# Wellness Assessment > Builds wellness intake assessments with health history, goal setting, and lifestyle evaluation questionnaires. - Skill: `reaperinvest/wellness-assessment` (Agent Skill) - Install (CLI): `npx skillmds@latest add reaperinvest/wellness-assessment` - Raw SKILL.md: https://api.skillmd.com/api/skills/reaperinvest/wellness-assessment/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Coding & Dev Tools - Author: reaperinvest (https://skillmd.com/u/reaperinvest) - Updated: 2026-09-22 - Page: https://skillmd.com/skills/reaperinvest/wellness-assessment --- # Wellness Assessment ## When to Use This Skill Use this skill when you need to: - Create a wellness intake assessment for new coaching or training clients - Build health history questionnaires that inform program design - Design goal-setting frameworks for wellness engagements - Evaluate lifestyle factors that affect client outcomes **DO NOT** use this skill for medical intake forms, clinical assessments, or diagnostic questionnaires. This is for wellness coaches, personal trainers, and health coaches operating within their scope of practice. --- ## Core Principle A WELLNESS ASSESSMENT IS NOT A MEDICAL EXAM — IT IS A TOOL TO UNDERSTAND WHERE YOUR CLIENT IS, WHERE THEY WANT TO GO, AND WHAT LIFESTYLE FACTORS WILL HELP OR HINDER THEIR PROGRESS. --- ## Phase 1: Assessment Scope ### Required Inputs | Input | What to Ask | Default | |-------|------------|---------| | **Service type** | "What service will you provide — personal training, health coaching, nutrition coaching?" | Health coaching | | **Client population** | "Who are your typical clients?" | Adults 30-55, general wellness | | **Scope of practice** | "What are your credentials and what are you qualified to assess?" | No default — must be provided | | **Assessment depth** | "How detailed — quick screening or comprehensive intake?" | Comprehensive intake | | **Follow-up assessments** | "Will you reassess periodically?" | Yes — every 8-12 weeks | **GATE: Confirm scope of practice before designing the assessment. Only include sections you are qualified to evaluate.** --- ## Phase 2: Assessment Sections ### Section 1: Personal Information ``` ## Client Information Name: _______________ Date: _______________ Date of birth: _______________ Email: _______________ Phone: _______________ Emergency contact: _______________ Emergency phone: _______________ ``` ### Section 2: Health History ``` ## Health History **Current medical conditions (check all that apply):** [ ] Heart disease or cardiovascular condition [ ] High blood pressure [ ] Diabetes (Type 1 / Type 2) [ ] Asthma or respiratory condition [ ] Joint or bone issues (arthritis, osteoporosis) [ ] Back pain or spinal conditions [ ] Thyroid condition [ ] Anxiety or depression [ ] Autoimmune condition [ ] None of the above [ ] Other: _______________ **Current medications:** _______________ **Allergies (food, medication, environmental):** _______________ **Past surgeries or injuries:** _______________ **Are you currently under a doctor's care for any condition?** Yes / No If yes, has your doctor cleared you for [exercise / dietary changes]? Yes / No / Not yet **For women: Are you pregnant or planning to become pregnant?** Yes / No / N/A **Do you have any physical limitations that affect movement or exercise?** _______________ ``` ### Section 3: Lifestyle Evaluation ``` ## Current Lifestyle **Sleep:** - Average hours per night: ___ - Sleep quality (1-5, 5 = excellent): ___ - Do you have trouble falling or staying asleep? Yes / No **Stress:** - Current stress level (1-10, 10 = extremely stressed): ___ - Top 3 sources of stress: _______________ - How do you currently manage stress? _______________ **Nutrition (typical day):** - Breakfast: _______________ - Lunch: _______________ - Dinner: _______________ - Snacks: _______________ - Water intake (glasses per day): ___ - Alcohol (drinks per week): ___ - Caffeine (cups per day): ___ **Physical Activity:** - Current exercise frequency: ___ days/week - Types of exercise: _______________ - Activity level at work: Sedentary / Lightly active / Active / Very active **Habits:** - Do you smoke? Yes / No / Former - Screen time (hours per day outside of work): ___ ``` ### Section 4: Goals & Motivation ``` ## Your Goals **Primary goal:** _______________ **Why is this goal important to you right now?** _______________ **What have you tried before to achieve this goal?** _______________ **What worked? What didn't?** _______________ **On a scale of 1-10, how ready are you to make changes?** ___ **On a scale of 1-10, how confident are you that you can succeed?** ___ **What is the biggest obstacle you anticipate?** _______________ **How will you know you have succeeded? What does success look and feel like?** _______________ **Timeline: When do you want to achieve this goal?** _______________ ``` --- ## Phase 3: Evaluation & Summary ### Assessment Summary Template ``` ## Wellness Assessment Summary — [Client Name] **Date:** [Date] **Assessed by:** [Your name] ### Key Findings **Health considerations:** - [Any conditions or medications that affect programming] - [Referral needed? Yes/No — to whom] **Lifestyle strengths:** - [What they are already doing well] **Lifestyle areas for improvement:** - [Sleep, stress, nutrition, or activity gaps] **Goal alignment:** - Primary goal: [Goal] - Readiness level: [X/10] - Confidence level: [X/10] - Timeline: [Stated timeline — realistic? Yes/No] ### Recommended Focus Areas (Priority Order) 1. [Focus area 1] — [Why and initial action step] 2. [Focus area 2] — [Why and initial action step] 3. [Focus area 3] — [Why and initial action step] ### Referrals Needed - [ ] Medical clearance from physician - [ ] Registered dietitian for [specific concern] - [ ] Mental health professional for [specific concern] - [ ] Physical therapist for [specific concern] - [X] None needed at this time ``` ### Reassessment Plan Schedule reassessments at regular intervals: - **4-week check-in:** Quick progress review, habit adherence, adjust as needed - **8-12 week reassessment:** Full assessment comparison, measure progress toward goals - **Ongoing:** Brief monthly check-ins between full assessments --- ## Phase 4: Implementation ### Delivery Options | Format | Best For | |--------|----------| | Paper form | In-person consultations | | Google Form | Remote clients, automated collection | | PDF fillable form | Email-based intake | | Practice management software | Integrated client management (Practice Better, TrueCoach) | ### Assessment Checklist - [ ] All sections are appropriate for your scope of practice - [ ] Health history section covers conditions relevant to your service - [ ] Consent and disclaimer are included (see health-disclaimer skill) - [ ] Referral triggers are identified (when to refer to a medical professional) - [ ] Assessment is stored securely and confidentially - [ ] Reassessment schedule is communicated to the client - [ ] Summary is reviewed with the client, not just filed away --- ## Anti-Patterns - **Asking medical questions beyond your scope** — if you are not a doctor, do not diagnose. Collect history and refer when appropriate. - **Collecting data and never using it** — every question should inform your programming. Remove questions that do not change what you do. - **Skipping the health history** — starting a fitness or nutrition program without knowing medical conditions is reckless. - **Not following up on red flags** — if a client reports chest pain during exercise or an unmanaged condition, refer them to a physician before continuing. - **One assessment and done** — progress tracking requires reassessment. Build it into your process. --- ## Recovery - **Client does not disclose a condition:** Include a clause that the client is responsible for disclosing all relevant health information and updating you if their status changes. - **Red flag in health history:** Pause programming and require medical clearance. Do not design programs around conditions you are not qualified to manage. - **Client is resistant to the assessment:** Explain that the assessment ensures their safety and helps you design the most effective program for them. - **Assessment is too long:** Trim to essential sections only. A 30-minute assessment that gets completed beats a 60-minute one that gets abandoned. - **Client goals are unrealistic:** Have an honest conversation. Adjust the timeline or reframe the goal to be achievable and measurable.