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Health Coaching
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Health Coaching Intake & Documentation

Gives Health Coaching accounts access to Healthie's Coaching specialty form library, plus pre-built forms from partnered coaching and certificate programs.

Built by Core Engineering

The problem it solves

Health coaches need standardized intake and documentation forms, including forms specific to the coaching or certification program they trained through, but building these from scratch is time-consuming. Without a specialty-mapped forms library, practices have to source, format, and maintain these forms themselves.

What's included

  • Access to Healthie's Coaching specialty form library for intake and documentation
  • Pre-built forms from partnered coaching academies and certificate programs (proof of affiliation may be required)
  • Forms appear automatically based on the account's specialty designation
  • Additional forms available on request via Healthie support

How it works

Forms appear in the practice's Forms Library based on the specialty selected for the account, drawing from Healthie's Coaching specialty form library. Coaches currently enrolled in or graduated from an affiliated coaching academy or certificate program can request that program's specific forms be added to their account, with proof of affiliation.

Health Coaching Intake & Documentation gives providers access to Healthie's Coaching specialty form library, plus pre-built forms from partnered coaching academies and certification programs, for intake and documentation. It's built for health coaches and wellness practitioners who need standardized forms without building them from scratch. Forms become available based on the practice's specialty designation, and coaches enrolled in or graduated from an affiliated coaching or certificate program can request that program's specific forms be added to their account. This is a forms library, not a dedicated coaching curriculum or care plan product.

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