NutriClient · Assessments

Intake is not paperwork. It's clinical reasoning.

NutriClient assessments go beyond form collection. Sixty-five semantic fields across thirteen clinical categories feed a structured review workspace with eight reasoning domains, inline chart editing, and direct handoff to notes, plans, and tracker assignments. The intake process becomes the foundation of care — not a PDF in a folder.

65 semantic fields9 form templates5 assessment presets8 clinical domainsInline chart editingPost-review actions
Clinical assessment workspace with domain-based review panel and inline chart context
65
Semantic fields

Across 13 clinical categories — from demographics and dietary patterns to GI function and behavioral factors. Every field is typed, structured, and reusable across forms.

9
Form templates

General Intake, Health History, Consent, Follow-Up, GI Symptom Review, Goal Update, Progress Review, Discovery Questionnaire, and Dietary Assessment — ready to assign or customize.

8
Clinical domains

Structured reasoning across Goals, Concerns, Medical Context, Dietary Pattern, Symptoms, Lifestyle, Barriers, and Measurements — so you review with intention, not just habit.

Form builder

Build forms from a clinical vocabulary, not a blank canvas.

The form builder draws from the same 65-field vocabulary used across the entire platform — assessments, trackers, chart notes, and care plans all speak the same clinical language. Drag fields from thirteen categories, arrange sections, and save reusable templates. Every field renders with type-appropriate inputs — scales as sliders, multi-selects as tag chips, dates as pickers.

DemographicsGoalsHealth HistoryMedications & SupplementsAllergies & IntolerancesDietary PatternsMeal TimingFood PreferencesGI & DigestiveSymptomsLifestyleBehavioralAdministrative
Drag-and-drop form builder with clinical field categories and a form being assembled
What clients see

Forms that feel simple even when they're clinically deep.

Clients fill forms through their NutriClient portal — on desktop or mobile. Fields render with appropriate input types, so a scale question shows a slider, a symptom list shows selectable tags, and a free-text question shows a properly sized text area. Progress saves automatically. Clients can step away and return without losing answers. You see submission status at a glance — not started, in progress, or completed — so you know before every session whether the intake is ready.

Two-column submission review with visual field rendering and post-review action buttons

Submission review

Review isn't reading. It's a clinical workflow.

Completed submissions open in a two-column review workspace. Client responses on the left — rendered with visual intelligence. Scales appear as colored bars. Multi-selects as tag groups. Dimensional responses as structured summaries. On the right: action buttons that turn review into next steps.

Update chart — push findings directly into the client’s clinical chart
Create note — start a session note seeded with assessment context
Assign next form — queue the follow-up or specialized intake
Assign trackers — set up monitoring from what the assessment revealed

Assessment presets

Five clinical starting points.

Each preset configures the assessment workspace for a specific clinical context — emphasizing the domains that matter most for that type of encounter.

Initial Assessment

Comprehensive first-visit evaluation across all clinical domains. Surfaces the full client picture before building a care plan.

Follow-Up

Progress-focused review targeting adherence, symptom changes, and plan adjustments. Builds on the initial baseline.

Focused GI

Deep dive into digestive symptoms, bowel function, food triggers, and GI-specific history. For clients with primary GI complaints.

Weight Management

Behavioral patterns, metabolic history, activity levels, and relationship with food. For structured weight support protocols.

Coaching

Goal clarity, motivation, readiness to change, and lifestyle habits. Lighter clinical depth, stronger engagement focus.

Structured clinical reasoning

Eight domains. Not a checklist — a reasoning framework.

The assessment workspace organizes clinical review into eight reasoning domains. Source data from the client's chart and intake submissions auto-surfaces in each domain so you're reviewing with context, not from memory. Edit the chart inline as you discover new information. Summarize priorities and hand off directly to notes, care plans, or tracker assignments.

Goals & Motivation

What the client wants to achieve and why it matters to them right now.

Presenting Concerns

Primary symptoms, complaints, and the reason for seeking care.

Medical Context

Diagnoses, medications, surgical history, and relevant lab work.

Dietary Pattern

Current intake patterns, meal frequency, food quality, and nutritional gaps.

Symptoms & Function

GI function, energy, sleep, mood, and other functional indicators.

Lifestyle & Environment

Activity, stress, sleep habits, work demands, and social factors.

Barriers & Adherence

What has prevented change before and what might prevent it now.

Measurements & Outcomes

Baseline metrics and measurable targets for tracking progress.

Context panel: While working through any domain, a side panel shows the client's chart, intake history, recent notes, active care plan, and tracker data. Everything you need to make an informed clinical decision is visible without switching screens.

Common questions

Frequently asked questions

Yes. The form builder lets you assemble custom forms from any combination of the 65 semantic fields across 13 categories. Drag fields in, reorder them, add section headings, and save the form as a reusable template. You’re not limited to the nine built-in templates — they’re starting points.

Assessment is where care quality begins.

See how NutriClient turns intake collection into structured clinical reasoning — from form to chart to care plan in a connected workflow.