Complex Case Study: A Multisystem Presentation Managed Across Disciplines

Level 4, Advanced

In brief

This illustrative case follows a 64 year old woman with rheumatoid arthritis, atrial fibrillation on warfarin, osteoporosis, depression and knee pain, cared for by 7 practitioners across modern medicine, yoga and Ayurveda, none of whom had the full picture. It shows how an integrator compiled an inventory of care, identified conflicts and a dangerous interaction, convened a case conference, produced a shared care plan and kept it updated.

The final case studies in this library have focused on reasoning within one practitioner’s consultations. This case focuses on something different: coordination. It follows a patient whose care was delivered by many capable practitioners working in parallel, and shows how integration turned that care into a single, coherent plan. It is an illustrative composite.

Presentation

A 64 year old retired bank manager has rheumatoid arthritis, atrial fibrillation treated with warfarin, osteoporosis diagnosed after a wrist fracture, depression and knee osteoarthritis. She comes to a clinical nutritionist trained in Integrated Functional Medicine because she feels exhausted, her INR has been unstable and she is “confused by everyone’s advice”.

The inventory of care

PractitionerCare provided
General practitionerOverall care; antidepressant; warfarin monitoring via anticoagulation clinic
RheumatologistMethotrexate with folic acid; short steroid courses for flares
CardiologistWarfarin; rate control medicine
PhysiotherapistKnee exercises
Yoga teacherWeekly class including deep forward bends and twists
Ayurvedic practitionerA turmeric based formulation for joints; dietary advice
Self careHigh dose fish oil, a ginkgo supplement for memory, calcium, green smoothies recently started, and occasional over the counter ibuprofen for knee pain

No single practitioner knew about all of these. Several had never communicated with each other.

Identifying conflicts and risks

IssueConcern
Warfarin with turmeric, high dose fish oil, ginkgo and ibuprofenIncreased bleeding risk and INR instability
Green smoothies started recentlySudden increase in vitamin K intake can lower INR
Ibuprofen with methotrexate and warfarinKidney, gastrointestinal and bleeding risks
Deep forward bends and twists in yogaSpinal loading risk in osteoporosis
Repeated steroid coursesBone loss, glucose and mood effects
Osteoporosis treatmentCalcium only; no bone protective medicine documented
FatiguePossible contributors: rheumatoid disease activity, depression, anaemia, medicines, sleep
Ayurvedic dietary advice to avoid dairyConflicts with calcium needs in osteoporosis

The anticoagulation interactions required prompt action. With her consent, the nutritionist wrote to her doctor and anticoagulation clinic the same day, listing all supplements and the recent dietary change, and advised her not to take further ibuprofen until reviewed.

The case conference

Her doctor agreed to convene a brief virtual case conference with the rheumatologist’s nurse specialist, the physiotherapist and the nutritionist, with the patient present. Her Ayurvedic practitioner and yoga teacher were informed and invited to comment in writing. The agenda:

  1. The patient’s priorities: less fatigue, stable INR, no more fractures, being able to garden.
  2. Safety: anticoagulation interactions; NSAIDs; osteoporosis.
  3. Rheumatoid disease control and steroid use.
  4. Fatigue assessment.
  5. Activity and exercise safety.
  6. Nutrition.
  7. Who does what, and how communication will continue.

Decisions

  • Anticoagulation: ginkgo and high dose fish oil stopped; the turmeric formulation paused, with the Ayurvedic practitioner’s agreement, while alternatives were considered; ibuprofen avoided; green vegetables kept consistent rather than eliminated. Her cardiologist discussed whether a different anticoagulant, with fewer food interactions, might be suitable.
  • Rheumatoid arthritis: disease activity was higher than recognised; the rheumatologist adjusted her disease modifying treatment to reduce the need for steroid courses.
  • Osteoporosis: her doctor started a bone protective medicine, with vitamin D and dietary calcium.
  • Fatigue: blood tests found iron deficiency, treated; her antidepressant was reviewed; poor sleep from night pain was addressed.
  • Exercise: the physiotherapist and yoga teacher agreed an adapted practice avoiding deep spinal flexion and twisting, adding balance and strength work.
  • Nutrition: a Mediterranean style pattern with consistent vitamin K intake; calcium from dairy or fortified alternatives, discussed respectfully with her Ayurvedic practitioner, who suggested warm spiced milk as an acceptable form; adequate protein for bone and muscle.

The shared care plan

AreaPlanResponsibleReview
AnticoagulationStable diet; supplement list shared; INR monitoringCardiologist, anticoagulation clinicWeekly INR initially
Rheumatoid arthritisAdjusted treatment; flare planRheumatology3 months
BoneBone protective medicine, vitamin D, calcium, protein, strength and balanceGP, physiotherapist, nutritionistAnnual
Fatigue and moodIron treatment; antidepressant review; sleep planGP8 weeks
Pain and activityAdapted yoga, knee programme, paracetamol rather than NSAIDsPhysiotherapist, yoga teacher, GP6 weeks
NutritionMediterranean pattern, consistent vitamin K, calcium, proteinNutritionistMonthly initially
CoordinationIntegrator maintains inventory and plan; updates shared after changesNutritionistOngoing

6 months later

Her INR has been stable, she has had no steroid courses, her iron and energy have improved, her mood is better and she is gardening again. She keeps a copy of her shared care plan and brings it to every appointment. She says that for the first time she feels that her practitioners are working together.

Reasoning notes

  • No one had the whole picture until an inventory was compiled.
  • The most dangerous issues were interactions between practitioners’ recommendations, not failings of any one.
  • Urgent issues were acted on immediately; others waited for the case conference.
  • Every practitioner’s contribution was respected, including traditional care, while safety was non negotiable.
  • A shared plan with named responsibilities sustained coordination beyond a single meeting.

Integration made visible

This case captures what Integrated Functional Medicine adds to healthcare: someone who sees all the care a patient receives, recognises where it conflicts, brings practitioners together and keeps one plan at the centre. Each practitioner was competent; together, coordinated, they became effective.

Questions about this case

What was the main risk?
Interactions between recommendations from different practitioners, particularly supplements and ibuprofen with warfarin.
How was care coordinated?
Through an inventory of care, a case conference with the patient present and a shared care plan with named responsibilities.
Was her traditional care stopped?
Elements were reviewed with her Ayurvedic practitioner; safety was prioritised while respecting her choices.

References

  1. Ge B, Zhang Z, Zuo Z. Updates on the clinical evidenced herb warfarin interactions. Evidence Based Complementary and Alternative Medicine. 2014;2014:957362.
  2. Sinaki M, Mikkelsen BA. Postmenopausal spinal osteoporosis: flexion versus extension exercises. Archives of Physical Medicine and Rehabilitation. 1984;65(10).
  3. Haig KM, Sutton S, Whittington J. SBAR: a shared mental model for improving communication between clinicians. Joint Commission Journal on Quality and Patient Safety. 2006;32(3).
  4. Smolen JS, Landewé RBM, Bergstra SA, et al. EULAR recommendations for the management of rheumatoid arthritis with synthetic and biological disease modifying antirheumatic drugs: 2022 update. Annals of the Rheumatic Diseases. 2023;82(1).

Continue your learning

Coordinating care across disciplines

Coordinating care across disciplines is the defining skill of Integrated Functional Medicine, practised throughout IIFM’s 6 month Functional Medicine and Clinical Nutrition program.

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.