Plan Builder

The Menopause Clinic — clinical use only

Plan Builder

Tap what you prescribed and what applies to this patient. The link updates instantly — copy and paste it into the portal message.

Patient

First name First symptom check-in due

Medications

Tap them in the order she should start them. That order is the order they appear on her page (you can rearrange below).

Directions for the message

Edit the dose and wording for this patient. Start = new this visit; Continue = already taking it. Use ↑ ↓ to change the order.

Start order

What to start first, and when to add the next one. This shows in a highlighted box at the very top of her plan page, and in the portal message. Fill in the [brackets].

Uterus & progesterone protection

Decides what the page says about progesterone.

Stage

Optional. Tailors the "what to expect" section.

Birth control pill

Patient is currently on a birth control pill Adds the hormone-lab accuracy notice to their page

Patient link

Select at least one medication above.

Portal message

Built from everything above, with the link already filled in. Read it once, tweak anything in the box, then copy.

Select at least one medication above.

Text version (care plan text)

Short form for the text. Points to the portal for the full plan. Fill in the [DOSE] brackets.

Select at least one medication above.