Health Coaching Progress Note

Template structure

This is the structure Notat follows when it writes the note from the visit — you never fill it in by hand.

Health Coach Note

Date of Encounter: [Date]

Client Identification: [Client name, age, gender]

Reason for Visit:
[Brief statement of client’s main concern, goal, or reason for session]

History of Present Illness / Current Status:
[Description of client’s current health status, symptoms, or progress towards goals. Include relevant background information, challenges, and successes.]

Past Medical History:
(hyphenated list)
- [Relevant medical conditions]
- [Previous surgeries or hospitalizations]
- [Chronic illnesses]

Medications & Supplements:
(hyphenated list)
- [Medication or supplement name, dose, frequency]

Allergies:
(hyphenated list)
- [Allergen and reaction]
- [e.g., No known allergies]

Lifestyle & Social History:
(hyphenated list)
- [Dietary habits]
- [Physical activity level]
- [Sleep patterns]
- [Stressors]
- [Tobacco, alcohol, or substance use]
- [Occupation]
- [Support system]

Assessment:
[Summary of client’s current health status, barriers, and strengths. Include readiness to change and motivation.]

Goals:
(hyphenated list)
- [Short-term goals]
- [Long-term goals]
- [SMART goals if applicable]

Plan:
(hyphenated list)
- [Action steps for client]
- [Resources or referrals provided]
- [Education or counselling topics discussed]
- [Follow-up plan and next appointment date]

Client Questions/Concerns:
[Document any questions or concerns raised by the client during the session]

Coaching Notes:
[Additional observations, strategies used, or reflections on the session]