History Taking in Obesity Medicine: A Comprehensive Guide

Function

Clinical Framework for Obtaining a Weight History

A detailed weight history provides context for the development and progression of weight gain, helping to identify pivotal events or triggers that may have contributed to the onset or exacerbation of obesity (see Table 2).[4] Weight cycling—repeated episodes of weight loss and regain—is a critical element to explore and may be associated with adverse metabolic or psychological effects.[5]

Table 2. Essential Components of a Weight History

Assessment tools and methods

Clinicians should assess a patient's comprehensive obesity history using validated screening tools, including weight trajectory, nutrition patterns, eating behaviors, physical activity levels, sleep quality, medication effects, neuropsychiatric status, and social determinants of health (see Table 3).

Table 3. Weight History Assessment Methods

Pediatric considerations

Clinicians should consider the concept of adiposity rebound. The age at which BMI begins to increase after reaching its lowest point in early childhood can predict future risk of obesity.[6] Early adiposity rebound (before age 5) is associated with increased obesity risk in adulthood.[6]

Key assessment questions

Inquiries regarding a patient's weight trajectory should include:

• "What was your highest and lowest adult weight?"
• "What do you perceive as your healthiest weight, and why?"
• "Have there been periods of unintentional weight loss or rapid gain?"

Examples of questions regarding a patient's weight loss history include:

• "Tell me about your previous weight loss attempts."
• "What strategies worked best for you in the past?"
• "What led to weight regain after successful attempts?"

Comprehensive Nutrition Assessment Clinical Framework 

A comprehensive nutrition history explores patterns, quality, quantity, timing, emotional context, and socioeconomic influences on dietary intake, while identifying barriers to dietary change. Diet is a major lifestyle-related risk factor for various chronic diseases, and dietary intake can be assessed through subjective reports and objective observations (see Table 4).[7]

Table 4. Nutrition History Assessment Methods

Structured nutritional assessment components 

Nutrition assessment domains provide a structured approach to evaluating dietary behaviors and influences that impact health outcomes (see Table 5).

Table 5. Nutrition Assessment Domains

Validated nutritional screening tools

Food frequency questionnaires (FFQs) have been used to measure dietary change in dietary intervention trials and provide a reliable assessment of usual intake over time (see Table 6).[Nutrition in the Prevention and Treatment of Disease] Each method has inherent strengths and limitations, requiring careful selection based on the study objectives and population characteristics.[8]

Table 6. Quick Nutrition Assessment Tools

Special Considerations

Other nutritional factors that contribute to obesity that should be assessed include:

• Food insecurity screening
  • Limited access to nutritious food
  • Compensatory behaviors (binge eating, high-calorie shelf-stable items)
  • Impact on the feasibility of dietary recommendations
• Ultra-processed food assessment
  • Consumption of packaged snacks, sugary beverages, and fast food
  • Restaurant meal frequency
  • Vending machine use patterns

Sample Assessment Questions

The following questions are examples of how clinicians should evaluate dietary behaviors and influences that impact health outcomes:

• Meal Patterns
  • "Describe a typical day of eating from when you wake up to bedtime."
  • "How often do you eat meals at regular times?"
  • "Do you typically eat while watching TV or at a table?"
• Food Quality and Quantity
  • "How often do you drink sugary beverages or juice?"
  • "What types of snacks do you usually choose?"
  • "How many meals per week do you eat at restaurants or from takeout?"
• Barriers
  • "What makes it difficult to eat healthy foods?"
  • "Do you ever worry about having enough food for your family?"
  • "Who typically shops for and prepares food in your household?"

Comprehensive Eating Behavior Assessment

Eating behavior history captures how individuals relate to food and identifies patterns that may contribute to weight gain, treatment resistance, or emotional distress. Understanding the why, when, and how of eating is equally important to what is consumed (see Table 7).[9] Binge-eating disorder and night-eating syndrome are 2 forms of disordered eating associated with overweight and obesity.[10]

Table 7. Core Eating Behavior Historical Domains

Validated Assessment Tools

Several scales and screening tools help clinicians assess patient eating behaviors (see Table 8).

Table 8. Eating Behavior Assessment Tools

Eating disorder screening

Additionally, clinicians should evaluate potential comorbid eating disorders when obtaining an eating disorder history (see Table 9). Please see StatPearls' companion resources, "Binge Eating Disorder," "Bulimia Nervosa," and "Anorexia Nervosa," for further information on diagnostic criteria and assessment approaches.

Table 9. Critical Eating Disorder Screening

Pediatric considerations

In pediatric populations, parental feeding styles should also be assessed, including:

• Pressure to eat patterns
• Food restriction behaviors
• Using food as a reward/comfort
• Family meal environment
• Modeling of eating behaviors

Assessment questions framework

The following questions are examples of eating behavior clinical evaluation:

• Eating Patterns
  • "Do you eat at regular meal times, or do you graze throughout the day?"
  • "Tell me about your eating after dinner and before bed."
  • "How often do you eat when you're not physically hungry?"
• Emotional Eating
  • "Do you eat when stressed, bored, or upset?"
  • "How do you feel emotionally after eating large meals?"
  • "Do you ever eat secretly or feel ashamed about your eating?"
• Control and Triggers
  • "Have you ever felt you couldn't stop eating once you started?"
  • "What situations or feelings trigger you to eat more than planned?"
  • "Do you notice when you're getting full during meals?"

Comprehensive Physical Activity Assessment

A thorough physical activity history helps identify the role of movement in current health status, uncovers barriers to exercise, and guides realistic goal setting. Physical inactivity is an independent risk factor for obesity, cardiovascular disease, and type 2 diabetes, whereas regular physical activity improves weight regulation, insulin sensitivity, and mental health.[11]

The Frequency, Intensity, Time, Type, Enjoyment assessment framework

This assessment offers a comprehensive method for evaluating physical activity patterns by examining the following 5 key elements:

• Frequency (F): This refers to the number of days per week a person engages in physical activity, providing insight into the consistency of their exercise habits.
• Intensity (I): This assesses the level of effort involved, categorizing activity as light, moderate, or vigorous, which helps determine the physical demand and appropriateness of the activity for the individual's fitness level and health status.
• Time (T): This focuses on the duration of each exercise session, contributing to the overall volume of physical activity.
• Type (T): This distinguishes among different forms of activity, including aerobic exercise, resistance training, flexibility exercises, and lifestyle movements, enabling a more comprehensive view of an individual's routine.
• Enjoyment (E): This evaluates the individual's preferences and the sustainability of the activity over time, ensuring that recommended physical activities align with personal interests and are likely to be maintained.

These FITT-E components support a tailored and practical approach to assessing and planning physical activity.

Activity assessment domains

Activity assessment domains provide a structured approach to evaluating physical activity behaviors and influences that impact health outcomes (see Table 10).

Table 10. Physical Activity Assessment Components

Validated assessment tools

Screening tools have been developed to help clinicians assess a patient's physical activity (see Table 11)

Table 11. Physical Activity Assessment Tools

Barriers to Physical Activity Assessment Framework

Clinicians should identify common obstacles that hinder a patient's consistent engagement in exercise, as recognizing these barriers supports the development of more personalized and achievable physical activity recommendations. Common activity barriers include:

• Time constraints and scheduling challenges
• Lack of safe exercise environments
• Chronic conditions (arthritis, asthma, pain)
• Low self-efficacy and fear of injury
• Depression, fatigue, or low motivation
• Financial constraints and equipment access
• Weather and seasonal limitations

Special population considerations

The following tailored physical activity recommendations should be utilized for special populations:

• Adults with obesity
  • Start with low-impact activities such as water aerobics, stationary cycling, or walking.
  • Encourage a gradual progression approach.
  • Focus on sustainability over intensity.
• Pediatric populations
  • Structured (physical education, sports) vs unstructured (active play) activity
  • Screen time limitations (<2 hours recreational)
  • Family activity involvement
  • Safety and supervision considerations

Physical activity assessment questions

The following questions are examples of how clinicians can evaluate the various components of physical activity:

• Current activity patterns
  • "What types of physical activity do you currently do?"
  • "How many hours per day do you spend sitting?"
  • "What movement or exercise do you enjoy most?"
• Barriers and limitations
  • "What prevents you from being more physically active?"
  • "Have injuries or health conditions limited your activity?"
  • "What would help you move more throughout the day?"
• Goal setting
  • "What physical activities would you like to try or return to?"
  • "How could you integrate more movement into your daily routine?"
  • "What would be a realistic first step for increasing your activity level?"

Sleep Assessment in Weight Management

A sleep history assessment is critical to a comprehensive weight management evaluation, given the bidirectional relationship between sleep disturbances and obesity.[12] Poor sleep quality and quantity are associated with an increased risk of weight gain, metabolic dysfunction, and difficulty maintaining weight loss.[13] Research demonstrates that a sleep duration of less than 7 or more than 9 hours increases obesity risk.[14] Please see StatPearls' companion resource, "Sleep Disorder," "Obstructive Sleep Apnea", for further information on sleep disorder evaluation. 

Core sleep history components include:

• Sleep duration and quality
  • Weeknight versus weekend sleep duration
  • Sleep onset latency and night awakenings
  • Subjective sleep quality assessment
  • Morning restoration and fatigue
• Sleep hygiene assessment
  • Sleep environment (eg, temperature, darkness, and noise)
  • Presleep behaviors (eg, caffeine, alcohol, and screens)
  • Sleep routine consistency
  • Weekend versus weekday patterns

Sleep assessment tools

The combination of validated screening questionnaires comprehensively evaluates sleep in obesity medicine practice (see Table 12).[15]

Table 12. Sleep Assessment Tools

Shift work and circadian assessment

Shift work sleep disorder affects 10% to 20% of people who work nontraditional shifts and is strongly associated with weight gain and metabolic dysfunction (see Table 13).[16] Night shift workers have 20% to 40% higher rates of obesity and diabetes compared to day workers.[17]

Table 13. Shift Work Sleep Disorder Screening

Sleep-weight relationship key points

The following factors should be kept in mind by clinicians when managing obesity cases:

• Hormonal impacts
  • Poor sleep results in reduced leptin (satiety hormone).
  • Poor sleep results in increased ghrelin (ie, hunger hormone).
  • Circadian disruption leads to insulin resistance.
  • Sleep debt results in cortisol elevation.
• Obstructive sleep apnea-obesity bidirectional relationship
  • Obstructive sleep apnea (OSA) prevalence is approximately 10% in the general population, and greater than 70% in individuals with severe obesity.
  • Weight loss of 10% results in a 26% decrease in Apnea-Hypopnea Index.
  • OSA treatment improves metabolic parameters.

Clinical assessment questions

Examples of clinical assessment questions to evaluate sleep behavior components include:

• Sleep pattern assessment
  • "How much sleep do you get on weeknights versus weekends?"
  • "How long does it take you to fall asleep?"
  • "Do you wake up during the night? How often and for how long?"
• Sleep quality indicators
  • "How would you rate your sleep quality on a scale of 1 to 10?"
  • "Do you feel rested when you wake up?"
  • "Do you snore, or has anyone observed you stopping breathing during sleep?"
• Shift work impact
  • "Has your weight changed since starting shift work?"
  • "Do you use caffeine or stimulants to stay alert during work?"
  • "How do you feel during your days off compared to work days?"

Summary of key teaching points

Rotating shift work tends to disrupt circadian rhythms more than consistent night shifts. Frequent changes in sleep-wake cycles disrupt the body's ability to adapt, resulting in more pronounced metabolic and behavioral consequences that hinder weight management efforts. Screening for OSA plays a critical role, especially in individuals presenting with high-risk indicators, eg, loud snoring, hypertension, obesity, and witnessed apneas. Early identification of OSA enables timely intervention, supporting improved sleep quality and better metabolic regulation.

A comprehensive assessment of sleep disorders often becomes necessary before initiating weight loss strategies. Untreated sleep conditions can undermine the effectiveness of dietary and physical activity interventions by contributing to fatigue, reduced motivation, and metabolic imbalances. Hormonal disruption associated with shift work further complicates weight loss. Irregular schedules affect the balance of leptin and ghrelin, hormones that regulate hunger and satiety, making appetite control more difficult and contributing to increased caloric intake.[18]

Comprehensive Medication and Supplement Assessment Framework

A comprehensive medication and supplement history assessment is critical in obesity medicine, as numerous pharmacological agents can significantly impact weight trajectory, metabolic parameters, and treatment outcomes (see Table 14). Understanding current and previous medication exposures helps identify iatrogenic causes of weight gain, opportunities for medication optimization, and potential drug interactions with obesity pharmacotherapy. Please see StatPearls' companion resource, "Epidemiologic and Etiologic Considerations of Obesity," for further information on comprehensive medication-induced weight changes.

Table 14. Medication History Assessment Domains

Food and Drug Administration-approved obesity medications assessment

Current approved medications for chronic weight management require systematic evaluation of previous exposure, efficacy, tolerability, and reasons for discontinuation (see Table 15).[19]

Table 15. FDA-Approved Obesity Medications

Note: Tirzepatide (Zepbound): Dual GIP/GLP-1 agonist; FDA-approved in 2023 for chronic weight management in adults with a BMI ≥30 or ≥27 with comorbidity.[20] Tirzepatide was initially approved for type 2 diabetes as Mounjaro in May 2022.

Weight-gain-promoting medications

Identifying weight-gain-promoting medications is crucial for effective treatment planning and may necessitate substituting weight-neutral alternatives when clinically appropriate.[21] Medications commonly associated with weight gain include:

• Psychiatric medications
  • Atypical antipsychotics (eg, olanzapine, clozapine, risperidone)
  • Tricyclic antidepressants (eg, amitriptyline, nortriptyline)
  • Mood stabilizers (lithium, valproate)
  • Some selective serotonin reuptake inhibitors (eg, chronic use of paroxetine or citalopram)
• Endocrine medications
  • Corticosteroids (eg, prednisone, hydrocortisone)
  • Insulin and sulfonylureas
  • Beta-blockers (eg, propranolol, metoprolol)
  • Some contraceptives (eg, depot medroxyprogesterone)
• Other medications
  • Antihistamines (eg, cyproheptadine)
  • Antiseizure medications (eg, gabapentin, pregabalin)
  • Some migraine preventives (eg, amitriptyline, valproate)

Weight-reducing or weight-neutral medications

Recognition of medications that may facilitate weight loss or maintain weight neutrality can inform treatment decisions and medication optimization (see Table 16).[22]

Table 16. Weight-Reducing or Weight-Neutral Medications

Over-the-counter and supplement assessment

The supplement and over-the-counter (OTC) market for weight management is vast and largely unregulated, requiring careful assessment of current use, safety concerns, and potential interactions.[23] Common OTC weight loss products include:

• Stimulant-based products
  • Caffeine-containing supplements
  • Green tea extract
  • Synephrine (bitter orange)
  • Yohimbine
• Nonstimulant products
  • Glucomannan
  • Green coffee bean extract
  • Garcinia cambogia
  • Chromium picolinate
• Meal replacement products
  • Protein shakes and bars
  • Meal replacement shakes
  • Fiber supplements

Assessment questions framework

Examples of clinical assessment questions to evaluate obesity medications and supplements include the following components: 

• Current medication inventory
  • "Are you currently taking any prescription medications for weight management?"
  • "Which medications have you tried in the past for weight loss?"
  • "Have you noticed weight changes when starting or stopping any medications?"
• Weight-gain medication assessment
  • "Are you taking medications for depression, anxiety, diabetes, or other conditions?"
  • "Have you gained weight since starting any new medications?"
  • "How long have you been on your current medication regimen?"
• Supplement and OTC assessment
  • "What over-the-counter supplements or vitamins do you take?"
  • "Have you tried any weight loss products from stores or online?"
  • "Do you take any herbal products or 'natural' weight loss supplements?"
• Adherence and barriers
  • "What makes it difficult to take medications as prescribed?"
  • "Have you experienced adverse effects that led you to stop medications?"
  • "Are medication costs a barrier for you?"

Summary of key teaching points

Selective serotonin reuptake inhibitors vary in their impact on body weight. Among commonly prescribed options, paroxetine and citalopram tend to cause more weight gain compared to sertraline. Supplement safety remains a crucial consideration in managing obesity. Many unregulated dietary supplements may contain undisclosed stimulants or harmful contaminants, posing significant health risks. 

Understanding a patient's previous medication trials provides valuable insight into past treatment responses and the reasons for discontinuing those treatments. This knowledge supports more effective and personalized prescribing decisions by helping clinicians avoid previously ineffective or poorly tolerated agents. Cost factors, including insurance coverage and the availability of patient assistance programs, significantly influence medication selection. Financial considerations often determine access to and treatment adherence, making cost a key component in treatment planning.

Issues of Concern

Comprehensive Neuropsychiatric Assessment Framework

Neuropsychiatric history assessment is also fundamental in obesity medicine due to the bidirectional relationships between mental health conditions and obesity, the impact of psychological factors on eating behaviors, and the potential effects of psychiatric medications on weight (see Table 17).[24] Mental health disorders affect approximately 20% of adults annually, with higher prevalence rates observed in individuals with obesity.[25] Please see StatPearls' companion resources, "Suicide Screening and Prevention", "Screening for Depression and Suicide in Children," and "Major Depressive Disorder," for further information on mental health screening approaches.

Table 17. Neuropsychiatric Assessment Domains

Depression screening and assessment

Depression affects 43% of adults with obesity compared to 25% of adults with a normal weight, creating a complex bidirectional relationship requiring comprehensive assessment (see Table 18. Depression and Anxiety Screening Tools).[26]

Table 18. Depression and Anxiety Screening Tools

GAD-7, Generalized Anxiety Disorder-7; PHQ-2, Patient Health Questionnaire-2; PHQ-9, Patient Health Questionnaire-9

Attention-deficit/hyperactivity disorder assessment in adults

Adult attention-deficit/hyperactivity disorder (ADHD) affects approximately 4.4% to 6% of adults based on the latest CDC 2024 data, and is associated with increased obesity risk through impulsivity, emotional dysregulation, and medication effects.[27] ADHD medications can significantly impact appetite and weight.[28] ADHD screening components include:

• Inattention symptoms
  • Difficulty sustaining attention
  • Difficulty organizing tasks
  • Easily distracted by external stimuli
  • Forgetful in daily activities
• Hyperactivity-impulsivity symptoms
  • Restlessness or feeling "on the go"
  • Difficulty waiting for turns
  • Interrupting or intruding on others
  • Impulsive decision-making
• Childhood history
  • Symptoms present before age 12
  • Impairment in multiple settings
  • Academic or behavioral difficulties

Body Image and Dysmorphia Assessment

Body image disorders are prevalent in obesity and can significantly impact treatment adherence and psychological well-being.[29] Body dysmorphic disorder requires specialized assessment and treatment. Body image assessment includes:

• Body satisfaction
  • Current body image perception
  • Ideal vs. actual body size discrepancy
  • Body checking or avoidance behaviors
  • Impact on daily functioning
• Body dysmorphic disorder screening
  • Preoccupation with perceived defects
  • Repetitive behaviors (mirror checking, grooming)
  • Significant distress or impairment
  • Excluding patients whose body image concerns are not clinically significant

Cognitive assessment considerations

Cognitive function assessment is essential in obesity medicine due to its potential impact on treatment adherence, decision-making, and the success of lifestyle modifications (see Table 19).[30]

Table 19. Cognitive Assessment Domains

Assessment questions framework

Examples of clinical assessment questions to evaluate neuropsychological issues include: 

• Depression screening
  • "Over the past 2 weeks, how often have you felt down, depressed, or hopeless?"
  • "Over the past 2 weeks, how often have you had little interest or pleasure in doing things?"
  • "Have you ever been diagnosed with or treated for depression?"
• Anxiety assessment
  • "Do you worry excessively about multiple things in your life?"
  • "Have you experienced panic attacks or periods of intense fear?"
  • "Does anxiety interfere with your daily activities or relationships?"
• ADHD screening
  • "Do you have difficulty concentrating or staying focused on tasks?"
  • "Are you easily distracted or do you lose things frequently?"
  • "Do you often act without thinking or have trouble waiting your turn?"
• Body image assessment
  • "How do you feel about your current body size and shape?"
  • "Do you spend significant time thinking about your appearance?"
  • "Do concerns about your body interfere with daily activities?"

Summary of Key Teaching Points

Recognizing comorbid psychiatric conditions remains essential in the assessment and treatment of obesity. Many individuals living with obesity also experience mental health disorders, eg, depression, anxiety, or binge eating, which can complicate both diagnosis and intervention efforts. Additionally, the link between ADHD and obesity underscores the influence of impulsivity on eating behaviors. Individuals with ADHD may have a hard time with portion control and make impulsive food choices, which can contribute to excessive caloric intake and difficulty adhering to structured dietary plans.

Furthermore, distorted body image, particularly in the context of body dysmorphic disorder, can undermine motivation for weight loss. Mental health treatment frequently serves as a necessary foundation for effective weight management. Addressing underlying psychological factors through integrated care enhances engagement, adherence, and long-term success in obesity interventions.

Comprehensive Social History and Social Determinants of Health Assessment Framework

Social determinants of health account for 80% of health outcomes and are particularly critical in obesity medicine, where socioeconomic, environmental, and cultural factors significantly influence weight trajectory and treatment success.[31] Understanding a patient's social context enables clinicians to identify barriers to care, customize interventions, and address root causes of weight-related health disparities (see Table 20).[WHO. SDOH] Please see StatPearls' companion resources, "Social Determinants of Population Health" and "Diversity and Discrimination in Health Care," for further information on social determinants assessment.

Table 20. Core Social History Domains

Substance Use Assessment in Obesity Medicine

Substance use significantly impacts weight management through its metabolic effects, behavioral patterns, and adherence to treatment. Smoking cessation, in particular, is associated with average weight gain of 4 to 5 kg, requiring proactive management strategies (see Table 21).[32]

Table 21. Smoking Status and Weight Management

Validated substance use screening tools

Validated substance use screening tools that are frequently utilized to assess substance abuse include:

• AUDIT-C (alcohol screening)
  • 3-item brief screening tool
  • A score of 3 or higher (women) or 4 or higher (men) is considered a positive screen.
  • Validated in primary care settings
• DAST-10 (drug abuse screening)
  • 10-item drug use screening
  • A score of 3 or higher indicates a moderate to severe substance use problem.
  • Includes prescription drug misuse
• CAGE questionnaire
  • The CAGE questionnaire is a brief, 4-question tool asking about the need to Cut down on drinking, feeling Annoyed by others' criticism of their drinking habits, feeling Guilty about drinking, and using alcohol as an Eye-opener in the morning or to get rid of a hangover. 
  • A score of 2 or greater suggests an alcohol use disorder.
  • Quick screening for clinical settings

Food and nutritional security assessment

Food insecurity affects 47 million Americans, including 13.8 million children, and is strongly associated with obesity, particularly in women and children.[USDA 2023] The paradox of food insecurity and obesity stems from a reliance on calorie-dense, nutrient-poor foods and cyclic patterns of food restriction.[33]

Food security screening tools include:

• The following 2-item food insecurity screener (a positive response to either question indicates food insecurity risk)
  • "Within the past 12 months, did you worry that your food would run out before you got money to buy more?"
  • "Within the past 12 months, did the food you bought not last, and you didn't have money to get more?" [34]

• United States Department of Agriculture 18-Item Food Security Survey  (comprehensive assessment of household food security)
  • Categorizes food security levels (high, marginal, low, and very low)
  • Research standard for food insecurity measurement

Environmental and geographic assessment

The built environment significantly impacts obesity risk through its influence on food access, physical activity opportunities, and exposure to environmental stressors.[35] Food deserts, defined as areas with limited access to affordable and nutritious food, affect approximately 23.5 million people in the United States.[USDA Nutritious Food Access] Environmental health assessment evaluates the following components:

• Food environment
  • Distance to full-service grocery stores
  • Density of fast-food restaurants
  • Availability of farmers' markets or community gardens
  • School and workplace food environments
• Physical activity environment
  • Safe walking/cycling infrastructure
  • Access to parks, recreation centers, and gyms
  • Neighborhood safety and lighting
  • Public transportation availability
• Housing and safety
  • Housing stability and overcrowding
  • Neighborhood violence and safety concerns
  • Environmental toxin exposure
  • Air quality and pollution levels

Stress and trauma assessment

Chronic stress and trauma significantly impact weight through dysregulation of the hypothalamic-pituitary-adrenal axis, leading to cortisol elevation, increased appetite, and preferential abdominal fat storage (see Tables 22 and 23).[36] The Adverse Childhood Experiences questionnaire shows dose-response relationships with adult obesity.[37]

Table 22. Adverse Childhood Experiences and Obesity Risk

Table 23. Trauma-Informed Screening Tools

ACES, adverse childhood experiences; PC-PTSD-5, Primary Care Post-Traumatic Screen for the Diagnostic and Statistical Manual of Mental Disorders

Assessment questions framework

The following are sample questions to assess social determinants of health and social history components in patients with obesity:

• Substance use assessment
  • "How many cigarettes do you smoke per day, and have you ever tried to quit?"
  • "How many days per week do you drink alcohol, and how many drinks per occasion?"
  • "Do you use any recreational drugs or misuse prescription medications?"
• Food security screening
  • "In the past 12 months, did you worry about food running out before you could buy more?"
  • "Do you have reliable access to healthy, affordable food in your neighborhood?"
  • "What barriers make it difficult to eat healthy foods?"
• Environmental assessment
  • "How easy is it to buy fresh fruits and vegetables where you live?"
  • "Do you feel safe walking in your neighborhood during the day and evening?"
  • "What transportation do you use for medical appointments and grocery shopping?"
• Stress and trauma screening
  • "What are the main sources of stress in your life currently?"
  • "Before age 18, did you experience abuse, neglect, or household dysfunction?"
  • "Have you experienced discrimination or bias related to your weight?"

Summary of key teaching points

Multiple social determinants of health significantly influence weight and health behaviors. Factors, including food insecurity, transportation barriers, occupational stress, and cultural influences, directly impact an individual's ability to engage in and sustain weight management efforts. Trauma-informed care remains essential when addressing obesity in individuals with a history of childhood abuse. These patients often require a sensitive, specialized approach that avoids retraumatization while fostering trust and emotional safety. 

Cultural sensitivity enhances the effectiveness of obesity care. Family beliefs and cultural norms regarding body size should be explored respectfully, emphasizing collaborative education rather than judgment. This approach encourages open dialogue and fosters mutual understanding. Practical interventions must begin with addressing basic needs. Ensuring food security and resolving immediate socioeconomic barriers form the foundation for successfully implementing lifestyle modifications and behavior change strategies.

Clinical Significance

Clinical Integration and Documentation

Effective history-taking in obesity medicine provides the clinical foundation for tailored, evidence-based treatment planning.[38] Understanding a patient's weight trajectory, nutritional intake, eating behaviors, physical activity patterns, sleep quality, medication effects, mental health status, and social determinants of health allows clinicians to identify modifiable contributors and select appropriate interventions.

This comprehensive approach helps to support the following management goals:

• Builds therapeutic alliance and reduces weight stigma
• Identifies treatment targets and prioritizes interventions
• Guides referrals to appropriate specialists
• Establishes a baseline for monitoring progress
• Informs safety considerations for treatment selection
• Addresses psychiatric comorbidities that impact weight management
• Optimizes medication regimens to support weight goals
• Incorporates social determinants to address root causes of health disparities

Integrating validated assessment tools with clinical interviewing skills ensures both efficiency and comprehensiveness in obesity medicine practice, ultimately leading to improved patient outcomes and treatment success.[39]

Comprehensive obesity medicine history documentation template

A thorough clinical history that assesses the 8 critical domains essential in obesity management, including weight trajectory analysis, nutritional assessment, eating behavior evaluation, physical activity patterns, sleep quality, medication effects, neuropsychiatric comorbidities, and social determinants of health, is essential for individualized treatment planning. To facilitate interprofessional collaboration, clinicians should document this information using a standard template (Table 24).

Table 24. Integrated History Documentation Sample Template

ACE, adverse childhood experiences; ADHD, attention-deficit/hyperactivity disorder; AUDIT-C, Alcohol Use Disorders Identification Test–Consumption; BES, Binge Eating Scale; BMI, body mass index; DAST-10, Drug Abuse Screening Test–10; ESS, Epworth Sleepiness Scale; FITT-E, frequency, intensity, time, type, enjoyment; GAD-7, Generalized Anxiety Disorder–7; OTC, over-the-counter; PHQ-9, Patient Health Questionnaire–9; PSQI, Pittsburgh Sleep Quality Index; STOP-BANG, snoring, tired, observed apnea, pressure, BMI, age, neck, gender

Next Steps Framework

A framework for next steps provides a structured approach to translating assessment findings into actionable plans. Each domain identified during the clinical evaluation guides specific interventions, ensuring that treatment aligns with the patient's needs and readiness for change (see Table 25).

Table 25. Assessment Domain Action Plan

ACE, adverse childhood experiences; BED, binge eating disorder; NES, night eating syndrome; OSA, obstructive sleep apnea; STOP-BANG, snoring, tired, observed apnea, pressure, BMI, age, neck, gender

Other Issues

High-Yield Clinical Correlations for the American Board of Obesity Medicine Board Preparation

High-yield clinical correlations are essential for clinicians preparing for the American Board of Obesity Medicine (ABOM) certification exam. These correlations highlight key assessment priorities (see Table 26) that reflect core knowledge and practical decision-making skills required for effective obesity care.

Table 26. Critical Assessment Priorities

ACE, adverse childhood experiences; ADHD, attention-deficit/hyperactivity disorder; AUDIT-C, Alcohol Use Disorders Identification Test–Consumption; BES, Binge Eating Scale; ESS, Epworth Sleepiness Scale; NES, night eating syndrome; PHQ-9, Patient Health Questionnaire–9; STOP-BANG, snoring, tired, observed apnea, pressure, BMI, age, neck, gender

Quality Measures and Outcomes

ABOM-relevant quality indicators include:

• Documentation of comprehensive history in initial evaluation (Please refer to the Function and Issues of Concern sections for more information on these components)
• Use of validated screening tools (eg, BES, ESS, STOP-BANG, PHQ-9, GAD-7, 2-item food insecurity)
• Assessment of social determinants of health with validated tools
• Patient-centered goal setting based on history findings
• Appropriate specialist referrals based on screening results
• Medication reconciliation and optimization planning
• Mental health screening and intervention coordination
• Social work referral for complex social needs

This comprehensive approach to history-taking forms the foundation for evidence-based obesity treatment planning; this aligns with ABOM competency requirements, ensuring thorough assessment across all critical domains for optimal patient outcomes.

Enhancing Healthcare Team Outcomes

Effective history taking in obesity medicine requires a collaborative, interprofessional approach that leverages the unique skills and responsibilities of physicians, advanced practitioners, nurses, pharmacists, and allied health professionals. Physicians and advanced practitioners lead the clinical evaluation by integrating structured assessment frameworks such as the FITT-E model, validated screening tools for sleep and psychiatric comorbidities, and comprehensive documentation templates. Their role involves synthesizing data from various domains, including weight trajectory, nutritional intake, eating behaviors, physical activity, sleep patterns, and psychosocial history, to develop a personalized, evidence-based care plan. Nurses support this process by gathering detailed intake data, conducting initial screenings for depression, anxiety, and substance use, and helping identify social determinants of health such as food insecurity, transportation barriers, or unstable housing that may impact adherence to treatment recommendations.

Pharmacists contribute by reviewing medication and supplement histories to identify agents that promote weight gain, evaluating adherence barriers, and providing guidance on cost-effective pharmacologic options. Dietitians and behavioral health professionals play essential roles in evaluating eating patterns, emotional triggers, and cultural influences on food choices, while also addressing disordered eating behaviors and promoting sustainable lifestyle changes.

Clear, timely interprofessional communication ensures alignment across disciplines, with shared documentation tools such as integrated history templates and structured assessment summaries facilitating seamless information exchange. Coordinated care efforts—guided by regular team meetings and shared goals—promote patient-centered strategies that address not only metabolic factors but also behavioral, psychosocial, and environmental challenges. This unified approach enhances patient safety, improves clinical outcomes, and optimizes team performance in the management of obesity.