HRT New Patient SOAP Note

My Wellness Physicians

Obesity Medicine and Hormone Therapy
HRT Program · New Patient Intake Tool

HRT New Patient SOAP Note

1

Patient & Visit

2

Menopause Status & History

3

Chief Complaint & Goals

4

Exams & Screening

5

Current & Prior Hormone Use

Currently taking hormones?
Prior hormone trials?
5

Past Medical History

Cardiovascular
Psychiatric
Endocrine
Oncology
Rheumatologic
Breast & Gynecologic
Sleep & Neurologic
Renal & Other
6

Gynecological History

Heavy cycles?
Regular cycles?
7

Pregnancy History

Pregnancy history?
Currently sexually active?
8

Medications & Allergies

Drug allergies?
9

Family History

Check all that apply for each condition and family member

Condition NONE Father's Side Mother's Side Siblings
Granddad Grandmom Father Granddad Grandmom Mother Brother Sister
Breast Cancer
Ovarian Cancer
Uterine Cancer
Diabetes
Heart Attack < Age 55
Heart Attack, Age 55 or older
Hypertension
High Cholesterol
Mental Illness
Osteoporosis
Stroke
10

Social History

Tobacco use
Alcohol use
Caffeine use
11

Hormone-Related Symptoms (0-10 Scale)

Drag slider to rate symptom severity: 0 = none, 10 = severe

Sleep & Energy
0
0
0
0
0
Mood & Cognition
0
0
0
0
0
0
0
0
0
0
Vasomotor
0
0
0
Menstrual & Gynecologic
0
0
0
0
0
Sexual & Urinary
0
0
0
0
0
0
0
0
Breast
0
0
Cardiovascular & Fluid Balance
0
0
0
0
0
0
0
Metabolic & Gastrointestinal
0
0
0
0
Weight & Body Composition
0
0
0
Hair, Skin & Nails
0
0
0
0
0
0
0
0
Neurologic & Sensory
0
0
0
Thyroid & Immune
0
0
0
0
12

Physical Activity

13

Sleep

Work night shift or shift work?
Evaluated for sleep apnea?
Diagnosed with sleep apnea?
14

Mental Health & Stress

Is stress a major problem?
0 = No stress 0 10 = Severe stress
Healthy coping mechanisms?
Emotional eater?
Ever been to counselor/therapist?
Seriously thought about hurting yourself?
Ever attempted suicide?
15

Review of Systems

Constitutional & Neurologic
Respiratory & Cardiovascular
Gastrointestinal
Musculoskeletal
Skin & Hair
16

Objective — Physical Exam

17

Assessment

18

Plan — Hormone Therapy

✓ Risks, benefits, alternatives, and side effects reviewed with patient. Informed consent obtained.

19

Plan — Labs & Monitoring

20

Plan — Referrals & Adjuncts

📋 CRM Note (auto-generated)

Paste directly into SymplastCRM. No data is saved or transmitted.
My Wellness Physicians · HRT Program · New Patient Tool · mywellnessphysicians.com · 703-777-9355