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

Bring to your appointment

    The item nobody thinks to bring is the last one. Your doctor has likely never written a Bridge prescription — the program only opened July 1, 2026, needs a specific obesity diagnosis code, a pharmacy-routing note, and an unusual pharmacy-initiated prior authorization. A one-page prescriber summary built from CMS's own fact sheet is included in the doctor request packet; the free screener generates your personalized summary and portal message.

    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.

    Next step: run the free screener before your visit — it checks your answers against the published criteria and writes your doctor message. No sign-up required.

    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.