include a detailed weight history (lowest and peak
adult weight, weight changes and their precipitants,
and current weight); history of previous weight-loss
attempts; use of tobacco, alcohol, drugs, and medica-
tions; and level of motivation. Patients should also be
screened for conditions that contraindicate or com-
promise participation in an exercise program, such as
recent myocardial infarction, angina pectoris, disab-
ling osteoarthritis (especially of the knees), severe
obesity with restricted mobility, pulmonary disease,
or traumatic injury.
0006 The medical care provider should conduct a com-
prehensive physical examination, with special atten-
tion paid to signs of potential comorbidities such as
type 2 diabetes mellitus, hypertension, dyslipidemia,
and sleep apnea, as well as to possible causes of
weight gain such as hypothyroidism, polycystic
ovarian syndrome (PCOS), and other endocrine con-
ditions. Blood pressure should be measured with a
sufficiently large cuff to give an accurate reading,
with the patient in a relaxed state.
0007 Laboratory evaluations can serve as screening tests
for certain complications associated with obesity.
Blood chemistries should include fasting serum glu-
cose, cholesterol, triglycerides, and liver profile tests.
An electrocardiogram (ECG) and complete blood
count and urinalysis should be performed to establish
a baseline prior to treatment. Thyroid-stimulating
hormone (TSH) levels should be checked if there
is any suspicion of thyroid dysfunction. Other
endocrine and metabolic tests can be performed, if
indicated.
0008 Behavioral assessment A clinical psychologist typic-
ally conducts the initial behavioral assessment of the
patient. This indepth interview covers the patient’s
psychosocial history, including childhood experience;
any trauma, abuse, or unusual events as a child or
adult; perceived reasons for weight gain; educational,
occupational, and relationship history; and any cur-
rent stressors that may interfere with the patient’s
ability to prioritize or adhere to treatment. The pa-
tient’s diet and weight history are also assessed, in-
cluding periods of weight gain and losses, the
patient’s experience on previously attempted diets,
patterns of weight maintenance or relapse, and
motivation for weight loss. The patient’s current
eating behavior is assessed by discussing a ‘typical
day’ with regard to eating (such as time of day,
foods eaten, and reported hunger or other motiv-
ations for eating). Binge-eating behavior and other
symptoms of clinical eating disorders are also
assessed. Finally, the patient’s psychiatric history
and current mental status, including history of de-
pression or other disorders, previous and current
treatment with psychotherapy or medication, and
current depressive (or other) symptoms, are explored.
0009Dietary assessment A formal dietary assessment is
best done by a registered dietitian with training and
experience in weight management. An initial nutri-
tion evaluation may consist of a 24-h recall of food
intake, a food frequency to determine adequacy and
composition of the diet, anthropometric assessment
(i.e., waist and hip measurements), and an interview
assessing meal patterns, beverage consumption, food
preferences, grocery shopping/cooking pattern, res-
taurant dining, and any religious or cultural customs
that may affect the patient’s diet. The nutrition assess-
ment is necessary to evaluate the initial nutritional
status of the patient and to make appropriate nutri-
tional and treatment recommendations. Although
many aspects of diet may be characterized as behav-
iors, understanding patients’ taste preferences and
the macronutrient composition of their usual array
of food choices is useful in suggesting dietary and
behavioral changes that are consistent with the
patient’s preferences and lifestyle.
0010The results of the dietary assessment should be
interpreted cautiously, because both underreporting
and restrained eating (while under observation) are
common. Despite these shortcomings, the informa-
tion gathered can be quite valuable. For example, if
an individual reports drinking almost 1000 calories
per day in juice and soda, simply switching to non-
caloric beverages will likely promote a significant
weight loss.
0011Exercise assessment The exercise/fitness assessment
should be performed by a trained exercise physiolo-
gist and should explore the patient’s usual degree of
physical activity, any limiting factors such as joint
disease or injuries, preferred types of activity, and
measurement of the patient’s current level of fitness.
A fitness test may consist of a Harvard step test and a
test of flexibility, and bioelectrical impedance testing
may be used to assess body composition. A formal
stress test is not required unless active cardiovascular
disease is suspected. The exercise physiologist may
also explore lifestyle factors such as usual work
hours, social support, and nearby facilities or other
resources that could promote increased activity level.
0012Metabolic testing Metabolic testing of the patient’s
resting metabolic rate (RMR) via a metabolic cart
(indirect calorimetry) is recommended if the
necessary equipment and staffing are available. A
metabolic test may be performed by an exercise physi-
ologist, dietitian, nurse, or technician. Resting meta-
bolic rate (also called resting energy expenditure,
OBESITY/Treatment 4233