Managing Menopause

---
name: managing-menopause
language: en
description: Structures menopause evaluation and hormone therapy decision-making with risk-benefit analysis. Use when managing menopausal symptoms, evaluating HRT candidacy, or documenting menopause management.
tags:
  - management
  - obstetrics-and-gynecology
  - risk
  - valuation
metadata:
  author: casemark
  practice_areas:
    - Obstetrics
    - Gynecology
    - Maternal-Fetal Medicine
  document_types:
    - Management Report
  skill_modes:
    - Management
    - Coordination
---

# Managing Menopause

Structures menopause evaluation and hormone therapy (HT) decision-making with risk-benefit analysis per The North American Menopause Society (NAMS), ACOG, and the Endocrine Society guidelines.

## Why This Skill Exists

Menopause affects every woman, with the mean age of natural menopause at 51 years. Approximately 75% of women experience vasomotor symptoms (VMS), and 25% experience symptoms severe enough to affect quality of life. Hormone therapy remains the most effective treatment for VMS and genitourinary syndrome of menopause (GSM), yet the legacy of the 2002 Women's Health Initiative (WHI) created confusion about safety that persists today. The 2022 NAMS position statement clarifies that for symptomatic women under age 60 or within 10 years of menopause onset, the benefits of systemic HT generally outweigh the risks.

Proper documentation of menopausal symptom assessment, contraindication screening, risk-benefit discussion, and treatment selection is essential for medicolegal protection and quality care. Premature ovarian insufficiency (POI — menopause before age 40) requires distinct management due to increased cardiovascular and bone health risks.

---

## Checkpoint A: Pre-Draft Intake (Mandatory)

1. **Age and menopausal stage** — premenopausal, perimenopausal (irregular cycles), or postmenopausal (12 months amenorrhea)? Age at menopause? (Default: from history)
2. **Symptom inventory** — VMS (hot flashes, night sweats), GSM (vaginal dryness, dyspareunia, urinary symptoms), mood changes, sleep disturbance, cognitive complaints? (Default: use structured assessment)
3. **Menstrual history** — LMP, cycle changes, bleeding pattern in perimenopause? (Default: from history)
4. **HT contraindications** — breast cancer (current or history), coronary heart disease, stroke/TIA, active VTE, active liver disease, undiagnosed vaginal bleeding? (Default: from problem list)
5. **Risk factors** — VTE history, family history of breast cancer, BMI, tobacco use, cardiovascular risk factors? (Default: from chart)
6. **Bone density** — DXA results, fracture history, fall risk? (Default: from prior testing)
7. **Prior HT use** — type, duration, reason for discontinuation? (Default: from medication history)
8. **Surgical history** — hysterectomy (with or without BSO)? Oophorectomy age? (Default: from surgical history)

### Documents to Request

- Symptom severity questionnaire (MRS — Menopause Rating Scale, or Greene Climacteric Scale)
- DXA bone density report
- Mammogram results (within 1 year)
- Lipid panel and cardiovascular risk assessment
- FSH level (if diagnostic uncertainty in perimenopause or POI evaluation)
- Endometrial evaluation results (if applicable — for abnormal bleeding workup)
- Prior HT prescriptions and response

---

## Step 1: Confirm Menopausal Status

| Stage | Definition | Laboratory Confirmation |
|---|---|---|
| **Perimenopause (menopausal transition)** | Irregular cycles with variable flow; ≥ 7-day change in cycle length | FSH not routinely needed; diagnosis is clinical |
| **Menopause** | 12 consecutive months of amenorrhea (no other cause) | FSH > 30–40 IU/L if diagnostic uncertainty |
| **Premature ovarian insufficiency (POI)** | Menopause before age 40 | FSH > 40 IU/L on two samples 4–6 weeks apart, low estradiol |
| **Surgical menopause** | Bilateral oophorectomy at any age | No lab needed; onset is acute |

For POI: pursue karyotype (rule out Turner mosaicism), adrenal antibodies (21-hydroxylase), thyroid function, and consider FMR1 premutation screening.

---

## Step 2: Assess Symptom Severity and Treatment Need

### Vasomotor Symptoms (VMS) Severity Scale

| Severity | Description |
|---|---|
| Mild | Sensation of heat without sweating; does not interfere with activity |
| Moderate | Sensation of heat with sweating; able to continue activity |
| Severe | Sensation of heat with sweating; must stop activity; may include chills, anxiety, faintness |

Document frequency (episodes per day/week), duration (average length), and impact on sleep and daily function.

### Genitourinary Syndrome of Menopause (GSM)
- Vaginal dryness, burning, irritation
- Dyspareunia (pain with intercourse)
- Urinary urgency, frequency, recurrent UTIs
- Reduced lubrication and elasticity on exam

GSM is progressive and does not improve without treatment. Low-dose vaginal estrogen is the first-line therapy and has minimal systemic absorption.

---

## Step 3: Evaluate HT Candidacy

### Indications for Systemic HT (per NAMS 2022)
- Bothersome VMS in women < 60 years old or within 10 years of menopause onset
- Prevention of osteoporosis when other therapies are not appropriate
- POI (HT recommended until the average age of natural menopause — 51)

### Absolute Contraindications to Systemic HT
- Current or recent breast cancer
- Coronary heart disease
- History of stroke or TIA
- Active VTE or known high-risk thrombophilia
- Active liver disease
- Unexplained vaginal bleeding (evaluate before starting HT)

### Relative Contraindications Requiring Individual Assessment
- Family history of breast cancer (first-degree relative)
- History of endometrial cancer (estrogen-dependent type)
- Gallbladder disease
- Migraine with aura
- Hypertriglyceridemia (> 400 mg/dL — avoid oral estrogen; transdermal preferred)

Document the risk-benefit discussion with the patient, including baseline breast cancer risk (use the Gail Model or Tyrer-Cuzick model).

---

## Step 4: Select HT Regimen

### Systemic HT Options

| Regimen | Indication | Notes |
|---|---|---|
| **Estrogen alone** | Women with prior hysterectomy | No progestogen needed |
| **Estrogen + progestogen (continuous combined)** | Women with intact uterus, postmenopausal | Progestogen is mandatory to prevent endometrial hyperplasia |
| **Estrogen + progestogen (cyclic)** | Women with intact uterus, perimenopausal | Progestogen for 12–14 days/month; expect scheduled withdrawal bleeding |
| **Low-dose vaginal estrogen** | GSM symptoms only (no systemic VMS) | Minimal systemic absorption; progestogen NOT required |
| **Transdermal estrogen** | All candidates; preferred in VTE risk, hypertriglyceridemia, migraine | Avoids first-pass hepatic effect |
| **Bazedoxifene + conjugated estrogens (Duavee)** | VMS + osteoporosis prevention, intact uterus | TSEC — no additional progestogen needed |

### Non-Hormonal Alternatives for VMS
- **Fezolinetant** (Veozah) — neurokinin 3 receptor antagonist; FDA-approved for VMS
- **Paroxetine** 7.5 mg (Brisdelle) — only FDA-approved SSRI for VMS
- **Venlafaxine** 75 mg — off-label but effective for VMS
- **Gabapentin** 300 mg TID — effective for nocturnal VMS
- **Clonidine** 0.1 mg — modest effect, useful if other agents contraindicated
- **CBT and clinical hypnosis** — evidence-based non-pharmacologic options

---

## Step 5: Monitoring and Duration of Therapy

- Reassess symptoms and risks annually
- Mammogram annually while on systemic HT
- For women with a uterus on HT: evaluate any unscheduled bleeding with transvaginal ultrasound and/or endometrial biopsy
- Use the lowest effective dose for the shortest duration that meets treatment goals
- No mandatory time limit for HT — individualized decision based on ongoing risk-benefit assessment
- Taper rather than abrupt discontinuation to reduce symptom rebound (reduce dose by 50% for 3–6 months)

### Bone Health
- DXA screening: age 65 (all women), or earlier if risk factors (glucocorticoid use, family history, low BMI, POI)
- If HT is being used partly for bone protection, ensure alternative osteoporosis therapy is in place before discontinuing HT

---

## Checkpoint B: Post-Draft Alignment (Mandatory)

1. **Is menopausal status clearly defined** — natural, surgical, or POI with age at onset?
2. **Are symptoms documented** with severity and functional impact?
3. **Are contraindications to HT screened** and documented?
4. **Is the risk-benefit discussion documented** with patient-specific considerations?
5. **Is the HT regimen specified** — route, dose, progestogen component (if uterus intact), and duration plan?

---

## Quality Audit

- [ ] Menopausal status confirmed with method (clinical, laboratory, surgical)
- [ ] VMS severity documented with frequency and functional impact
- [ ] GSM symptoms assessed and documented
- [ ] Absolute contraindications to HT screened and documented
- [ ] Breast cancer risk assessment performed (Gail Model or equivalent)
- [ ] Mammogram within 1 year documented before initiating HT
- [ ] HT regimen documented with route, dose, and progestogen plan
- [ ] Progestogen included for all women with intact uterus on systemic estrogen
- [ ] Duration plan documented with annual reassessment scheduled
- [ ] Non-hormonal alternatives discussed if HT contraindicated or declined
- [ ] Bone density assessment addressed (DXA ordered or on file)
- [ ] Cardiovascular risk factors documented
- [ ] POI patients counseled on HT to average menopause age (51) for cardio/bone protection
- [ ] Informed consent documented including WHI data in context

---

## Guidelines

1. **Apply the timing hypothesis** — systemic HT is safest when initiated within 10 years of menopause onset or before age 60; starting after this window increases cardiovascular risk.
2. **Always add progestogen** when prescribing systemic estrogen to a patient with a uterus — unopposed estrogen causes endometrial hyperplasia and cancer.
3. **Prefer transdermal estrogen** in patients with VTE risk factors, hypertriglyceridemia, or migraine — it avoids first-pass hepatic metabolism and does not increase VTE risk to the same degree as oral estrogen.
4. **Vaginal estrogen does not require progestogen** — low-dose vaginal preparations have minimal systemic absorption and are safe even in many breast cancer survivors (though oncologist consultation is recommended).
5. **POI is not the same as normal menopause** — these patients need HT for cardiovascular and bone protection, not just symptom relief, and should continue until age 51.
6. **Document the WHI in context** — the WHI studied older women (mean age 63) initiating HT remotely from menopause; its findings do not directly apply to symptomatic younger women.
7. **Reassess annually** — HT is not indefinite by default; document the ongoing indication at every annual visit.