Living Well Template

on April 22, 2025

Reviewed by

4 min read

Chances are you're here because you're grappling with the challenge of organizing patient care information efficiently. You're not alone! The struggle is real, especially when it seems like there's a deluge of paperwork and digital forms clawing for your attention. Say hello to your new best friend ‑ the Living Well Template. It's designed to streamline, clarify, and make your notes not just practical, but a joy to work with.

What Is a Living Well Template?

The Living Well Template is a structured medical documentation tool tailored to capture the nuances of patient care plans and wellness goals. Its primary purpose is to provide a comprehensive framework that supports healthcare providers in delivering consistent, patient‑centric services.

The template typically includes sections for patient information, lifestyle goals, medical history, ongoing treatments, and follow‑up plans, organized to ensure clarity and facilitate seamless communication between multidisciplinary teams.

Key Components of a Living Well Template

This template typically consists of several integral components essential for effective patient management:

Patient Information: Demographics, contact details, and emergency contact information.
Medical History: Comprehensive overview of past medical conditions, surgical history, and family medical background.
Lifestyle and Goals: Customized lifestyle goals including diet, exercise, and wellness objectives.
Current Medication: List of ongoing medications along with dosages and administration routes.
Treatment Plan: Scheduled interventions, therapies, and clinical evaluations.
Follow-up and Review: Documentation of scheduled reviews and notes on progress.

How to Use a Living Well Template: Step-by-Step Process

Review Patient Information

Begin by verifying and updating the patient’s personal details and medical records.

Document Health Goals

Collaborate with the patient to establish realistic and beneficial health and lifestyle goals.

Outline Current Treatments

List any ongoing treatments, medications, and other health management plans in progress.

Develop a Care Plan

Organize a detailed care plan addressing all identified goals, and include timelines for each step.

Schedule Follow-Ups

Plan follow‑up appointments and document the schedule to track the patient’s progress effectively.

Benefits of a Living Well Template

Benefit	Description
Improved Clarity	Organized information facilitates better understanding and decision-making.
Time Efficiency	Saves time by providing quick access to essential patient information.
Enhanced Communication	Fosters clearer communication among healthcare team members.
Patient Engagement	Involves patients in their care plans, promoting adherence to health goals.

Stakeholders in Living Well Template

The template involves several stakeholders each with specific roles and contributions.

Healthcare Providers: Physicians and nurses use the template to create personalized care plans. Example: A nurse documents a patient's blood pressure readings to adjust medication dosages.
Patients: Active participation in setting and tracking lifestyle goals. Example: A patient records their daily exercise routine to meet health objectives.
Family Members: Support system in implementing the care plan. Example: A family member ensures the patient adheres to their medication schedule.
Administrators: Monitor documentation compliance and quality control. Example: Administrators audit the note for completeness as per healthcare standards.

Example of a Living Well Template

Here’s a glimpse into what a filled‑out Living Well Template might encompass for a fictitious patient named John Doe. It includes his personal details, health goals, ongoing treatments, and care plan.

See Template Example

Use Template

Real-World Use Cases: Practical Impact of the Living Well Template

The Living Well Template makes a remarkable difference across various healthcare settings.

A busy GP practice adopts the template, resulting in more efficient consultations and happier patients as care plans are more personalized.
Home care nurses employ the template day-to-day, improving documentation accuracy and patient satisfaction.
A hospital team collaboratively uses the template for post-surgery follow-up, ensuring cohesive patient care with minimal errors.
In outpatient rehab, therapists regularly update the template to track patient progress and enhance goal-setting protocols.

Conclusion

The Living Well Template is an invaluable tool that provides clarity and precision in medical documentation. By facilitating consistent and patient‑centered documentation, it aids healthcare professionals in delivering superior care. Its efficiency and adaptability make it an essential component for modern medical practices committed to enhancing patient outcomes.

Disclaimer: This article is for informational purposes only and does not constitute legal or medical advice. Always consult professional guidelines and regulatory bodies for specific compliance requirements.

Expert Tip: The “Balance & Boost” Framework

Dr. Danni Steimberg

Dr. Danni Steimberg is a pediatrician at Schneider Children’s Medical Center with extensive experience in patient care, medical education, and healthcare innovation. He earned his MD from Semmelweis University and has worked at Kaplan Medical Center and Sheba Medical Center.

A Living Well plan should spark sustainable habits—not just list good intentions. This field‑tested framework makes each section of the template a springboard for daily vitality.

Anchor Core Pillars: Identify one concrete, non‑negotiable action for each domain (sleep, nutrition, movement, connection) so balance is baked into the routine, not left to chance.
Boost with Micro‑Wins: Pair every pillar with a tiny, quick‑reward goal—like a 2‑minute stretch break—that builds momentum and keeps motivation high between bigger milestones.
Loop in Weekly Reflection: End the template with a short “what worked / what to tweak” prompt; this self‑check turns the plan into a living document that evolves instead of gathering dust.

Living Well Template

What Is a Living Well Template?

Key Components of a Living Well Template