1Patient Intake and Bariatric Eligibility Capture
Capture demographics, insurance, referral source, reason for visit, height, weight, BMI, weight history, prior weight-loss attempts, obesity-related conditions, medication history, allergy history, preferred pharmacy, and patient goals.
2Insurance, Authorization and Payer Requirement Tracking
Track eligibility, payer rules, authorization status, supervised weight-loss visit requirements if applicable, medical necessity documentation if supported, missing forms, referrals, patient responsibility, patient balance alerts, and billing readiness status.
3Bariatric Consultation Documentation
Document chief complaint, reason for bariatric consult, BMI, weight trends, medical history, surgical history, family history if documented, social history if documented, obesity-related comorbidities, prior treatments, medication review, assessment, and care plan.
4BMI, Weight History and Obesity-Related Condition Documentation
Track starting weight, current weight, goal weight, BMI, BMI history, weight history, weight trend, obesity-related comorbidities, risk factors if documented, prior weight-loss attempts, and patient goals.
5Nutrition, Lifestyle and Behavioral Evaluation If Supported
Document nutrition history, eating habits, meal pattern, protein intake, hydration, vitamin/supplement use, exercise/activity level, behavioral assessment if supported, lifestyle barriers if documented, nutrition plan, education provided, and follow-up goals.
6Pre-Op Requirement and Clearance Tracking
Track supervised weight-loss visits if applicable, nutrition evaluation if supported, psychological clearance if applicable, medical clearance if supported, lab review, diagnostic review, sleep study review if applicable, cardiology clearance if applicable, consent status if supported, pre-op instructions, and missing requirements.
7Lab, Diagnostic and Outside Record Review If Supported
Review lab results if applicable, metabolic panels if applicable, A1C if applicable, lipid results if applicable, H. pylori testing if applicable, gallbladder evaluation if applicable, sleep study records if applicable, cardiology clearance records if applicable, imaging reports if supported, outside records, uploaded documents, abnormal findings, patient notification, and follow-up tasks.
8Bariatric Procedure Planning If Supported
Document procedure type, sleeve gastrectomy if supported, gastric bypass if supported, gastric band if supported, revision surgery if supported, surgical readiness, pre-op weight, pre-op BMI, risk factors, clearance status, consent status if supported, medication review, allergy review, education completion, and procedure scheduling if supported.
9Surgical and Procedure Documentation If Supported
Document procedure notes if supported, operative notes if supported, procedure type, procedure date, indication, consent documentation if supported, findings if documented, complications if documented, provider signature, post-procedure instructions, follow-up plan, and procedure billing support if applicable.
10Post-Op Recovery and Follow-Up Tracking
Track surgery/procedure date, procedure type, recovery status, pain level, wound/incision status, nausea/vomiting if documented, hydration, diet stage, protein intake, vitamin/supplement use, medication changes, complication review if documented, activity guidance, follow-up schedule, and long-term follow-up plan.
11Weight-Loss Progress and Milestone Tracking
Track starting weight, current weight, goal weight, BMI, BMI change, weight trend, body measurements if supported, excess weight loss percentage if supported, total weight loss percentage if supported, milestone visits, 1-month, 3-month, 6-month, 12-month, long-term follow-ups, plateau tracking if documented, and progress notes.
12Patient Portal and Bariatric Patient Engagement
Support bariatric intake forms, medical history forms, nutrition forms if supported, pre-op instructions, post-op instructions, diet stage guidance, supplement instructions if supported, secure messaging, visit summaries, lab result access if supported, follow-up reminders, appointment requests, online bill pay if available, demographic updates, and insurance updates.
13Bariatric Scheduling and Follow-Up Reminders
Manage bariatric consultations, supervised weight-loss visits if applicable, nutrition visits if supported, clearance visits if applicable, pre-op visits, procedure scheduling if supported, post-op visits, long-term follow-ups, milestone reminders, cancellations, no-shows, multi-provider scheduling, and multi-location scheduling if available.
14Bariatric Billing and Claims
Connect documentation, eligibility, authorizations, diagnosis codes, CPT codes, modifiers, supervised visit documentation if applicable, procedure documentation if supported, electronic claims, denial tracking, payment posting, patient balances, collections, unpaid claims, and A/R tracking.
15Reports and Practice Performance Visibility
Review consultation volume, pre-op pipeline, pending clearance reports, completed requirement reports, supervised visit completion if applicable, nutrition visit completion if supported, procedure volume if supported, post-op follow-up completion, long-term follow-up completion, weight-loss progress, BMI trends, missed follow-ups, claims, denials, revenue, and provider productivity.