Indication and benefit
Match the documented indication to the requested drug and benefit. Keep obesity, diabetes, cardiovascular, and sleep-apnea criteria distinct. Check the PBM, formulary, exclusions, and step therapy before drafting a request that the plan will not cover.
BMI and comorbidities
Use dated height, weight, and BMI records, with the comorbidities required for that indication. Reconcile diagnoses, BMI Z-codes, labs, and questionnaire answers so the evidence supports the same request throughout.
Prior treatment
Collect the lifestyle-program history, previous therapies, response, and contraindication screening required by the payer. Missing evidence becomes a specific intake question before the clinician reviews the PA.
Continuation and renewal
Track the authorization end date alongside baseline and current weight, adherence, and treatment response. Apply continuation criteria to the longitudinal record; an initial-authorization checklist is not sufficient for every renewal.