Intake

Hormone Replacement Therapy Intake Form

2 pages•14 fields
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Hormone Replacement Therapy Intake Form

Page 1 of 2

Full Name
Jane Martinez
Date of Birth
03/15/1985
Email Address
jane.martinez@email.com
Phone Number
(555) 867-5309
Symptom Severity Assessment
Enter details here...
Hormone Treatment History
Enter details here...
Medical Conditions Screening
Diabetes
Hypertension
Asthma
Heart Disease
Current Medications & Supplements
Known Allergies
Recent Lab Results Upload
Upload file
Surgical & Reproductive History
Enter details here...
Treatment Goals
Enter details here...
Appointment Preference
Select date & time
Choose a date...
9:00 AM
10:00 AM
11:00 AM
1:00 PM
2:00 PM
3:00 PM
Information acknowledgment

I confirm that the information I have provided is accurate to the best of my knowledge. I can contact the practice to correct or update it.

I agree to the terms above
Sign here
Submit
Use this template

Sign up and start customizing in minutes.

Start with the Hormone Replacement Therapy Intake Form template and tailor it to your practice. It includes 14 editable fields across 2 pages. Included questions: Full Name, Date of Birth, Email Address, Phone Number. The full field list below shows what you will get when you add this template to your account.

Choose this template to open an editable form. Review the questions, keep only the information your practice needs, and add your branding. Preview the patient experience before sharing a link or embedding the form. Responses can be reviewed in Formisoft and exported as a PDF.

What's included

  • Full Name
  • Date of Birth
  • Email Address
  • Phone Number
  • Symptom Severity Assessment
  • Hormone Treatment History
  • Medical Conditions Screening
  • Current Medications & Supplements
  • Known Allergies
  • Recent Lab Results Upload
  • Surgical & Reproductive History
  • Treatment Goals
  • Appointment Preference
  • Information acknowledgment

Who uses this template

  • HRT and bioidentical hormone clinics onboarding new patients with symptom baselines
  • Men's health and testosterone replacement therapy practices collecting intake data
  • Women's hormone health centers documenting menopausal and perimenopausal symptom profiles
  • Anti-aging and longevity practices capturing comprehensive endocrine health assessments

All form fields

14 fields across 2 pages. Customize any field after signing up.

Full NameText
Date of BirthDate
Email AddressEmail
Phone NumberPhone
Symptom Severity AssessmentLong Text
Hormone Treatment HistoryLong Text
Medical Conditions ScreeningConditions
Current Medications & SupplementsMedications
Known AllergiesAllergies
Recent Lab Results UploadFile Upload
Surgical & Reproductive HistoryLong Text
Treatment GoalsLong Text
Appointment PreferenceAppointment Booking
Information acknowledgmentConsent Agreement

How to use the Hormone Replacement Therapy Intake Form

Getting started with this template takes just a few minutes. Sign up for a Formisoft trial, then select the Hormone Replacement Therapy Intake Form from the template library. Review the included questions, customize your fields, and preview the form before sharing it.

Setup steps

  1. 1Choose the template. Find the Hormone Replacement Therapy Intake Form in the template library and click “Use this template” to add it to your account.
  2. 2Customize fields. Add, remove, or reorder any of the 14 fields. Set fields as required or optional based on your practice needs.
  3. 3Brand it. Upload your logo, pick your colors, and add a custom welcome message so patients see your practice identity.
  4. 4Share with patients. Send the form via SMS, email, or embed it on your website. Patients complete it on any device before their visit.
  5. 5Review submissions. Responses appear in your dashboard in real time. Patient records are created automatically from the data collected.

Frequently asked questions

How does Formisoft protect responses?

Formisoft provides secure form collection and a Business Associate Agreement (BAA). Your practice must review the form content, access permissions, and sharing workflow for its requirements.

Can I customize the fields in this template?

Absolutely. You can add, remove, reorder, or modify any of the 14 fields. You can also add conditional logic, new pages, file uploads, e-signatures, and payment fields.

How do patients fill out this form?

Patients receive a link via SMS, email, or QR code. They complete the form on their phone, tablet, or computer before their appointment. No app download required.

Can I send this form automatically before appointments?

With a plan that includes automation, you can configure workflows to send forms and reminders. Appointment-based sending requires the booking event to reach Formisoft.

Does this template work on mobile devices?

Yes. The Hormone Replacement Therapy Intake Form is fully responsive and works on any device. Most patients complete intake forms on their phone, so every template is optimized for mobile-first use.

Start with this template

Sign up and start customizing the Hormone Replacement Therapy Intake Form for your practice. Set up in minutes.

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