Clinical Tools

Ready-to-use intake forms, patient questionnaires, clinical matrices and practitioner worksheets — designed for functional medicine practice.

All tools are editable and free to use in your clinical practice. Please do not redistribute commercially.
These tools are designed to support clinical assessment and patient communication. They do not replace clinical judgment. All questionnaires reference validated instruments where applicable — scoring guides are included in each download.
Patient Intake & Assessment
Intake Form
Comprehensive Functional Medicine Intake Questionnaire
Multi-system symptom inventory, timeline, and lifestyle history. Covers 12 body systems with severity scoring. Available in PDF and editable Word format.
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Timeline Tool
Functional Medicine Personal Health Timeline
Patient-facing timeline worksheet mapping significant life events, illnesses, exposures, and symptom onset chronologically. Supports the Functional Medicine Matrix approach.
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Matrix
Functional Medicine Matrix — Clinical Worksheet
Practitioner-facing IFM matrix template for organising patient data across antecedents, triggers, mediators, and the seven physiological nodes. Print-ready A3 format.
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Sleep Assessment
Validated Questionnaire
Pittsburgh Sleep Quality Index (PSQI)
Full 19-item validated PSQI questionnaire with scoring guide and clinical interpretation notes. Assesses sleep quality and disturbances over the past month.
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Screening Tool
STOP-BANG Obstructive Sleep Apnoea Screening
Validated 8-item OSA screening questionnaire with risk stratification guide and referral pathway recommendations for primary care and lifestyle medicine.
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Patient Handout
Sleep Hygiene Guide — Patient Handout
Evidence-based, practitioner-reviewed patient handout on sleep hygiene. Covers circadian rhythm, sleep environment, evening routine, and stimulant timing. Branded for your practice.
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Metabolic & Hormonal Assessment
Testing Guide
Functional Lab Interpretation Guide — Metabolic Panel
Optimal vs. standard reference ranges for key metabolic markers — fasting insulin, HbA1c, triglycerides, LDL particle size, ferritin, and inflammatory markers. With clinical action thresholds.
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Patient Questionnaire
Menopause Symptom Severity Tracker
Validated symptom tracker for monitoring menopausal symptoms across physical, psychological, and vasomotor domains — with treatment response monitoring grid.
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Worksheet
Food & Symptom Diary — 14-Day Template
14-day food and symptom diary with gut, energy, mood, and skin columns. Designed for elimination diet support and identifying dietary triggers in clinical practice.
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Patient Communication
Patient Handout
"What is Functional Medicine?" — Patient Explainer
Clear, jargon-free one-page explainer for new patients. Covers the systems-biology approach, what to expect from a consultation, and how it differs from conventional care.
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Consent Template
Informed Consent Template — Functional Medicine Consultation
GDPR-compliant informed consent template covering scope of practice, data use, limitations of functional medicine, and referral pathways. Reviewed for Irish regulatory context.
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Reference Card
Supplement Safety Quick Reference — Practitioner Card
Concise reference card covering key drug-nutrient and supplement-drug interactions for the most commonly used functional medicine supplements. Evidence-graded.
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IFM
International Organisational Member
FMC Ireland is proud to be an International Organisational Member of the Institute for Functional Medicine
Visit ifm.org →