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The Client Orientation Screening Process

Follow these steps to create a safe and effective client screening process.
Two women on a mat
© CQUniversity 2021

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

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 clients 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) –we’ll cover this in the next step

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

6. Reassessment

Every 3 months in general and full program review every 6 months.

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

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