Initial Appointment

Follow-up Appointments

• Intake Forms have been completed, submitted, and Approved.
• Today’s weight and a short log of recent weights (2–4 weeks if possible)
• Blood pressure and heart rate (home readings, if you have them, and if required)
• Medication and supplement list with doses; allergies (updates)
• Medical history highlights: diabetes, high blood pressure, sleep apnea, thyroid issues, Polycystic ovary syndrome (PCOS), depression or anxiety, prior bariatric surgery, past weight-loss meds and side effects
• Recent labs if available: A1c, fasting glucose, cholesterol panel, thyroid (TSH), basic metabolic panel
• Three-day food record and a quick note on physical activity and usual sleep
• Alcohol, nicotine or vaping, and caffeine use
• Barriers you face (time, cost, cravings, pain, shift work, stress)
• Waist measurement at the belly button and current clothing size
• For diabetes: recent glucose readings or CGM summary
• Two specific monthly goals written as SMART goals (e.g., “Walk 20 minutes, 5 days/week”) (See: Weight Loss Smart Goals)
• Pharmacy name and location, insurance card, photo ID
• Telehealth Tech check: charged device, working camera/mic, good lighting, quiet private space, scale on a hard surface
• If pregnancy is possible, know your status; mention any history of pancreatitis or gallbladder disease

• Today’s weight and a short log of recent weights (2–4 weeks if possible)
• Blood pressure and heart rate (home readings, if you have them, and if required)
• Medication and supplement list with doses; allergies (updates)
• Medical history highlights: diabetes, high blood pressure, sleep apnea, thyroid issues, PCOS, depression or anxiety, prior bariatric surgery, past weight-loss meds and side effects
• Recent labs, if available: A1c, fasting glucose, cholesterol panel, thyroid (TSH), basic metabolic panel (if updated)
• Three-day food record and a quick note on physical activity and usual sleep
• Alcohol, nicotine or vaping, and caffeine use
• Barriers you face (time, cost, cravings, pain, shift work, stress)
• Waist measurement at the belly button and current clothing size (update)
• For diabetes: recent glucose readings or CGM summary
• Progress on your two specific monthly goals written as SMART goals (e.g., “Walk 20 minutes, 5 days/week”)
• Pharmacy name and location, insurance card, photo ID
• Telehealth Tech check: charged device, working camera/mic, good lighting, quiet private space, scale on a hard surface
• If pregnancy is possible, know your status; mention any history of pancreatitis or gallbladder disease