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General Practitioner Template

Menopause & Perimenopause Health Assessment

A professional General Practitioner template for healthcare professionals.
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About this template

Looking for a streamlined way to document menopause and perimenopause consultations? This Menopause & Perimenopause Health Assessment template is designed for GPs and other clinicians. It helps you efficiently capture patient history, symptoms, examination findings, and management plans. With Heidi, this template can be quickly populated from your consultation transcript, saving you time and ensuring comprehensive documentation. This template is perfect for creating detailed and accurate medical records, and is a great tool for any GP looking to improve their documentation process.

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S – Subjective (Patient History) * Patient reports experiencing hot flushes and irregular periods for the past 6 months. * Menopausal status: * ✓ Perimenopausal * Symptoms reported: * ✓ hot flushes * ✓ irregular periods * Impact on daily life and wellbeing: * Reports sleep disturbance due to night sweats. * Experiencing mood changes, including increased irritability. Medical history: * Chronic conditions: * Nil reported. * Surgical history: * Appendectomy at age 12. * Family history: * Mother diagnosed with breast cancer at age 60. Reproductive history: * Age at menarche: * 13 years old. * Parity: * G2P2. * Contraceptive history: * Used combined oral contraceptive pill for 10 years, ceased 2 years ago. Medication history and allergies: * Current medications: * Nil. * Allergies: * No known allergies. Contraindications to treatment: * Nil reported. O – Objective (Examination & Investigations) Vital signs: * Blood pressure in mmHg: * 130/80 mmHg. * Height in cm: * 165 cm. * Weight in kg: * 70 kg. * BMI: * 25.8 kg/m². Physical examination: * General examination findings: * Patient appears well. * Gynaecological examination findings: * Not performed. Investigations initiated: * ✓ Cervical screening (if due) * ✓ Blood tests (FSH, Estradiol, TSH, Lipids, Vitamin D, others) Referrals made: * ✓ Gynaecologist A – Assessment "Menopause/perimenopause health assessment in accordance with MBS Item 695." * Symptoms consistent with: * ✓ Perimenopause P – Plan Management discussion: Non-pharmacological options: * ✓ lifestyle changes * ✓ sleep strategies Pharmacological options: * ✓ MHT/HRT (benefits and risks discussed) Patient-centred management plan: * Symptom management agreed: * Trial of low-dose HRT discussed and agreed upon. * Follow-up arranged: * Review in 3 months. * "Discussed shared decision-making" Preventative care advice: * ✓ physical activity * ✓ weight management Eligibility check: * ✓ No Item 695 claimed in last 12 months * ✓ Patient meets criteria. Billing: MBS Item: "695 – Menopause/Perimenopause Assessment" [Date of assessment]: 1 November 2024
S – Subjective (Patient History) [Presenting concerns] (Only include if explicitly mentioned in transcript, context or clinical note. Write as a single bullet point.) [Menopausal status] (Mark with "[x]" if information is explicitly mentioned in the transcript, contextual notes, or clinical note, and leave "[ ]" for information not explicitly mentioned. Do not omit any categories, even if nothing is reported.) [ ] Pre-menopausal [ ] Perimenopausal [ ] Post-menopausal [ ] Early menopause [ ] Premature ovarian insufficiency [Symptoms reported] (Mark with "[x]" if information is explicitly mentioned in the transcript, contextual notes, or clinical note, and leave "[ ]" for information not explicitly mentioned. Do not omit any categories, even if nothing is reported.) [ ] Hot flushes [ ] Night sweats [ ] Irregular periods [ ] Vaginal dryness [ ] Mood changes [ ] Sleep disturbance [ ] Cognitive symptoms [ ] Libido changes [ ] Weight changes [Impact on daily life and wellbeing] (Only include if explicitly mentioned in transcript, context or clinical note. Write as bullet points.) Medical history: • [Chronic conditions] (Only include if explicitly mentioned in transcript, context or clinical note. Write as bullet points.) • [Surgical history] (Only include if explicitly mentioned in transcript, context or clinical note. Write as bullet points.) • [Family history] (Only include if explicitly mentioned in transcript, context or clinical note. Write as bullet points. Include breast cancer, osteoporosis, cardiovascular disease if mentioned.) Reproductive history: • [Age at menarche] (Only include if explicitly mentioned in transcript, context or clinical note. Write as a single bullet point.) • [Parity] (Only include if explicitly mentioned in transcript, context or clinical note. Write as a single bullet point.) • [Contraceptive history] (Only include if explicitly mentioned in transcript, context or clinical note. Write as a single bullet point.) Medication history and allergies: • [Current medications] (Only include if explicitly mentioned in transcript, context or clinical note. Write as bullet points.) • [Allergies] (Only include if explicitly mentioned in transcript, context or clinical note. Write as bullet points.) [Contraindications to treatment] (Only include if explicitly mentioned in transcript, context or clinical note. Write as bullet points.) O – Objective (Examination & Investigations) Vital signs: • [Blood pressure in mmHg] (Only include if explicitly mentioned in transcript, context or clinical note. Write as a single bullet point.) • [Height in cm] (Only include if explicitly mentioned in transcript, context or clinical note. Write as a single bullet point.) • [Weight in kg] (Only include if explicitly mentioned in transcript, context or clinical note. Write as a single bullet point.) • [BMI] (Only include if explicitly mentioned in transcript, context or clinical note. Write as a single bullet point.) Physical examination: • [General examination findings] (Only include if explicitly mentioned in transcript, context or clinical note. Write as bullet points.) • [Gynaecological examination findings] (Only include if explicitly mentioned in transcript, context or clinical note. Write as bullet points.) [Investigations initiated] (Mark with "[x]" if information is explicitly mentioned in the transcript, contextual notes, or clinical note, and leave "[ ]" for information not explicitly mentioned. Do not omit any categories, even if nothing is reported.) [ ] Cervical screening (if due) [ ] Mammography referral [ ] Bone densitometry (DXA) [ ] Blood tests – FSH [ ] Blood tests – Estradiol [ ] Blood tests – TSH [ ] Blood tests – Lipids [ ] Blood tests – Vitamin D [ ] Blood tests – Other [ ] Pelvic ultrasound (if indicated) [Referrals made] (Mark with "[x]" if information is explicitly mentioned in the transcript, contextual notes, or clinical note, and leave "[ ]" for information not explicitly mentioned. Do not omit any categories, even if nothing is reported.) [ ] Gynaecologist [ ] Endocrinologist [ ] Physiotherapist [ ] Dietitian [ ] Psychologist [ ] Other A – Assessment "Menopause/perimenopause health assessment in accordance with MBS Item 695." [Symptoms consistent with] (Mark with "[x]" if information is explicitly mentioned in the transcript, contextual notes, or clinical note, and leave "[ ]" for information not explicitly mentioned. Do not omit any categories, even if nothing is reported.) [ ] Perimenopause [ ] Menopause [ ] Premature ovarian insufficiency [ ] Early menopause P – Plan Management discussion: Non-pharmacological options: [Non-pharmacological options discussed] (Mark with "[x]" if information is explicitly mentioned in the transcript, contextual notes, or clinical note, and leave "[ ]" for information not explicitly mentioned. Do not omit any categories, even if nothing is reported.) [ ] Lifestyle changes [ ] CBT / psychological support [ ] Vaginal moisturisers / lubricants [ ] Sleep strategies [ ] Stress management Pharmacological options: [Pharmacological options discussed] (Mark with "[x]" if information is explicitly mentioned in the transcript, contextual notes, or clinical note, and leave "[ ]" for information not explicitly mentioned. Do not omit any categories, even if nothing is reported.) [ ] MHT / HRT (benefits and risks discussed) [ ] Local estrogen therapy [ ] Non-hormonal options (e.g. SSRIs, clonidine) Patient-centred management plan: • [Symptom management agreed] (Only include if explicitly mentioned in transcript, context or clinical note. Write as bullet points.) • [Follow-up arranged] (Only include if explicitly mentioned in transcript, context or clinical note. Write as a single bullet point.) • "Discussed shared decision-making" [Preventative care advice] (Mark with "[x]" if information is explicitly mentioned in the transcript, contextual notes, or clinical note, and leave "[ ]" for information not explicitly mentioned. Do not omit any categories, even if nothing is reported.) [ ] Physical activity [ ] Smoking cessation [ ] Alcohol reduction [ ] Weight management [ ] Calcium/vitamin D intake Health professional assistance (if applicable): • [Assisted by] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a single bullet point.) • [Under supervision of] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a single bullet point.) • [Competency confirmed] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a checkbox: mark with "[x]" if confirmed, "[ ]" if not.) Eligibility check: [Eligibility for MBS Item 695] (Mark with "[x]" if information is explicitly mentioned in the transcript, contextual notes, or clinical note, and leave "[ ]" for information not explicitly mentioned. Do not omit any categories, even if nothing is reported.) [ ] No Item 695 claimed in last 12 months [ ] Patient meets criteria Billing: MBS Item: "695 – Menopause/Perimenopause Assessment" [Date of assessment] (Only include if explicitly mentioned in transcript, context or clinical note. Write as a single line.) (Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, you must not state the information has not been explicitly mentioned in your output, just leave the relevant placeholder or omit the placeholder completely.) (Use as many lines, paragraphs or bullet points, depending on the format, as needed to capture all the relevant information from the transcript.)
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Specialty

General Practitioner

Used

19 times

Type

Note

Last edited

6.10.2025

Created by

Rozal Dalit

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