Key takeaways
  • Bring your insurance card, medication list, weight loss history, and any recent lab work
  • Think through your goals before the appointment so your clinician can build the right plan
  • Check your insurance coverage for GLP-1 medications ahead of time to avoid surprises
  • Your first visit at PEAK typically takes 30–45 minutes and includes a full medical review

Important GLP-1 safety warning: Wegovy carries a boxed warning for thyroid C-cell tumors. Avoid use in patients with a personal or family history of medullary thyroid carcinoma (MTC) or MEN 2.

Scheduling your first weight loss consultation is a meaningful step. Knowing what to prepare beforehand makes the visit more productive and helps your clinician create a plan that fits your health history, your goals, and your insurance situation from day one.

This guide walks through everything you should gather, think about, and ask before your first weight loss appointment at PEAK Wellness & Aesthetics.

What to bring

Arriving with the right documents saves time and allows your clinician to make the most accurate assessment during your visit. Here is what to have ready:

Do not worry about having everything perfect

If you are missing a document or cannot locate old lab results, come to the appointment anyway. We would rather see you and fill in the gaps than have you delay getting started. Your clinician will order whatever is needed.

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Define your goals before you arrive

Your clinician will ask about your goals during the consultation, and having thought about this ahead of time leads to a more productive conversation. You do not need a specific number on the scale. Instead, think about questions like:

The best consultations happen when a patient has reflected on where they are and where they want to be — even if the answer is simply “healthier.”

Questions to ask your provider

Your consultation is a two-way conversation. Coming prepared with questions ensures you leave with clarity about how treatment works and what to expect. If you are still deciding between medications, this is the time to get personalized guidance. Consider asking:

Write your questions down

It is easy to forget questions in the moment. Bring a list on your phone or on paper. Your clinician will take the time to answer every one of them — that is what the consultation is for.

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Insurance homework to do beforehand

Understanding your insurance coverage before the appointment reduces uncertainty and helps your care team move faster on your behalf. Before your visit, call the member services number on the back of your insurance card and ask:

PEAK handles the heavy lifting

Even if you cannot get clear answers from your insurance company, our team will manage the prior authorization process for you. We submit documentation, handle appeals when necessary, and explore manufacturer savings programs. You do not have to handle this alone.

Want a clearer picture of what treatment might cost before your visit? Our weight loss program cost breakdown covers pricing, insurance, and savings options so you can plan ahead.

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What happens during the consultation

Knowing what to expect removes the guesswork. Here is how a typical initial consultation at PEAK is structured:

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After your visit: what comes next

The consultation is the starting point, not the finish line. Here is what typically follows:

Preparation turns a good consultation into a great one. The more your clinician knows on day one, the faster you can start.

The hardest part of any weight loss process is deciding to begin. By the time you walk into your consultation prepared, you have already done the most important work. Everything that follows is a partnership between you and your care team at PEAK.

Paige Proctor, PA-C Eric M. Byman, MD Christy Sorey, FNP-C Robyn Byrd, FNP-BC Samantha Marshall, FNP-BC Kelly Lewis, PA-C Emily Thomas, RD Talia Wallace, DNP, FNP-C
PEAK Wellness & Aesthetics
Evidence-based guidance from our board-certified clinicians specializing in medical weight loss and obesity medicine.