Patient Instructions (Integrative Lifestyle & Supplement Care Plan)

Summary

[1–3 sentence plain-language summary of what health concern or goal this plan addresses, the overall approach (lifestyle changes, supplements if any, labs, and follow-up), and what matters most over the next 1–2 weeks.] (Write in second person using simple, encouraging language. Focus on the single most important takeaway.)

Your Goals:

1. [Specific goal #1 with measurable target, timeframe, and success indicator]
2. [Specific goal #2 with measurable target, timeframe, and success indicator] (Only include if agreed upon.)
3. [Specific goal #3 with measurable target, timeframe, and success indicator] (Only include if agreed upon.)

(If no goals were set today, replace with: "We will set specific goals together at your next visit.")

Your Care Plan

Start now (Today–Week 1):

• [Domain, e.g., Food & Hydration]: [Action step with specific amount/portion and timing] (Only include domains discussed. Keep 1–3 action steps per domain. Prefer "Add…" before "Avoid…". Include what, when, and what to expect.)
• [Domain, e.g., Movement]: [Action step with type, duration, and frequency]
• [Domain, e.g., Sleep]: [Action step with bedtime/wake time or routine change]
• [Domain, e.g., Stress/Mind-Body]: [Action step with practice name, duration, and schedule]

Week 2–4: (Only include if phased approach was discussed.)

• [Domain]: [Progression or next-step action with specific details]
• [Domain]: [Progression or next-step action with specific details]

Ongoing: (Only include if long-term maintenance habits were discussed.)

• [Domain]: [Long-term habit to maintain]
• [Domain]: [Long-term habit to maintain]

(If only immediate changes are needed, include "Start now" only and omit later phases.)

Supplements and Herbs

Safety first: Supplements and herbs can interact with medicines. Do not stop or replace prescribed medications unless we explicitly agreed. If you have a severe reaction, stop taking it and seek help.

Product	Form	Dose	When to take	Why you're taking it	How long	Cautions
[Product name #1]	[Capsule / powder / liquid / other]	[Dose with units]	[Time of day and relation to meals]	[Plain-language purpose]	[Planned duration or recheck timing]	[Key cautions and common side effects]
[Product name #2]	[Form]	[Dose with units]	[Timing]	[Purpose]	[Duration]	[Cautions]

(Only include rows for products that were recommended. If any detail is missing or unclear, instruct the patient to contact the clinic before starting.)

Start order: (If starting multiple new products, begin one at a time so you can tell how you respond.)

1. [Start Product #1 on date or "Day 1"]
2. [Start Product #2 on date or "after X days"]

(If no supplements or herbs were recommended, replace entire Supplements and Herbs section with: "No new supplements or herbs were recommended today.")

When to Get Help

Call 911 now if you have:

• [Emergency symptom relevant to the condition, e.g., trouble breathing, chest pain or pressure]
• [Severe allergic reaction signs, e.g., swelling of face/lips/tongue, hives with trouble breathing]

Call our clinic today if you notice:

• [New or worsening significant symptom related to your condition]
• [Concerning supplement side effect, e.g., severe stomach pain, rash, dizziness]

Message us within a few days for:

• [Mild side effects, questions about how to follow the plan, or barriers you're running into]

Next Steps

• Follow-up visit: [Follow-up timing] by [in-person / telehealth].
• Labs or tests: [Lab/test name] — [Plain-language reason]. [Preparation instructions including fasting, timing, supplement holds if discussed]. [Where to go]. [How results will be shared]. (Only include if labs were ordered.)
• Tracking: [What to track], [how often], and [what to bring to the next visit]. (Only include if tracking was recommended.)
• Other tasks: [Referrals, education resources, or forms] (Only include if discussed.)

(If any lab preparation or supplement instruction is unclear, contact the clinic before you start.)

You're taking meaningful steps for your health. Review this plan at home and write down any questions. For routine questions, message us through [Patient portal name] or call [Clinic phone number]. We're here to support you.