Comprehensive History and Physical Template for Menstrual Period Assessment
A thorough menstrual history and physical examination are essential for proper evaluation and management of menstrual concerns, focusing on identifying patterns that may impact morbidity and mortality.
Chief Complaint
- Document the patient's primary concern in their own words (e.g., "heavy bleeding," "irregular periods," "severe cramping")
History of Present Illness
Menstrual Pattern Assessment
- Last menstrual period (LMP) date
- Menstrual cycle characteristics:
- Frequency (days between cycles)
- Duration (days of bleeding)
- Regularity (predictability of cycles)
- Flow volume (number of pads/tampons used per day)
- Presence of clots (size and frequency)
Associated Symptoms
- Pain assessment:
- Location, severity (1-10 scale), timing relative to cycle
- Quality (cramping, sharp, dull, etc.)
- Radiation pattern
- Alleviating/aggravating factors
- Response to medications (specifically ibuprofen 400mg q4-6h) 1
- Systemic symptoms:
- Fatigue, mood changes, breast tenderness
- Nausea/vomiting, diarrhea, headaches
- Syncope or lightheadedness
Impact on Daily Life
- Functional limitations:
- Missed work/school days
- Inability to perform regular activities
- Sleep disturbances 2
Past Medical History
- Previous gynecologic diagnoses (PCOS, endometriosis, fibroids)
- Relevant medical conditions (thyroid disorders, bleeding disorders, autoimmune conditions)
- Previous surgeries (especially pelvic/abdominal)
- History of sexually transmitted infections
Medication History
- Current medications (including hormonal contraceptives)
- Previous treatments for menstrual symptoms and their effectiveness
- Allergies
Reproductive History
- Obstetric history: Gravidity, parity, pregnancy outcomes
- Contraceptive history: Current and previous methods
- Sexual history:
- Sexual activity
- Number of partners
- Contraceptive use consistency 3
Family History
- Gynecologic conditions in first-degree relatives (endometriosis, PCOS, fibroids)
- Bleeding disorders
- Reproductive cancers
Social History
- Tobacco, alcohol, and substance use
- Exercise patterns
- Diet
- Stress levels and coping mechanisms
- Occupation
Review of Systems
- Constitutional: Fever, weight changes, fatigue
- Endocrine: Heat/cold intolerance, polydipsia, polyphagia
- Gastrointestinal: Nausea, vomiting, diarrhea, constipation
- Genitourinary: Dysuria, frequency, urgency, discharge
- Psychiatric: Mood changes, anxiety, depression
Physical Examination
Vital Signs
- Blood pressure, heart rate, temperature, respiratory rate, BMI
General Appearance
- Signs of anemia (pallor, tachycardia)
- Signs of endocrine disorders (hirsutism, acanthosis nigricans) 4
Abdominal Examination
- Inspection for distension, scars
- Palpation for tenderness, masses, organomegaly
- Assessment for rebound tenderness or guarding
Pelvic Examination (when appropriate)
- External genitalia: Inspection for lesions, discharge
- Speculum examination: Cervical appearance, discharge, lesions
- Bimanual examination: Cervical motion tenderness, uterine size/position/tenderness, adnexal masses or tenderness 5
Laboratory and Diagnostic Studies
Initial Laboratory Tests
- Complete blood count (to assess for anemia)
- Pregnancy test (β-hCG)
- Thyroid function tests (TSH, free T4) 4
- Consider hormonal panel based on presentation:
- FSH, LH, estradiol, progesterone
- Testosterone, DHEAS (if signs of hyperandrogenism) 4
Imaging Studies (as indicated)
- Pelvic ultrasound (transabdominal or transvaginal)
- Consider additional imaging based on findings
Assessment and Plan
Differential Diagnosis
- Normal physiologic menstruation
- Dysfunctional uterine bleeding
- Polycystic ovary syndrome
- Endometriosis
- Adenomyosis
- Uterine fibroids
- Thyroid dysfunction
- Pregnancy complications
- Bleeding disorders
- Malignancy
Management Plan
Symptom management:
Follow-up recommendations:
- Timing of next appointment
- Indications for urgent return
- Referral to gynecology if indicated
Patient education:
- Normal vs. abnormal menstrual patterns
- Self-care strategies
- When to seek medical attention
Special Considerations
Adolescents
- Assess pubertal development
- Consider normal menstrual irregularity in first 2-3 years post-menarche 6
- Maintain confidentiality while involving parents appropriately
Perimenopausal Women
- Discuss expected changes in menstrual patterns
- Address concerns about fertility and contraception
- Screen for perimenopausal symptoms
High-Risk Patients
- Patients with bleeding disorders: More detailed bleeding history
- Immunocompromised patients: Assess for infections 3
- Patients with chronic medical conditions: Medication interactions
Remember that careful history-taking will reveal important changes in menstrual patterns that may indicate underlying pathology requiring further evaluation. 3