What is the initial workup for women considering Hormone Replacement Therapy (HRT)?

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Last updated: October 15, 2025View editorial policy

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Initial Workup for Women Considering Hormone Replacement Therapy (HRT)

The initial workup for women considering HRT should include a comprehensive risk assessment focusing on cardiovascular health, breast cancer risk, and reproductive history, along with baseline measurements of blood pressure and weight. 1

Core Components of Initial Evaluation

Medical History Assessment

  • Obtain detailed menopause symptom history including severity and impact on quality of life 1, 2
  • Document complete gynecological history including age of menopause onset, whether natural or induced 3
  • Assess for premature ovarian insufficiency (POI) if menopause occurred before age 40 3
  • Review personal and family history of cardiovascular disease, venous thromboembolism, and stroke 3, 2
  • Document personal and family history of breast, endometrial, and ovarian cancer 3, 1
  • Evaluate history of hypertension, which is not a contraindication but may influence route of administration 3
  • Screen for history of migraine, which may require special consideration for HRT regimen 3
  • Document history of endometriosis or other gynecological conditions 3

Physical Examination

  • Measure blood pressure (should be monitored at least annually) 3
  • Record weight and BMI (should be monitored annually) 3
  • Perform breast examination 3
  • Conduct pelvic examination to assess for genital atrophy 2

Laboratory Testing

  • No routine laboratory monitoring is required before initiating HRT unless indicated by specific symptoms or concerns 3
  • For women with Turner Syndrome or specific risk factors, consider lipid profile, fasting plasma glucose, and HbA1c 3

Risk-Benefit Assessment

Cardiovascular Risk Assessment

  • Evaluate smoking status (should be monitored annually) 3
  • Consider transdermal estradiol for women with hypertension 3
  • Inform patients that HRT initiated early after menopause may have cardiovascular benefits 3, 2

Cancer Risk Assessment

  • Women should be informed that HRT has not been found to increase breast cancer risk before the age of natural menopause in POI patients 3
  • HRT is generally contraindicated in breast cancer survivors 3
  • Women with BRCA1/2 mutations but without personal history of breast cancer may consider HRT after prophylactic oophorectomy 3

Bone Health Considerations

  • Consider baseline bone density assessment, especially for women at high risk for osteoporosis 3
  • Inform patients that HRT has a role in bone protection 3

HRT Selection Considerations

Route and Formulation

  • 17-β estradiol is preferred to ethinylestradiol or conjugated equine estrogens 3
  • Consider transdermal administration, especially for women with hypertension or increased thrombotic risk 3, 2
  • For women with an intact uterus, progestogen must be given in combination with estrogen to protect the endometrium 3, 4
  • Micronized natural progesterone may have advantages, though oral cyclical combined treatment has strongest evidence for endometrial protection 3

Special Populations

  • For women with endometriosis who required oophorectomy, combined estrogen/progestogen therapy is recommended 3
  • For women with POI, HRT should be continued until at least the average age of natural menopause 3
  • For adolescents with POI, follow age-appropriate dosing schedules 3

Common Pitfalls to Avoid

  • Initiating HRT solely for prevention of chronic conditions rather than symptom management 3, 1
  • Failing to provide progestogen for women with an intact uterus, increasing endometrial cancer risk 4
  • Not considering transdermal estrogen for women with hypertension or increased thrombotic risk 3, 2
  • Overlooking the need for contraception in perimenopausal women 3
  • Not discussing the modest but real risks of HRT, including potential for increased stroke, venous thromboembolism, and breast cancer with long-term use 3

Follow-up Recommendations

  • Once established on therapy, women using HRT should have a clinical review annually 3
  • Pay particular attention to compliance during follow-up visits 3
  • No routine monitoring tests are required but may be prompted by specific symptoms or concerns 3
  • For women considering androgen therapy, treatment effect should be evaluated after 3-6 months 3

References

Guideline

Hormone Replacement Therapy Initiation and Management

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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