Hormone Clinic Intake & Eligibility Screening System | TRT HRT BHRT Forms, Contraindications, Labs, Consents, Tracker

✨ This hormone clinic intake system is built for hormone optimization practices (TRT, HRT/BHRT, menopause and telehealth models) that want screening decisions and documentation to feel consistent, calm, and defensible. It standardizes how you collect what matters, confirm eligibility, and move patients forward without stalled intakes or “we’ll figure it out later” charting.
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🧩 System/workflow, not a random bundle—designed as one connected lane from intake → screening → baseline setup → consent/education → initiation → monitoring → hold/stop documentation. Most basic packs stop at a generic questionnaire; this system adds a front desk intake checklist with handoff rules, an eligibility decision tree tied to clear statuses, a contraindications/risk screen with TRT focused and estrogen/HRT focused sections, baseline setup + lab review structure with owner/due date discipline, chart ready note templates with built in education prompts and “common pitfalls” coaching, copy paste script blocks that keep language consistent, monitoring/refill acknowledgement boundaries, a PHI safe communication quicknote, and monthly chart audit tools plus a tracker dashboard with Start Here + troubleshooting to keep adoption clean.
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🔍 This is built to fix the specific breakdowns that make hormone intake feel messy:
•    Intake packets come back incomplete → a front desk checklist + missing item workflow closes loops with due dates
•    Eligibility decisions vary by provider → a decision tree + screening note forces a documented rationale
•    Risk factors are “reviewed” but not charted → explicit contraindication prompts capture key positives and negatives
•    Baseline labs get ordered then drift → baseline setup + review steps keep readiness and ownership visible
•    Patients don’t understand monitoring/refill rules → written acknowledgement sets expectations before issues occur
•    Urgent symptom calls feel chaotic → an adverse event call note standardizes red flag screening and escalation
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📦 You receive a complete intake to initiation screening system, grouped by purpose:
•    Patient intake packet (new patient intake, symptoms/goals + eligibility questionnaire, meds/supplements/allergies capture)
•    Contraindications + risk screening (general risks plus TRT specific and estrogen/HRT specific screening with provider review fields)
•    Baseline setup support (patient baseline instructions plus clinic baseline/follow up schedule quick card and baseline completion checks)
•    Screening outcome communication (patient-facing eligibility outcome + next steps summary with clear pathways)
•    Consent + acknowledgements layer (TRT consent, HRT/BHRT consent, telehealth/privacy consent, fertility/family planning acknowledgement, workup/clearance declination waiver, HIPAA/ROI forms, monitoring/refill acknowledgement)
•    Provider documentation suite (initial consult note, eligibility screening note, baseline lab review note, initiation/education note, follow up monitoring note, adverse event call note, pause/discontinue note, annual review note)
•    Clinic operations controls (implementation mini manual, team roles + daily routine, staff mini scripts, PHI-safe reminder, documentation standards checklist, “common omissions” coaching, monthly chart audit scorecard, role desk cards + binder dividers)
•    Pipeline tracker dashboard (patient pipeline with statuses, screening outcomes, owners, follow up due dates and due soon/overdue visibility; Excel + Sheets options)
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🛠️ How to implement without getting stuck:
1.    Open Start Here and follow the rollout order (intake → screening → baseline → consent → initiation → monitoring).
2.    Complete QuickFill once so your placeholders (lab panel, follow up cadence, refill window, urgent instructions) populate consistently.
3.    Choose one tracker file (Excel recommended) and use it as your single source of truth for owners and due dates.
4.    Deploy the patient intake packet + front desk handoff checklist as the standard “definition of complete.”
5.    Run every eligibility decision through the decision tree and document the outcome + rationale in the screening note template.
6.    Use the monthly chart audit scorecard and “top omissions” sheet to retrain quickly and keep standards stable.
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💻 File types include editable DOCX, print ready PDF (US Letter + A4), and an XLSX tracker; Microsoft Word + Excel are recommended, and a Google Sheets–labeled tracker is included (some formatting may display slightly differently after import). 
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🔒 License + Use (Important) :
✔️ Use for your own clinic / practice (single business)
❌ Not for resale, redistribution, or “template bundle” re-packaging
If you operate multiple locations or offer patient materials as a service, you’ll need the appropriate license upgrade :
• “Extended Clinic License Upgrade (Multi‑Location / Multi‑Domain)”
• “Agency / Multi‑Client License Upgrade”
License upgrades are PER PRODUCT. If you buy multiple MedicalSystemsStudio products, purchase the matching quantity of license upgrades.
👉 Important notes :
- Digital download only (no physical product shipped).
- Due to the nature of digital products, returns/exchanges are not available.
- Provided for general business use and should be reviewed/approved for your clinic’s specific requirements and local regulations.