Infertility / IVF Intake Form
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Infertility / IVF Intake Form

4 pages22 fieldsHIPAA-ready

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Infertility / IVF Intake Form
Patient Demographics
Partner Information
Menstrual History
Obstetric History
Previous Fertility Treatments
Reproductive Surgery History
Current Medications/Supplements
Lifestyle Factors
Genetic History
Lab Results Upload
Upload file
HSG/Imaging Results
Upload file
Semen Analysis Results
Upload file
Treatment Goals
Insurance Coverage
Consent for Treatment
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The Infertility / IVF Intake Form is a specialized clinical document designed for reproductive endocrinology and fertility practices to capture the comprehensive medical and reproductive history needed to develop individualized treatment plans. It collects detailed menstrual cycle data, obstetric history including prior pregnancies and outcomes, and a thorough inventory of any previous fertility treatments such as ovulation induction, intrauterine insemination, or prior IVF cycles. This level of detail allows reproductive endocrinologists to assess the full clinical picture before recommending a treatment protocol.

This template includes sections for both patient and partner information, recognizing the importance of male factor evaluation in fertility workups. It captures lifestyle factors that may affect fertility outcomes, genetic history relevant to carrier screening decisions, and fields for uploading key diagnostic results including hormone panels, hysterosalpingography (HSG) imaging, and semen analysis reports. The structured format ensures that no critical data points are missed during the initial consultation, reducing the need for follow-up calls to gather missing information.

Ideal for fertility clinics, reproductive endocrinology practices, and IVF centers, this form supports the complex intake workflow that precedes assisted reproduction cycles. It addresses insurance coverage documentation and treatment consent requirements that are unique to fertility care, helping practices maintain organized patient records from the very first visit through egg retrieval, embryo transfer, and beyond.

What's included

  • Patient and partner demographic and contact information
  • Detailed menstrual cycle and obstetric history sections
  • Previous fertility treatment and reproductive surgery inventory
  • Lifestyle, genetic, and medication documentation fields
  • Diagnostic result upload sections for labs, imaging, and semen analysis
  • Treatment goal setting, insurance coverage, and consent verification
  • Consent agreement with e-signature
  • Structured medication list with dosage and frequency tracking

Who uses this template

  • New patient intake at fertility clinics and reproductive endocrinology practices
  • IVF cycle planning with comprehensive reproductive history documentation
  • Male and female factor infertility evaluation and workup coordination
  • Insurance pre-authorization and treatment consent documentation for assisted reproduction

All form fields

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

Patient DemographicsText
Partner InformationText
Menstrual HistoryLong Text
Obstetric HistoryLong Text
Previous Fertility TreatmentsCheckbox
Reproductive Surgery HistoryLong Text
Current Medications/SupplementsMedications
Lifestyle FactorsCheckbox
Genetic HistoryCheckbox
Lab Results UploadFile Upload
HSG/Imaging ResultsFile Upload
Semen Analysis ResultsFile Upload
Treatment GoalsLong Text
Insurance CoverageText
Consent for TreatmentConsent Agreement

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