-ups
Check-ups, recalls and callbacks with due dates. Overdue items surface automatically so every patient gets their reminder.
7 fields · 1 calculated automatically · linked to Patients
Views: Due this week, Overdue
Practitioners
Clinicians with registration and insurance renewal dates. Days to renewal count down so no one practises on a lapsed licence.
8 fields · 3 calculated automatically · linked to Visits
Views: Team, Renewals due
Supplies & Expiry
Consumables with lot numbers, expiry dates and par levels. Low stock and short-dated items flag themselves.
9 fields · 2 calculated automatically
Views: Reorder, Expiring soon, All supplies
Client Metabolic & Diet Profile
A professional functional nutrition CRM designed to track bio-individual metabolic baselines, dietary restrictions, intestinal health notes, and food sensitivities. Keep client health history organized and accessible.
7 fields · linked to Patients
Views: Active Client Directory, High-Risk Sensitivities Queue, By Fitzgerald/Diet Type
Supplement & Bioactive Inventory
A professional supplement and micronutrient inventory manager. Track bio-individual supplement protocols, brand sources, active dosages, remaining counts, and set automatic reorder thresholds to prevent protocol interruptions.
8 fields · linked to Patients
Views: Master Supplement Cabinet, Low Stock Alerts, By Form
Diet & Meal Plan Builder
A dynamic macronutrient meal planner and therapeutic menu builder. Coordinate patient-specific daily caloric intake, macro breakdowns (protein, fat, carbs), recipe selections, and anti-inflammatory guidelines without manual calculation sheet mess.
8 fields · linked to Patients
Views: Active Meal Plans Directory, Therapeutic Menus Gallery, By Inflammation Level
Lab Biomarkers & Progress Tracker
A data-driven biomarker and wellness tracking dashboard. Record objective blood panels (glucose, lipid profile, cortisol) alongside subjective wellness indicators (energy, sleep quality) to visualize client progress and validate protocols.
8 fields · linked to Patients
Views: Lab Results Timeline, Energy & Well-being Trends
You get the finished workspace, not homework.
Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Bespoke Functional & Metabolic Nutrition OS →