Weight Management Program Enrollment Form

I. Program Information

Program Type (Check all that apply):

Individual Weight Management Program

Group Weight Management Program

Online/Remote Program

In-Person Program

Hybrid Program (Online + In-Person)

Meal Planning Services

Fitness Coaching

Behavioral Counseling

Nutritional Counseling

Medical Weight Management (e.g., supervised by a physician)

Maintenance/Follow-Up Program

Other (please specify):

II. Client Information

First Name

Last Name

Date of Birth

Gender

Contact Information

Phone Number

Email Address

Emergency Contact

Full Name

Phone Number

Relationship

III. Health History

Current Weight (lbs/kg):

Height (ft/cm):

Goal Weight (lbs/kg):

Have you been diagnosed with any of the following? (Check all that apply):

Diabetes

Hypertension (High Blood Pressure)

High Cholesterol

Heart Disease

Thyroid Disorder

Eating Disorder (e.g., anorexia, bulimia, binge eating)

Food Allergies/Intolerances

Other (please specify):

Are you currently taking any medications?

If yes, please list:

Do you have any physical limitations or injuries that may affect your ability to exercise?

If yes, please describe:

Have you had any recent surgeries or hospitalizations?

If yes, please describe:

Do you smoke or use tobacco products?

Do you consume alcohol?

How often?

Are you pregnant or breastfeeding?

IV. Lifestyle and Habits

How would you describe your current activity level?

Sedentary (little to no exercise)

Lightly Active (light exercise 1-3 days/week)

Moderately Active (moderate exercise 3-5 days/week)

Very Active (intense exercise 6-7 days/week)

What types of physical activity do you enjoy? (Check all that apply):

Walking

Running/Jogging

Weight Training

Yoga/Pilates

Swimming

Cycling

Group Fitness Classes

Other (please specify):

How many hours of sleep do you get per night on average?

Less than 5 hours

5-7 hours

7-9 hours

More than 9 hours

How would you describe your stress levels?

Low

Moderate

High

Do you currently track your food intake or exercise?

What tools do you use?

V. Dietary Preferences and Habits

What is your typical daily diet like? (Check all that apply):

High in processed foods

High in fruits and vegetables

High in protein

High in carbohydrates

High in fats

Balanced diet

Other (please specify):

Do you follow any specific dietary patterns or restrictions?

Vegetarian

Vegan

Gluten-Free

Low-Carb/Keto

Paleo

Mediterranean

Other (please specify):

How many meals do you eat per day?

1-2

3

4 or more

Other (please specify):

Do you snack between meals?

What types of snacks?

Do you drink enough water daily?

VI. Weight Management Goals

What is your primary goal for joining this program? (Check all that apply):

Lose Weight

Gain Muscle

Improve Overall Health

Manage a Medical Condition

Improve Fitness Level

Learn Healthy Eating Habits

Other (please specify):

What is your timeline for achieving your goal?

1-3 months

3-6 months

6-12 months

Ongoing

Have you tried any weight management programs before?

If yes, please describe:

What challenges have you faced in achieving your weight goals?

Lack of Motivation

Time Constraints

Emotional Eating

Lack of Knowledge

Other (please specify):

VII. Program Suitability Questions

Do you prefer individual or group sessions?

Individual

Group

No Preference

How much time can you commit to the program weekly?

Less than 2 hours

2-5 hours

5-10 hours

More than 10 hours

Are you comfortable with regular weigh-ins and progress tracking?

Do you have access to the necessary tools for the program (e.g., smartphone, scale, kitchen equipment)?

Are you willing to make long-term lifestyle changes?

Do you have any concerns or reservations about the program?

If yes, please describe:

VIII. Consent and Agreement

I understand that this program involves dietary and/or exercise changes and that I should consult my healthcare provider before starting.

I agree to provide accurate information about my health and lifestyle.

I understand that my progress will be monitored and that I may be asked to provide updates on my weight, diet, and activity levels.

Client Signature:

Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Client Intake Form, explaining the purpose and importance of each section, as well as how the information gathered can be used to design a personalized and effective weight management program.

1. Program Information

  • Purpose: This section identifies the type of program the client is interested in (individual, group, online, in-person, etc.) and the specific services they are seeking (e.g., meal planning, fitness coaching, behavioral counseling).
  • Insight: Understanding the client's preferences helps tailor the program to their needs. For example, some clients may prefer the accountability of group sessions, while others may need the privacy of individual coaching. This section also ensures the client is aware of the range of services available.

2. Client Information

  • Purpose: Collects basic demographic and contact information, including emergency contact details.
  • Insight: This information is essential for communication, scheduling, and ensuring client safety. Emergency contact details are critical in case of health issues during the program.

3. Health History

  • Purpose: Assesses the client's current health status, including weight, height, medical conditions, medications, and physical limitations.
  • Insight: This section is crucial for identifying any health risks or contraindications that may affect the client's ability to participate in certain activities (e.g., high-intensity exercise for someone with heart disease). It also helps determine if medical supervision is required.

4. Lifestyle and Habits

  • Purpose: Explores the client's daily routines, activity levels, sleep patterns, stress levels, and tracking habits.
  • Insight: This information provides a holistic view of the client's lifestyle, which is essential for creating realistic and sustainable weight management plans. For example, a sedentary client may need gradual increases in physical activity, while a highly stressed client may benefit from stress management techniques.

5. Dietary Preferences and Habits

  • Purpose: Gathers information about the client's current diet, including food preferences, restrictions, meal frequency, and hydration habits.
  • Insight: Understanding the client's dietary habits helps identify areas for improvement and ensures the program aligns with their preferences. For instance, a client who follows a vegan diet will need plant-based meal plans, while someone with food allergies will require allergen-free options.

6. Weight Management Goals

  • Purpose: Identifies the client's primary goals, timeline, past experiences, and challenges.
  • Insight: This section helps set realistic expectations and tailor the program to the client's specific goals. For example, a client aiming to lose weight for a wedding in 3 months will need a different approach than someone seeking long-term lifestyle changes. It also highlights potential barriers (e.g., emotional eating) that need to be addressed.

7. Program Suitability Questions

  • Purpose: Assesses the client's readiness and suitability for the program, including their time commitment, comfort with progress tracking, and willingness to make lifestyle changes.
  • Insight: This section ensures the client is a good fit for the program and helps identify any concerns or reservations that need to be addressed upfront. For example, a client uncomfortable with weigh-ins may benefit from alternative progress tracking methods.

8. Consent and Agreement

  • Purpose: Ensures the client understands the program's requirements and provides informed consent.
  • Insight: This section protects both the client and the program provider by clarifying expectations and responsibilities. It also emphasizes the importance of consulting a healthcare provider before starting the program, especially for clients with medical conditions.

How This Form Informs Program Design

  1. Personalization: The detailed information allows for a highly personalized program that addresses the client's unique needs, preferences, and challenges.
  2. Risk Management: Identifying health conditions, medications, and physical limitations helps minimize risks and ensures the program is safe for the client.
  3. Goal Alignment: Understanding the client's goals and timeline ensures the program is realistic and achievable.
  4. Behavioral Insights: Information about lifestyle, habits, and challenges helps design strategies to overcome barriers and promote sustainable change.
  5. Client Engagement: By addressing the client's preferences and concerns, the program is more likely to keep them engaged and motivated.

Example Use Case

  • Client Profile: A 35-year-old female with a sedentary lifestyle, high stress levels, and a goal to lose 20 pounds in 6 months. She has a history of emotional eating and prefers individual sessions.
  • Program Design:
    Nutrition: Focus on balanced meals with portion control and stress-reducing foods. Include strategies to manage emotional eating.
    Fitness: Start with low-impact activities like walking and yoga, gradually increasing intensity.
    Behavioral Support: Weekly one-on-one coaching sessions to address stress and emotional eating.
    Progress Tracking: Regular check-ins and non-scale victories (e.g., improved energy levels) to keep her motivated.

Mandatory Questions Recommendation

Please remove this mandatory questions recommendation section before publishing.


The mandatory questions are those that ensure safety, legal compliance, and program suitability. Below are the essential questions that should never be omitted, along with the reasons why they are required.

Mandatory Questions

1. Client Identification & Contact Information

  • Full Name (Legal name for records)
  • Date of Birth (Age verification, program suitability)
  • Emergency Contact & Relationship (Safety requirement)

2. Health & Medical History (Critical for Safety)

  • Current Weight & Height (BMI calculation, baseline metrics)
  • Existing Medical Conditions (e.g., diabetes, heart disease)
  • Medications (Some affect weight loss/gain; interactions with diet/exercise)
  • Physical Limitations/Injuries (Adjust exercise plans accordingly)
  • Pregnancy/Breastfeeding Status (Certain diets/exercises are contraindicated)

3. Lifestyle & Readiness for Change

  • Current Activity Level (Sedentary, active, etc.)
  • Willingness to Make Long-Term Changes (Assesses commitment)

4. Weight Management Goals

  • Primary Goal (Weight loss, muscle gain, health improvement)
  • Realistic Timeline (Helps set achievable milestones)

5. Legal & Consent

  • Client Signature & Date (Acknowledgment of terms, liability waiver)

Why These Are Mandatory

  1. Legal & Liability Protection
    Without medical history and consent, the program could be held responsible for adverse effects.
    Emergency contact is necessary in case of health incidents during sessions.
  2. Safety & Risk Assessment
    Certain medical conditions (e.g., heart disease, diabetes) require modified exercise/diet plans.
    Pregnancy, injuries, and medications can restrict program options.
  3. Program Effectiveness
    Goals and timelines ensure realistic expectations.
    Activity level and lifestyle habits dictate personalized strategies.
  4. Ethical & Professional Standards
    Omitting key health questions could lead to dangerous recommendations (e.g., keto for a diabetic without medical supervision).

Optional (But Highly Recommended) Questions

  • Dietary preferences (vegan, gluten-free, etc.)
  • Stress/sleep habits (helpful but not mandatory)
  • Past weight loss attempts (useful but not critical)

Key Takeaway

Mandatory questions focus on safety, legal compliance, and baseline metrics. The rest can be adjusted based on program depth, but skipping core health/consent questions is not advisable.


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