Intake

Fertility Clinic Intake Form

4 pages20 fieldsHIPAA-ready

Form preview

formisoft.com/f/fertility-intake
Patient Demographics
Date of Birth
Partner Information
Duration of Infertility
Pregnancy History
Menstrual Cycle Documentation
Prior Fertility Treatments
Prior Fertility Test Results
Ovarian Reserve Testing
Gynecologic Surgical History
Endocrine Screening History
Male Partner Reproductive History
Semen Analysis Results
Lifestyle & Environmental Factors
Current Medications & Supplements
Psychosocial Screening
Family Building Goals
Select...
Insurance & Fertility Coverage
Prior Records Upload
Upload file
Consent & Signature
Sign here
Submit

The Fertility Clinic Intake Form is purpose-built for reproductive endocrinology and infertility (REI) practices, capturing the detailed reproductive, gynecologic, and andrologic history that fertility specialists need for comprehensive evaluation and treatment planning. This template collects patient demographics alongside a thorough reproductive history including duration of infertility, prior conception attempts (timed intercourse, ovulation induction, intrauterine insemination, in vitro fertilization), pregnancy history with detailed outcomes (live births, miscarriages with gestational age, ectopic pregnancies, stillbirths, terminations), and the results of any prior fertility workup including ovarian reserve testing (AMH, day-3 FSH/estradiol, antral follicle count), hysterosalpingography or saline infusion sonography findings, and semen analysis results.

Designed for reproductive endocrinology practices, IVF centers, fertility preservation programs, and donor/surrogacy coordination clinics, this form includes sections for menstrual cycle documentation (cycle length, regularity, dysmenorrhea, menorrhagia, amenorrhea duration), gynecologic surgical history (laparoscopy, hysteroscopy, myomectomy, tubal surgery, ovarian cystectomy, endometriosis excision), endocrine screening (thyroid function, prolactin, DHEA-S, testosterone, PCOS criteria), male partner reproductive history (prior paternity, varicocele, cryptorchidism, ejaculatory dysfunction, hormonal evaluation, prior semen analyses with morphology assessment using Kruger strict criteria), and lifestyle factors affecting fertility (BMI, smoking, alcohol, caffeine intake, exercise patterns, occupational exposures, recreational drug use).

The psychosocial screening section captures the emotional impact of infertility, prior counseling or support group participation, relationship status, third-party reproduction considerations (donor egg, donor sperm, gestational carrier), and insurance coverage for fertility treatments including state mandate verification. Both partners can complete relevant sections, and the form accommodates same-sex couples and single parents by intended method. All fields are HIPAA-compliant and optimized for the REI workflow. The four-page format allows patients to document their fertility journey comprehensively before the initial consultation, enabling the specialist to identify diagnostic gaps, prioritize the evaluation, and discuss evidence-based treatment options at the first visit.

What's included

  • Comprehensive reproductive and pregnancy history
  • Menstrual cycle and ovarian reserve documentation
  • Prior fertility treatment and test result tracking
  • Male partner reproductive history and semen analysis
  • Psychosocial screening and family building goals
  • HIPAA consent with e-signature capture
  • Structured medication list with dosage and frequency tracking

Who uses this template

  • Reproductive endocrinology and infertility practices
  • In vitro fertilization (IVF) and assisted reproduction centers
  • Fertility preservation programs for oncology patients
  • Donor egg, donor sperm, and gestational carrier coordination

All form fields

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

Patient DemographicsText
Date of BirthDate
Partner InformationText
Duration of InfertilityText
Pregnancy HistoryLong Text
Menstrual Cycle DocumentationLong Text
Prior Fertility TreatmentsCheckbox
Prior Fertility Test ResultsLong Text
Ovarian Reserve TestingLong Text
Gynecologic Surgical HistoryCheckbox
Endocrine Screening HistoryCheckbox
Male Partner Reproductive HistoryLong Text
Semen Analysis ResultsLong Text
Lifestyle & Environmental FactorsCheckbox
Current Medications & SupplementsMedications
Psychosocial ScreeningLong Text
Family Building GoalsDropdown
Insurance & Fertility CoverageText
Prior Records UploadFile Upload
Consent & SignatureE-Signature

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$79.99/mo · Cancel anytime · HIPAA compliant

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