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.

