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Client Onboarding and Orientation Screening Process

Discover six processes for safe and effective client orientation screening.
Two women on a mat
© CQUniversity 2021
The client onboarding and orientation screening process is broken into steps to ensure all relevant information is collected and a comfortable environment is created for the client.

 Client Orientation Screening Processes

1. Collection of client information: Past and current physical activity patterns, identification, and clarification of needs and expectations.

⚠️Before collecting any personal client information you must be aware of your requirements under the law to store the information securely and maintain your client’s right to privacy. You may be liable for very large fines if you share or store data irresponsibly. We encourage you to review General Data Protection Regulation (GDPR) and the local law in your jurisdiction⚠️

2. Adult Pre-Screening System (APSS): Identifying health concerns, contraindication activities, and if medical appointment/ referral is necessary.

3. Health and fitness testing: Decide on the most appropriate test for the client.

4. SMART goal system: Essential to client adherence.

5. Prescription of an exercise program: Use the test results to prescribe a suitable exercise.

6. Reassessment: Carry out a general review every 3 months and a full program review every 6 months.

The client onboarding and orientation screening process is broken into steps to ensure all relevant information is collected and a comfortable environment is created for the client.

 Client Orientation Screening Processes

1. Collection of client information: Past and current physical activity patterns, identification, and clarification of needs and expectations.

© CQUniversity 2021
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Personal Trainer's Toolkit: Client Onboarding and Fitness Testing

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