Your GLP-1 Bridge appointment checklist
A Bridge request can move in one visit when the right information is in the room. Tailor the checklist to your situation, print it, and walk in ready. Free, no sign-up.
Tailor it to you
Why each item earns its place
Your drug-plan card settles which coverage lane applies — the Bridge has different rules for standalone Part D, Medicare Advantage drug plans, and PACE-type plans (the card decoder tells you which you have). Your medication list matters because how you got a GLP-1 before changes the routing: per CMS, self-pay through LillyDirect, NovoCare, or a compounding pharmacy does not count against you, but a GLP-1 paid by your Part D plan during 2026 does — say which one applies to you out loud. Weight history is the quiet trap: the criteria assess BMI at therapy initiation, so if a GLP-1 is already working for you, the number that matters is where you started, not where you are. Diagnosis support — recent notes or labs — turns a "maybe" pathway (BMI 30+ or 27+ with conditions such as HFpEF, uncontrolled hypertension, CKD stage 3a+, prediabetes, prior heart attack or stroke, or symptomatic PAD) into something your doctor can document the same day. And your weight-management story in a few sentences helps the visit notes support the prior authorization.
Frequently asked questions
Do I need all of this for a first conversation?
No — you can open the topic with nothing in hand (the script generator gives you the words). The checklist is for the visit where you'd like a decision to happen.
What if I don't know my weight from when I started therapy?
Check the app or portal of the program you buy through, old visit notes, or pharmacy records. An approximate, honest figure your doctor can note is better than a guess presented as precise.
Is the checklist a guarantee the request will be approved?
No. Your clinician decides whether medication is appropriate, and the program confirms eligibility through a prior authorization. The checklist just removes the delays that come from missing information.
Sources and review status: Educational only — not medical or insurance advice. Content reviewed July 2, 2026, based on published CMS materials including the prescriber fact sheet (CMS Product No. 12235). CMS Bridge overview. More free tools: tools hub.