Follow-Up Session Notes Template

Staying on top of client communication and progress updates between sessions is hard. Use this template for simple, streamlined follow-ups.

Gather updates since last session
Understand changes in health goals
Create a plan for client health journey
Ideal for:
Dietitians
Functional Medicine Practitioners
Health Coaches
Medical Doctors
Naturopathic Doctors
Nurse Practitioners
Nutritionists
Personal Trainers

Why use the Follow-Up Session Notes template?

Practice Better's Follow-Up Session Notes template makes it easy to collect the information you need from clients to facilitate a productive, collaborative partnership, from the follow-up session until the end of your work together.

With the Follow-Up Session Notes template, you can:

  • Get a better sense for client health goals, challenges, and plans
  • Make sure to note any additional supplements you may not have on file
  • Include in automatic follow-up communications after the initial consultation

Download the template to set a strong foundation for your work with clients, keep them engaged between sessions, and hold them accountable to reaching their health goals.