Preconception Counseling Medical History
Medical History

Preconception Counseling Medical History

3 pages10 fieldsHIPAA-ready
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Preconception Counseling Medical History

Preconception Counseling Medical History

Page 1 of 3

Patient Name
Jane Martinez
Partner Name
Jane Martinez
Previous Pregnancies
0
Pregnancy Complications
Diabetes
Hypertension
Asthma
Heart Disease
Menstrual Cycle Regularity
Select an option...
Current Medications
Chronic Health Conditions
Diabetes
Hypertension
Asthma
Heart Disease
Family Genetic History
Enter details here...
Folic Acid Supplementation
Option A
Option B
Option C
Lifestyle Factors
Submit
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This preconception counseling medical history form is a comprehensive clinical intake tool designed to assess and optimize a patient's health before pregnancy. It enables healthcare providers to identify medical, genetic, and lifestyle factors that could affect fertility, conception, or pregnancy outcomes. The form supports a proactive approach to reproductive care by gathering the information needed to create personalized preconception care plans, adjust medications, and address modifiable risk factors well in advance of conception. By capturing a complete health profile for both the patient and their partner, the form ensures that providers can offer evidence-based guidance for the healthiest possible pregnancy.

The form collects detailed data across multiple clinical domains. It records the patient's name, partner's name, and complete reproductive history including the number of previous pregnancies, pregnancy complications such as preeclampsia, gestational diabetes, and preterm delivery, and menstrual cycle regularity. A comprehensive medication review identifies teratogenic drugs that require substitution or discontinuation before conception. The chronic health conditions checklist covers diabetes, hypertension, thyroid disorders, autoimmune conditions, and mental health diagnoses. Family genetic history captures hereditary conditions, birth defects, and developmental disorders from both partners' families. The form also assesses folic acid supplementation status and lifestyle factors including nutrition, exercise habits, tobacco use, alcohol consumption, environmental exposures, and occupational hazards that could impact fertility or fetal development.

This template is essential for reproductive medicine practices, OB-GYN preconception clinics, fertility centers, genetic counseling services, and family planning clinics. It aligns with recommendations from the American College of Obstetricians and Gynecologists (ACOG) and the Centers for Disease Control and Prevention (CDC) for preconception health optimization. Providers use the collected information to recommend appropriate genetic carrier screening, ensure immunizations such as rubella and varicella are current, and optimize management of chronic conditions before conception. The form supports improved maternal and fetal outcomes by enabling early identification and management of risk factors, reducing the incidence of preventable pregnancy complications, and facilitating informed reproductive decision-making for individuals and couples planning to conceive.

What's included

  • Detailed reproductive history
  • Previous pregnancy outcomes
  • Menstrual cycle patterns
  • Contraception history
  • Chronic disease management
  • Current medication review
  • Family genetic history
  • Lifestyle and environmental exposures
  • Immunization status
  • Substance use screening
  • Nutritional assessment
  • Partner medical history

Who uses this template

  • Reproductive Medicine Practices
  • OB-GYN Preconception Clinics
  • Fertility Centers
  • Genetic Counseling Services
  • Family Planning Clinics

All form fields

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

Patient NameText
Partner NameText
Previous PregnanciesNumber
Pregnancy ComplicationsConditions
Menstrual Cycle RegularityDropdown
Current MedicationsMedications
Chronic Health ConditionsConditions
Family Genetic HistoryLong Text
Folic Acid SupplementationMultiple Choice
Lifestyle FactorsCheckbox

How to use the Preconception Counseling Medical History

Getting started with this template takes just a few minutes. Sign up for a free Formisoft trial, then select the Preconception Counseling Medical History from the template library. The form is ready to use immediately, but you can customize every field, add your practice logo, and adjust the layout to match your workflow.

Setup steps

  1. 1Choose the template. Find the Preconception Counseling Medical History 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 10 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

Is the Preconception Counseling Medical History HIPAA compliant?

Yes. All Formisoft templates, including the Preconception Counseling Medical History, are HIPAA compliant. Data is encrypted with 256-bit AES at rest and TLS 1.3 in transit. A Business Associate Agreement (BAA) is included on every plan.

Can I customize the fields in this template?

Absolutely. You can add, remove, reorder, or modify any of the 10 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?

Yes. Formisoft's workflow automation can send intake forms automatically when an appointment is booked. You can set the timing (e.g., 48 hours before the visit) and include reminders for patients who haven't completed it.

Does this template work on mobile devices?

Yes. The Preconception Counseling Medical History 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.

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