Standard operating procedure

Patient Eligibility & Screening Procedure

How [Organisation Name] verifies identity and age, confirms a genuine clinical indication, takes a full history, objectively measures body mass index and screens for contraindications before prescribing weight-management medicines, including glucagon-like peptide-1 (GLP-1) receptor agonists

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What's inside

This standard operating procedure is fully drafted and structured, ready to brand and complete for your service. It covers:

  • 1. Purpose
  • 2. Scope
  • 3. Definitions and abbreviations
  • 4. Responsibilities
  • 5. Procedure
  • 6. Patients who are not eligible - declining and referral
  • 7. Records
  • 8. Related documents
  • 9. Review and version control
  • 10. Disclaimer

Legislation & standards it maps to

  • Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 - Regulation 12 (Safe care and treatment)
  • General Medical Council, Good practice in prescribing and managing medicines and devices (2021)
  • Human Medicines Regulations 2012 (SI 2012/1916, as amended) - prescribing and supply of prescription-only medicines
  • The Summary of Product Characteristics (SmPC) for each weight-management medicine prescribed, and Medicines and Healthcare products Regulatory Agency (MHRA) guidance
  • National Institute for Health and Care Excellence, Overweight and obesity management, NICE guideline NG246 (2025), and the relevant National Institute for Health and Care Excellence technology appraisals for weight-management medicines
  • Data Protection Act 2018 and the UK General Data Protection Regulation

Who it applies to

All prescribing clinicians (doctors, and where appropriate nurse and pharmacist independent prescribers), registered pharmacists, clinical and triage staff, healthcare assistants taking measurements, patient-facing administrative and reception staff, and the registered manager or [Insert Job Title] at [Organisation Name] involved in assessing patients for weight-management medication

Glossary

Plain-English explanations of the technical terms and legislation used in this document.

Adverse reaction
An unwanted or harmful response a person has to a medicine.
Bariatric surgery
Weight-loss surgery, such as a gastric band or bypass, used to treat severe obesity.
Blood-borne virus (BBV)
An infection such as hepatitis B, hepatitis C or HIV that can be passed on through blood.
Body mass index (BMI)
A person's weight in kilograms divided by the square of their height in metres, used as a quick measure of weight relative to height.
Cardiovascular disease
Disease affecting the heart or blood vessels, such as heart disease or stroke.
Care Quality Commission (CQC)
The independent regulator of health and social care services in England.
Clinical indication
A recognised medical reason for giving a particular treatment.
Comorbidity
An additional health condition a person has alongside the main one being treated.
Contemporaneous record
A note written at the time something happens, or as soon as possible afterwards, so it is accurate and reliable.
Contraindication
A circumstance in which a medicine or treatment must not be used because it would be unsafe.
Caution
A circumstance in which a medicine can be used but only with extra care, checks or specialist advice.
Data Protection Act 2018
The UK law that controls how organisations collect, store and use people's personal information.
Disordered eating
Unhealthy eating patterns or attitudes to food that may not meet the full definition of an eating disorder but still cause concern.
Dose titration
Gradually increasing or adjusting the dose of a medicine to find the amount that works best and is safest for the patient.
Dyslipidaemia
An abnormal level of fats, such as cholesterol, in the blood.
Eating disorder
A mental health condition involving a serious disturbance in eating behaviour, such as anorexia or bulimia.
Endocrine
Relating to the body's hormone-producing glands, such as the thyroid or pancreas.
Gallbladder
A small organ under the liver that stores bile to help digest fat.
Gastroparesis
A condition in which the stomach empties more slowly than normal.
General Medical Council (GMC)
The body that registers and regulates doctors in the UK and sets the standards they must follow.
General practitioner (GP)
A doctor who provides general medical care in the community and is usually a patient's main point of contact for health concerns.
Glucagon-like peptide-1 (GLP-1) receptor agonist
A class of medicine that mimics the natural GLP-1 hormone to reduce appetite and food intake, some of which are licensed for weight management.
Healthcare assistant
A member of staff who supports clinical work, for example by taking measurements such as height and weight, under the direction of qualified clinicians.
Hepatic
Relating to the liver.
Human Medicines Regulations 2012
The main UK law governing how medicines are licensed, prescribed, supplied and labelled.
Hypertension
Persistently raised blood pressure, which increases the risk of heart disease and stroke.
Hypoglycaemia
Abnormally low blood sugar, which can be dangerous and is a particular risk with some diabetes medicines.
Inflammatory bowel disease
A long-term condition causing inflammation of the gut, such as Crohn's disease or ulcerative colitis.
Insulin
A hormone medicine used to control blood sugar, mainly in people with diabetes.
Licensed indication
The specific use of a medicine that has been officially approved by the medicines regulator.
Medicines and Healthcare products Regulatory Agency (MHRA)
The UK body that regulates medicines and medical devices and monitors their safety.
Medullary thyroid carcinoma (MTC)
A rare type of thyroid cancer that is a reason not to use certain weight-loss medicines.
Multiple endocrine neoplasia type 2 (MEN2)
An inherited condition that causes tumours in hormone-producing glands and is a reason not to use certain weight-loss medicines.
National Institute for Health and Care Excellence (NICE)
The national body that produces evidence-based guidance on treatments and care for use across health and social care.
NICE technology appraisal
A formal recommendation from NICE on whether and how a specific medicine or treatment should be used.
Near miss
An event that could have caused harm but did not, by chance or because it was caught in time.
Pancreatitis
Inflammation of the pancreas, which can be serious and is linked to some weight-loss medicines.
Prescriber
A clinician legally allowed to authorise medicines, such as a doctor or a suitably qualified nurse or pharmacist.
Prescription-only medicine (POM)
A medicine that may lawfully be supplied only on the instruction of an appropriate prescriber.
Registered manager
The person registered with the regulator as responsible for the day-to-day running of a service.
Regulated activity
A type of care or treatment the law requires a provider to register with the regulator to deliver.
Renal
Relating to the kidneys.
Safeguarding
Protecting people's health, wellbeing and rights and keeping them safe from abuse, harm or neglect.
Single assessment framework
The structure the regulator uses to judge a service, built around quality statements and five key questions (safe, effective, caring, responsive, well-led).
Standard Operating Procedure (SOP)
A written, step-by-step instruction setting out how a particular task must be carried out consistently and safely.
Sulfonylurea
A type of tablet used to lower blood sugar in type 2 diabetes, which can cause low blood sugar.
Summary of Product Characteristics (SmPC)
The official document for a medicine that sets out its approved uses, dosing, contraindications, warnings and cautions.
Triage
The process of quickly assessing patients to decide how urgently they need care and who should see them.
UK General Data Protection Regulation (UK GDPR)
The UK's main data-protection law governing how personal information is collected and used.
Type 2 diabetes
A common long-term condition in which the body cannot control blood sugar properly, often linked to excess weight.

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Related documents

PolicyGLP-1 Prescribing Policy£54.99
PolicyCardiovascular Assessment Policy£54.99
PolicyPsychological Screening Policy£54.99
PolicyInformed Consent Policy£54.99

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