← Back to brief
Sanz Solutions logo

Sanz Solutions

Concierge pharmacy

Playbook

GLP-1 playbook

Draft · needs Derek review

GLP‑1 Playbook

Owner: Derek Sanz
Status: Draft · Needs Derek review
Last updated: 2026‑02‑14


1. Purpose

Equip clinic and pharmacy teams with a standardized GLP‑1 workflow covering candidate selection, titration, monitoring, and prior authorization (PA) evidence.

2. Candidate Identification

Step Requirement Notes
BMI screen ≥30 kg/m² or ≥27 with cardiometabolic risk Document two consecutive weights
Disease burden T2D, ASCVD, CKD, obesity Capture ICD‑10 pairs
Contraindication review MTC, MEN2, pancreatitis, severe gastroparesis Confirm in problem list + consult notes
Payer prerequisites Prior metformin/SGLT2 failure, lifestyle program Upload RD/health coach documentation

3. Baseline Dataset

  • A1C, fasting glucose (≤90 days).
  • CMP with eGFR, LFTs (≤6 months; <3 months if CKD).
  • Vital signs + waist circumference (day of start).
  • Pregnancy test for individuals with reproductive potential.
  • Concomitant therapy plan (insulin, sulfonylurea down‑titration).

4. Titration Protocols

Semaglutide (Ozempic/Wegovy)

0.25 mg weekly ×4 weeks → 0.5 mg ×4 → 1 mg ×4 → 1.7 mg ×4 → maintenance (2 mg T2D / 2.4 mg obesity). Delay escalation if nausea >Grade 2 for ≥48 hrs.

Tirzepatide (Mounjaro/Zepbound)

2.5 mg ×4 weeks → 5 mg ×4 → escalate by 2.5 mg every ≥4 weeks to 10–15 mg. Pause uptitration if weight loss >5 lbs over two weeks with dizziness or hypotension.

5. Monitoring Cadence

Week Touchpoint Responsibility
0 Education + GI mitigation plan RN/Pharmacist
1–4 Weekly SMS/app check-in (GI, hydration) Care navigator
6 Virtual visit, med adjustments Pharmacist/APP
12 Clinic or telehealth visit with vitals + labs PRN Provider
Quarterly A1C (if diabetic), BMP, weight trend, PA renewal tracker Pharmacist

6. Risk Mitigation Framework

  • Hold dose 7 days prior to anesthesia or prolonged fasting.
  • Provide euglycemic DKA script for patients on SGLT2 inhibitors.
  • Constipation ladder (fiber → PEG → RX) and diarrhea ladder with loperamide instructions.
  • Pancreatitis red‑flag messaging (persistent severe abdominal pain ± vomiting) with after-hours call tree.

7. Prior Authorization Packet Checklist

  1. Diagnoses + ICD‑10 codes, CHADS‑VASc if relevant.
  2. Failed therapy grid (drug, start/stop dates, outcome).
  3. Documented lifestyle interventions (RD sessions, coaching, digital apps).
  4. Cardiometabolic risk summary (ASCVD risk %, CKD stage, HF class).
  5. GLP‑1 consent/education acknowledgment.

8. Outcomes Dashboard Template

Metric Baseline 3 mo 6 mo 12 mo
Weight (lbs)
% Weight change
A1C (%)
Systolic BP (mmHg)
eGFR (mL/min)
PA renewal due

9. Patient Messaging Library

  • GI onboarding: “Eat slowly, stop at first sign of fullness, and aim for 64 oz fluids/day.”
  • Plateau coaching: “Expect slower loss after 6 months; reinforce resistance training + ≥80 g protein/day.”
  • Surgery pause: “Skip the injection one week before your procedure to avoid anesthesia delays.”

Contact: pharmacy@sanzsolutions.com | 813‑XXX‑XXXX