Endocrinology Intake Form
Intake

Endocrinology Intake Form

4 pages20 fieldsHIPAA-ready

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Endocrinology Intake Form
Patient Demographics
Date of Birth
Primary Endocrine Concern
Diabetes History & Management
Glucose Monitoring Method
Select...
Thyroid Symptom Assessment
Hormonal Symptom Checklist
Prior Endocrine Lab Results
Bone Density & Calcium History
Current Endocrine Medications
Weight & Metabolic History
Family Endocrine History
Insurance Information
Insurance carrier & policy
Consent & Signature
Sign here
Submit

The Endocrinology Intake Form is purpose-built for endocrine and metabolic disease practices, collecting the detailed hormonal and metabolic history that endocrinologists need for comprehensive patient evaluation. This template captures patient demographics alongside diabetes-specific data (type, duration, HbA1c history, glucose monitoring method, insulin regimen, hypoglycemic episodes), thyroid symptom assessment (hyper- and hypothyroid symptoms, nodule history, thyroid surgery), and screening for other endocrine conditions including adrenal disorders, pituitary disease, calcium and bone metabolism abnormalities, and reproductive endocrine concerns.

Designed for general endocrinology, diabetes management, thyroid disease, osteoporosis, and reproductive endocrinology practices, this form includes sections for prior endocrine laboratory results (TSH, free T4, HbA1c, cortisol, calcium, PTH, testosterone, estradiol), imaging history (thyroid ultrasound, bone density scan, pituitary MRI), current endocrine medications (insulin, oral hypoglycemics, thyroid replacement, bisphosphonates, hormone therapy), and lifestyle factors including diet, exercise, weight history, and stress levels. The diabetes self-management section captures glucose monitoring frequency, carbohydrate counting practices, and diabetic complication screening.

All fields are HIPAA-compliant and optimized for the endocrinology workflow. The multi-page format guides patients through each endocrine domain systematically, ensuring that critical lab values, medication doses, and symptom patterns are accurately documented before the consultation. This pre-visit data collection allows the endocrinologist to review trends, identify gaps in care, and focus the office visit on clinical decision-making rather than history gathering.

What's included

  • Diabetes type, duration, and self-management assessment
  • Thyroid symptom screening and nodule history
  • Hormonal and metabolic symptom inventory
  • Prior endocrine laboratory and imaging results
  • Endocrine medication reconciliation with dosages
  • Family history of endocrine disorders
  • E-signature capture
  • Structured medication list with dosage and frequency tracking
  • Insurance information collection with carrier and policy details

Who uses this template

  • General endocrinology and diabetes management practices
  • Thyroid disease and thyroid nodule clinics
  • Osteoporosis and metabolic bone disease centers
  • Reproductive endocrinology and hormonal disorder clinics

All form fields

14 fields across 4 pages. Customize any field after signing up.

Patient DemographicsText
Date of BirthDate
Primary Endocrine ConcernLong Text
Diabetes History & ManagementLong Text
Glucose Monitoring MethodDropdown
Thyroid Symptom AssessmentCheckbox
Hormonal Symptom ChecklistCheckbox
Prior Endocrine Lab ResultsLong Text
Bone Density & Calcium HistoryLong Text
Current Endocrine MedicationsMedications
Weight & Metabolic HistoryText
Family Endocrine HistoryCheckbox
Insurance InformationInsurance Info
Consent & SignatureE-Signature

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