Feeling overwhelmed in starting your nutrition practice? Want to be sure you collect all important information from your client from start-to-finish? This package has the forms you need to be sure you’re covered on all bases!

Use the hours I spent to save you time and hassle. In this package, you will get Practice Better codes for each of the forms I have created. These are not PDF versions of the forms, but rather the codes used with Practice Better’s sharing forms capability. All forms included (with number of pages your clients will complete) are;

  • Discovery Inquiry Form (1 page)
  • Discovery Call Application (2 pages)
    • Challenges, barriers and past attempts
    • Readiness quiz
  • Health Insurance Verification Guide (1 page)
  • Physician Referral Form (1 page)
  • Client/Practitioner Agreement (1 page, includes the following sections)
    • Practitioner Responsibilities
    • Client Responsibilities
    • Package Features
    • Additional Features
    • Cancellation Policy
    • Financial Responsibility Policy with payment plan options
    • Insurance Policy
    • Disclaimer
    • Discontinuation of Services clause
  • Client Intake Form (6 pages)
    • Demographics and Physician Information
    • Health History
    • Medication, Dental and Allergies
    • Diet History, Habits and Preferences
    • Lifestyle and Other Factors
    • Health Concerns, Challenges, and Goals
  • Meal Plan Intake Form (4 pages for EatLove, but can be used with other meal planning systems)
    • Personal Information and Diet Needs
    • Current Eating Habits
    • Family and Lifestyle
    • More about You
  • SMART Goal Form (1 page)
  • Client Follow-up Assessment (1 page)
  • Client Testimonial (1 page)
    • Includes consent to allow content creation and marketing opportunities

Each form in this download will also include tips on how to create automations for utilizing each form! Simply go to your Forms & Waivers section, click the red (+) button and “create from template,” select “unlock templates” and paste in the code provided! From there, all you need to do is customize with your practice information and details within each form.

Reviews

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  • Best Investment to get you up and running in Practice Better!

    The complete client form package was exactly what I was looking for! Jen did an amazing job creating and explaining each form, and it was so easy to integrate them into PB. Even though I’ve had Practice Better for while, these forms were exactly what I needed to help me feel more confident in running my Private Practice. Thank you Jen!

    1 of 2 people found this review helpful.

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  • FANTASTIC RESOURCE!!

    I recently switched from Kalix to Practice Better. These templates have been a fantastic resource. I was able to easily modify the templates to fit the needs of my clients. I also just started using the package/program model and having the practitioner/client coaching agreement has been a great help.
    Jen is detail oriented and has created a great starter set for anyone using Practice Better.
    The complete client form package for PB is definitely worth the money. I was able to save time and get my clients started with the new platform right away.
    I also just started using EatLove and it has been helpful to have the forms to get clients started with the meal planning support.
    Highly recommend!!!

    1 of 2 people found this review helpful.

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  • Complete Client Form Package for Practice Better

    Totally worth the money. What a time saver for someone starting a new practice and has a million other things to do. Thank you.

    1 of 2 people found this review helpful.

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  • This was worth every penny! If you have a new practice and utilize Practice better and EatLove then these forms will save you so much time and energy.
    Thanks Jen!

    -Alex Nicolette MS, RD

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