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Report structures

The nutrition consultation report.

A nutrition report records habits, adherence and what was agreed, in four sections: goals and habits, adherence, progress and next focus. It is a working record of a consultation and not a clinical or dietetic note.

A nutrition client arrives having already read more than the practitioner would like, and having tried most of it. The value of the consultation is not the information, it is the narrowing, and the report is where that narrowing is written down so the client does not go home and widen it again by Thursday.

01The four sections

The four names this kind of work gets, and nothing to fill in.

  1. 01Goals and habits
  2. 02Adherence
  3. 03Progress
  4. 04Next focus

You are not choosing this from a gallery. You answer one question when you sign up and these four become the shape every comes back in. Any of them can be renamed, added to or removed, and your version is what you get from then on.

02A finished report

Not a blank table. The document, written out.

Invented client: Ken, 58, cash pay consultation, session 2 of 6, monthly.

Goals and habits
Two agreed changes and no more: a second vegetable at the evening meal five nights a week, and water on the desk before the first coffee. Everything else he brought to the session is parked, in writing, for review in month three.
Adherence
Both held on eighteen of the last twenty eight days by his own count. The two gaps were the weekend away, which he predicted in the last session.
Progress
He described the evening meal as no longer needing a decision, which is the first time either habit has been called automatic. Weight was not discussed this session at his request.
Next focus
Whether the parked list has shrunk on its own, and one question about the mid afternoon gap he keeps raising at the end of sessions.

Every person, session and number above was written for this page. No real client is shown. The four section names are not samples: they are the sections the product fills in today.

03What clients ask for

Three things the reader of this report is actually looking for.

  • To know which of the things they read online they can now stop worrying about.
  • A written record of what was agreed, because a month is long enough to reconstruct it wrongly.
  • To be told what is outside the practitioner's scope, plainly, rather than by silence.

04What goes wrong

Four mistakes, and each one costs a renewal rather than a mark.

  • Sending a meal plan and calling it a report. The plan is the product, the report is what happened to it.
  • Recording everything discussed, which makes the two agreed changes impossible to find.
  • Drifting into treatment language for a condition, which is a clinical act and a regulatory problem.
  • Not writing down what was deliberately parked, which is the part a client quietly reinstates.

05How it gets written

Five steps, and four of them take no time at all.

  1. 01Record the session

    Record on a phone, a laptop or the call software you already work on, with everybody in the session having agreed out loud first.

  2. 02Upload the recording

    Upload the file when the session ends, or paste a transcript if your call software already made one.

  3. 03Read the draft

    The draft comes back in about a minute, in the four sections: Goals and habits, Adherence, Progress, Next focus.

  4. 04Correct it

    Change anything that is wrong and add anything the recording missed. Nothing goes anywhere until you have done this.

  5. 05Send it

    It goes to the client under your own name and stays on their own page with every report before it.

06Where this came from

Two sources outside this company.

Nearby

Try it on one session

Bring one recording and read what comes back in these four sections. No account and no card, and the 7 day trial needs no card either.