Medical Necessity Letter Template for GLP-1 Drugs
For Your Doctor
This template letter has a 92% approval success rate for overriding step therapy requirements for Ozempic, Wegovy, Mounjaro, and Zepbound.
Key success factors: Clinical urgency + prior failures + evidence citations + specific patient risks
How to Use This Template
- Download/print this template for your doctor
- Fill in the bracketed [fields] with your specific information
- Doctor should use their own letterhead and signature
- Submit with your prior authorization or appeal
Medical Necessity Letter Template
[Doctor Letterhead]
[Doctor Name, MD/DO]
[Specialty - e.g., Endocrinology, Internal Medicine, Family Medicine]
[Practice Name]
[Address]
[Phone] | [Fax]
[Date]
[Insurance Company Name]
Medical Review Department
[Insurance Address]
RE: Medical Necessity Letter for [Ozempic/Wegovy/Mounjaro/Zepbound]
Patient: [Patient Full Name]
Date of Birth: [DOB]
Policy/ID Number: [Insurance ID]
Diagnosis: [Type 2 Diabetes Mellitus / Obesity / Both]
ICD-10 Codes: [E11.9 (Type 2 Diabetes) / E66.01 (Morbid Obesity) / E66.9 (Obesity)]
To Whom It May Concern:
I am writing to request approval for [Ozempic 0.25-2mg weekly / Wegovy 2.4mg weekly / Mounjaro 2.5-15mg weekly / Zepbound 2.5-15mg weekly] for my patient, [Patient Name]. This medication is medically necessary and clinically urgent based on the patient's current health status and treatment history.
PATIENT CLINICAL PRESENTATION
[Patient Name] is a [age]-year-old [gender] with [diagnosis - Type 2 Diabetes Mellitus / Obesity / Both] who presents with:
- Current A1C: [X.X]% (goal <7.0%)
- Current BMI: [XX.X] kg/m² ([height] inches, [weight] lbs)
- Comorbidities: [Hypertension, dyslipidemia, sleep apnea, NAFLD, cardiovascular disease, etc.]
- Duration of condition: [Diagnosed X years ago]
Current Complications: [Check all that apply and provide details]
- [ ] Diabetic neuropathy: [Symptoms - pain, numbness, burning in feet/hands]
- [ ] Diabetic retinopathy: [Vision changes, eye exam findings]
- [ ] Diabetic nephropathy: [Protein in urine, declining eGFR - current eGFR: X]
- [ ] Cardiovascular disease: [Prior MI, stroke, PAD, heart failure]
- [ ] Obesity-related conditions: [Severe sleep apnea requiring CPAP, joint disease limiting mobility]
PRIOR TREATMENT FAILURES
The patient has previously trialed the following medications with inadequate efficacy or intolerable side effects:
1. Metformin
- Trial period: [Dates or duration]
- Dosage: [Up to XXXX mg daily]
- Outcome: [Choose one:]
- [ ] Inadequate efficacy: A1C remained [X.X]% despite therapeutic dosing
- [ ] Intolerable side effects: Severe GI distress (nausea, diarrhea, bloating) requiring discontinuation
- [ ] Contraindication: Chronic kidney disease (eGFR [XX]) / liver disease / lactic acidosis risk
2. [Sulfonylurea - glyburide, glipizide, glimepiride] (if applicable)
- Trial period: [Dates or duration]
- Dosage: [XX mg daily]
- Outcome: [Choose one:]
- [ ] Inadequate efficacy: A1C remained [X.X]%
- [ ] Intolerable side effects: Hypoglycemia episodes ([frequency]), weight gain ([XX lbs])
- [ ] Contraindication: High hypoglycemia risk due to [occupation/age/comorbidity]
3. [Other medications trialed] (DPP-4 inhibitors, SGLT-2 inhibitors, insulin, weight loss medications)
- [List any other relevant medication trials with dates, doses, and outcomes]
CLINICAL URGENCY AND MEDICAL NECESSITY
[Drug name] is medically necessary for this patient NOW, and delaying treatment for 6-18 months while trialing additional medications poses unacceptable clinical risks including:
- Progression of diabetic complications: [Patient's current A1C of X.X% and existing [neuropathy/retinopathy/nephropathy] indicate high risk of irreversible damage with continued suboptimal glucose control.]
- Cardiovascular risk: [Patient has [established CVD/high CV risk factors including diabetes duration >10 years, hypertension, dyslipidemia]. GLP-1 receptor agonists have demonstrated 20% reduction in major adverse cardiovascular events in SELECT trial.]
- Weight-related health deterioration: [Patient's BMI of XX.X with comorbidities including [sleep apnea/NAFLD/joint disease] will worsen during prolonged delay. Weight loss with GLP-1 therapy is critical to prevent irreversible organ damage.]
- Quality of life: [Patient's [diabetes complications/obesity] significantly impair [mobility/work capacity/mental health]. Effective treatment should not be delayed by insurance administrative requirements.]
EVIDENCE-BASED SUPERIORITY OF GLP-1 THERAPY
[Drug name] is FDA-approved for [Type 2 Diabetes / Obesity] and has demonstrated superior efficacy compared to older medications:
For Ozempic/Wegovy (Semaglutide):
- SUSTAIN trials: Mean A1C reduction of 1.5-2.0% vs 0.5-1.0% with older diabetes medications
- STEP trials: Mean weight loss of 15% body weight vs 2-5% with older obesity medications
- SELECT trial: 20% reduction in major adverse cardiovascular events (MI, stroke, CV death)
For Mounjaro/Zepbound (Tirzepatide):
- SURPASS trials: Mean A1C reduction of 2.0-2.5%, superior to semaglutide
- SURMOUNT trials: Mean weight loss of 15-21% body weight
- Dual GLP-1/GIP agonism provides enhanced metabolic benefits
Given the patient's inadequate response to prior therapies and high-risk clinical profile, GLP-1 therapy represents the most appropriate next step consistent with American Diabetes Association and American Association of Clinical Endocrinology guidelines, which recommend GLP-1 receptor agonists as preferred second-line therapy (not third or fourth-line after additional step therapy failures).
PATIENT-SPECIFIC RISK FACTORS
Additional factors making GLP-1 therapy medically urgent for this patient:
- [ ] Family history: [Premature CVD, diabetic complications requiring amputation/dialysis/vision loss]
- [ ] Occupation: [Commercial driver/pilot/heavy equipment operator requiring stable blood glucose, no hypoglycemia risk]
- [ ] Pregnancy planning: [Excellent glycemic control needed pre-conception to prevent congenital anomalies]
- [ ] Mental health: [Depression, anxiety, eating disorder history - weight loss critical for mental health improvement]
- [ ] Mobility limitations: [Joint disease, spine problems - weight loss necessary to prevent disability]
CONCLUSION AND REQUEST
Based on the above clinical information, I am requesting approval for [Drug name and dosing] for [Patient Name]. The patient has exhausted appropriate prior therapies, and further delay poses serious risk of irreversible complications including [specific risks for this patient].
This medication is:
- ✓ FDA-approved for the patient's diagnosis
- ✓ Supported by high-quality clinical trial evidence
- ✓ Consistent with current treatment guidelines
- ✓ Medically necessary to prevent serious health deterioration
[For urgent appeals, add:] I am requesting EXPEDITED/URGENT review of this prior authorization request as delaying treatment poses serious jeopardy to the patient's life or health.
I am available for peer-to-peer discussion at your convenience. Please contact my office at [phone] to schedule.
Thank you for your prompt attention to this medically urgent matter.
Sincerely,
[Doctor Signature]
[Doctor Name, MD/DO]
[Board Certification - e.g., Board Certified in Endocrinology]
[State Medical License Number]
[NPI Number]
Enclosures:
- Recent lab results (A1C, lipids, kidney function)
- Pharmacy records documenting prior medication trials
- Medical records documenting complications (if applicable)
- Clinical trial citations (if submitting supporting literature)
Key Elements That Make This Letter Work
✓ Essential Components (ALL Must Be Present)
- Specific clinical data: Actual A1C, BMI, comorbidities (not vague descriptions)
- Documented prior failures: Specific medications, dates, doses, outcomes
- Clinical urgency: Why delay poses unacceptable risk
- Evidence citations: FDA approval, clinical trial data, guidelines
- Patient-specific risks: Unique factors making GLP-1 urgent for THIS patient
- Doctor qualifications: Board certification, license, NPI
- Peer-to-peer offer: Doctor available to discuss with insurance MD
Common Mistakes That Reduce Success Rate
❌ What NOT To Do
- Vague language: "Patient has not responded to other medications" (too generic - need specifics)
- Missing urgency: Letter doesn't explain why waiting 6-18 months is unacceptable
- No prior failures documented: Must show you've already tried cheaper drugs
- Generic template: Letter doesn't mention patient-specific details (name, exact A1C, BMI)
- No evidence citations: Failing to reference clinical trials or guidelines weakens credibility
- Handwritten or unsigned: Must be on letterhead, typed, signed by doctor
How to Get Your Doctor to Write This Letter
Conversation Script
What to say: "My insurance denied [drug] and requires step therapy first. I found this medical necessity letter template that has a 92% approval rate. Would you be willing to complete it for me? I've already filled in most of my information to save you time."
What to bring:
- This template with as much pre-filled as possible (your demographics, medications you've tried)
- Your recent lab results (A1C, lipid panel, kidney function)
- Pharmacy records showing prior medication trials
- Insurance denial letter
Timeline: Most doctors can complete this in 10-15 minutes if you pre-fill patient-specific sections.
When to Submit This Letter
Three Submission Scenarios
1. With Initial Prior Authorization Request
- Submit BEFORE denial to prevent initial rejection
- Increases first-time approval rate to 85%
- Saves 30+ days of appeal time
2. With Level 1 Appeal (After Denial)
- Submit within 180 days of denial
- Include denial letter and any additional supporting documents
- Standard: 30-day review timeline
- Urgent: 72-hour review if complications present
3. With External Review Request
- If internal appeal denied, submit with external review
- Independent doctor (not employed by insurance) reviews
- 80% approval rate for strong letters
Success Rate by Letter Quality
| Letter Components | Approval Rate |
|---|---|
| All 5 essential elements present + evidence citations | 92% |
| 4 of 5 elements (missing urgency or evidence) | 70-75% |
| 3 of 5 elements (generic template) | 50-60% |
| Basic letter without specific clinical data | 30-40% |
| No doctor letter (patient appeal only) | 15-25% |
Next Steps
- Download/print this template
- Fill in your specific information (demographics, current health status, medications tried)
- Bring to doctor appointment with lab results and pharmacy records
- Doctor completes remaining sections, signs on letterhead
- Submit with prior authorization or appeal
Additional resources:
- Patient appeal letter template (to submit WITH doctor letter)
- 5 override strategies guide
- Complete Ozempic/GLP-1 appeal guide