Intake

Lactation Consultation Intake Form

3 pages14 fieldsHIPAA-ready

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formisoft.com/f/lactation-consultation-intake
Parent / Mother Information
Parent Date of Birth
Phone Number
Baby Name & Date of Birth
Birth Details & Delivery Method
Current Feeding Method & Schedule
Feeding History & Supplementation
Current Breastfeeding Concerns
Maternal Health History
Diabetes
Hypertension
Asthma
Heart Disease
Current Medications & Supplements
Known Allergies
Insurance Information
Insurance carrier & policy
Schedule Consultation
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
Consent & Signature
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The Lactation Consultation Intake Form is specifically designed for International Board Certified Lactation Consultants (IBCLCs), hospital-based lactation programs, private breastfeeding consultation practices, and pediatric offices that provide lactation support services. This breastfeeding consultation form captures the detailed maternal and infant history that lactation professionals need to assess feeding difficulties, develop a care plan, and track progress across follow-up visits. The form is structured to be completed by the breastfeeding parent before the consultation, ensuring the IBCLC has a complete clinical picture before the session begins.

This IBCLC intake form includes comprehensive sections for maternal information (health history, breast surgery history, hormonal conditions, PCOS, thyroid disorders, diabetes, previous breastfeeding experience), birth details (gestational age, birth weight, delivery method, complications, NICU stay, skin-to-skin timing, first feed timing), and infant information (current age and weight, weight gain trajectory, jaundice history, tongue-tie assessment, latch quality). The feeding history section captures current feeding method (exclusively breastfeeding, pumping, supplementing with formula or donor milk), feeding frequency and duration, supplementation details, pump brand and flange size, and milk supply concerns. A current concerns checklist addresses the most common reasons parents seek lactation support: painful latch, low supply, oversupply, engorgement, mastitis, nipple damage, slow weight gain, breast refusal, return-to-work pumping, and weaning guidance.

The medications section screens for drugs that may affect milk supply or safety during breastfeeding (birth control, antidepressants, decongestants, herbal galactagogues), while the insurance field supports practices that bill lactation services through medical insurance, which is increasingly covered as a preventive service under the ACA. The integrated appointment booking field allows parents to schedule their initial consultation or follow-up visit directly through the form. This streamlined intake process helps lactation consultants maximize hands-on assessment time during the visit rather than spending valuable consultation minutes gathering background information.

What's included

  • Parent demographics and contact information
  • Infant details including birth weight, gestational age, and current weight
  • Birth and delivery history with complications documentation
  • Feeding method, frequency, and supplementation tracking
  • Breastfeeding concerns checklist for common issues
  • Maternal health conditions relevant to lactation
  • Current medication screening for breastfeeding safety
  • Insurance verification for lactation service billing
  • Appointment booking for initial or follow-up consultation
  • Structured medication list with dosage and frequency tracking
  • Consent agreement with e-signature
  • Insurance information collection with carrier and policy details
  • Allergy documentation with severity levels
  • Medical conditions checklist

Who uses this template

  • IBCLC private practices and lactation consulting services
  • Hospital-based lactation programs and postpartum support clinics
  • Pediatric offices offering in-house breastfeeding support
  • Telehealth lactation consultation platforms and virtual breastfeeding support

All form fields

14 fields across 3 pages. Customize any field after signing up.

Parent / Mother InformationText
Parent Date of BirthDate
Phone NumberPhone
Baby Name & Date of BirthText
Birth Details & Delivery MethodLong Text
Current Feeding Method & ScheduleMultiple Choice
Feeding History & SupplementationLong Text
Current Breastfeeding ConcernsCheckbox
Maternal Health HistoryConditions
Current Medications & SupplementsMedications
Known AllergiesAllergies
Insurance InformationInsurance Info
Schedule ConsultationAppointment Booking
Consent & SignatureConsent Agreement

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