What tool can I use to track my Client's progress?

Description

Taking good notes about your Client’s individual journey will help you steer them to success, and demonstrate that you are there for them along the way. 

The  Health Assessment can help you stay organized and on track with each Client. The back of the Health Assessment has space for logging your check-ins up to Week 4. 

After Week 5, you can opt to download another  tracking sheet or use a blank piece of paper. It’s a good idea to affix the second sheet to the Health Assessment so that all of your notes on your Client are in one place.


Useful Resources for this Topic


Video Resource

 OPTAVIA Success System


PDF Resource

 Health Assessment with Guidelines and Program Considerations

 Health Assessment with Guidelines and Program Considerations (Spanish)

 Health Assessment

 Health Assessment (Spanish)

 OPTAVIA Success System

 OPTAVIA Success System (Spanish)