New Client Assessment Form

* Client Name
* Email address
* Home address
How many people in the household?
Start Date
Contact Information
Emergency cell #
Emergency work #
Spouse/domestic partner's name
Spouse/domestic partner's cell #
Spouse/domestic partner's work #
Friend/family member's name
Friend/family member's cell #
Friend/family member's work #
Medical Information
General practitioner's name
General practitioner's phone #
Are any of these medical issues present?
Diabetes
Hypoglycemia
Hyperglycemia
High blood pressure
High cholesterol
Celiac
Lactose intolerance
Any other medical conditions that need to be addressed? (ie, Crohn's disease, thyroid disorder, IBS, pregancy, etc)?
Do you follow a doctor's or dietician's recommended diet? (ie, foods to avoid, sodium intake, caloric intake, etc)?
Are there any known food allergies (ie, wheat/gluten, shellfish, nuts etc)? If yes, please specify person's name with allergy type:
Are you trying to lose weight? If yes, please check off the diet you prefer to follow: Low-fat
Low-carbohydrate
"Pyramid" (FDA standard recommended diet)
Other programs:
About your lifestyle
How many hours per week do you spend on menu planning?
... shopping?
... cooking?
... cleaning kitchen?
How often per week do you eat out?
Some of your favorite restaurants
About your food preferences
Are there any flavors or foods you dislike? (ie, curry, peanut oil, liver/gizzards, etc.)
What protein portion size do you prefer?
Strict (4 ounces)
Regular (6 ounces)
Large (8 ounces)
Super-sized (10-12 ounces)
What starch portion size do you prefer?
Strict (1/3 cup)
Regular (1/2 cup)
Large (3/4 cup)
Super-sized (1 cup)
What vegetable portion size do you prefer?
Strict (1/2 cup)
Regular (3/4 cup)
Large (1 cup)
Super-sized (1 1/2 cup)
How many times per week do you enjoy poultry?
... beef?
... pork?
... lamb/veal?
... fish/shellfish?
... meatless entrées?
... meat substitute?
What types of side dishes (or main dishes in some cases) do you enjoy?
Grains
Vegetables
Pastas
Potato
Rice
Beans

Tossed Green Salads
Specialty Salads (fruit, vegetable, beans, rice, grains, pasta)
Soup
Other:
Is there anything else I need to know about your food preferences?
Kitchen information
How would you like your food packaged? Individual Packages for two Family-size
What type of container would you like your food to be packaged in? Glass (Pyrex, Anchor Hocking, etc)
Plastic re-useable (Rubbermaid, Homz, etc)
Disposable (gladware, ziplock, versatainers or vacuum bags)
Which appliances will you use for heating meals?
Microwave
Stovetop
Oven
Toaster oven
No preference

Other:

Do you own a microwave oven? Yes No Not functioning properly
Is your stove gas or electric? Gas Electric Not functioning properly
Is your oven gas or electric? Gas Electric Not functioning properly
Number of ovens 1 2 More than 2
Do you have a convection oven? Yes No
Is your oven self cleaning? Yes No
Do you have kitchen thermometers?
Oven
Freezer
Refrigerator
What other kitchen equipment do you have that I may use?
Toaster
Oven
Blender
Bread machine
Crock pot
Electric skillet
Electric griddle
Food processor
Electric mixer
Skillets
Pots

Indoor grill (stove-top, freestanding)
Immersion (hand) blender
Rice cooker/vegetable steamer

If you have a free-standing freezer, where is it?
If you have an extra refrigerator, where is it?
If you have a fire extinguisher, where is it?
Where is your fuse box?
Will someone be home while I am cooking or will you give me a key?
Are there any security arrangements to be able to enter your home to cook for you?
Family information
How many children do you have?
Do they live with you full- or part-time?
Children names and ages
Family members' birthdays
Anniversaries
Number of pets
Are the pets friendly? Yes No
Please list pets' breeds, names, and if they are indoor or outdoor pets:
Is there any special instructions regarding your pets? (ie, do not let bird out of cage, do not let dog in, do not feed, etc.)
Miscellaneous information
Where should I park my car?
How did you find out about my services?
Referral
My website
APPCA Website
Yellow pages
Newspaper article
Advertisement/flyer
Any other concerns or instructions?