Skip to main content

Clinicians: Help us shape the future of healthcare. Take the survey

Heidi AI
Log inGet Heidi free
General Practitioner Template

Menopause and Perimenopause Assessment 695

A professional General Practitioner template for healthcare professionals.
Use this templateBrowse more templates
Browse more templates

About this template

Looking for a comprehensive Menopause Assessment template? This template is designed for General Practitioners to efficiently document patient consultations related to menopause and perimenopause. It covers essential areas such as menopausal stage, medical history, symptoms, wellbeing, physical examination findings, investigations, management options, and preventative health advice. This template helps streamline the documentation process, ensuring all critical aspects of the consultation are captured. With Heidi, this template can be quickly populated from your visit transcript, saving you time and improving the accuracy of your clinical notes. Start using this template today to improve your documentation and patient care.

Preview template

Menopausal Status and Relevant History: Menopausal Stage: Peri-menopause Medical and Gynecological History: The patient has a history of regular menstrual cycles until the age of 50. She has no significant medical history. She has had two previous pregnancies, both resulting in vaginal deliveries. She has no history of gynecological surgeries. Symptoms and Concerns: * Hot flushes * Night sweats * Mood swings * Difficulty sleeping Wellbeing Assessment: The patient reports feeling anxious and irritable. She is experiencing some difficulty with her sleep, and this is impacting her mood. She reports a good relationship with her partner and family. Contraindications: None identified. Physical Examination Findings: Blood Pressure: 130/80 mmHg Height and Weight: 165 cm, 70 kg BMI: 25.8 Other Findings: No other significant findings on physical examination. Investigations and Referrals: Planned Investigations: * FSH and LH blood tests * Full blood count * Lipid profile Screening Referrals: * Mammogram Specialist Referrals: * Consider referral to a menopause specialist if symptoms persist. Discussion of Management Options: Non-Pharmacological Strategies: * Discussed the importance of regular exercise and a healthy diet. * Recommended cognitive behavioural therapy (CBT) for mood changes and sleep disturbance. * Advised on cooling measures for hot flushes. Pharmacological Options: * Discussed the potential benefits and risks of Hormone Replacement Therapy (HRT). Risks and Benefits: The risks and benefits of HRT were discussed in detail, including the potential for increased risk of breast cancer and cardiovascular disease. The patient was informed about the different types of HRT available and the importance of individualised risk assessment. Management Plan: Symptom Management: * Trial of lifestyle modifications and CBT for 3 months. * Review symptoms and consider HRT if symptoms are not adequately controlled. Follow-up: Patient to follow up in 3 months to review symptoms and management plan. Preventative Health Advice: Physical Activity: Encouraged the patient to engage in regular physical activity, including both aerobic and strength training exercises. Smoking Cessation: The patient is a non-smoker. Alcohol: Advised the patient to limit alcohol consumption to recommended guidelines. Nutrition: Recommended a balanced diet rich in fruits, vegetables, and whole grains. Weight Management: Discussed strategies for weight management, including diet and exercise. Consent and Documentation: Shared Decision-Making: The patient was actively involved in shared decision-making regarding her assessment and management plan. Resources Provided: Provided the patient with information leaflets on menopause and HRT. Documentation: Assessment and management plan documented in the patient's medical record.
Browse more templatesUse this template

How to use this template

Step 1: Download the template
1Step 1

Download the template

Get started by downloading the template to your device

Step 2: Customize to your needs
2Step 2

Customize to your needs

Tailor the template to match your specific requirements

Step 3: Deploy and share
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse more templatesUse this template

Related Templates

Note

Consultation de Médecine Générale

Heidi Team

General Practitioner, France

Note

Fertility Assessment

Helen Moonen

General Practitioner, Australia

Note

Évaluation AMM

Mélina Dion

General Practitioner, Canada

Start practicing with a partner

Care is better with Heidi
Use this template

Specialty

General Practitioner

Used

40 times

Type

Note

Last edited

25/11/2025

Created by

Sam Reilly

Ask AI about Heidi:

Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • AU/NZ

  • Canada

  • UK

  • GDPR

  • HIPAA

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

About Us

  • Contact Us

  • Company

  • Customer Stories

  • Media

  • Open Roles

    10+
  • People

  • Partnerships

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility