Requirements checklist
What to ask for when choosing software for nutritionists and dietitians.
A checklist built from how nutritionists and dietitians work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Client intake and health history
- Diet chart builder
- Progress log
- Follow-up reminders
- Packages and renewals
Roles that need their own access
Who logs in, and what each person may see or change.
- For the owner dietitian
- For associate dietitians
- For the front desk
- For clients
Reports to ask for
Ask to see each one with your own sample data.
- Active clients by dietitian, goal and package type
- Clients overdue for a weekly check-in, by days of silence
- Weight and waist change by client over the length of the package
- Charts issued and revised, by dietitian and condition
- Packages ending in the next month, with renewal outcome
- Appointments held, rescheduled and missed
- Payments received against package instalments
Systems it may need to connect to
Note which ones you already run.
- WhatsApp and other messaging
- SMS
- Video consultation link
- Card and payment gateway
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Is it for a solo practice or a team of associates?
- Can I build charts from my own templates?
- Does it calculate calories and macros?
- Can clients send weights and photos themselves?
- How are lab reports kept?
- Can it remind clients before a package ends?
- Can charts and files be handed to another dietitian?
- How do we see it before deciding, and what shapes the cost?
- Who owns the client records?
- What happens when something breaks?
- How soon can a practice start seeing clients through it?
- What should the dietitian gather before set-up?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Follow-ups are missed
- Diet charts are rewritten from scratch
- Reports and history are buried in chats
- Inch loss is recorded nowhere
- Package end dates pass silently
Prefer to talk it through? See the nutritionists and dietitians page.