Intake

Hormone Replacement Therapy Intake Form

2 pages13 fieldsHIPAA-ready

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formisoft.com/f/hormone-therapy-intake
Patient Information
Date of Birth
Phone Number
Symptom Severity Assessment
Hormone Treatment History
Medical Conditions Screening
Diabetes
Hypertension
Asthma
Heart Disease
Current Medications & Supplements
Known Allergies
Recent Lab Results Upload
Upload file
Surgical & Reproductive History
Treatment Goals
Appointment Preference
Select date & time
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9:00 AM
10:00 AM
11:00 AM
1:00 PM
2:00 PM
3:00 PM
HRT Consent & Signature
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The Hormone Replacement Therapy Intake Form is built for HRT clinics, anti-aging and longevity practices, endocrinology offices, men's health clinics, and women's hormone health centers that prescribe testosterone therapy, estrogen replacement, progesterone, DHEA, thyroid hormones, or bioidentical hormone pellets. This HRT patient intake form collects a thorough symptom assessment using validated scales for fatigue, mood changes, libido, hot flashes, night sweats, brain fog, muscle loss, weight gain, hair thinning, and sleep disruption, allowing the practitioner to quantify symptom severity at baseline and track improvement over the course of treatment.

The form captures a detailed hormone treatment history including any prior HRT regimens (type, route of administration, dosage, duration, and reason for discontinuation), surgical history relevant to hormonal status (hysterectomy, oophorectomy, orchiectomy, thyroidectomy), and reproductive history. A comprehensive medical conditions checklist screens for cardiovascular risk factors, blood clotting disorders, hormone-sensitive cancers, liver disease, and other contraindications to hormone therapy. The medications list section documents current prescriptions, over-the-counter drugs, and supplements so the prescribing provider can evaluate drug interactions. Patients upload recent lab results (CBC, comprehensive metabolic panel, lipid panel, thyroid panel, testosterone total and free, estradiol, progesterone, DHEA-S, IGF-1, PSA, hemoglobin A1c) directly through the form, saving the clinic the effort of chasing records.

A treatment goals section lets patients describe their desired outcomes in their own words, while the consent agreement covers the risks and benefits of hormone replacement therapy, the requirement for ongoing lab monitoring, the potential for side effects such as erythrocytosis, mood changes, acne, and fluid retention, and the patient's commitment to follow-up appointments. This testosterone therapy intake and HRT patient intake form ensures clinics have all the clinical data they need before the first consultation, reducing visit times and enabling a focused, productive initial appointment.

What's included

  • Validated symptom severity assessment for common hormone imbalance indicators
  • Prior hormone treatment history with regimen details and discontinuation reasons
  • Medical conditions screening for HRT contraindications
  • Current medications, supplements, and allergy documentation
  • Lab results upload for pre-consultation review
  • Treatment goals in patient's own words
  • Informed consent covering HRT risks, benefits, and monitoring requirements
  • Consent agreement with e-signature
  • Structured medication list with dosage and frequency tracking
  • Medical conditions checklist
  • Appointment booking with provider selection

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

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

Patient InformationText
Date of BirthDate
Phone NumberPhone
Symptom Severity AssessmentCheckbox
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
HRT Consent & SignatureConsent Agreement

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