Structuring Follow Up: The First 90 Days

Level 3, Clinical application

In brief

The first 90 days after an initial consultation determine whether a plan takes hold. A structured sequence of an early check in at 1 to 2 weeks, reviews at around 4 and 8 weeks, and a comprehensive review at 12 weeks, with coaching support between visits, allows practitioners to troubleshoot early, add changes in stages, respond to setbacks, retest at appropriate intervals and plan for maintenance.

The initial consultation receives most of the attention in functional practice: the long history, the timeline, the matrix and the plan. Yet the outcome is usually decided later. Many plans fail not because they were wrong but because follow up was absent, irregular or unfocused. The first 90 days are when new habits either form or fade, when side effects and interactions appear, and when early results either encourage or discourage the patient. Structuring this period deliberately makes a large difference.

Why 90 days

  • Habit formation research suggests that new behaviours take around 2 months on average to become automatic, with wide variation.
  • Many biomarkers take weeks to months to change: HbA1c reflects about 3 months, ferritin responds to iron treatment over several weeks, and lipids stabilise over 6 to 12 weeks after dietary change.
  • Early adverse effects, interactions and practical barriers usually appear in the first few weeks.
  • Motivation is typically highest at the start and most fragile after the first month.

A structured sequence

TimingFormatFocus
Day 0Initial consultationHistory, timeline, matrix, priorities, first changes, safety steps, referrals, tests
Week 1 to 2Brief check in by message, call or coaching sessionIs the plan understood? Any problems starting? Any adverse effects? Early troubleshooting
Week 4Review appointmentAdherence, early results, barriers, test results from the first visit, adjust, add the next change
Week 8Review or coaching sessionConsolidate habits, address setbacks, progress to phase 2 interventions
Week 12Comprehensive reviewOutcome measures, repeat tests where due, update timeline and matrix, reprioritise, plan next phase or maintenance

The exact timing will vary with the condition and the patient. Patients with medication changes, safety concerns or complex needs may need closer contact.

What happens at each review

Review adherence without judgement

Ask what the patient has been able to do, what has been difficult and what they have learned. Framing lapses as information rather than failure keeps the conversation productive.

Check safety

New symptoms, adverse effects, supplement reactions and medication related changes such as low glucose or dizziness.

Review measures

Compare agreed outcome measures with baseline: symptom scores, weight, waist, home readings, activity, sleep.

Adjust

Keep what is working, modify what is not and consider whether the next change is appropriate. Avoid adding too much at once.

Update the picture

New information from the patient or tests may change the timeline, the matrix or the priorities.

Between visits

Support between appointments often determines success. Options include:

  • health coaching sessions focused on behaviour change;
  • simple tracking tools, such as checklists, food and symptom diaries, step counters or glucose readings;
  • brief secure messages for questions;
  • educational materials and recipes;
  • group programmes where available.

Clear guidance about when to contact the practitioner or seek urgent care, known as safety netting, should always be given.

When to retest

TestTypical interval to reassess after an intervention
HbA1cAbout 3 months
Lipids6 to 12 weeks after dietary change or starting medication
Ferritin and haemoglobin after iron treatmentHaemoglobin at 2 to 4 weeks; ferritin after 2 to 3 months
Vitamin DAbout 3 months after starting or changing dose
B12 after replacementClinical response and blood count; testing interval depends on treatment
TSH after levothyroxine change6 to 8 weeks
Liver enzymes after lifestyle change3 to 6 months
hsCRPSeveral months after addressing drivers

Retesting too early can produce misleading results and discourage patients.

Handling setbacks

  • Expect them. Tell patients at the outset that setbacks are normal and do not undo progress.
  • Identify the trigger: illness, travel, stress, a holiday, a change in routine.
  • Simplify: return to the 1 or 2 most important changes.
  • Problem solve together: what would make it easier next time?
  • Revisit motivation: why did this matter to the patient in the first place?

When progress stalls

If there is little progress by the 12 week review despite good adherence, reconsider the hypotheses. Is there a missed diagnosis? A mediator not yet addressed? A medicine effect? Is the plan realistic for the patient’s circumstances? Stalled progress is an opportunity to revise the map, and sometimes a reason to refer.

Planning for maintenance

By around 3 months, some patients have met their initial goals. The conversation then turns to maintaining gains, preventing relapse, deciding on the frequency of future reviews, reducing supplements that are no longer needed and setting longer term goals. Maintenance plans are particularly important for weight, where regain is common.

A worked 90 day plan

A 48 year old woman with fatigue, iron deficiency, poor sleep and prediabetes starts her plan. At week one, a coaching call reveals that iron tablets are causing constipation; her doctor switches to alternate day dosing. At week 4, her sleep has improved with a fixed wake time, her energy is slightly better and her haemoglobin has risen; the next change, a protein rich breakfast and a walk after dinner, is added. At week 8, a family illness has disrupted her routine; the plan is simplified to sleep and breakfast. At week 12, her ferritin has improved, her HbA1c has moved back towards normal, her fatigue score has halved and she has lost 3 kg. The next phase adds strength exercise and a maintenance plan.

Follow up is the treatment

Structured follow up is not an administrative extra. It is where plans are tested, adjusted and made to work in real life. A clear 90 day structure, with support between visits and timely retesting, turns a good first consultation into lasting change.

Follow up questions

Why focus on the first 90 days?
New habits take around 2 months to form on average, many biomarkers change over weeks to months, and early problems appear in the first weeks.
When should HbA1c be rechecked?
Usually about 3 months after a change in treatment or lifestyle.
What should happen when progress stalls?
Reconsider the hypotheses, look for missed diagnoses or mediators, check the plan is realistic and consider referral.

References

  1. Lally P, van Jaarsveld CHM, Potts HWW, Wardle J. How are habits formed: modelling habit formation in the real world. European Journal of Social Psychology. 2010;40(6).
  2. Snook J, Bhala N, Beales ILP, et al. British Society of Gastroenterology guidelines for the management of iron deficiency anaemia in adults. Gut. 2021;70(11).
  3. Jonklaas J, Bianco AC, Bauer AJ, et al. Guidelines for the treatment of hypothyroidism: prepared by the American Thyroid Association task force on thyroid hormone replacement. Thyroid. 2014;24(12).
  4. Michie S, van Stralen MM, West R. The behaviour change wheel: a new method for characterising and designing behaviour change interventions. Implementation Science. 2011;6:42.

Continue your learning

Structuring follow up that sustains change

Follow up and long term support are practised throughout IIFM’s 6 month Functional Medicine and Clinical Nutrition program, including through its Health Coaching and Stress Management module.

This article is for the education of healthcare professionals. It is not a substitute for individual medical advice, diagnosis or treatment, and does not change any practitioner’s scope of practice. Regulation and guidelines differ between countries.