We model the program as a series of milestones with owners and due dates: nutrition sessions, psychological evaluation and clearance, medical workup, education and insurer pre-authorization. Coordinators see which patients are ready, blocked or overdue. For US Medicare patients, NCD 100.1 requires a BMI of 35 or higher, at least one obesity-related comorbidity and previously unsuccessful medical treatment for obesity, so the system collects that documentation in one packet. Patients can complete forms and see their progress through a
patient portal.