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Evaluation of Infertility
References: Tietz Textbook of Laboratory Medicine 7th Ed | Smith & Tanagho General Urology 19th Ed | FOGSI Best Practice Recommendations for Infertility Management (PMC10942128) | WHO/NCBI Guideline for Infertility
Definition
Infertility is the failure to achieve a clinical pregnancy after 12 months of regular (2-3 times/week), unprotected sexual intercourse in the absence of a known cause.
Indian-specific modification (FOGSI / Indian Best Practice):
- Women ≥32 years: expedited evaluation after 6 months of failed attempts
- Women <32 years with risk factors (family history of early menopause, known PCOS, prior pelvic surgery, etc.): also evaluated after 6 months or earlier
- ~30% of couples will remain unexplained infertility even after complete workup
Principle: Couple-Oriented, Concurrent Evaluation
Both male and female partners must be evaluated simultaneously from the first visit. Male factor alone accounts for ~30-40% of cases; female factor ~40-50%; combined ~20%.
Major causes to systematically exclude:
- Semen abnormalities (male factor)
- Ovulatory dysfunction
- Tubal/peritoneal factor
- Uterine/cervical factor
- Unexplained (~30%)
PART A: FEMALE EVALUATION
1. History
| Domain | Key Points |
|---|
| Menstrual history | Cycle regularity, length, flow; oligomenorrhea/amenorrhea suggests anovulation |
| Obstetric history | Prior pregnancies, outcomes, abortions, ectopic pregnancy |
| Duration of infertility | Primary vs secondary; duration of attempting |
| Coital history | Frequency, timing, dyspareunia, sexual dysfunction |
| Gynecological history | PID, STIs, prior infertility treatment, cervical procedures |
| Surgical history | Pelvic/abdominal surgery (adhesions, tube damage) |
| Medical history | Thyroid disease, PCOS, endometriosis, diabetes, autoimmune disease |
| Medications | Chemotherapy, antidepressants (cause hyperprolactinemia), antipsychotics |
| Family history | Early menopause, genetic conditions |
| Lifestyle | Smoking (accelerates ovarian aging), alcohol, BMI, exercise, stress |
| Occupational | Gonadotoxic exposures (radiation, chemicals) |
2. Physical Examination
| System | Look For |
|---|
| BMI | Obesity (PCOS, anovulation) or underweight (hypothalamic amenorrhea) |
| External genitalia / hair pattern | Hirsutism, clitoromegaly, virilization (androgen excess - PCOS, CAH) |
| Breasts | Galactorrhea (hyperprolactinemia) |
| Thyroid | Enlargement, nodules |
| Pelvis | Uterine/adnexal masses, nodularity (endometriosis), tenderness |
| Neurological | Anosmia (Kallmann syndrome), visual field defects (pituitary tumor) |
3. Investigations - Female
A. Ovulation Assessment
| Test | When / Interpretation |
|---|
| Mid-luteal serum progesterone (Day 21 of 28-day cycle) | >300 ng/dL (9.5 nmol/L) or >3 ng/mL confirms ovulation; primary test |
| Urinary LH kits (OPK) | Detects LH surge 24-36 hrs before ovulation; useful for timing; 70-92% predictive |
| Basal body temperature (BBT) | Rise of 0.1-0.3°C indicates post-ovulatory progesterone rise; only retrospective, low clinical utility now |
| Transvaginal USG (follicle monitoring) | Serial TVS - monitors follicular growth and confirms collapse (gold standard for ovulation confirmation in clinical setting) |
B. Ovarian Reserve Testing
(Indicated for all women >32 years; or <32 years with risk factors)
| Test | Normal Values | Significance |
|---|
| Basal FSH (Day 2-3) | <10 IU/L normal; >30 IU/L = likely POI | High FSH = diminished reserve |
| Basal Estradiol (E2) (Day 2-3) | <80 pg/mL | Elevated E2 with normal FSH can mask poor reserve |
| Anti-Mullerian Hormone (AMH) | 1.0-3.5 ng/mL (varies by age) | Best single marker; does not vary with cycle day; predicts ovarian stimulation response |
| Antral Follicle Count (AFC) | ≥6-10 total | Transvaginal USG Day 2-5; correlates with ovarian reserve and IVF response |
| Inhibin B | Research use only; adds little beyond FSH/AMH | |
AMH is the most useful marker: predicts hyper- vs. hypo-response to stimulation; especially valuable when AFC is low or woman is >35 years. (Tietz Textbook, 7th Ed)
C. Endocrine Profile
(Especially when menstrual cycles are absent/irregular or signs of thyroid disease/galactorrhea)
| Hormone | Indication |
|---|
| TSH | Rule out hypothyroidism/hyperthyroidism |
| Prolactin (PRL) | Hyperprolactinemia (draw fasting, early morning) |
| Testosterone (T) | Androgen excess, PCOS, CAH |
| FSH + LH | Distinguish primary (hypergonadotropic) vs central (hypogonadotropic) anovulation |
| 17-OH Progesterone | If hirsutism present - rule out late-onset CAH (21-hydroxylase deficiency) |
| DHEAS | Adrenal androgen excess |
| Fasting glucose / HOMA-IR | PCOS with insulin resistance |
Draw prolactin fasting, early in the day - levels elevate after meals and stress.
D. Tubal and Uterine Evaluation
| Test | Indication / Comments |
|---|
| Hysterosalpingography (HSG) | First-line when no pelvic pathology suspected; assesses tubal patency + uterine cavity; less invasive, cost-effective |
| Transvaginal USG (TVS) | Baseline evaluation - uterine morphology, fibroids, polyps, ovarian cysts (endometrioma), AFC |
| Diagnostic Laparoscopy + Hysteroscopy | When pelvic pathology suspected (endometriosis, hydrosalpinx, adhesions, prior PID, abnormal USG); also indicated in unexplained infertility - evaluates tubes, pelvis, and uterine cavity directly |
| Saline Infusion Sonography (SIS/SHG) | Intrauterine pathology (polyps, submucosal fibroids, adhesions); less invasive than hysteroscopy |
| MRI pelvis | Deep infiltrating endometriosis, uterine anomalies |
FOGSI guidance: "HSG is the first-line investigation for tubal patency when there is no suspicion of pelvic pathology. When pelvic pathology is suspected from history, examination, or USG (endometriotic cyst, hydrosalpinx), diagnostic laparoscopy/hysteroscopy should be advised as first-line."
PART B: MALE EVALUATION
1. History
- Duration of infertility; prior pregnancies with same/different partner
- Reproductive history: undescended testis (cryptorchidism), orchitis, testicular trauma, torsion
- Sexual history: erectile dysfunction, ejaculatory dysfunction, STIs
- Surgical history: hernia repair (vas deferens injury), pelvic/retroperitoneal surgery, varicocelectomy, vasectomy reversal
- Medical history: chemotherapy, radiotherapy, chronic illness, diabetes
- Medications: anabolic steroids (suppress spermatogenesis), sulfasalazine, nitrofurantoin
- Family history: genetic conditions, cystic fibrosis (CBAVD)
- Lifestyle: smoking, alcohol, heat exposure (hot baths, laptop on lap), occupational gonadotoxins
2. Physical Examination
| Area | Look For |
|---|
| General | BMI, gynaecomastia, body habitus, virilization |
| Genitalia | Hypospadias, epispadias, phimosis, penile curvature |
| Testes | Size, texture, consistency (normal volume ≥15 mL each); nodules, pain |
| Epididymis | Induration, cysts (obstruction) |
| Vas deferens | Present or absent (CBAVD - cystic fibrosis mutation) |
| Spermatic cord/scrotum | Varicocele (most common correctable male factor); hydrocele |
| Inguinal area | Surgical scars (hernia repair - risk of vas injury) |
3. Semen Analysis (Cornerstone of Male Evaluation)
Collected after 2-5 days abstinence; processed within 1 hour. Repeat if abnormal.
WHO 2021 Reference Values (5th percentile lower limits):
| Parameter | WHO 2021 Lower Reference Limit |
|---|
| Volume | ≥1.4 mL |
| Total sperm count | ≥39 million per ejaculate |
| Concentration | ≥16 million/mL |
| Total motility (PR + NP) | ≥42% |
| Progressive motility (PR) | ≥30% |
| Vitality | ≥54% live |
| Morphology (Kruger strict) | ≥4% normal forms |
| pH | ≥7.2 |
Terminology:
| Term | Meaning |
|---|
| Oligospermia | <16 million/mL sperm concentration |
| Asthenospermia | <30% progressive motility |
| Teratospermia | <4% normal morphology |
| Azoospermia | No sperm in ejaculate |
| Oligoasthenoteratozoospermia (OAT) | All three defects combined |
| Aspermia | No ejaculate |
| Hypospermia | Volume <1.4 mL |
| Necrospermia | >96% immotile/dead sperm |
4. Further Male Investigations
| Investigation | When Indicated |
|---|
| Repeat semen analysis | All abnormal results; 2-3 samples 2-4 weeks apart |
| FSH, LH, Testosterone | Azoospermia or severe oligospermia; to distinguish obstructive vs non-obstructive azoospermia |
| Prolactin | Suspected hypogonadotropic hypogonadism |
| Karyotype (karyotyping) | Severe oligospermia (<5 million/mL) or non-obstructive azoospermia; Klinefelter syndrome (47,XXY) |
| Y-chromosome microdeletion (AZF) | Non-obstructive azoospermia / severe oligospermia |
| CFTR mutation testing | Bilateral absence of vas deferens (CBAVD) |
| Scrotal Doppler USG | Varicocele (subclinical), testicular masses, epididymal pathology |
| Transrectal USG (TRUS) | Suspected ejaculatory duct obstruction |
| Anti-sperm antibodies | Post-vasectomy reversal, history of testicular trauma/infection |
| Reactive oxygen species (ROS) / Sperm DNA fragmentation | Unexplained infertility, recurrent miscarriage, repeated IVF failure |
| Testicular biopsy / Fine needle aspiration (FNA) | Non-obstructive azoospermia - for sperm retrieval (TESE/micro-TESE) |
Diagnostic Algorithm for Female Infertility
(Tietz Textbook of Laboratory Medicine, 7th Ed)
PART C: WHEN TO EXPEDITE (Indian Context - FOGSI)
Begin evaluation after 6 months (instead of 12 months) when:
- Woman ≥32 years (faster ovarian aging in Indian women)
- Family history of early menopause
- Known/suspected PCOS, endometriosis, uterine anomalies
- Prior pelvic surgery, chemotherapy/radiation
- Oligomenorrhea or amenorrhea (anovulatory - no need to wait 12 months)
- Known male factor (azoospermia, prior vasectomy)
- Both partners HIV positive (immediate referral)
PART D: BASIC INFERTILITY WORKUP - SUMMARY TABLE
| Investigation | Purpose |
|---|
| Semen analysis (x2) | Male factor screening |
| Mid-luteal progesterone | Confirm ovulation |
| Basal FSH + E2 (Day 2-3) | Ovarian reserve |
| AMH | Ovarian reserve (especially >32 yrs or risk factors) |
| AFC by TVS | Ovarian reserve + pelvic anatomy |
| TSH, Prolactin, Testosterone | Endocrine causes of anovulation |
| HSG | Tubal patency (first line - no pelvic pathology) |
| Laparoscopy + Hysteroscopy | Tubal/pelvic/uterine pathology (if suspected) |
| Karyotype, Y-microdeletion | Azoospermia / severe oligospermia |
Key Sources:
- Tietz Textbook of Laboratory Medicine, 7th Ed - Initial Evaluation of Female Infertility, p. 2381-2385
- Smith & Tanagho's General Urology, 19th Ed - Evaluation of Male Infertility, p. 745
- FOGSI Best Practice Recommendations for Infertility Management - PMC10942128
- WHO/NCBI Approach to Evaluation of Infertility