🏥 Consultation

The consultation focuses on structured clinical assessment, accurate coding and shared decision-making. The Menopause & HRT template guides clinicians through each required component to ensure best practice, comprehensive documentation and alignment with national guidance.

Initial Consultation

A clinical diagnosis of menopause or perimenopause is primarily clinical and based on the patient’s reported symptoms.

At the first presentation, clinicians are guided to use the Symptoms page to document the nature of the patient's symptoms. This is complemented by the Initial Consultation page, where relevant clinical findings and overall clinical impression are recorded.

Diagnosis

Clear diagnostic coding supports population health management, recall, audit and reporting. The menopause template enables accurate recording of menopause and perimenopause, plus considerations of repeat tests.

HRT Assessment & Counselling

The HRT Assessment and Counselling section provides a structured framework to support safe and consistent decision-making. It incorporates preset options, clinical prompts, scoring tools and a traffic light risk stratification system to guide clinical impression, management planning and personalised counselling.

• Impression: Based on the traffic light system, which categorises patient risk: green indicates low risk, amber indicates moderate risk, and red indicates high risk.

• Management: Depending on the patient's risk or severity, appropriate management options are displayed. The clinician can then record advice, treatment, and follow-up actions.

Review

Following an assessment or diagnosis, and once a condition or need has been identified, a structured management plan can be implemented. This plan may include discussion around treatment or follow-up arrangements.

Formulary

Clinicians can use the formulary to access prescribing guidance in line with the latest NICE recommendations. This supports safe, consistent, and effective prescribing across Menopause & HRT.

The Formulary section supports clinical decision-making by providing advice and guidance on which types of medications may be appropriate based on findings from patient consultations. It also ensures national prescribing policies are followed.

Referral

If a decision is made to refer the patient or if a clinician is uncertain about whether the patient meets the criteria for referral, the Referrals page can be used to assess and record criteria for referral according to the latest NICE guidance. This supports timely and appropriate escalation of care for patients.

⚠️ Please note: Practices should follow their local processes for generating referral documents and sending referrals once the template has been saved.

Resources

The templates include a Resource page, which allows clinicians to access useful links to patient and professional guidance