TABLE 5.

Preoperative Checklist for Bariatric Surgery^*

✓	Complete H & P (obesity-related co-morbidities, causes of obesity, weight/BMI, weight loss history, commitment, and exclusions related to surgical risk)
✓	Routine labs (including fasting blood glucose and lipid panel, kidney function, liver profile, lipid profile, urine analysis, prothrombin time/INR, blood type, CBC)
✓	Nutrient screening with iron studies, B12 and folic acid (RBC folate, homocysteine, methylmalonic acid optional), and 25-vitamin D (vitamins A and E optional); consider more extensive testing in patients undergoing malabsorptive procedures based on symptoms and risks
✓	Cardiopulmonary evaluation with sleep apnea screening (ECG, CXR, echocardiography if cardiac disease or pulmonary hypertension suspected; DVT evaluation if clinically indicated)
✓	GI evaluation (H pylori screening in high-prevalence areas; gallbladder evaluation and upper endoscopy if clinically indicated)
✓	Endocrine evaluation (A1c with suspected or diagnosed prediabetes or diabetes; TSH with symptoms or increased risk of thyroid disease; androgens with PCOS suspicion (total/bioavailable testosterone, DHEAS, D4-androstenedione); screening for Cushing’s syndrome if clinically suspected (1 mg overnight dexamethasone test, 24-hour urinary free cortisol, 11 PM salivary cortisol)
✓	Clinical nutrition evaluation by RD
✓	Psychosocial-behavioral evaluation
✓	Document medical necessity for bariatric surgery
✓	Informed consent
✓	Provide relevant financial information
✓	Continue efforts for preoperative weight loss
✓	Optimize glycemic control
✓	Pregnancy counseling
✓	Smoking cessation counseling
✓	Verify cancer screening by primary care physician

^*See text for abbreviations.