Pre-exercise screening procedure
SOP template
Check this template against your local regulations and your own policies before you use it.
| SOP no. | Version | Effective date | |||
|---|---|---|---|---|---|
| Owner | Approver | Review date |
Purpose
To find members and clients who may be at higher risk during exercise, and to make sure they get medical advice before starting or increasing exercise.
Scope
Every new member and personal training client, and existing members whose health changes.
Responsibilities
| Role | Responsibility |
|---|---|
| Front desk or trainer | Gives the form, reviews the answers and explains next steps. |
| Manager | Makes sure forms are stored privately and staff are trained. |
Procedure
Complete the screening form
Ask every new member to complete the form before their first workout.
Review the answers
Check every question is answered. Read any yes answer with the member.
Ask for clearance when needed
If the form or your industry’s screening tool says so, ask them to see a doctor before starting, and get the clearance in writing.
Caution: Never diagnose or give medical advice. Refer to a doctor.
Adjust the program
Follow any limits the doctor sets, and tell the trainer who works with them.
Store the form privately
Keep screening forms where only staff who need them can see them.
Screen again
Ask members to tell you if their health changes, and rescreen personal training clients each year.
Records
- The completed screening form and any medical clearance.
Related documents
- New member onboarding checklist
Revision history
| Version | Date | What changed | Approved by |
|---|---|---|---|
