TRT Maintenance Follow-Up
Testosterone Therapy Monitoring Visit
My Wellness Physicians · Leesburg, Virginia · Dr. Cruz-Tolentino
Visit Documentation Form
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Visit Details
1
Current Regimen & Adherence
2
Symptom Response — How Are They Feeling on Therapy?
Improved since starting TRT
Still bothering them
Sexual function (compared to last visit)
3
Side Effects — Any Noticed?
!
Urgent — Call Office Today If Checked
4
Lifestyle Pillars — Average Over the Past Month
5
Labs, Refills & Questions for Dr. Cruz
6
Assessment & Plan
📋 CRM Note (auto-generated)
Paste directly into the patient record in your CRM.
Visit reminders
- Confirm last dose date and adherence before adjusting.
- Urgent symptoms flag separately — address before plan.
- Document labs ordered and next follow-up window.
- Note conception plans before any dosing change.