Medical family tree: how to record a useful health history
A practical guide for patients and anyone preparing for a GP appointment, a genetics referral, or a family-health conversation. What to capture, how to capture it, and how to share it so a clinician can act on it.
Short version. A medical family tree is a three-generation diagram of your biological relatives annotated with health information. It is simpler than a clinical pedigree drawn by a genetic counsellor, but it carries most of the same information and is the single most useful document you can bring to a GP or genetics clinic. This guide explains what to include, how to gather it, how to present it to a clinician, and how a modern digital tool can make the process easier than a paper template or a spreadsheet.
Why a medical family tree is worth the effort
The phrase "family history" is used so often in clinical medicine that its value can be taken for granted. For many conditions — breast, ovarian, bowel, and pancreatic cancer, cardiomyopathy, sudden cardiac death, early-onset dementia, bleeding disorders, and dozens of single-gene diseases — the pattern of disease across relatives is the single most useful predictor a clinician has before they investigate or test. For the adult child of a parent with early-onset breast cancer, for example, knowing whether the cancer occurred in one second-degree relative or four changes the risk calculation substantially.
The problem is that family history is hard to collect well during a ten-minute appointment. Patients are asked on the spot to recall three generations of diagnoses, most of which they learned about second-hand, sometimes decades ago. The classic result is a partial, inaccurate, and poorly-structured record that under-states risk for some families and over-states it for others. A medical family tree, compiled at leisure in advance, corrects for this. It is accurate, structured, and can be updated as new information comes in from relatives.
A good medical family tree also helps your future self. If you have not thought much about your family history before a crisis or a new diagnosis, you will be grateful later that the work is already done.
The difference between a medical family tree and a clinical pedigree
A medical family tree and a clinical pedigree carry the same information but for different audiences. A clinical pedigree is drawn by a genetics professional using standardised symbols defined by the NSGC Pedigree Standardization Work Group: filled squares for affected males, filled circles for affected females, a diagonal slash through the shape for deceased, a diamond for a pregnancy loss, a double horizontal line for a consanguineous union, and so on. It is designed to be read by another genetics professional and by pedigree software, and it feeds directly into risk models.
A medical family tree is the patient-facing version of the same diagram. It uses simpler conventions — often just names, relationships, ages, and diagnoses — and prioritises clarity over notational precision. It is the document you would send to a relative to ask "is this right?" and it is the one you would print for a GP visit. A good digital tool will let you maintain the simpler medical family tree view while generating the full clinical pedigree when you need one for a referral. For the formal view, see our guide to pedigree drawing software.
What to include: a minimum useful tree
A useful medical family tree does not need to be exhaustive. It needs to be accurate and to cover at least three generations on both sides of the family.
- The index person (you). Full name, date of birth, sex at birth, current diagnoses, medications, and any genetic test results.
- First-degree relatives. Parents, full siblings, and children. For each: year of birth, year and cause of death if deceased, and any significant diagnoses with age at onset.
- Second-degree relatives. Grandparents, aunts, uncles, nieces, nephews, and half-siblings. Reach-back to all four grandparents if possible, with at least their cause of death and approximate age.
- Third-degree relatives. First cousins and great-grandparents where known. Include only those with relevant conditions; you do not need to document every cousin.
- Ancestry. Ethnic origin of all four grandparents if known. Relevant because several conditions (Ashkenazi Jewish BRCA founder mutations, Mediterranean haemoglobinopathies, African-ancestry G6PD and sickle-cell carrier status, French-Canadian familial hypercholesterolaemia) have elevated frequencies in specific populations.
- Consanguinity. Any relationships between the parents (first cousins, second cousins) should be noted. Consanguinity increases the probability of autosomal recessive disease in the children.
For each significant diagnosis, record the condition, the age at diagnosis (not just the current age), and any known details. "Breast cancer at 42" is useful. "Breast cancer" on its own is less so. "Died of cancer" is the least useful of all — the site matters.
What conditions to record in particular
The conditions most commonly requested by a clinician are:
- Cancers. Site (breast, ovarian, colorectal, pancreatic, prostate, melanoma, renal), age at diagnosis, whether bilateral or unilateral, any known mutation.
- Cardiac disease. Heart attacks before 60, cardiomyopathy (HCM, DCM, ARVC), channelopathies (LQTS, Brugada), unexplained sudden death, drowning, unexplained road accidents, or unexplained cot deaths.
- Neurological conditions. Early-onset dementia, Parkinson's, Huntington's, motor neurone disease, seizure disorders, ataxias.
- Metabolic and endocrine conditions. Type 1 and type 2 diabetes, familial hypercholesterolaemia (very high cholesterol from a young age, heart attacks before 55), thyroid disease, adrenal conditions.
- Developmental and rare conditions. Any condition diagnosed in childhood, any named syndrome, any condition with a family label ("a heart thing," "a muscle thing," "everyone on that side gets it") even if the precise name is not known.
- Mental health. Depression, bipolar disorder, schizophrenia, eating disorders, suicide — relevant both for heritability and for the safety of the wider family.
- Reproductive history. Miscarriages, stillbirths, neonatal deaths, infertility, intellectual disability, structural birth differences.
When you are unsure what a relative died of, record what you were told and flag the uncertainty. "Cancer, possibly stomach" is better than "cancer" alone; a clinician can work with the uncertainty if it is labelled.
How to gather the information
Most people find the gathering stage harder than the diagram itself. A few practical suggestions:
- Start with the living. Ask your parents, siblings, aunts, and uncles before asking anyone else. People often know more than they volunteer once you ask systematically rather than in passing.
- Write down what you hear verbatim first. Turn it into a structured entry later. "Uncle Brian died of something to do with his bowel in his fifties" becomes a candidate entry for colorectal cancer at 55 until you can confirm.
- Use death certificates and medical records where you can. A copy of a grandparent's death certificate is often the difference between "cardiovascular disease" and a specific cause.
- Update in one place. If you are using a digital tool, keep the family tree there and not in several places. Two out-of-sync copies quickly become zero reliable copies.
- Share the draft with family. Send a simplified view to a relative and ask them to correct and extend it. A shared draft elicits far more information than a cold phone call.
The HEE NHS family-history template and what it does not cover
In the UK, Health Education England and the Genomics Education Programme have produced a physical family history template — a paper card with boxes for three generations of relatives, conditions, and ages of onset. It is designed to be completed before a GP visit. It is a good primer on what to collect. It is also, by design, a one-shot document: a snapshot at a point in time, not a record that can be kept updated, shared with relatives, or exported into a genetics workflow.
A digital medical family tree carries the same information as the HEE template but removes its limitations. You can update it as new information arrives. You can share a read-only view with a specific relative or clinician. You can export it in a structured format (such as GEDCOM) so a genetics clinic can import rather than re-enter. If your data becomes clinically relevant — because a new cancer is diagnosed in a relative, say — you can regenerate a fresh summary for the next appointment in minutes rather than rebuilding from scratch.
Sharing with your clinician
A medical family tree is only useful if it reaches the clinician who needs it. Several practical options work:
- Printed PDF. Take it to the appointment. A one-page summary is better than a ten-page family history document.
- Shared link. Some tools produce a private shareable link; check your clinician's local policy on third-party documents before relying on this.
- GEDCOM file. For a genetics referral, a GEDCOM export can be imported directly into the clinic's pedigree software, saving manual re-entry of every relative.
- Embedded pedigree. If you use a tool with an embeddable viewer, you can paste the pedigree into an email or a patient portal message.
Whatever channel you use, include a short written summary with the top three or four facts you want the clinician to know: "I have a family history of early-onset breast cancer (maternal aunt at 38, maternal grandmother at 55); no known genetic testing has been done in the family."
Data privacy: your family history belongs to you
A medical family tree contains health information about you and about your biological relatives. Treat it with the same care you would treat any other health record. A well-designed platform will encrypt the data at rest and in transit, will not share it with third parties without your consent, and will let you export and delete your data at any time. Check the privacy policy before uploading.
For relatives, consider discussing the tree with them before sharing their diagnoses with a clinician. In most cases a brief conversation — "I am compiling the family history for my GP and will include your heart condition; is that all right?" — prevents misunderstandings later.
How Evagene supports a medical family tree
Evagene is a clinical-grade pedigree platform, but it works well as a digital medical family tree for patients and families too. You can start from scratch in the browser and build the tree one relative at a time, using gesture drawing to sketch a large family in minutes, or you can import an existing genealogy file (GEDCOM 5.5.1 from Ancestry, FamilySearch, or Gramps) and then add health information on top of the genealogical structure. If you have 23andMe raw data, you can import it for SNP-based inferences of blood type, Rh, and secretor status as additional context.
For each relative you record diagnoses against a curated catalogue of over 200 diseases keyed to ICD-10 and OMIM, over 55 allergies, and over 50 traits. You can export the result as a PDF for the GP, as a PNG or SVG for a presentation, or as a GEDCOM file for a genetics clinic to import. If you eventually need more formal risk analysis — for a BRCA conversation, for example — the same tree supports integrated BRCAPRO, MMRpro, and PancPRO risk models and Mendelian inheritance calculators without re-entering any data.
Evagene encrypts your data, gives you control over sharing, and lets you export at any time. During the Alpha it is free via a waiting list at evagene.com.
Frequently asked questions
What is a medical family tree?
A three-generation diagram of your biological relatives annotated with health information: diagnoses, ages of onset, and cause of death. It is simpler than a clinical pedigree but carries the same essential information and is the most useful single document to bring to a GP or genetics appointment.
Who should make one?
Anyone with a family history of a heritable condition, anyone considering genetic testing, anyone planning a pregnancy with a known risk, and anyone preparing for a genetics referral. Compiling in advance saves clinical time and improves accuracy.
What should I include?
Name, sex, year of birth, year and cause of death, and diagnoses with age at onset for each relative. Extend back to all four grandparents and out to aunts, uncles, and first cousins where you can. Record cancers by site, heart disease by type, and any known genetic test results.
Does the NHS have a template?
Health Education England and the Genomics Education Programme have produced a physical family history template card for use by GPs and patients. A digital alternative carries the same information and is easier to update, share, and export.
How do I share it with my clinician?
As a printed PDF, a shared link, or a GEDCOM file for a genetics referral. Include a short written summary of the top facts so a clinician can read it at a glance.