Check-in Reviewer

The Menopause Clinic · staff only

Paste her symptom check-in, tap your decisions, and the portal reply and chart note write themselves. Nothing is saved: close the tab and it's gone.

Paste the check-in

Open the submission in JotForm, copy all the questions and answers, and paste here.

Compare to her last check-in (optional)

Date of that check-in

Patient

First name

Check-in date

Pre-checked from her answers. Her chart is the source of truth.

On systemic estrogen

Call it Estrogen plan

On testosterone

Testosterone plan Remind her testosterone refills need an in-person visit

Ask her before sending a prescription"Let me know what you think… If you're ok with that, I'll send in the prescription!" Refills sent Order labs

Which labs (goes in reply)

Send Sexual Health & Desire AssessmentAuto-checked when she asks to see libido treatment options Recommend a visit

Reason (goes in reply)

Next check-in

Opening line (after "Hi Name!") Personal note (added to the plan)

Assessment (not shown to patient) Additional plan items (one per line)

Paste a check-in and press Review.

Portal reply

Chart note

Edits typed into the text stay until you change something on the left or press Reset.