Clinical practice

First nutrition consultation checklist

The first consultation sets the tone. A solid checklist avoids omissions, signals professionalism, and reduces admin work later.

By Equipo Almendra6 min read

A well-structured first consultation does two things: it gives you the clinical data you need and tells the client they are in good hands. Improvising it is the best way to lose potential clients afterwards.

Before the consultation

  • Intake form: personal data, goals, history, medication, allergies.
  • Appointment reminder 24 h before with instructions (what to bring, fasting if applicable).
  • Clear, signed cancellation policy.

During the consultation

  1. Explore the real goal (not the stated one): what changes in their life when they reach it.
  2. Anthropometry: weight, height, circumferences, body composition if you have the gear.
  3. 24-hour recall or food frequency depending on the case.
  4. Relevant medical history and medication.
  5. Lifestyle: work, sleep, physical activity, social context.
  6. Define plan, expectations, and next appointments with concrete dates.

After the consultation

  • Send a written summary and plan within 48 hours.
  • Schedule the next appointment and a short intermediate check-in.
  • Log everything in the chart; do not trust memory.

Frequently asked questions

How long should it last?

Between 50 and 75 minutes. Less feels rushed; more dilutes focus and lowers hourly profitability.

About the author

Equipo Almendra

Editorial · Almendra

The Almendra editorial team brings together nutritionists, engineers, and product managers writing about how to run a modern nutrition practice.

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