Institute of Nutritional Endocrinology (INE): History Taking: Done-For-You Resources
History Taking
Done-For-You Resource
1 | Confirmed you understand and will follow the use and attribution guidelines as directed. | |
2 | Check as complete if you've reviewed and downloaded the done-for-you resources. |
As an INE student, you have permission to use the resources on this page for your professional use with your clients.
You are welcome to distribute the materials on this page “as is” (with the existing footers) or personalize them as long as you put ONE of the following acknowledgements on each page in the footer:
- Distributed by your name with permission.
© Dr. Ritamarie Loscalzo, MS, DC, CCN, DACBN, Institute of Nutritional Endocrinology (INE) www.DrRitamarie.com - Adapted by your name with permission.
© Dr. Ritamarie Loscalzo, MS, DC, CCN, DACBN, Institute of Nutritional Endocrinology (INE) www.DrRitamarie.com
This page contains templates for all of the history taking tools presented in this module. When you’re first starting out, you can save time by using these forms as is and giving them to your clients to complete. As time goes on, you will probably want to create some of your own forms, using questions from these as guides. Feel free to rephrase things to reflect your own voice and the need of your specific clientele.
In the module, you have access to online versions of some of these. There are several good forms creation tools – some paid and some free. Experiment with a couple of forms to find the one you like most, and start to develop your own.
General History Taking Form Templates
- Mastering the Nutritionally Oriented Client History (PDF)
- Mastering the Nutritionally Oriented Client History (DOCX)
- Strategy Session Intake Form (PDF)
- Strategy Session Intake Form (DOCX)
- History Taking – General Information (PDF)
- History Taking – General Information (DOC)
- Family Health History Assessment (PDF)
- Family Health History Assessment (DOCX)
- Health and Habits “Get to Know You” Questionnaire (PDF)
- Health and Habits “Get to Know You” Questionnaire (DOCX)
- Dental History Assessment (PDF)
- Dental History Assessment (DOCX)
- Past Health History Assessment (PDF)
- Past Health History Assessment (DOCX)
- Adrenal Assessment: Physical Symptoms (PDF)
- Adrenal Assessment: Physical Symptoms (DOCX)
- Bodily Functions Assessment (PDF)
- Bodily Functions Assessment (DOCX)
- Ready and Willing Assessment (PDF)
- Ready and Willing Assessment (DOCX)
- Private Coaching Pre-Call Form (Google Form) – Note: DO NOT EDIT THIS COPY of the Private Coaching Pre-Call Form – It’s a template. Make a copy to put on your own Google Drive, making sure of the folder you want to store it in.
Pillars of Health Assessments – Body Freedom Foundations – Identify Obstacles
- 7 Pillars – Body Freedom – Scorecard Assessment (PDF)
- 7 Pillars– Body Freedom – Scorecard Assessment (DOCX)
Fun
- Fun Assessment Scorecard (PDF)
- Fun Assessment Scorecard (DOCX)
Restful Sleep
- Sleep Habits Assessment (PDF)
- Sleep Habits Assessment (DOCX)
Exercise
- Physical Activity Frequency and Duration Assessment (PDF)
- Physical Activity Frequency and Duration Assessment (DOCX)
- Exercise Assessment (PDF)
- Exercise Assessment (DOCX)
- Body Measurements Tracker (PDF)
- Body Measurements Tracker (DOCX)
- Fitness Test Assessment (PDF)
- Fitness Test Assessment (DOCX)
Environment
Diet
- Diet Assessment Scorecard (PDF)
- Diet Assessment Scorecard (DOCX)
- Diet and Symptom Tracker (PDF) (FAST program)
- Diet and Symptom Tracker (XLSX) (FAST program)
- Dietary Habits Assessment (PDF)
- Dietary Habits Assessment (DOCX)
- Food Frequency Checklist (PDF)
- Food Frequency Checklist (DOCX)
Outlook
- Attitudes and Beliefs Assessment (PDF)
- Attitudes and Beliefs Assessment (DOCX)
- Values, Visions, and Goals Assessment (PDF)
- Values, Visions, and Goals Assessment (DOCX)
Mindfulness
- Stress Level Assessment (PDF)
- Stress Level Assessment (DOCX)
Scorecard Assessments
- Adrenal Assessment (PDF)
- Adrenal Assessment (DOCX)
- Body Systems and Organs Assessment (PDF)
- Body Systems and Organs Assessment (DOCX)
- Body Systems Assessment (PDF)
- Body Systems Assessment (DOCX)
- Bone Health Assessment (PDF)
- Bone Health Assessment (DOCX)
- Brain and Neurotransmitter Assessment Scorecard (PDF)
- Brain and Neurotransmitter Assessment Scorecard (DOCX)
- Candida and Gut “Dysbiosis” Assessment (PDF)
- Candida and Gut “Dysbiosis” Assessment (DOCX)
- Cardio and Respiratory Health Assessment (PDF)
- Cardio and Respiratory Health Assessment (DOCX)
- Detox Capacity Assessment (PDF)
- Detox Capacity Assessment (DOCX)
- Digestive Function Assessment Scorecard (PDF)
- Digestive Function Assessment Scorecard (DOCX)
- Food Allergy Detection Assessment (PDF)
- Food Allergy Detection Assessment (DOCX)
- Genetic Factors Assessment Scorecard (PDF)
- Genetic Factors Assessment Scorecard (DOCX)
- Hormones and Glands Assessment Scorecard (PDF)
- Hormones and Glands Assessment Scorecard (DOCX)
- Immune System Assessments (PDF)
- Immune System Assessments (DOCX)
- Insulin Resistance Assessment (PDF)
- Insulin Resistance Assessment (DOCX)
- Leaky Gut Assessment Scorecard (PDF)
- Leaky Gut Assessment Scorecard (DOCX)
- Nutrient Balance: General Assessment (PDF)
- Nutrient Balance: General Assessment (DOCX)
- Nutrient Balance: Mineral Assessment (PDF)
- Nutrient Balance: Mineral Assessment (DOCX)
- Nutrient Balance: Vitamin Assessment (PDF)
- Nutrient Balance: Vitamin Assessment (DOCX)
- Oxidation Status Assessment Scorecard (PDF)
- Oxidation Status Assessment Scorecard (DOCX)
- Reproductive Hormone Assessment – Female (PDF)
- Reproductive Hormone Assessment – Female (DOCX)
- Reproductive Hormone Assessment – Male (PDF)
- Reproductive Hormone Assessment – Male (DOCX)
- Thyroid Assessment (PDF)
- Thyroid Assessment (DOCX)
- Toxicity Assessment (PDF)
- Toxicity Assessment (DOCX)
Tracking Forms
- Blood Pressure and Pulse Tracker (PDF)
- Blood Pressure and Pulse Tracker (DOCX)
- Bowel Transit Time Tracker (PDF)
- Bowel Transit Time Tracker (DOCX)
- Diet Diary, Supplements, and Medication Tracker (PDF)
- Diet Diary, Supplements, and Medication Tracker (XLSX)
- Diet Diary (PDF)
- Diet Diary (XLSX)
- Medication Tracker (PDF)
- Medication Tracker (XLSX)
- pH Tracking: Saliva and Urine (PDF)
- pH Tracking: Saliva and Urine (DOCX)
- Supplement Tracker (PDF)
- Supplement Tracker (XLSX)
- Thyroid Temperature Monitoring Chart (PDF)
- Thyroid Temperature Monitoring Chart (XLSX)