What information should be documented when starting weight loss medications?

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Last updated: July 23, 2025View editorial policy

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Documentation Requirements When Starting Weight Loss Medications

When initiating weight loss medications, comprehensive documentation should include baseline measurements, comorbidities, medication-specific parameters, and a monitoring plan to ensure safety and track efficacy. 1

Essential Documentation Elements

Baseline Anthropometric Measurements

  • Weight (in kg or lbs)
  • BMI calculation
  • Waist circumference
  • Document weight stability in the 3-6 months prior to starting medication 1

Medical History and Comorbidities

  • Weight-related comorbidities (hypertension, T2DM, dyslipidemia, obstructive sleep apnea)
  • Previous weight loss attempts
  • Cardiovascular disease history (especially important for sympathomimetic agents) 1
  • History of pancreatitis (contraindication for GLP-1 agonists) 1
  • Personal or family history of medullary thyroid carcinoma or MEN type 2 (contraindication for tirzepatide) 1
  • History of glaucoma (contraindication for phentermine-topiramate) 1
  • History of seizure disorders (contraindication for bupropion) 1
  • Psychiatric history including suicidal ideation (relevant for some medications) 1

Medication-Specific Parameters

  • For GLP-1 agonists (semaglutide, liraglutide): Document baseline glucose levels, especially if patient is on insulin or sulfonylureas 1
  • For phentermine-topiramate: Document baseline serum bicarbonate 1
  • For naltrexone-bupropion: Document baseline blood pressure 1
  • For all medications: Document potential drug interactions with current medications 1

Laboratory Values

  • Comprehensive metabolic panel
  • Lipid profile
  • Hemoglobin A1c (especially for patients with diabetes or prediabetes)
  • Thyroid function tests if clinically indicated

Treatment Plan Documentation

  • Selected medication with rationale for choice
  • Starting dose and titration schedule
  • Expected weight loss goals (typically 5% of body weight at 12 weeks) 1
  • Planned duration of therapy
  • Monitoring schedule (monthly for first 3 months, then every 3 months) 1
  • Criteria for discontinuation (e.g., <5% weight loss at 12 weeks for most medications) 1

Informed Consent Elements

  • Discussion of expected weight loss (typically 5-10% of body weight) 1
  • Common side effects of the specific medication
  • Serious adverse events to monitor for
  • Understanding that obesity is a chronic disease requiring long-term treatment 1
  • Acknowledgment that medication is an adjunct to, not a replacement for, lifestyle modifications 1

Medication-Specific Monitoring Documentation

For Phentermine

  • Document heart rate and blood pressure at each visit
  • Document sleep patterns and mood changes
  • Document that patient is not taking MAOIs or other sympathomimetic amines 2
  • Document absence of contraindications: pregnancy, nursing, CVD, hyperthyroidism, glaucoma, agitated states, history of drug abuse 1

For GLP-1 Agonists (Semaglutide, Liraglutide)

  • Document hydration status, especially if taking insulin or sulfonylureas
  • Document absence of symptoms of pancreatitis or gallbladder disorders 1
  • Document titration schedule and patient tolerance

For Phentermine-Topiramate

  • Document heart rate, blood pressure
  • Document serum bicarbonate levels
  • Document absence of suicidal ideation 1

Follow-up Documentation Requirements

  • Weight changes at each visit
  • Percentage of total body weight lost
  • Medication adherence
  • Side effects experienced
  • Changes in comorbid conditions
  • Adjustments to medication dosage
  • Decision to continue or discontinue therapy based on response

Common Pitfalls to Avoid

  1. Inadequate baseline documentation: Failing to document all relevant comorbidities and contraindications before starting therapy
  2. Missing drug interactions: Not documenting potential interactions with current medications
  3. Lack of monitoring plan: Not specifying the frequency and parameters for follow-up
  4. Insufficient documentation of efficacy criteria: Not clearly stating when medication should be discontinued if ineffective
  5. Overlooking medication-specific monitoring: Each weight loss medication has specific parameters that should be monitored

Remember that documentation should support that pharmacotherapy is being used as an adjunct to lifestyle modifications, not as a standalone treatment 1. The goal is not only weight reduction but improvement in weight-related comorbidities, which should be tracked and documented throughout treatment.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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