Module 2: Intake Forms and Interpreting Them

The intake is your first chance to spot anything that sits outside coaching. You're not diagnosing. You're noticing, so you know when to work alongside a medical team or refer out before you write the plan.

Ask about:

• Medical conditions and medications. Thyroid issues, PCOS, diabetes, blood pressure, digestive conditions, pregnancy or post-partum. Clients with these can absolutely be coached, but you work within their medical team's advice, not around it.
• Current injuries or pain that may need a physio or doctor first.
• Relationship with food. Past or current restriction, skipping meals to "save" calories, bingeing, or exercising to make up for eating.

The rebound client from Module 1 was under-eating outside the plan, and I didn't know. A dieting-history question that asks how they lost weight before, and how it came back, is often where this first shows up.

Module 7 covers what to do when something comes up: the conversation, the referral, and keeping the client supported while they get the right help.