Integrated Wellness Programs Client Intake Form

Client Information

First Name

Last Name

Date of Birth

Gender

Phone Number

Email Address

Street Address

City/Suburb

State/Province

Zip/Postal Code

Emergency Contact Name

Emergency Contact Phone Number

Health & Wellness History

Primary Care Physician Name

Primary Care Physician Phone Number

Current Medical Conditions (if any).

Past Medical History (including surgeries, hospitalizations, etc.).

Current Medications & Supplements (please list all).

Allergies (food, medications, environmental).

Do you experience any of the following? (Check all that apply)

Chronic Pain

Anxiety

Depression

Insomnia/Sleep Disturbances

Digestive Issues

Stress/Burnout

Low Energy

Other:

Are you currently receiving any other form of therapy or treatment? (e.g., Physical therapy, psychotherapy, etc.)

What are your current activity levels? (e.g., Sedentary, Lightly active, Moderately active, Very active)

Do you have any dietary restrictions or preferences? (e.g., Vegetarian, Vegan, Gluten-free, etc.)

Lifestyle & Wellness Goals

What are your primary wellness goals?

Stress Reduction

Weight Management

Improved Fitness

Enhanced Mental Clarity

Overall Well-being

Other:

What specific outcomes are you hoping to achieve through our programs?

On a scale of 1-10, where 1 is 'being not at all' and 10 is 'being extremely, how committed are you to achieving your wellness goals?

On a scale of 1 to 10, where 1 is 'no stress at all' and 10 is 'extreme stress, what are your current stress levels on a daily basis?

What are your current sleep patterns? (Average hours of sleep per night, quality of sleep)

What are your current eating habits? (Typical meals, frequency of meals, etc.)

What are your current exercise habits? (Type of exercise, frequency, duration)

What does "integrated wellness" mean to you?

Program Options (Individual & Group)

Individual Programs:

  • Personalized Wellness Coaching: (Focus on goal setting, lifestyle changes, accountability)
  • Nutritional Counseling: (Individualized meal plans, dietary guidance)
  • Stress Management & Mindfulness Training: (Techniques for stress reduction, meditation, breathwork)
  • Personal Training/Fitness Programs: (Customized workouts, fitness assessments)
  • One-on-One Yoga/Pilates/Movement Therapy: (Tailored sessions for specific needs)
  • Holistic Health Consultation: (Comprehensive assessment, personalized plan)

Group Programs:

  • Mindfulness & Meditation Workshops: (Group sessions for stress reduction and relaxation)
  • Group Fitness Classes: (Variety of classes, e.g., yoga, Pilates, HIIT, strength training)
  • Nutrition & Cooking Workshops: (Group education, hands-on cooking experiences)
  • Stress Management Group Sessions: (Group support, shared learning)
  • Wellness Retreats: (Immersive experiences for holistic well-being)
  • Corporate Wellness Programs: (On-site or virtual programs for employee well-being)

Which programs are you most interested in?

Are you interested in individual or group programs, or a combination?

Individual

Group

Combination

What days of the week are you available?

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

What time of day are you available?

Morning

Afternoon

Evening

What is your budget for wellness programs?

$0.00−$100.00/month

$100.00−$300.00/month

$300.00−$500.00/month

$500.00+/month

Suitability Questions

Based on your health history and goals, which of the following programs do you believe would be most beneficial for you, and why? (Refer to the program options above)

Are there any limitations or concerns that might affect your ability to participate in certain programs? (e.g., Physical limitations, time constraints, financial constraints)

Do you have any specific preferences regarding the type of instructor or coach you would like to work with? (e.g., Experience, personality, approach)

Are you open to trying new wellness modalities or approaches?

How do you envision your ideal wellness journey with us?

What are your expectations for communication and support from our team?

Consent & Agreement

I understand that the information provided in this form will be kept confidential and used for the purpose of developing a personalized wellness program.

I consent to participate in the selected wellness programs and agree to follow the guidance and instructions provided by the instructors and coaches.

I acknowledge that I am responsible for informing the instructors and coaches of any changes in my health or medical condition.

I understand that wellness programs are not a substitute for medical treatment and that I should consult with my physician for any health concerns.

Signature

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