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Configurable clinical histories

Clinical information that reflects
your approach to care.

Organize each patient's history and context through configurable clinical sections. Enable patients to complete relevant information before their appointment, and reserve professional assessments for the care team.

Built for the depth of functional medicine. Ready for other ways of practicing.

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Clinical history configurator: sections grouped by area, each one enabled individually (interface in Spanish)
Patient history and context

Understanding the patient starts with asking the right questions.

Functional medicine seeks to understand the patient beyond the immediate symptom or reason for the visit: medical history, nutrition, digestion, sleep, lifestyle, environment, exposures, symptoms and family history can all provide relevant context for clinical assessment. Collecting that depth requires structure.

You decide what you need to know. Oolara helps you organize it.

Depth

A clinical history that can look beyond the reason for the visit.

These are the families included in the functional medicine area. Each one groups several sections, and you choose which ones your practice uses.

  • Identity and medical historyGeneral information, reason for the visit, allergies, family history and medical history
  • LifestyleNutrition, stress, stress tolerance, sleep and hydration
  • Digestive systemGastric and biliary function, bowel habits, SIBO/dysbiosis and intestinal barrier
  • Energy and metabolismGlycotoxicity and hypoglycemia, muscle and cardiac fatigue, and cellular energy
  • Nutrients and biochemistryB vitamins, D3/K2, iron, omega-3/6 and cholesterol
  • Immune system and toxinsChronic inflammation, autoimmune conditions and toxic load
  • EndocrineThyroid gland
  • Mental and emotionalSocial, emotional and spiritual dimensions

Beyond functional medicine, the library includes a general clinical base (structured on Mexico's NOM-004 clinical record standard), gynecology, pediatrics, geriatrics and mental health.

Pre-visit patient participation

Use the visit to assess, not to take notes.

Before the appointment, patients log in to their portal and complete the sections you have enabled for them. When they arrive, that information is already part of their clinical record.

  1. BeforeThe patient logs in to the portal
  2. BeforeCompletes the clinical history
  3. DuringThe clinician reviews and validates
  4. DuringSupplements and assesses

Part of the information gathering happens beforehand. Time with the clinician is spent understanding.

A patient completing the clinical history from the patient portal (interface in Spanish)
What the patient sees in the portal (interface in Spanish).
Questionnaires and previous assessments

Not everything you need to know fits in a clinical history.

The clinical history provides the context. Questionnaires collect and assess specific information with the instruments your practice uses. Oolara keeps both around the same patient.

Clinical history · context

The patient's history and structured information, organized by section and area.

Questionnaires · assessment

Instruments that are scored automatically and return a result with its interpretation.

One patient record. More information should not mean more scattered information.

From many answers to organized information.

Oolara scores each questionnaire according to the logic of its own instrument and presents the result, with the interpretation that instrument defines, for your review. Results can be viewed on screen and downloaded as a PDF.

Oolara organizes, scores and presents. The clinician interprets.

Follow-up and history

Don't look only at how the patient is today.
Review how things have changed.

Many care processes accompany the patient for weeks or months and reassess along the way. Oolara keeps the result of each administration in the patient's record: when you open a questionnaire you see how many times the patient has answered it before and when, and you can review earlier assessments during follow-up.

  1. 1 · First assessmentThe questionnaire, scored
  2. 2 · InterventionPrescriptions, lab orders and supplementation
  3. 3 · Follow-upNew appointments and ongoing care
  4. 4 · New assessmentThe same instrument, again
  5. 5 · HistoryThe new result, kept with the earlier ones

A single visit shows a moment. The history helps you review the process.

The library

A deep clinical history doesn't have to be complicated.

You don't start from a blank page. Oolara includes a library of clinical sections and questions already written and organized by area: you choose and configure the ones your practice needs.

60 sections
18 families
7 clinical areas

The depth is already structured. You decide what you need to use.

Configuration by clinician

Your clinical history should match the way you practice.

Not every clinician needs to ask the same questions, and even within one specialty people work differently. The depth functional medicine requires led us to build a history that can adapt, and that same flexibility serves other ways of practicing.

  • Enable what you need, hide what you don't use
  • A different history for each clinician in the same practice
  • Validity period and age range per section
  • Clinician-only groups that the patient never sees
  • A record from another practice, only if it is shared with you

Built for depth. Flexible enough to adapt.

Configurator: clinical history sections are enabled one by one (interface in Spanish)
Clinical record documents

Everything about the patient, in one place.

Each patient's record holds the clinical history, the questionnaires with the result of each administration, and the documents generated at every visit: visit summary, prescription, lab order and supplementation, all in PDF with your professional license number.

And what the system does not generate: study results, previous documents and other files that you upload, or that patients upload from their own portal. Relevant patient information doesn't always arrive inside a form: it arrives as the PDF the laboratory sent, a note from another physician or a study from three years ago.

Clinical history + Questionnaires + Results + Visit documents + the files you or your patient upload.

Already have your own clinical history form?

Your clinical experience defines what you need to ask. On every plan you compose your history from the existing sections. From the Growth plan, the Forms builder lets you create your own clinical history sections and questionnaires: the questions, how they are answered and how they are scored. You publish them and they are available right away, with no quote and no waiting. If you prefer guidance, our implementation team can review it with you.

Talk to us about your clinical history

It can grow with your practice

You don't need to enable all the depth on day one. Start with the sections you use today and expand the configuration as your care model evolves or new clinicians join.

  • Select
  • Configure
  • Use
  • Evolve

Plan availability is detailed on Plans and pricing.

Other specialties

Not a functional medicine practice? You can use it too.

You don't need a functional history, questionnaires or longitudinal follow-up to benefit from the platform: configure the history with only the sections your specialty needs. Gynecology · Internal medicine · Endocrinology · Pediatrics · Nutrition · General and family medicine, among others.

Oolara is built for the depth of functional medicine, but it doesn't require you to practice it.

Then, practice operations

The clinical history is only the beginning.

Patient information doesn't live apart from the rest of the practice: from the same record, everything that happens around that care stays connected.

  1. ClinicalHistory and questionnaires
  2. ClinicalAppointment and visit
  3. ClinicalPrescriptions, lab orders and supplementation
  4. OperationsProducts and inventory
  5. OperationsPayments and Mexican invoicing (CFDI)

More comprehensive care also needs more comprehensive practice management.

See all of Oolara's features ES
Frequently asked questions

About the clinical history.

Yes. You enable the sections you choose and patients complete them through their patient portal before the visit. When they arrive, that information is already in their clinical record.

No. The history is configured by selecting the sections your practice needs: you enable what you use and hide the rest. You can start with the essentials and expand later.

No. It is prepared for the depth a functional medicine practice may require, and the same structure adapts to other specialties: gynecology, pediatrics, geriatrics, mental health and a general clinical base. You use only the sections your practice needs.

Yes. You can compose it from our library of sections on any plan. From the Growth plan, the Forms builder lets you create your own sections and questionnaires in the portal: you write the questions, decide how they are answered and publish them yourself. If you prefer guidance, our implementation team can review the form you already use.

Yes. Each clinician in the practice works with the clinical history that fits their approach to care, within the same practice operations and the same patient record.

Yes. Each administration is stored in the patient's record with its score and interpretation, so you can see the most recent one and review earlier ones during follow-up. When you open a questionnaire, you see how many times the patient has answered it before and when.

Yes. Some groups are marked for clinician use only, such as physical examination and vital signs, gynecological examination or risk assessment. They are hidden from the patient, do not count toward the patient's progress and are visible only to the clinician.

Yes. You can upload study results, documents from other physicians and any previous file to each patient's record, in PDF, JPG or PNG. Patients can also upload them from their portal, and those files are marked as uploaded by the patient so you know where each document came from. You also decide which documents the patient can see and which stay with the practice.

Discover how Oolara can support your practice.

Explore how the platform can support visit preparation, patient follow-up and the organization of your practice.

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Sign-up and the application are currently in Spanish.

No credit card required What you enter during the trial is kept No long-term contract