CONSULTATION CHECKLIST Client:
Date:
BEFORE 1ST VISIT: PREPARATION Have the client sign the Disclaimer.
Have the client complete a Food & Mood Journal for at least 3 days.
Have the client complete a NAQ.
Have the client complete the Initial Interview Questionnaire.
Complete a Consultation Plan for the first visit.
Take payment, agree upon meeting schedule, and schedule first visit.
DURING 1ST VISIT: ASSESSMENT & RAPPORT Focus on building rapport and putting the client at ease.
Review the Initial Interview Questionnaire, Food & Mood Journal, and NAQ.
Give client 1-3 small action steps to complete before next visit.
Confirm date and time of next visit.
BEFORE 2ND VISIT: PLAN & RECOMMENDATIONS Print out and interpret the client’s Symptom Burden Report from Nutri-Q.
Complete a Clinical Presentation Form and a Recommendations Form.
Begin developing a plan, but wait until the 2nd visit to finalize and share the plan.
DURING 2ND VISIT: REPORT & GOALS Review the Clinical Presentation Form and Recommendations Form with the client.
Identify client goals using motivational interviewing techniques.
Develop a plan based on your findings and input from the client.
© Nutritional Therapy Association, Inc.®
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CONSULTATION CHECKLIST SUBSEQUENT VISITS: RE-EVAL & UPDATE PLAN Review all previous forms.
Update plans and goals as needed based no progress and client feedback.
Complete new Clinical Presentation Forms and Recommendations Forms.
Complete new Re-Evaluation Forms.
Confirm date and time of next visits.
NOTES
© Nutritional Therapy Association, Inc.®
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