Considering how to get weight loss medication? The first step is preparing for a successful medical consultation.
Your doctor needs to see your complete health picture before prescribing any weight management medications like Ozempic, Wegovy, or Mounjaro.
Being prepared makes the process smoother and increases your chances of getting the right treatment.
Having all your paperwork ready shows your doctor you’re serious about your health journey. Let’s break down what you need to bring and why it matters.
Medical Records You Need to Bring
Your medical history tells your doctor important details about your health. Before your appointment, gather these essential documents:
Primary care records: Any recent physical exam results from the last 12 months.
Previous weight management efforts: Documents showing diets, exercise programs, or other weight loss methods you’ve tried.
Medical condition history: Records of any conditions that might affect your weight management plan.
“Your medical history helps your doctor understand your body’s specific needs and challenges,” explains Dr. Sarah Thompson, an endocrinologist specializing in weight management.
Lab Test Results
Recent lab work gives your doctor important information about your current health status. Make sure to bring:
Test Type | Why It’s Important | How Recent It Should Be |
Complete blood count | Shows overall health picture | Within 6 months |
A1C/blood glucose | Indicates diabetes risk | Within 3-6 months |
Lipid panel | Shows cholesterol levels | Within 12 months |
Thyroid function | Rules out thyroid issues | Within 12 months |
Having these tests ready might save you from additional appointments and get you started on medication sooner.
Insurance and Payment Documentation
Weight management medications can be expensive. Bring these financial documents to help navigate costs:
- Insurance card and details: Your current health insurance information
- Prescription coverage information: Details about your pharmacy benefits
- Prior authorization forms: Some plans require these before covering weight loss medications
Remember: Many insurers have specific requirements for covering weight loss medications. Some require proof that you’ve tried other methods first or have certain health conditions.
Your Weight History Documentation
Your weight journey provides crucial context for your doctor. Consider bringing:
- Weight tracking records from the past 1-2 years
- BMI calculation (though your doctor will likely measure this)
- Photos showing your weight changes (optional but sometimes helpful)
Being honest about your weight history helps your doctor create the right plan for you.
Diet and Exercise Journal
A record of your eating and activity habits gives your doctor insight into your lifestyle. This doesn’t need to be elaborate—even a simple food and exercise diary from the past two weeks can help.
What to include:
- What you eat and when
- Physical activities and their duration
- How you feel before and after eating
- Hunger patterns throughout the day
Questions to Prepare for Your Doctor
Write down questions you want to ask during your consultation:
About medications:
- Which medication might work best for your situation?
- What side effects should you watch for?
- How long will you need to take the medication?
About the process:
- How often will you need follow-up appointments?
- What results can you realistically expect?
- What happens if the first medication doesn’t work?

Common Reasons for Medication Denial
Understanding why some patients get denied can help you prepare better:
Medical contraindications: Certain health conditions might make weight loss medications unsafe for you.
Insurance limitations: Your plan might have strict requirements for coverage.
Incomplete medical workup: Missing tests or information could delay your prescription.
Final Preparation Tips
Before heading to your appointment:
- Make a checklist of all documents mentioned above
- Write down your weight loss goals to discuss with your doctor
- Be honest about your eating habits and previous weight loss attempts
- Consider bringing a support person if that makes you more comfortable
“The more prepared you are for your consultation, the more productive our discussion will be,” notes Dr. Michael Chen, obesity medicine specialist.
Your weight management medication consultation is an important step in your health journey.
By bringing the right documentation and being prepared with questions, you can work with your doctor to find the best solution for your needs.
Remember that weight management medications work best as part of a comprehensive approach that includes healthy eating and regular physical activity. Your doctor will help you develop a complete plan that’s right for you.
