New Client Assessment Form

* Client Name
* Email 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:
Please list all medications as certain foods must be avoided with some medications:
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
How often do you have desserts?
Some of your favorite desserts
Do you have any particular recipes that you want me to prepare?
Would you like meals marinated for cooking on your BBQ? Yes No
May I cook with wine and/or liquors? Yes No
Preference on salt intake No Salt Light Salt
Preference for salts
Kosher salt
Sea salt
Salt substitute
Table salt
Preference for sweeteners
Granulated sugar
Brown sugar
Powdered
Splenda
Splenda Brown Sugar
Equal
Sweet-N-Low
Honey
Stevia
Other:
Preference for cheeses
Full flavor
Low fat
No fat
Soy cheese
Other:
Which cheeses do you enjoy?
American
Asadero
Asiago
Blue
Brie
Camembert
Cheddar
Colby Jack
Cotija
Cottage Cheese
Cream Cheese
Edam
Feta
Fontina
Havarti
Goat
Gorgonzola
Gouda
Gruye're
Jarlsberg
Marscapone
Monterey Jack
Mozzerella
Muenster
Oaxaca
Panela
Parmesan
Provolone
Ricotta
Romano
Queso Blanco
Queso Fresco
Queso Quesadilla
Swiss
Which milk products do you enjoy?
Skim
1%
2%
Whole
Whipping/heavy cream
Half and half
Fat-free half and half
Evaporated
Fat-free evaporated
Soy milk
Rice milk
Almond milk
Goat's milk
Powdered milk
Organic lactose-free milk
How spicy do you like your foods?
Extra mild
Mild
Mild-medium
Medium
Hot
Laser
Incredibly painful
Are there any flavors or foods you dislike? (ie, curry, peanut oil, liver/gizzards, etc.)
How you want your ingredients such as onions chopped? Small diced Medium diced Large diced
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)
Do you enjoy these choices as a main dish?
Chili
Salads
Soups
Stews
Do you enjoy breads or rolls with your meal? Yes No
Favorite types:
Do you enjoy salads with your meal? Yes   No
Which salads do you prefer?
Fruit
Tossed Salad
Pasta

Specialty (cucumber-tomato, carrot-raisin, etc.)

Which cuisine types do you enjoy?
Mexican
Thai/Asian
French
Italian
Indian
Mediterranean
Greek
Cajun
Cuban
Caribbean

Other:

How many times per week do you enjoy poultry?
... beef?
... pork?
... lamb/veal?
... fish/shellfish?
... meatless entrées?
... meat substitute?
How do you prefer red meat? Rare Medium-rare Medium Done Well-done
Which types of meat do you prefer?
Roasts
Shanks
Chops
Steaks
Ribs
Ground
Cheeks
Liver
Tongue
Tripe
Cubed
Which types of poultry do you prefer?
Chicken
Turkey
Duck
Cornish-hen
Quail
Goose
Pheasant
Roaster-hen
Which types of poultry cuts do you prefer?
White
Dark
Whole bird
Ground
Skin and bone in
Skinless/bone in
Skinless/boneless
Hearts
Liver
Gizzards
Do you enjoy game or specialty meats? (Please specify ie, bison, ostrich, elk, venison, rabbit, boar, etc.)
Which types of shellfish do you prefer?
Shrimp
Scallops
Mussels
Oysters
Crab
Lobster
Crawfish
Clams
Prawns
Which types of fish do you prefer?
Salmon
Tuna
Orange roughy
Cod
Shark
Sea bass
Redfish
Mahi
Mako
Monk
Pollock
Perch
Sole
Pike
Skate
Sturgeon
Speckled trout
Sea trout
King fish
Rock fish
Rainbow trout
Trout
Catfish
Tilapia
Basa
Walleye
Whitefish
Sun fish
Hoki

Other:

How do you like foods prepared?
Fried
Sautéed
Broiled
Pan seared
Grilled
Roasted
Boiled
Baked
Steamed
Braised
Stewed
Do you enjoy meatless entrees? Yes No
Which meat substitutes do you enjoy?
Seitan
Tempeh
Tofu

Textured Vegetable Protein
Other:

Is anyone vegetarian? Pescatarian (no meats but will eat fish)
Flexitarian/semi-vegetarian (mostly vegetarian but occasional meat)
Lacto-ovo-vegetarian (no meat or fish but will eat dairy and eggs)
Lacto-vegetarian (no meat, fish, or eggs but will eat dairy)
Ovo-vegetarian (no meat, fish, or dairy but will eat eggs)
Vegan (no meat, fish, dairy, or eggs)
Macrobiotic
If yes, which method? Raw food Cooked food
Which grains, pastas, and types of rice do you prefer?
Barley
Tabouleh (bulgar wheat)
Polenta
Quinoa
Wild Rice
Arboria rice (risotto)
Saffron rice
Brown rice
Jasmine Rice (medium grain)
Long grain rice (white)
Mexican rice
Angel hair pasta
Elbow macaroni
Fine couscous
Israeli (pearl) couscous
Farfalle (bow-tie shaped)
Fettucine
Fusilli
Lasagne noodles
Linguine
Manicotti
Orzo (rice shaped pasta)
Penne
Ravioli
Spaghetti
Pasta shells (jumbo, small)
Tortellini
Soba noodles
Rice noodles
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?