Health Coaching Client Discharge Form

Complete Your Health Coaching Journey with Confidence

Wrapping up a health coaching program is just as important as the first session. This Health Coaching Client Discharge Form gives health coaches, wellness practitioners, and fitness professionals a structured way to celebrate client wins, document progress, create sustainable maintenance plans, and gather testimonials—all in one seamless experience.

Why health coaches need a dedicated discharge form

Whether you're a health coach, wellness consultant, or nutrition specialist working with clients one-on-one, the end of a coaching engagement is a critical milestone. A well-designed discharge form helps you:

• Document measurable progress across physical, mental, and lifestyle goals
• Create actionable maintenance plans so clients stay on track after coaching ends
• Capture authentic testimonials and feedback while the experience is fresh
• Identify referral opportunities and gauge interest in future services
• Provide a sense of completion and celebration that strengthens client relationships

This template is designed specifically for health and wellness professionals who want to leave clients feeling empowered, equipped, and excited to continue their journey independently.

What makes this form different

Unlike generic feedback forms, this discharge template is built around the health coaching lifecycle. It captures the full story—where the client started, what they achieved, what they'll maintain, and where they're headed next. The form flows naturally from reflection to planning to feedback, making it feel less like paperwork and more like a meaningful closing conversation.

You can customize every section to match your coaching style, whether you focus on nutrition, fitness, stress management, chronic condition support, or holistic wellness. Add your branding, adjust the questions, and even embed the form directly into your coaching portal or website.

Automate what happens next with Stepper

Once a client submits their discharge form, you can use Stepper to automatically:

• Send personalized thank-you emails with their maintenance plan attached
• Create tasks to follow up at 30, 60, or 90 days post-discharge
• Add high-satisfaction clients to a testimonial collection workflow
• Route referral requests to your intake or marketing system
• Log completion data into your CRM or client management tool

By connecting your discharge form to smart workflows, you ensure no client falls through the cracks and every completion leads to the right next step—whether that's a referral, a future booking, or simply staying in touch.

Designed for health coaches, built for real results

Trusted by health coaches, nutritionists, wellness consultants, and fitness professionals, this form template helps you close out client relationships with professionalism and care. It's fully customizable, mobile-friendly, and backed by Paperform's secure, GDPR-compliant platform—so you can focus on what matters most: supporting your clients' long-term success.

Ready to elevate your coaching practice? Start with this template and create a discharge experience that leaves clients feeling accomplished, supported, and excited to refer others to your services.