Preparing For Weight Loss Surgery: Essential Checklists For Patients


Effectively preparing for weight loss surgery will:

  • Reduce stress
  • Save money
  • Minimize your risk of complications
  • Increase the amount of weight you will lose
  • Make you much more likely to keep the weight off over the long-term

Checklist:3 to 6 months out

There are two separate “to do” lists for the 3 to 6 months prior to surgery.

1. Medical Care, Payment & Logistics Bariatric Surgery Checklist

  • Start working with your surgeon’s team – From insurance and financing considerations to required pre-op testing to pre-op instructions specific to your situation, there are a variety of issues your surgeon will help you address while preparing for weight loss surgery. Attend your surgeon’s next seminar to learn more about your options, to get a better handle on what to expect and to learn how to best work with their team
  • Understand payment options and savings opportunities
    • If you have insurance, confirm your insurance benefits and find out what your insurance company requires.
    • If you don’t have insurance and can’t pay the full cost up front, arrange financing.
  • Schedule pre-surgery tests and consultations/physicals to confirm that you are a good candidate for surgery
  • Arrange and begin your physician-supervised diet program (if required by your insurance company or surgeon)
  • Schedule your initial consultation with your surgeon and find out what paperwork and medical history you’ll need to move forward (e.g. Letter of Medical Necessity and Letter of Medical Clearance, medical records, psychological evaluation, etc.)
  • After evaluating all tests and completing all paperwork and requirements, the surgeon’s office will confirm that you are clear to proceed with surgery and will obtain pre-authorization from your insurance company (if applicable)
  • Your surgeon’s office may require you to participate in other preparatory steps or educational meetings and will guide you following pre-approval


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