What are my responsibilities as an OPTAVIA Coach?

As an OPTAVIA Coach, you have the privilege of supporting Clients along their Optimal Health journeys to lifelong transformation. Your interactions with Clients and Candidates are driven by certain guidelines, outlined in the OPTAVIA Coaching Guidelines and below. As you ask curious questions and learn more about each individual, it’s important to understand your role as their Coach. Here you can access each Program Guide specifically, on CLIENT ANSWERS.

We encourage you to watch the OPTAVIA Knowledge Check video today! We recommend reviewing the Product & Program Video, our OPTAVIA Program Guides and OPTAVIA Coaching Guidelines to prepare for the quiz. Get started now!


OPTAVIA Coaches Can:

  • Provide guidance and encouragement related to OPTAVIA program meal plans, product choices, exercise, and general direction to Clients for lifelong transformation.

  • Provide one-on-one support to Clients as it pertains to the Habits of Health System.
  • Engage and encourage Client participation in the OPTAVIA Community, which includes support activities (i.e. calls, webinars, events,etc.).
  • Inform Nutrition Support of adverse reactions to program and/or products (e.g. if a Client is hospitalized etc .)

OPTAVIA Coaches Should Encourage Clients to Seek Professional Support For:

  • Specific medication adjustment recommendations.

  • Specific medical recommendations.
  • Specific exercise program prescriptions.
  • Specific behavioral counseling related to psychological/psychiatric issues, including but not limited to: anorexia, bulimia, binge eating disorder, depression, anxiety, marital problems, emotional issues (e.g. trauma, grief, and hopelessness), etc.
  • Providing medical nutrition therapy as defined by the Academy of Nutrition and Dietetics:
    • Medical nutrition therapy (MNT) is an evidence-based application of the Nutrition Care Process. The provision of MNT (to a patient/client) may include one or more of the following: nutrition assessment/re-assessment, nutritiondiagnosis, nutrition intervention and nutrition monitoring and evaluation that typically results in the prevention, delay or management of diseases and/or conditions. (Scope of Practice subcommittee, 2012)

Please note: An OPTAVIA Coach’s guidance and support do not in any way constitute medical advice or
substitute for medical treatment.

OPTAVIA Coaches have many foundational resources to help support Clients and Candidates on their Optimal Health journey. However, OPTAVIA Coaches must strive to observe the following limits to their coaching.

Limits to Coaching

Here are some things to be aware of:

  • Nutrition-related conditions and/ or diagnoses that require referrals or consultation with a Registered Dietitian/Qualified Nutritionist, include but may not be limited to:
    • heart disease
    • diabetes
    • cancer
    • liver disease
    • kidney disease
    • anorexia
    • bulimia
    • gastrointestinal diseases
    • food allergies,
    • hypertension, etc.
  • Exercise prescriptions and individualized assessment for exercise programs require referral to a certified personal trainer.
  • Medical conditions and/or diagnoses that require referral to or consultation with a healthcare provider, include but may not be limited to:
    • heart disease
    • diabetes
    • cancer
    • liver disease
    • kidney disease
    • anorexia
    • bulimia
    • gastrointestinal diseases
    • food allergies
    • hypertension
    • pain/discomfort in chest
    • dizziness or loss of consciousness, etc
  • Psychological/psychiatric conditions and/ or diagnoses that require referral to or consultation with a psychological/psychiatric specialist, include but may not be limited to:
    • anorexia
    • bulimia
    • binge eating disorder
    • disordered eating
    • depression
    • anxiety
    • marital/relationship problems, etc

Clients and Candidates must be referred to their doctor when questions or requests fall within the conditions listed above.

The following Medical Disclaimer is helpful in providing additional guidelines regarding a Client’s use of the OPTAVIA Program.

We recommend that you consult a doctor prior to starting any weight loss program. Do not participate in any OPTAVIA Programs if you have gout, are pregnant, breastfeeding or under the age of 18. If you have a serious acute or chronic illness (e.g., heart attack, diabetes, cancer, liver disease, kidney disease, anorexia, bulimia, etc.), do not participate in any OPTAVIA programs until your doctor says you have recovered or stabilized. The Optimal Weight 5 & 1 Plan® is NOT appropriate for sedentary older adults (65 years and older), some people with diabetes, and those who exercise more than 45 minutes per day. For special medical or dietary needs, including food allergies, refer to our Program information online and talk to your OPTAVIA Coach.

You should consult a doctor before starting any weight loss program, change in eating habits, diet, exercise, or supplementation program. Talk to a doctor about the medications you are using, especially warfarin, lithium, diuretic medications or medications for diabetes, high blood pressure, or thyroid conditions before beginning any weight loss program.

NOTE: Rapid weight loss may cause gallstones or gallbladder disease for those at high risk. While adjusting to intake of a lower-calorie level and diet changes, some people may experience gastrointestinal disturbances (such as abdominal pain, bloating, gas, constipation, diarrhea, nausea or stomach ache), dizziness or lightheadedness, headache, hunger, fatigue, or muscle cramps; consult a doctor for further guidance on these or any other health concerns.

Do not consume an OPTAVIA product if you are allergic to any ingredient in that product.

We recommend drinking 2 liters of water each day. Talk to a doctor prior to changing the amount of water you drink as it can affect certain health conditions and medications.

For the avoidance of doubt, the OPTAVIA programs and products are not labelled, advertised or promoted for any specific medicinal purpose, i.e. treatment or prevention, implied or otherwise, of any disease or disorder, including its related conditions.

The OPTAVIA programs, products and any of its materials and/or information do not in any way constitute medical advice or substitute for medical treatment. As the human body reacts differently for different people, we do not warrant the accuracy of the information or guarantee the claims, benefits or safety of the OPTAVIA programs and products.


Scope of Practice Sub-Committee, Academy of Nutrition and Dietetics. (2017). Definition of terms. Retrieved December 12, 2018, from Academy of Nutrition & Dietetics website.