Add Walsh-style assessments, lab-guided reports, and follow-up tracking without building the system yourself
WalshDoc helps clinicians collect patient questionnaires, organize Walsh-related labs, prepare structured reports, and track follow-up needs from a clinician dashboard.
Patients do not simply enter the system as disconnected retail customers. When they begin a questionnaire, lab order, or assessment, they are asked to identify the referring doctor or clinician so the case can be connected to the correct dashboard.
Clinicians can use WalshDoc as a self-service dashboard, a report preparation tool, or a supported workflow where Second Opinion Physician / Dr. Epstein assists with more complex methylation and biotype cases.
Patients are connected to the clinician’s dashboard
WalshDoc is designed for clinician-directed use. A patient may begin with a questionnaire, lab order, or assessment, but the intake process includes a referring doctor or clinician field so the submitted information can be routed properly.
Once the patient identifies the referring clinician, the questionnaire status, lab status, consent status, report status, and follow-up needs can appear in that clinician’s WalshDoc dashboard.
1. Patient Identifies the Doctor
During intake, the patient selects or enters the referring doctor or clinician. This connects the case to the appropriate clinical dashboard.
2. Dashboard Receives the Case
The clinician can see whether consent is complete, questionnaires are submitted, labs are available, and a report is ready for review.
3. Clinician Controls the Review
The clinician may review independently, add comments, finalize the report, or request SOP-assisted interpretation for complex cases.
Use WalshDoc as a practical clinical workflow tool
WalshDoc is not just an EMR, form builder, or lab storage page. It is intended to help clinicians turn questionnaires, labs, biotype patterns, methylation findings, and follow-up needs into a usable clinical workflow.
Collect Questionnaires
Patients can complete Walsh biotype, methylation, toxic overload, and functional medicine questionnaires before the visit.
Organize Labs
Enter or upload copper, zinc, ceruloplasmin, histamine, homocysteine, CBC, CMP, vitamin D, pyrroles, SAM, SAH, and specialty labs.
Generate Structured Reports
Reports can organize symptoms, lab findings, biotype patterns, methylation findings, and follow-up needs into a readable format.
Add Clinician Comments
Clinicians can add impressions, edits, recommendations, follow-up notes, and patient-specific comments before the report is finalized.
Use SOP-Assisted Review
For complex cases, Dr. Epstein / Second Opinion Physician can assist with deeper methylation interpretation, toxic overload logic, and report enhancement.
Track Follow-Up
The dashboard can help identify patients due for two-month follow-up, missing labs, report review, or methylation re-evaluation.
Before using WalshDoc with patients
Clinicians should complete a brief onboarding process before using WalshDoc with patients. This helps clarify privacy responsibilities, patient consent, report use, lab ordering, branding preferences, and the role of SOP-assisted review.
Clinician Participation Agreement
Defines how the clinician uses the dashboard, receives patient data, reviews reports, adds comments, and works with SOP when deeper assistance is requested.
Privacy and Data Access Review
Clarifies how patient information is stored, routed, accessed, and protected. HIPAA-related agreements may be required depending on the clinician relationship and workflow.
Patient Consent and Referring Doctor Field
Patients should consent to sharing questionnaire, lab, and report information with the selected referring clinician and, when applicable, SOP-assisted reviewers.
Report and Branding Preferences
Clinicians can clarify whether reports are clinician-branded, WalshDoc-branded, SOP-assisted, edited before release, or used as internal clinical support.
A practical way to add high-value functional assessment services
Many clinicians are interested in nutrient-based mental health, Walsh-style care, methylation, copper/zinc balance, toxic overload, and functional medicine, but do not have time to build questionnaires, lab tables, scoring systems, report templates, and follow-up workflows from scratch.
WalshDoc helps turn that process into a repeatable service that can support patient care and practice revenue.
Less Staff Time
Questionnaires, lab entry, report drafts, and follow-up tracking reduce manual coordination, scattered emails, and loose PDFs.
Better Visits
The clinician can review organized symptoms, labs, and key concerns before the patient encounter.
More Billable Services
Clinicians may offer questionnaire review, lab review, report preparation, follow-up visits, and advanced methylation interpretation.
Better Patient Retention
Two-month follow-up tracking creates a natural reason to re-engage patients and assess treatment response.
The clinician dashboard keeps the process organized
The dashboard is designed to show what needs attention: consent status, questionnaire status, lab status, report progress, follow-up timing, and patients who may need deeper methylation review.
Patient Starts
The patient begins a questionnaire, lab order, or clinician-directed assessment.
Status Is Tracked
The dashboard shows consent, questionnaire, labs, payment, and report status.
Clinician Reviews
The clinician reviews symptoms, labs, prior history, and key findings.
Report Is Prepared
A report may be drafted, edited, clinician-branded, or SOP-assisted.
Follow-Up Is Flagged
Patients due for retesting, follow-up, or methylation re-evaluation can be identified.
Dashboard features may include
Lab ordering becomes easier to coordinate and report
Clinicians may still use their own lab workflows. However, ordering through WalshDoc / SOP can simplify the process because the requested labs are selected around the WalshDoc reporting logic and follow-up workflow.
Fewer Missing Markers
Panels can be built around the markers needed for Walsh-style and methylation-focused interpretation.
Cleaner Patient Instructions
Patients receive clearer instructions for LabCorp testing, specialty kits, phlebotomy needs, or existing lab entry.
Better Report Output
Lab values can flow into structured tables, biotype summaries, methylation sections, and follow-up report templates.
Use WalshDoc reports your way
Different clinicians may want different levels of support. Some may want a self-service reporting tool. Others may want WalshDoc to prepare a structured draft. Complex cases may benefit from SOP-assisted interpretation.
Clinician Self-Service Report
The clinician uses WalshDoc to organize the data and prepare the report independently.
Clinician-Edited Report
WalshDoc prepares a structured draft, and the clinician adds comments, edits, impressions, and recommendations.
SOP-Assisted Report
Dr. Epstein / SOP can help with deeper methylation logic, toxic overload interpretation, biotype review, and report enhancement.
Reports can support clinician branding or white-label formatting where appropriate. The goal is to help the clinician serve the patient, not replace the clinician.
Choose the level of support that fits the practice
Instead of forcing every clinician into one workflow, WalshDoc can support several levels of participation.
Questionnaire + Lab Organization
For clinicians who want structured intake, lab organization, and dashboard tracking.
Report Draft + Clinician Review
For clinicians who want WalshDoc to help prepare a report draft that they can review, edit, and finalize.
SOP-Assisted Advanced Review
For complex cases requiring deeper methylation logic, SAM/SAH review, toxic overload interpretation, or SOP support.
Patient-facing lab, questionnaire, and report pricing may vary by selected service, labs, and level of review.
Patients can start simply
Patients may begin with a questionnaire, labs, existing lab entry, or a clinician-directed assessment. The clinician can decide whether the patient should start with a basic screen, a lab panel, a methylation panel, or a fuller assessment.
During intake, the patient is asked to identify the referring doctor or clinician so the submitted data can be connected to the correct dashboard.
Follow-up creates clinical value and practice revenue
Many Walsh-style patients need reassessment around the two-month mark. WalshDoc can help identify patients due for follow-up, especially those previously assessed as undermethylated, copper overloaded, pyroluric, or toxic overload.
For prior undermethylation patients, follow-up creates an opportunity to ask whether the original protocol helped, what symptoms persisted, and whether deeper methylation testing such as SAM, SAH, adenosine, glutathione, and related markers should be considered.
This supports both patient care and practice growth.
Review Response
Identify what improved, what did not, and whether the original plan needs adjustment.
Retest Strategically
Use follow-up labs to evaluate copper, zinc, vitamin D, homocysteine, histamine, or methylation markers.
Offer Deeper Review
Patients with persistent symptoms may benefit from enhanced methylation interpretation or report upgrade.
Start with a small clinician trial
WalshDoc does not need to be fully adopted all at once. A clinician can begin with a few patients, test the dashboard, review the report workflow, and decide how much support is needed.