Nutritionist Templates

Nutritionist Templates

There is a huge number of templates that someone in the Nutritionist role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Nutritionist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Meal Plan Template
2. Nutritional Assessment Template
3. Food Diary Template
4. Recipe Development Template
5. Client Progress Tracker Template
6. Grocery Shopping List Template
7. Menu Planning Template
8. Nutrient Analysis Template
9. Weight Loss Tracker Template
10. Meal Prep Template

Reports

Reports are often prepared by a Nutritionist to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Nutritional Assessment Report
2. Patient Diet Compliance Report
3. Food Inventory Report
4. Nutritional Education Program Report
5. Meal Plan Effectiveness Report
6. Patient Progress Report
7. Nutritional Counseling Report
8. Menu Analysis Report
9. Food Allergy Report
10. Nutritional Research Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Nutritionist does and how they do it.

1. Initial Consultation SOP
2. Dietary Assessment SOP
3. Meal Planning SOP
4. Nutritional Education SOP
5. Follow-up Consultation SOP
6. Supplement Recommendation SOP
7. Food Allergy Management SOP
8. Weight Management SOP
9. Chronic Disease Management SOP
10. Menu Analysis SOP

Presentations

Nutritionist presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Nutrition Report
2. Healthy Eating Tips
3. Nutritional Guidelines Update
4. Meal Planning Template
5. Client Progress Review

Legal Docs

There are several key times when a Nutritionist needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Client Agreement Template
2. HIPAA Authorization Form Template
3. Medical Release Form Template
4. Informed Consent Form Template
5. Health Information Privacy Notice Template

Health & Safety Templates

Health & Safety templates for a Nutritionist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Training Attendance Record Template

Calendars

Setting up Nutritionist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Meal Plan Calendar
2. Client Appointment Calendar
3. Grocery Shopping Calendar
4. Exercise and Fitness Calendar
5. Health and Wellness Events Calendar

Invoice Templates

Several types of Nutritionist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client Consultation Invoice
2. Meal Plan Development Invoice
3. Nutritional Assessment Invoice
4. Follow-up Session Invoice
5. Group Workshop Invoice

Survey Templates

For a Nutritionist to get insights related to the work they do, they need to send out Nutritionist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Patient Satisfaction Survey
2. Dietary Habits Survey
3. Nutritional Knowledge Assessment
4. Meal Planning Feedback Survey
5. Follow-up Appointment Evaluation

Meeting Agendas

Having premade Nutritionist meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Client Progress Review Meeting
3. Menu Planning Meeting
4. Staff Training Meeting
5. Research and Development Meeting

Budget Templates

To manage finances well, a Nutritionist would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income and Revenue Budget Template
3. Staffing and Payroll Budget Template
4. Marketing and Advertising Budget Template
5. Equipment and Supplies Budget Template

Dashboards

Dashboards are a useful way for a Nutritionist to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Patient Health Dashboard
2. Nutritional Assessment Dashboard
3. Meal Planning Dashboard
4. Progress Tracking Dashboard
5. Research and Education Dashboard

Proposal Templates

For bidding or requesting work, a Nutritionist needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Meal Plan Proposal
2. Nutritional Education Workshop Proposal
3. Corporate Wellness Program Proposal
4. Healthy Eating Campaign Proposal
5. Menu Analysis and Optimization Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Nutritionist templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.