The intake form, question by question

The intake form, question by question

Quick answer. The intake form is mostly a safety screen. Many questions trace back to specific label warnings: thyroid cancer history, pancreatitis, gallbladder and kidney disease, diabetes medicines, pregnancy, allergies and upcoming surgery. Answer fully and truthfully, since a missed answer can change which medicine is safe for you.

About you and your goals

Height, weight and your goal
Used to work out BMI and to set realistic goals. The American College of Physicians lists weight goals and personal values as part of the discussion.
Your weight history and what you have tried
Gives your clinician the full picture. It also shows whether other approaches have been tried and what happened.
Your eating, activity and sleep habits
These shape the plan alongside the medicine. A 2025 advisory from four U.S. nutrition and obesity societies stresses healthful eating, activity and resistance training.

Your medical history

Thyroid cancer, or a family history of medullary thyroid carcinoma or MEN 2
The Wegovy and Zepbound labels carry a boxed warning about thyroid C-cell tumors in rodents and list this history as a reason not to use the medicine.
Pancreatitis or gallbladder disease
Both labels warn about acute pancreatitis and acute gallbladder disease.
Kidney disease, or recent vomiting and dehydration
Both labels warn about acute kidney injury from fluid loss.
Type 2 diabetes, eye problems from diabetes, and diabetes medicines
Labels warn about low blood sugar, especially with insulin or sulfonylureas, and about diabetic retinopathy complications.
Stomach or bowel conditions
Both labels warn about severe digestive side effects.
Heart disease and blood pressure
These can count as weight-related conditions. The American College of Physicians also notes that one other weight-loss medicine, phentermine-topiramate, is not for people with cardiovascular disease.
Mental health, eating disorders and substance use
The 2025 advisory calls for screening and care around eating disorders, mental health, substance use and sleep as part of weight-loss treatment. The American College of Physicians lists suicidal thoughts as a warning for naltrexone-bupropion.

Medicines, supplements and allergies

Everything you take, including over-the-counter products and supplements
Interactions and dose changes depend on the full list. The Wegovy label advises against using it together with other semaglutide or GLP-1 products.
Birth control pills
The Zepbound label says tirzepatide can make oral hormonal contraceptives less effective, and advises a non-oral method or a barrier method for 4 weeks after starting and after each dose increase.
Serious allergic reactions
A serious allergy to the medicine or its ingredients is a reason not to use it.

Pregnancy and breastfeeding

Pregnant, planning to be, or breastfeeding
The labels say weight loss offers no benefit in pregnancy and the medicine may harm the baby. Wegovy is stopped when pregnancy is recognized, and the label advises stopping at least 2 months before a planned pregnancy. For the Wegovy tablets, the label does not recommend breastfeeding.

Surgery and sedation

Any upcoming surgery, endoscopy or procedure with sedation
Both labels warn about food or liquid entering the lungs during general anesthesia or deep sedation. Tell the anesthesia team you take the medicine.

The practical questions

Insurance, pharmacy and where you live
Used for coverage checks, sending the prescription, and confirming the clinician can treat you where you live.
Who else treats you
Lets your regular clinician stay informed. A 2025 study found that only about 8% of patients in a large primary-care database had compounded GLP-1 use documented, while surveys suggested about 23% were getting them, so care outside your regular clinician can go unrecorded.

Your bring-along worksheet

Fill this in before you start any intake form. It stays in your browser. Nothing is sent or saved, and it disappears when you close the page. Use the copy button to paste it into a note, or print the page.

Questions to ask

  • Is there anything in my history that changes which medicine suits me?
  • Do any of my current medicines need to change?
  • Should I get blood tests before I start?

What is still unknown

  • Forms differ. Yours may ask more, or less, than this list.
  • The Atlas does not know what any particular service asks.

Back to getting started

Sources

  1. Pharmacologic treatments with lifestyle modifications in nonpregnant adults with overweight or obesity in outpatient settings: a living clinical guideline from the American College of Physicians (April 2026) Qaseem A, et al. Ann Intern Med. 2026;179(8):1177-1185. PMID 42296496. Funding: American College of Physicians. Journal article
  2. Wegovy (semaglutide) injection and tablets: prescribing information Novo Nordisk, on DailyMed (U.S. National Library of Medicine). Label version 6/2026. One label covers both the injection and the tablets. Official FDA label on DailyMed
  3. Zepbound (tirzepatide) injection: prescribing information Eli Lilly and Company, on DailyMed (U.S. National Library of Medicine). Label version 8/2026. Official FDA label on DailyMed
  4. Nutritional priorities to support GLP-1 therapy for obesity: a joint advisory from the American College of Lifestyle Medicine, the American Society for Nutrition, the Obesity Medicine Association, and the Obesity Society Mozaffarian D, et al. Obes Pillars. 2025;15:100181. PMID 40673264. Funding: Professional societies; several authors report industry relationships. Journal article
  5. Documentation of compounded GLP-1 receptor agonists in a large primary care dataset Hendrix N, et al. Pharmacoepidemiol Drug Saf. 2025;34(10):e70227. PMID 41024632. Funding: Not stated in the abstract. Journal article