Client Onboarding Toolkit

Dietitian Client Intake Form Template

Gather complete clinical, dietary, and lifestyle baselines before your initial consultation. Use the editable questionnaire below as a printable PDF form or copy it into your digital intake workflow.

Patient Intake Questionnaire

Clinical Nutrition Assessment & Health History

Printable Clinical Layout

Section 1: Personal Information & Anthropometric Baselines

Full Name:

____________________________________________

Date of Birth / Age / Biological Sex:

____ / ____ / ________ | Age: _____ | [ ] M [ ] F

Phone & WhatsApp Number:

____________________________________________

Height & Current Weight:

Height: _____ cm / ft | Weight: _____ kg

Waist Circumference (at navel):

_____ cm / inches

Occupation & Work Schedule:

____________________ | [ ] Sedentary [ ] Active

Section 2: Medical Conditions & Health History

Please check any conditions you currently manage or have been diagnosed with:

Section 3: Medications & Daily Supplements

List all prescription drugs, over-the-counter medications, vitamins, and protein powders:

1. Medication: ____________________ | Dosage: ________ | Frequency: ________

2. Medication: ____________________ | Dosage: ________ | Frequency: ________

3. Supplements: ___________________________________________________________

Section 4: 24-Hour Dietary Recall & Eating Habits

TimeMeal / Snack DescriptionApprox. Quantity / Portion
Morning Wake-upe.g. Tea with sugar, biscuits1 cup, 2 biscuits
Breakfaste.g. Poha or Paratha1 plate
Lunche.g. Roti, Dal, Sabji2 rotis, 1 bowl dal
Evening Snacke.g. Chai + Namkeen1 cup, small bowl
Dinnere.g. Khichdi / Rice + Curry1 medium bowl

Section 5: Primary Health Goals & Consent

What are your top 3 objectives for nutrition counseling? (e.g. Sustainable fat loss, HbA1c reduction, improved energy, athletic recovery)

Consent Statement: I understand that nutrition counseling provides dietary guidance and education. It does not replace emergency medical diagnosis or care from my primary physician. I verify that all health history provided above is accurate.

Client Signature: _______________________Date: ____ / ____ / ________

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