BHRT Plan of Care — Generator

Symptom-driven decision support for perimenopause / menopause. The provider reviews and signs.

Symptom-based clinical decision support — per NAMS 2022 (Hormone Therapy Position Statement, PMID 35797481). The provider's confirmed symptom assessment determines therapy; labs are confirmatory and for monitoring, not required to recommend treatment. FDA-approved BHRT options are named; compounding may be used per the provider's decision and pharmacy of choice. Advisory only — not a prescription. The treating provider owns and signs every decision. PHI stays on this device.

Patient (stays on this device)

Name or Encounter ID

DOB / age

Only printed on the document — never transmitted. AllyOS stays PHI-free on the server.

1 · Red-flag screen

Any checked item suppresses hormone recommendations — generate a wellness summary + referral instead, until cleared/co-managed.

2 · Context

Uterus status

Menopause stage

Age

Safety & route factors (BP · BMI · risk) — optional, recommended

Systolic BP

Diastolic BP

BMI

Route-risk factors (check any that apply):

These set the safety & route gate (Red defers systemic estrogen · Amber → transdermal-preferred · Green proceed). Symptoms still choose the treatment lane — labs/risk never override a symptom-based decision, they make it safe (per NICE NG23 / NAMS 2022).

3 · Symptoms — rate the last 4 weeks (0 none → 4 very severe)

4 · Goals (optional)

5 · Confirmatory labs (optional) — attach if you have them · does NOT change the symptom-based plan

BHRT is symptom-based per NAMS 2022 — labs confirm and monitor, they do not determine whether to treat. This is optional documentation only.

Confirmation / staging:

Safety & mimic context (metabolic · hepatic · nutrient · androgen):

Significant abnormalities feed the safety & route gate (e.g. high TG → transdermal; abnormal TSH / low ferritin/B12/vitD → treat the mimic first; testosterone above female range → no testosterone/DHEA). They still do not decide whether to treat symptoms.