A ready-to-use EHR documentation guide designed to meet payer requirements for obesity medication evaluation and prior authorization.

Created by an endocrinology and obesity medicine expert, this template ensures complete, compliant charting for FDA indication criteria, weight history, comorbidity documentation, and previous therapy trials. Includes structured sections for baseline assessment, contraindication screening, medication selection rationale, and built-in guideline references — everything needed to streamline prior authorizations and maintain workflow efficiency in any EHR. Templates include initial obesity treatment plan development as well as follow up visits to ensure continued documentation of guideline-directed medical therapy. 
 
Perfect for: PAs, NPs, and physicians in primary care or specialty settings who prescribe or manage obesity medications and want to reduce administrative time while optimizing compliant, payer-ready documentation.
 
Format: Downloadable PDF Resource
 
Bundle and save: Included in the Sustainable Weight Management Implementation Kit