Clinical Oversight & Documentation

The clinical rigor behind every LMN

Independent clinical oversight, third-party validation, and documentation built to stand up to review, so the LMNs you accept are specific, consistent, and review-ready.

What’s in Every LMN

Specific & evidence-based

When issued, each Letter of Medical Necessity is reviewed and signed by a licensed Root Cause clinician. Acceptance always remains the plan administrator’s decision.

Specific ICD-10 code

Names the diagnosed condition with its exact ICD-10 code.

Patient-specific risk factors

The patient's own documented risk factors, when risk-reduction applies.

Evidence-based rationale

Medical rationale grounded in published evidence.

Issued by a licensed clinician

Each LMN is issued by a licensed Root Cause clinician.

For Plan Administrators

Each LMN gives administrators specific, consistent documentation they can rely on if a claim is later questioned.

LMNs are reviewed and signed by licensed Root Cause clinicians when issued.

Truemed provides the technology, eligibility framework, and managed services.

Our Clinical Footprint

Conditions Root Cause sees most often

A sample of the diagnosed conditions our clinicians review most often — each determination tied to a specific, coded condition.

70+conditions in our eligibility library
ICD-10coded for every determination
All 50states served by licensed clinicians
01
High cholesterolICD-10 · E78.00
02
Lower back painICD-10 · M54.5
03
HypertensionICD-10 · I10
04
ArthritisICD-10 · M13.80
05
Plantar fasciitisICD-10 · M72.2
06
Insulin resistanceICD-10 · E88.819
07
ObesityICD-10 · E66.9
08
DepressionICD-10 · F32.A

Documentation Standards

Documentation built to stand up to review

Our documentation standards are shaped by years of real-world claims experience and refined continuously, so every LMN is specific, consistent, and review-ready.

Individualized risk documentation

When a recommendation is risk-based, the LMN documents that patient’s own risk factors, across 30+ conditions, rather than a generic prevention claim.

Standardized, audited coding

Diagnosis codes are standardized and routinely audited across Truemed’s eligibility library, so documentation stays consistent and review-ready.

Administrator-matched documentation

LMN templates are built to match the documentation formats different plan administrators expect, and the library keeps expanding.

Based on clinical evidence, not product marketing

Eligibility is anchored to an intervention’s clinical mechanism, independent of how a product is marketed.

We monitor administrator feedback continuously and strengthen our documentation standards as requirements evolve.

Governance & Security

Independent oversight, supported by Truemed

Root Cause | the clinical practice

An independent clinical practice. Licensed clinicians review submitted information and decide whether an LMN is appropriate.

Medical decisions rest entirely with the clinician.

Truemed| technology & managed services

Provides the platform, administrative support, and managed services behind the process, so clinicians can focus on reviewing what patients submit.

Root Cause’s managed services organization, Truemed, is SOC 2 compliant.

Independent Validation

Independently validated. Built for review.

Truemed’s evidence-based eligibility framework, the standards that determine which products and services may qualify, has been independently reviewed and validated by the Validation Institute, whose team evaluates the published evidence.

Root Cause Functional Medicine remains the independent clinical practice that reviews submitted information and issues LMNs when clinically appropriate. Truemed provides the technology and managed services behind the framework, and holds the validation.

View the Validation Institute determination  →

Designed to align with IRS §213(d)

Designed to meet the IRS definition of medical care for HSA/FSA eligibility.

Backed by guarantees

Two $100,000 Validation Institute guarantees: Credibility and ERISA Immunity.

Reviewed by experts

Assessed by an independent review team, not a self-certification.

The Validation Institute validation applies to Truemed’s eligibility framework (issued to True Medicine, Inc.).

Validation Institute seal

Review for: Truemed

Contractual Integrity · valid through Feb 2027

Documentation on Request

Need more for your evaluation?

Request-only briefs provide the clinical, documentation, validation, and clinical, documentation, and validation context employers and plan administrators ask for.

TPA Documentation Brief

LMN documentation, record-keeping, Validation Institute materials, and audit-response context.

State Medical Board Brief

Context on structure, licensure approach, scope-of-practice, and complaint response, available on request.

Request documentation briefs