HRT Candidacy Checklist: Labs, History, and Contraindications

HRT

Start Hormone Therapy Confidently, Not Cautiously

Hormone replacement therapy is a big decision. It affects your energy, mood, sleep, and long-term health, so it deserves more than a quick prescription based on a few checkboxes. Many women reach a breaking point when symptoms like summer-related fatigue, night sweats, irritability, and foggy thinking start to take over daily life.

We believe hormone care should never be guesswork. At Astra Health and Wellness in St. George, we use a root-cause, functional medicine approach. That means detailed labs, a careful review of your health history, and an individualized plan before we suggest bioidentical hormones. Use this candidacy checklist as a guide so you can walk into your hormone visit prepared, clear, and ready to partner in your care.

Clarifying Your Goals and Symptoms Before HRT

Before starting hormone replacement therapy, it helps to know exactly what you want from it. Saying you want to “feel better” is a start, but it is too broad to guide a smart plan. Try to name your top three goals instead. Common goals might be:

  • Falling asleep faster and staying asleep  
  • More stable mood and less irritability  
  • Fewer hot flashes and night sweats  
  • Better focus and memory at work  
  • Enough energy to enjoy outdoor activities and exercise  

Next, track your symptoms for a few weeks using a simple notebook or phone note. The more specific you are, the easier it is for your provider to spot patterns and tailor your plan. For each symptom, write down:

  • When it happens, time of day and time in your cycle if you are still bleeding  
  • How intense it feels on a 1 to 10 scale  
  • How often it shows up  
  • What seems to trigger it, such as heat, stress, poor sleep, or certain foods  
  • How it affects your day, work, relationships, and movement  

In a functional medicine model, we use this symptom mapping along with labs to understand what is really driving your experience. Sometimes hormones are the main issue. Other times they are part of a bigger pattern that involves stress hormones, thyroid function, gut health, or blood sugar swings. Clear goals and detailed symptom notes help your provider see which systems need support first.

Essential Labs to Review Before Bioidentical HRT

Good hormone care starts with good data. Before starting bioidentical HRT, we look at both hormone levels and the overall health of your body. Core hormone labs often include:

  • Estradiol  
  • Progesterone  
  • Testosterone  
  • DHEA  
  • Sex hormone, binding globulin (SHBG)  

For women who are still cycling, timing matters, so tests are usually done during a set phase of the cycle to keep results consistent and comparable over time. If you are no longer cycling, we focus on drawing labs at a consistent time of day.

We also review metabolic and safety labs to understand the “terrain” that hormones will be working in. These markers help clarify cardiovascular, liver, kidney, thyroid, and blood sugar considerations before any hormones are introduced:

  • Lipid panel and other markers related to cardiovascular risk  
  • Liver and kidney function  
  • Fasting glucose and A1C  
  • Inflammatory markers like hs-CRP  
  • A complete thyroid panel  

In some cases, advanced functional medicine testing is helpful, especially when symptoms suggest stress load, nutrient depletion, or hormone clearance challenges. Examples include:

  • Cortisol pattern testing, to look at stress hormone curves over the day  
  • Nutrient status, such as vitamin D, B12, and magnesium  
  • Gut-related markers that can affect how your body processes and clears hormones  

When these pieces are reviewed together, hormone replacement therapy is introduced into a more stable internal environment instead of a chaotic one.

Health History Red Flags a Provider Must Discuss

Your health story matters as much as your labs. Before starting HRT, a good provider will slow down and ask detailed questions about your personal and family history. These are not just forms to fill out; they are safety tools. Key history points we need to know about include:

  • Past or current breast cancer or other estrogen-sensitive cancers  
  • History of blood clots, stroke, or pulmonary embolism  
  • Cardiovascular disease or major heart events  
  • Severe liver disease  
  • Unexplained vaginal bleeding  
  • Strong family history of hormone-sensitive cancers or clotting problems  

We also look closely at your past hormone experiences because they can offer clues about how your body responds and what formulations may be better tolerated. Your provider should ask about:

  • Past HRT, what type, how long, and how you felt on it  
  • Birth control history and side effects  
  • Severe PMS or PMDD symptoms  
  • Age and pattern of perimenopause changes  
  • Surgical menopause after hysterectomy or ovary removal  

Lifestyle plays a big role too, because it can change both symptom severity and risk profile. Your provider should ask about:

  • Smoking or nicotine use  
  • Alcohol intake  
  • Recent weight gain or loss  
  • Stress load at home and work  
  • Sleep quality and schedule  
  • Current medications and supplements, including over-the-counter products  

All of these pieces help shape whether HRT is a good option, what form is likely safest, and how closely you may need to be monitored.

Key Contraindications and When to Pause on HRT

There are times when hormone replacement therapy is not appropriate, or needs to wait. These are called contraindications. Some are absolute, meaning HRT is usually off the table, and some are relative, meaning risks may be managed with careful planning.

Absolute contraindications often include:

  • Active hormone-sensitive cancer  
  • Certain untreated blood clotting disorders  
  • Recent serious cardiovascular events, such as some heart attacks or strokes  
  • Untreated severe liver disease  
  • Unexplained vaginal bleeding that has not been evaluated  

Relative contraindications might include uncontrolled high blood pressure, very unstable blood sugar, or very high inflammation. In these cases, you may not be a candidate yet, but that does not mean you are out of options. A functional medicine plan may focus first on:

  • Calming inflammation  
  • Stabilizing blood pressure  
  • Improving metabolic markers and insulin resistance  
  • Supporting liver and gut function  

It is also important to remember that route and dose matter. For some women, transdermal bioidentical estrogen, absorbed through the skin, can be a better fit than oral forms, especially when risk factors are present. Dosing should be individualized, starting low and adjusting based on both symptoms and labs, instead of using a one-size-fits-all formula.

Building a Personalized Functional Medicine HRT Plan

At Astra Health and Wellness, we view HRT as part of a broader wellness plan, not a stand-alone fix. We often start with a thorough baseline assessment, which might include symptom tracking, labs, and blood pressure and weight checks at the start of summer, when heat, outdoor activity, and sleep patterns can shift.

From there, we design a phased plan:

  • Begin with lifestyle and root-cause work so your body is more ready for hormone changes  
  • Introduce bioidentical hormones carefully, with a route and dose that match your unique risk profile  
  • Schedule follow-ups to review symptoms, labs, blood pressure, sleep, and mood  

We avoid a “set it and forget it” mindset because hormone needs can change with stress, seasons, and life events. Ongoing monitoring lets us catch early signs of over- or under-dosing, like new breast tenderness, headaches, anxiety, or returning hot flashes.

Hormones are also only one pillar, so a thoughtful functional medicine HRT plan includes supportive foundations that help results last and reduce side effects:

  • Nutrition that supports blood sugar balance and hormone detox  
  • Stress management tools, such as breathwork, gentle movement, or relaxation practices  
  • Strength training and daily movement to support bone health, mood, and metabolism  
  • Gut health support, when needed, so your body can process and clear hormones well  
  • Targeted supplements chosen based on your unique labs and needs  

When hormone replacement therapy is paired with this kind of root-cause care, it often becomes safer, more effective, and more aligned with your long-term health goals.

Take Control Of Your Hormone Health Today

If you are ready to address symptoms like fatigue, low mood, or stubborn weight changes, we are here to help you explore personalized hormone replacement therapy options. At Astra Health and Wellness, we carefully evaluate your health history, goals, and lab results to design a plan that fits your life. Schedule a time to talk with our team and get clear answers to your questions, or contact us to take your next step toward feeling more like yourself again.

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