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Nutrition — Counseling & Dietitian Note Template

Allied Health Nutrition Updated: 1/4/2026

The Nutrition Counseling Template is designed for Registered Dietitians (RD) and nutritionists providing medical nutrition therapy (MNT). This template documents 24-hour dietary recall, weight history, nutritional assessment, estimated energy needs, and specific dietary interventions. Supports billing for CPT codes 97802/97803. Ideal for weight management, diabetes education, and clinical nutrition.

Template

Patient Information

Date: [Date]
Visit Type: Initial Assessment (97802) / Follow-up (97803)
Referring Diagnosis: [Diabetes, Obesity, HTN, CKD]

Anthro/Biochemical Data

Height: [Value] Weight: [Value] BMI: [Value]
Weight History: [Recent loss/gain]
Labs: A1c [X], Chol [X], Albumin [X], GFR [X]

Assessment (Subjective)

Dietary History / 24-Hour Recall:
  • Breakfast: [Content]
  • Lunch: [Content]
  • Dinner: [Content]
  • Snacks: [Content]
  • Beverages: [Content - sugary drinks?]
Eating Behaviors:
  • Frequency: [Meals per day]
  • Timing: [Skipping meals?]
  • Location: [Home vs Eating out]
  • Allergies/Intolerances: [Gluten, Dairy, etc.]
  • Supplements: [Vitamins, Protein]
Physical Activity: [Type, frequency, duration]

Diagnosis (Nutrition)

PES Statement:

[Problem] related to [Etiology] as evidenced by [Signs/Symptoms].

(Example: Excessive carbohydrate intake related to food knowledge deficit as evidenced by A1c of 9.2% and reported daily soda consumption.) Estimated Needs:
  • Calories: [X-Y] kcal/day
  • Protein: [X-Y] g/day
  • Fluid: [X-Y] mL/day

Intervention (Plan)

Nutrition Prescription:
  • Diet: [e.g., Carb Controlled, Cardiac, Renal, High Protein]
Education Provided:
  • Topics: [Label reading, Portion control, Meal planning, Carb counting]
  • Materials provided: [Handouts]
  • Patient understanding: Good / Fair / Poor
Goals (SMART):

1. [Goal 1 - e.g., Switch to diet soda]
2. [Goal 2 - e.g., Add 1 serving of vegetable to dinner]
3. [Goal 3 - e.g., Walk 15 mins post-dinner]

Monitoring & Evaluation

Follow-up Plan:
  • Return in [X] weeks.
  • Monitor: Weight, Food log, Blood glucose logs.

💡 Tip: Click anywhere to edit. Changes are temporary.

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