Functional Medicine Specialist Template

Session summary

A professional Functional Medicine Specialist template for healthcare professionals.

About this template

Need a clear and concise summary of your health coaching sessions? This 'Session Summary' template is perfect for Functional Medicine Specialists. It helps you document key areas like diet, mental state, and sleep, along with the patient's goals and action plans. This template, when used with Heidi, ensures all relevant details from your consultations are captured, making it easy to track progress and tailor your approach. Create comprehensive and informative health coaching notes with ease.

Preview template

Health Coaching Summary for Sarah Miller Consultation: 1 November 2024 **Health Goals:** • Improve energy levels and reduce fatigue. • Enhance sleep quality and duration. **Key Focus Areas:** • _Diet:_ Sarah expressed a desire to reduce her intake of processed foods and increase her consumption of whole, unprocessed foods. She is particularly interested in incorporating more plant-based meals into her diet. She also mentioned her struggles with sugar cravings. • _Mind State:_ Sarah reported feeling stressed due to work and family commitments. She is looking for strategies to manage her stress levels and improve her overall mood. She is also interested in exploring mindfulness techniques. • _Sleep:_ Sarah struggles with falling asleep and staying asleep. She reports waking up multiple times during the night. She is keen to improve her sleep hygiene and establish a more consistent sleep schedule. **Current Status:** • _Diet:_ Sarah currently consumes a diet high in processed foods and refined sugars. She eats very few vegetables and fruits. She drinks several cups of coffee a day. • _Activity:_ Sarah is mostly sedentary, with very little physical activity during the week. She reports feeling tired and lacking energy. • _Mind State:_ Sarah is experiencing high levels of stress and anxiety. She feels overwhelmed by her responsibilities and struggles to find time for herself. • _Sleep:_ Sarah sleeps for approximately 6 hours per night. She wakes up multiple times during the night and often feels tired upon waking. **Action Plan:** • Enroll in a nutrition course focused on whole foods and plant-based eating. • Start a daily mindfulness practice using a guided meditation app. • Implement a sleep hygiene routine, including a consistent bedtime and wake-up time, and avoiding screen time before bed. • Schedule a follow-up appointment in two weeks to review progress and adjust the plan as needed.

Health Coaching Summary for [patient's full name] Consultation: [date of consultation] **Health Goals:** • [Goals related to patient's health and well-being] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.) • [Additional goals related to patient's health and well-being] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.) **Key Focus Areas:** • _Diet:_ [Factors influencing dietary habits or outcomes] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a paragraph in full sentences.) • _Mind State:_ [Mental and emotional state, including specific challenges or characteristics] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a paragraph in full sentences.) • _Sleep:_ [Sleep patterns, challenges, and hygiene practices] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a paragraph in full sentences.) **Current Status:** • _Diet:_ [Current dietary status, including any relevant measurements or observations] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a paragraph in full sentences.) • _Activity:_ [Current physical activity levels and energy reports] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a paragraph in full sentences.) • _Mind State:_ [Current mental and emotional status, including coping mechanisms or ongoing stressors] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a paragraph in full sentences.) • _Sleep:_ [Current sleep status, including issues, patterns, and desired outcomes] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a paragraph in full sentences.) **Action Plan:** • [Recommended programs or courses to address identified issues] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.) • [Advised initial steps or tasks to be completed] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.) • [Tasks related to tracking or documenting information] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.) • [Details of the next scheduled appointment] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.) (Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, you must not state the information has not been explicitly mentioned in your output, just leave the relevant placeholder or omit the placeholder completely.) (Use as many lines, paragraphs or bullet points, depending on the format, as needed to capture all the relevant information from the transcript.)

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