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Holistic Health Practitioner Template

Initial Consultation

A professional Holistic Health Practitioner template for healthcare professionals.
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Specialty

Holistic Health Practitioner

Used

69 times

Type

Note

Last edited

2/20/2026

Created by

Ashley Howell

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About this template

Looking for a comprehensive way to document your holistic health consultations? This Initial Consultation template is perfect for Holistic Health Practitioners. It covers everything from primary health goals and medical history to lifestyle, diet, stress, sleep, and exercise patterns. With this template, you can create detailed notes, including an action plan with specific recommendations for nutrition, exercise, stress management, and supplements. This template is designed to be easily used with Heidi, the AI scribe, to streamline your documentation process and save you time. Start creating detailed and informative notes today!

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Primary Health Goals: - Improve energy levels - Reduce chronic fatigue - Enhance sleep quality - Manage stress effectively Health History Pre-diagnosed illnesses and diseases: Medical Diagnosis: 1: Hypothyroidism, controlled, 2018 2: Anxiety, managed, 2020 3: Vitamin D deficiency, resolved, 2022 4: , , 5: , , 6: , , Current Supplements: - Vitamin D3 5000 IU daily - Magnesium Glycinate 200mg nightly Prescription Medications: - Levothyroxine 75mcg daily - Sertraline 50mg daily Allergies: - Penicillin Medical History Notes: - History of childhood asthma - Family history of diabetes - Previous surgery for appendicitis Lifestyle & Diet DIET - Are there any foods you avoid? - Gluten, dairy, and processed foods - Have you ever used a weight-loss diet? - Yes, the Paleo diet for 6 months - Do you use intermittent fasting? - Yes, 16/8 intermittent fasting - What are your favorite foods? - Salmon, avocado, and berries - Do you experience any symptoms after meals? - Occasional bloating after consuming dairy Diet Routine: - Follows a gluten-free diet - Drinks a smoothie for breakfast - Prepares meals at home - Avoids processed foods Breakfast - Smoothie with protein powder, spinach, and berries Lunch - Salad with grilled salmon and avocado Dinner - Chicken stir-fry with vegetables and brown rice Snacks/Sweets - Apple slices with almond butter Beverages - How much water do you drink daily? - 2 liters Do you consume caffeinated beverages? - Yes, one cup of coffee in the morning Do you consume alcohol? - Occasionally, a glass of wine List any other drinks you consume: - Herbal tea STRESS/SLEEP - Stress Patterns What level of stress are you currently experiencing? - Moderate List your main stressors: - Work deadlines, financial concerns, relationship issues What helps you decompress? - Yoga, meditation, and spending time in nature Sleep Patterns - How many hours do you sleep at night? - 7 hours - Do you have good quality sleep? - Sometimes - Do you wake feeling rested? - Sometimes EXERCISE - How often do you exercise? - 3 times per week - What types of exercise do you do? - Yoga, walking, and weight training Additional Notes - How many hours per week do you use a computer? - 30 hours - How many hours per day do you use a smart phone? - 2 hours - Do you or have you used recreational drugs? - No - Do you use nicotine products? - No - If yes, what kind? - ACTION PLAN: - Nutrition: - Increase intake of omega-3 fatty acids through diet or supplementation. - Reduce consumption of processed foods and refined sugars. - Consider a food sensitivity test. - Exercise: - Continue with current exercise routine. - Incorporate more cardio, such as running or cycling. - Aim for at least 150 minutes of moderate-intensity exercise per week. - Stress/Sleep: - Practice daily meditation for 15 minutes. - Establish a consistent sleep schedule. - Consider a sleep hygiene routine. - Supplements: - Continue Vitamin D3 and Magnesium Glycinate. - Consider adding a probiotic. - Miscellaneous: - Schedule a follow-up appointment to review progress. - Consider a consultation with a therapist. Follow-up: - 4 weeks

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