A Root Cause Medicine Approach
|
February 3, 2022

Functional Medicine Recommended Annual Blood Tests

Medically Reviewed by
Updated On
September 17, 2024

In root cause medicine, doctors often use blood work as a window into a patient’s health. Functional Medicine is a personalized approach to a patient’s chief complaint. An initial blood screen can help practitioners prioritize where they need to dig deeper, often in places overlooked by conventional medicine.

To give you more insight on this subject, we sat down with 5 of Rupa’s MDs to learn more about a functional medicine approach to conventional blood work.

Dr. Jennifer Simmons

This image shows Dr. Jennifer Simmons, MD, FACS, Functional Medicine Physician and Founder/Owner of Real Health MD.
Dr. Jennifer Simmons, MD, FACS, Functional Medicine Physician and Founder/Owner of Real Health MD

Dr. Simmons spent the vast majority of her career as one of the country’s top breast surgeons until an unexpected autoimmune disease diagnosis drastically changed her trajectory. Dr. Simmons dove headfirst into educating herself on root-cause Medicine, through which she was able to regain her health.

In 2019, Dr. Simmons left her position as a renowned breast surgeon to start her functional medicine practice, Real Health MD, focusing on prevention and optimal wellness.

Dr. Simmons Annual Functional Medicine Blood Test

CBC w/ Diff

Often used in conventional Medicine to indicate organ failure, a CBC with a functional perspective not only focuses on blood cell count but also analysis of the size of cells. Learn more about the importance of the CBC from Dr. Weatherby in Rupa University.

C-Reactive Protein (CRP)

CRP, measured in conjunction with an extensive lipid panel, provides a full picture of both inflammation and cardiovascular health, making CRP a key screening tool for most chronic diseases.

Lipid Panel (total cholesterol, calculated LDL, triglycerides)

Dr. Simmons stresses the importance of paying close attention to both the size and number of HDL and LDL particles. When the LDL size is abnormal, the risk increases. Read more about the importance of advanced lipid testing here.

Fasting Glucose and Fasting Insulin

Practitioners often only measure fasting glucose, but adding fasting insulin is a practical and effective way to detect insulin resistance and get a better overview of the development of diabetes.

Extensive Thyroid Panel (TSH, Free T3, Free T4, Reverse T3, Total T3)

“The days of just checking TSH are gone,” said Dr. Simmons as she walked us through the complex interactions of the thyroid gland. Sometimes results do not show a production problem, but instead a conversion problem from T3 or reverse T3, which happens in the gut.

Vitamin D, 25-OH

Something conventional MDs often don’t measure. Vitamin D levels should be tested, supplemented, and reassessed until stable.

Order Dr. Simmons Panel on Rupa Here

Dr. Christopher Davis

This image shows Dr. Christopher Davis, MD, FACC, Interventional Cardiologist, and Founder & CEO of Reveal Vitality.
Dr. Christopher Davis, MD, FACC, Interventional Cardiologist, and Founder & CEO of Reveal Vitality

As an interventional cardiologist, identifying risk early is critical in Dr. Christopher Davis’ practice. After ten years of practicing conventional medicine, Dr. Davis became frustrated with the system in which he was constrained to treat his patients. He felt it was more reactive than preventative, and he wasn’t able to spend the time with his patients that he wanted.

“From a reimbursement perspective, I had to see more and more patients to make up for the cost. That wasn’t the career I wanted, and it wasn’t why I wanted to be in medicine. I wanted to learn about nutrition and be an advocate for my patients.”

Similar to Dr. Simmons, Dr. Davis relies on bloodwork to indicate inflammation – often at the root of chronic cardiovascular conditions.

Dr. Davis incorporated functional medicine into his cardiovascular practice as a way to “look under the hood” of someone’s health. To do that, he uses the following blood tests.

Dr. Davis' Annual Functional Medicine Blood Test

CBC w/ Diff

Dr. Davis mentions he utilizes this as a strong indicator of liver function.  

Complete Thyroid Panel (TSH, Free T-3, Free T-4, Thyroid Peroxid AB, Thyroglobulin AB)

In functional medicine, exclusively looking at TSH only scratches the surface. To truly understand autoimmune issues, Dr. Davis emphasizes the importance of a full thyroid panel.

Advanced Lipid Panels

I focus a lot on preventative cardiology. I will not order a regular cholesterol panel. I use advanced lipid panels,” Dr. Davis explains that the standard lipid panels taught in conventional medicine often only provide an entry-level snapshot into cardiac risk. It’s not just about knowing cholesterol, HDL, and LDL numbers; it’s about the size of the particles, as well.

Micronutrient Panels

Laughing, Dr. Davis says, “We all know about B12, including your regular doctor. But what about B2, B9, B6?” Comprehensive micronutrient panels are often left out of the equations but are necessary to understand methylation reactions and “understanding what goes on under the hood.” Dr. Davis explains

Order Dr. Davis' Blood Panel on Rupa Here

Dr. Dave Gordon

This image shows Dr. Dave Gordon, MD, IFMCP, ABoIM, Functional Medicine Physician, and Founder of 4 Pillars Health & Wellness.
Dr. Dave Gordon, MD, IFMCP, ABoIM, Functional Medicine Physician, and Founder of 4 Pillars Health & Wellness

Dr. Dave Gordon opened a conventional internal family medicine practice directly after finishing med school, but it didn't take long for him to realize that the things he'd learned in medical school didn't actually improve his patients' health – at least, not in the ways that he wanted to.

"So the rest of my career, I started learning, talking to folks, and incorporating different tools to expand my practice to be more integrative. By the time I heard the term 'functional medicine,' I was already doing it."

Like many functional doctors, Dr. Gordon tailors his blood panels depending on his patient's age and needs. However, as a starting point, Dr. Gordon typically uses the following tests:

Dr. Gordon Functional Medicine Annual Blood Test

CBC w/ Differential

Basic Lipid

Comprehensive Metabolic Profile

TSH

Vitamin D

For patients who need to dig a bit deeper, Dr. Gordon recommends adding on his Expanded Thyroid and Cardiac Panels.

Expanded Thyroid (TSH, Free T3, Free T4, Reverse T3, Total T3, Anti-thyroglobulin, AB's, anti-TPO AB's)

Expanded Cardiac (Lipid panel, ApoA, ApoB, Lp(a), Oxidized LDL, total cholesterol, triglycerides)

Like all of the physicians we spoke to, Dr. Gordon adjusts his panels based on his patient's needs.

Functional medicine is about taking a personalized approach, and not all testing is necessary for everyone. For his patients over the age of 50, he errs on the extensive side of cardiovascular testing. For those under 50, he focuses more on metabolic health and chronic disease.

Order Dr. Gordon's Blood Panel on Rupa Here

 Dr. Indira Maharaj-Mikiel

This image shows Dr. Indira Maharaj-Mikiel, MD, Family Medicine Doctor at Mikiel Integrative Health.
Dr. Indira Maharaj-Mikiel, MD, Family Medicine Doctor at Mikiel Integrative Health

Dr. Maharaj-Mikiel is a family medicine doctor who began incorporating functional approaches to her practice after identifying gaps in the conventional system.

She did her own research to start connecting the dots, well before there was formal training for functional medicine practitioners.

“I remember thinking when I was in med school, ‘How do people function when we take out a third of them – [their whole appendix]? So much of your system is involved, and conventional testing doesn’t connect it all.”

Dr. Maharaj-Mikiel believes in the simplicity of care and acting as a teacher and guide for her patients to reach optimal health. She laughs as she describes to me how shocked her patients are when she tells them her philosophy:

“There is nothing I can do to make you healthy.”

But instead, she views her role as a teacher, educator, and coach, to equip her patients with the necessary tools to become healthy on their own—a simple philosophy and one that dramatically differentiates conventional doctors from integrative and functional practitioners.

Dr. Maharaj-Mikiel's Annual Functional Medicine Blood Test

CBC W/ Differential and Platelets

CMP

Iron

TSH

CRP

Order Dr. Maharaj-Mikiel's Blood Panel on Rupa Here

Dr. John Sosa

This image shows John Sosa, MD, DipABLM, Family and Lifestyle Medicine Physician, Founder at Botaniq Health.
John Sosa, MD, DipABLM, Family and Lifestyle Medicine Physician, Founder at Botaniq Health

Dr. John Sosa is a Board Certified Family and Medicine Lifestyle Physician who emphasizes the importance of diet and lifestyle changes to replace prescription medications with healthy behavior and supplements. He focuses on primary, holistic care to prevent, treat, and reverse chronic diseases.

For Dr. Sosa, analyzing blood work becomes an opportunity to educate his patients, modify behavior, and improve their overall health.

“As a root cause practitioner, you have to weigh the risk. You have to be comfortable with finding something abnormal and up for the challenge of navigating your patients through that. You need to know what you’re looking for, and more importantly, you need to know what you’re going to do once you find it.”

Dr. Sosa’s Core Lab Panels

CBC w/ Diff and Platelets

CMP

HDL, Triglycerides, Total cholesterol, LDL

HbA1c

TSH with reflex

Vitamin B12 with folate

Vitamin D 25-05,

Urinalysis w/ reflex culture (when available).

Order Dr. Sosa's Blood Panel on Rupa Here

Ready to jump in with your own root cause approach?

None of the physicians we chatted with originally planned on incorporating functional medicine into their practice. In fact, the majority of them were adopting the root-cause approach well before they knew it had a name.

Through research, self-education, sometimes self-experimentation, and patience, these medical doctors discovered what works: personalized and systemic approaches to care.

They weren’t afraid to challenge the norms that conventional structures had imposed on them and instead relied on their medical intuition.

It can be a scary leap to convert your practice to root cause medicine, but our MDs’ advice? Start simple. Pick one area of your patient’s health that seems less than optimal, and dig deeper. Trust that the time, energy, and effort you will put into connecting the dots will pay off. Education is key, and Rupa has many educational resources, like Rupa’s Live Classes, Podcast, and Magazine, to help get you there faster.

In root cause medicine, doctors often use blood work as a window into a patient’s health. Functional Medicine is a personalized approach to a patient’s chief complaint. An initial blood screen can help practitioners prioritize where they need to explore further, often in areas that may be overlooked by conventional medicine.

To give you more insight on this subject, we sat down with 5 of Rupa’s MDs to learn more about a functional medicine approach to conventional blood work.

Dr. Jennifer Simmons

This image shows Dr. Jennifer Simmons, MD, FACS, Functional Medicine Physician and Founder/Owner of Real Health MD.
Dr. Jennifer Simmons, MD, FACS, Functional Medicine Physician and Founder/Owner of Real Health MD

Dr. Simmons spent the vast majority of her career as one of the country’s top breast surgeons until an unexpected autoimmune condition changed her trajectory. Dr. Simmons immersed herself in learning about root-cause Medicine, through which she was able to support her health.

In 2019, Dr. Simmons left her position as a renowned breast surgeon to start her functional medicine practice, Real Health MD, focusing on prevention and optimal wellness.

Dr. Simmons Annual Functional Medicine Blood Test

CBC w/ Diff

Often used in conventional Medicine to indicate organ function, a CBC with a functional perspective not only focuses on blood cell count but also analysis of the size of cells. Learn more about the importance of the CBC from Dr. Weatherby in Rupa University.

C-Reactive Protein (CRP)

CRP, measured in conjunction with an extensive lipid panel, provides a fuller picture of both inflammation and cardiovascular health, making CRP a useful screening tool for many chronic conditions.

Lipid Panel (total cholesterol, calculated LDL, triglycerides)

Dr. Simmons highlights the importance of paying close attention to both the size and number of HDL and LDL particles. When the LDL size is atypical, the risk may increase. Read more about the importance of advanced lipid testing here.

Fasting Glucose and Fasting Insulin

Practitioners often only measure fasting glucose, but adding fasting insulin can be a practical way to detect insulin resistance and get a better overview of the development of diabetes.

Extensive Thyroid Panel (TSH, Free T3, Free T4, Reverse T3, Total T3)

“The days of just checking TSH are gone,” said Dr. Simmons as she walked us through the complex interactions of the thyroid gland. Sometimes results do not show a production issue, but instead a conversion issue from T3 or reverse T3, which happens in the gut.

Vitamin D, 25-OH

Something conventional MDs often don’t measure. Vitamin D levels should be tested, supplemented, and reassessed until stable.

Order Dr. Simmons Panel on Rupa Here

Dr. Christopher Davis

This image shows Dr. Christopher Davis, MD, FACC, Interventional Cardiologist, and Founder & CEO of Reveal Vitality.
Dr. Christopher Davis, MD, FACC, Interventional Cardiologist, and Founder & CEO of Reveal Vitality

As an interventional cardiologist, identifying risk early is critical in Dr. Christopher Davis’ practice. After ten years of practicing conventional medicine, Dr. Davis became frustrated with the system in which he was constrained to treat his patients. He felt it was more reactive than preventative, and he wasn’t able to spend the time with his patients that he wanted.

“From a reimbursement perspective, I had to see more and more patients to make up for the cost. That wasn’t the career I wanted, and it wasn’t why I wanted to be in medicine. I wanted to learn about nutrition and be an advocate for my patients.”

Similar to Dr. Simmons, Dr. Davis relies on bloodwork to indicate inflammation – often at the root of chronic cardiovascular conditions.

Dr. Davis incorporated functional medicine into his cardiovascular practice as a way to “look under the hood” of someone’s health. To do that, he uses the following blood tests.

Dr. Davis' Annual Functional Medicine Blood Test

CBC w/ Diff

Dr. Davis mentions he utilizes this as a strong indicator of liver function.  

Complete Thyroid Panel (TSH, Free T-3, Free T-4, Thyroid Peroxid AB, Thyroglobulin AB)

In functional medicine, exclusively looking at TSH only scratches the surface. To truly understand autoimmune issues, Dr. Davis emphasizes the importance of a full thyroid panel.

Advanced Lipid Panels

I focus a lot on preventative cardiology. I will not order a regular cholesterol panel. I use advanced lipid panels,” Dr. Davis explains that the standard lipid panels taught in conventional medicine often only provide an entry-level snapshot into cardiac risk. It’s not just about knowing cholesterol, HDL, and LDL numbers; it’s about the size of the particles, as well.

Micronutrient Panels

Laughing, Dr. Davis says, “We all know about B12, including your regular doctor. But what about B2, B9, B6?” Comprehensive micronutrient panels are often left out of the equations but are necessary to understand methylation reactions and “understanding what goes on under the hood.” Dr. Davis explains

Order Dr. Davis' Blood Panel on Rupa Here

Dr. Dave Gordon

This image shows Dr. Dave Gordon, MD, IFMCP, ABoIM, Functional Medicine Physician, and Founder of 4 Pillars Health & Wellness.
Dr. Dave Gordon, MD, IFMCP, ABoIM, Functional Medicine Physician, and Founder of 4 Pillars Health & Wellness

Dr. Dave Gordon opened a conventional internal family medicine practice directly after finishing med school, but it didn't take long for him to realize that the things he'd learned in medical school didn't actually improve his patients' health – at least, not in the ways that he wanted to.

"So the rest of my career, I started learning, talking to folks, and incorporating different tools to expand my practice to be more integrative. By the time I heard the term 'functional medicine,' I was already doing it."

Like many functional doctors, Dr. Gordon tailors his blood panels depending on his patient's age and needs. However, as a starting point, Dr. Gordon typically uses the following tests:

Dr. Gordon Functional Medicine Annual Blood Test

CBC w/ Differential

Basic Lipid

Comprehensive Metabolic Profile

TSH

Vitamin D

For patients who need to explore further, Dr. Gordon recommends adding on his Expanded Thyroid and Cardiac Panels.

Expanded Thyroid (TSH, Free T3, Free T4, Reverse T3, Total T3, Anti-thyroglobulin, AB's, anti-TPO AB's)

Expanded Cardiac (Lipid panel, ApoA, ApoB, Lp(a), Oxidized LDL, total cholesterol, triglycerides)

Like all of the physicians we spoke to, Dr. Gordon adjusts his panels based on his patient's needs.

Functional medicine is about taking a personalized approach, and not all testing is necessary for everyone. For his patients over the age of 50, he errs on the extensive side of cardiovascular testing. For those under 50, he focuses more on metabolic health and chronic conditions.

Order Dr. Gordon's Blood Panel on Rupa Here

 Dr. Indira Maharaj-Mikiel

This image shows Dr. Indira Maharaj-Mikiel, MD, Family Medicine Doctor at Mikiel Integrative Health.
Dr. Indira Maharaj-Mikiel, MD, Family Medicine Doctor at Mikiel Integrative Health

Dr. Maharaj-Mikiel is a family medicine doctor who began incorporating functional approaches to her practice after identifying gaps in the conventional system.

She did her own research to start connecting the dots, well before there was formal training for functional medicine practitioners.

“I remember thinking when I was in med school, ‘How do people function when we take out a third of them – [their whole appendix]? So much of your system is involved, and conventional testing doesn’t connect it all.”

Dr. Maharaj-Mikiel believes in the simplicity of care and acting as a teacher and guide for her patients to reach optimal health. She laughs as she describes to me how shocked her patients are when she tells them her philosophy:

“There is nothing I can do to make you healthy.”

But instead, she views her role as a teacher, educator, and coach, to equip her patients with the necessary tools to become healthy on their own—a simple philosophy and one that dramatically differentiates conventional doctors from integrative and functional practitioners.

Dr. Maharaj-Mikiel's Annual Functional Medicine Blood Test

CBC W/ Differential and Platelets

CMP

Iron

TSH

CRP

Order Dr. Maharaj-Mikiel's Blood Panel on Rupa Here

Dr. John Sosa

This image shows John Sosa, MD, DipABLM, Family and Lifestyle Medicine Physician, Founder at Botaniq Health.
John Sosa, MD, DipABLM, Family and Lifestyle Medicine Physician, Founder at Botaniq Health

Dr. John Sosa is a Board Certified Family and Medicine Lifestyle Physician who emphasizes the importance of diet and lifestyle changes to replace prescription medications with healthy behavior and supplements. He focuses on primary, holistic care to support, manage, and potentially improve chronic conditions.

For Dr. Sosa, analyzing blood work becomes an opportunity to educate his patients, modify behavior, and improve their overall health.

“As a root cause practitioner, you have to weigh the risk. You have to be comfortable with finding something atypical and up for the challenge of navigating your patients through that. You need to know what you’re looking for, and more importantly, you need to know what you’re going to do once you find it.”

Dr. Sosa’s Core Lab Panels

CBC w/ Diff and Platelets

CMP

HDL, Triglycerides, Total cholesterol, LDL

HbA1c

TSH with reflex

Vitamin B12 with folate

Vitamin D 25-05,

Urinalysis w/ reflex culture (when available).

Order Dr. Sosa's Blood Panel on Rupa Here

Ready to explore your own root cause approach?

None of the physicians we chatted with originally planned on incorporating functional medicine into their practice. In fact, the majority of them were adopting the root-cause approach well before they knew it had a name.

Through research, self-education, sometimes self-experimentation, and patience, these medical doctors discovered what works: personalized and systemic approaches to care.

They weren’t afraid to challenge the norms that conventional structures had imposed on them and instead relied on their medical intuition.

It can be a daunting step to convert your practice to root cause medicine, but our MDs’ advice? Start simple. Pick one area of your patient’s health that seems less than optimal, and explore further. Trust that the time, energy, and effort you will put into connecting the dots will pay off. Education is key, and Rupa has many educational resources, like Rupa’s Live Classes, Podcast, and Magazine, to help get you there faster.

The information provided is not intended to be a substitute for professional medical advice. Always consult with your doctor or other qualified healthcare provider before taking any dietary supplement or making any changes to your diet or exercise routine.

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