Complete Well Visit Templates Bundle: Newborn–17

There must be a way to make practice easier…

A note from Dr. Erika,

Well-child visits are at the heart of pediatric primary care—but they can also be some of the most time-consuming, variable, and overwhelming encounters in practice. From newborn reflexes to teenage risk-taking, each stage brings its own questions, red flags, and developmental milestones to track.

That’s why I created this Charting Templates Bundle—a complete set of structured templates from newborn to 17 years, designed to bring clarity and consistency to every well visit.

These templates combine AAP guidelines, naturopathic best practices, and real-world clinical flow to support pediatric providers from the first newborn check to the final adolescent handoff.

Whether you’re just starting out or want to streamline your current charting, these resources were built to save time, improve documentation, and make each visit more meaningful—for you and the families you serve.

I’m delighted to share the full bundle with you.

Original price was: $189.00.Current price is: $149.00.

This product is designed for Naturopathic Physicians, Primary Care Providers, and other licensed healthcare professionals. It is not intended for patient or personal use.

Included in the Complete Well Visit Templates Bundle: Newborn – age 17

This bundle includes all four Physician Charting Template Packs, covering newborn through 17 years:

  • Newborn–12 Months
  • 15 Months–4 Years
  • 5–10 Years
  • 11–17 Years

Together, they provide developmentally aligned templates for every well visit from birth through late adolescence.

👶 Included: Charting Templates – Newborn to 12 Months

  • Templates for well visits at: newborn, 1 week, 2 weeks, 2 months, 4 months, 6 months, 9 months, and 12 months.
  • Developmental questions, breastfeeding guidance, safety screens, and parenting tips.
  • Naturopathic Plan templates for sleep, digestion, skin, immune support, and more.
  • Includes Well Child Guides and age-appropriate Herb Guides for each visit.

🚼 Included: Charting Templates – 15 Months to 4 Years

  • Templates for toddler and preschool well visits: 15 months, 18 months, 2 years, 3 years, and 4 years.
  • Developmental screening prompts, safety checklists, behavior guidance, and naturopathic support.
  • Includes Well Child Guides with parenting tips, red flags, and child-friendly handouts.
  • Every age includes a Herb Guide for common conditions like teething, sleep challenges, digestion, and immune support.

🧒 Included: Charting Templates – 5 to 10 Years

  • Templates for school-aged children: 5, 6, 7, 8, 9, and 10 years.
  • Questions about school performance, friendships, emotions, development, and more.
  • Naturopathic Plan templates with guidance on nutrition, sleep, screens, immune support, and parenting tips.
  • Each Well Child Guide includes detailed Herb Guides, red flag checklists, and handouts for families.

🧑 Included: Adolescent Charting Templates – 11 to 17 Years

  • Templates for adolescent well visits: 11 through 17 years.
  • Guided questions for both parents and teens, including confidential screenings.
  • Covers sexual health, mental health, identity, social media, risk behaviors, and more.
  • Includes Well Teen Guides for both parents and teens (double the length of earlier guides), with evidence-based parenting tips and Herb Guides tailored to each age.

Why clinicians love the Complete Well Visit Templates Bundle:

  1. Saves time with clear structure and ready-to-use templates
  2. Covers everything from basic development to complex teen care
  3. Supports naturopathic principles alongside conventional standards
  4. Includes ICD-10 codes and Plan templates for streamlined documentation
  5. Enhances communication with families through handouts and guides
  6. Builds confidence around screenings, red flags, and sensitive conversations

Who This Is For

Designed for ND, MD, DO, APRN/NP, and PA providers delivering pediatric and adolescent care who want a structured, prevention-focused system for well visits from infancy through young adulthood.

This system is for providers who want to:

  • Practice true preventive medicine, not just early detection
  • Integrate nutrition, lifestyle, and integrative strategies into routine care
  • Move beyond generic AAP handouts
  • Give families clear, practical next steps
  • Build long-term health, not just document it

This bundle gives you a complete framework for pediatric care—from a baby’s first breath to a teen’s final well visit.

Whether you’re managing a solo practice, precepting new doctors, or just trying to stay ahead on chart notes, this set was created to help you do what you do best—with less stress and more support.

Get Started

For most clinicians, this system pays for itself within the first one to two well visits through improved efficiency, documentation, and visit flow.

Invest in a complete, prevention-focused framework that supports your clinical judgment, strengthens family education, and helps you build healthier futures for your patients.

Download the Complete Well Visit Templates Bundle today and bring clarity, confidence, and consistency to every well visit from newborn through adolescence.

FAQ

We offer a 30-day refund policy on most digital products and courses if you are not satisfied with your purchase. To request a refund, please contact us at [email protected] with your order number and reason for the request. 

We offer a 30-day refund policy on prerecorded courses. However, you cannot request a refund after downloading a CE certificate.  Live CE courses are non-refundable after registration. If you are unable to attend the live event you will receive a recording 24-48 hours after the event. 

You will have lifetime access to purchased courses unless otherwise specified. This includes access to any updates made to the course content.

For individual purchases you have 1 year to download the materials before the downloads expire.  After this time you will need to purchase another copy if you did not save it to your desktop. 

All CE courses are accredited for Naturopathic Physicians by the AANP (American Association of
Naturopathic Physicians). 

Disclaimer for Oregon Licensees:

The American Association of Naturopathic Physicians is recognized by all regulated jurisdictions as an approver of continuing education for licensed naturopathic doctors who graduate from CNME accredited naturopathic medical programs, except for Oregon. For all jurisdictions except for Oregon, these activities have been approved for credit(s) of naturopathic continuing education, and meet Washington State’s Category 1 CE designation. 

Oregon Licensee: Naturopathic Pediatrics PRO will provide the necessary requirements for you to submit an individual application to the OBNM for CE’s to be approved.  Please contact the OBNM prior to purchase for the information that needs to be submitted. 

Follow the instructions in the course under CE Certificate to access the CE Quiz. To be eligible for a CE certificate you must view at least 75% of the video and pass the CE Quiz with a score of at least 75%.

After completing your CE Quiz return to My Account > My Courses. Find your course and click Mark as Complete. Then click View Certificate.

No. Purchases are for individual use only. Sharing materials or login credentials is a violation of our terms of service and may result in access being revoked.

Once your purchase is complete, you’ll receive a confirmation email with access instructions. You can also log in to your account at any time to view your order history and access your products. You can e-mail [email protected] for assistance at any time.  Please be aware that it may take 1-2 business days to receive a response.

Currently, all of our products are digital—including downloadable e-books, monographs, and online CE courses. We may offer printed guides in the future.

Yes! All practitioner resources are created for clinical use and education, but they are not a substitute for individual medical judgment. Please use them responsibly within your scope of practice.

First step: log-in by clicking “My Account.”  If needed you can reset your password.  Make sure you use the e-mail that was used to purchase the product.  Under “My Account” you can find all downloads and courses.  If you are still having issues accessing your products please email [email protected] with your order number and a brief description of the issue. We typically respond within 1–2 business days.

Yes, we offer discounts for students and residents. E-mail [email protected] with your request.  Please include a copy of your student ID, or proof of residency.