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Dietitian Template

Seven Step Session: Every Client Every Session

A professional Dietitian template for healthcare professionals.
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Specialty

Dietitian

Used

16 times

Type

Note

Last edited

8/7/2025

Created by

Melanie Giordano

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About this template

Need a structured way to document your sessions? This 'Seven Step Session' template is perfect for dietitians and other health professionals. It guides you through each session, covering client comfort, demographics, assessment, plan initiation, education, creating space for questions, and retention strategies. This template ensures a comprehensive record of each client interaction, helping you track progress and tailor your approach. With Heidi, this template can be quickly populated from your session transcript, saving you time and improving the quality of your notes. Streamline your practice and enhance client care with this efficient documentation tool.

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Step 1: Client Comfort Today's session began with a warm welcome and a brief recap of the previous week's progress. We discussed the client's goals for the session, which included reviewing their food journal and discussing strategies for managing cravings. The client appeared relaxed and engaged throughout the initial rapport-building phase. Step 2: Demographics * Patient Name: Jane Doe * Contact Information: 07700 900000, jane.doe@email.com * Referral Source: Dr. Smith * Insurance Information: NHS Step 3: Client Assessment Medical History: The client reported no new medical issues since the last session. She continues to manage her type 2 diabetes with medication and diet. She reports no allergies. Lifestyle History: Jane reports eating a balanced diet, with a focus on whole foods. She exercises three times a week for 30 minutes each time. She sleeps approximately 7-8 hours per night and reports feeling well-rested. She reports moderate stress levels related to work. She has a strong support network of friends and family. SSOS Assessment: * Successes: Adhering to her meal plan, regular exercise, and consistent blood sugar monitoring. * Struggles: Managing cravings for sugary snacks, especially in the evenings. * Opportunities: Exploring new healthy recipes and incorporating stress-reducing activities. * Strategies: Developing a plan to manage cravings, including identifying trigger foods and implementing distraction techniques. Step 4: Plan Initiation or Adjustment Sustainable Success Strategies: * Plan meals in advance. * Keep healthy snacks readily available. * Drink plenty of water throughout the day. SMART Goals: * Goal 1: Reduce sugar intake by 25% within the next two weeks. * Goal 2: Exercise for 30 minutes, four times per week. * Goal 3: Track food intake daily using Nutritionix. Step 5: Client Education Education was provided on the importance of portion control, reading food labels, and identifying hidden sugars in processed foods. The client was encouraged to focus on whole, unprocessed foods and to limit sugary drinks. We discussed strategies for managing cravings, such as drinking water, going for a walk, or calling a friend. The client was also educated on the importance of regular exercise for blood sugar control and overall health. Platforms: * Nutritionix (food journal) Step 6: Creating Space The client was given time to review the information and ask questions. She expressed understanding of the strategies and goals and felt confident in her ability to implement them. She stated she felt she had everything she needed for the session. Step 7: Retention Follow-up Appointment: 8 November 2024 at 10:00 AM. Health Coach Tasks: Review food journal entries and provide feedback on meal planning.

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