This form contains 149 fields organized into 49 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
7 – Authorization and Plan member signature
Date signed Date
Enter the date the plan member signed this authorization and consent section.
Any Other Diagnosis
Any Other Diagnosis Checkbox
Check this box if the drug is being prescribed for a diagnosis other than the Type 2 Diabetes Mellitus criteria options listed above.
Other Diagnosis Details Text
Enter the specific diagnosis and summarize any Canadian clinical research supporting the use of this drug for the patient’s situation.
Case Manager Contact Information
Case Manager First Name Text
Enter the case manager’s first (given) name. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Case Manager Last Name Text
Enter the case manager’s last (family) name. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Case Manager Phone Number Text
Enter the case manager’s phone number where they can be reached. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Case Manager Email Address Text
Enter the case manager’s email address. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Confirmed Diagnosis of Type 2 Diabetes Mellitus
Yes Radiobutton
Check this box if the patient has a confirmed diagnosis of type 2 diabetes mellitus.
No Radiobutton
Check this box if the patient does not have a confirmed diagnosis of type 2 diabetes mellitus.
Continued Benefit Evidence (Decrease in HbA1c) - Yes/No
Yes Radiobutton
Check this box if there is documented objective evidence of continued benefit for the patient, meaning the patient has a decrease in HbA1c. Fill only if 'Before joining Manulife, were you receiving coverage for this drug through your previous insurance company' is 'Yes'.
Depends on: Coverage for this drug through previous insurance company - Yes
No Radiobutton
Check this box if there is no documented objective evidence of continued benefit for the patient (no decrease in HbA1c). Fill only if 'Before joining Manulife, were you receiving coverage for this drug through your previous insurance company' is 'Yes'.
Depends on: Coverage for this drug through previous insurance company - Yes
Diagnosis Selection - Type 2 Diabetes Mellitus (Initial Criteria)
Type 2 Diabetes Mellitus - Initial Criteria Radiobutton
Check this box to indicate the prescription is for Type 2 Diabetes Mellitus and you are completing the Initial Criteria section.
Dose Exceeds 2mg Once Weekly - Yes/No
Yes Radiobutton
Check this box if the prescribed Ozempic dose will exceed 2 mg once weekly. Fill only if 'Before joining Manulife, were you receiving coverage for this drug through your previous insurance company' is 'Yes'.
Depends on: Coverage for this drug through previous insurance company - Yes
No Radiobutton
Check this box if the prescribed Ozempic dose will not exceed 2 mg once weekly. Fill only if 'Before joining Manulife, were you receiving coverage for this drug through your previous insurance company' is 'Yes'.
Depends on: Coverage for this drug through previous insurance company - Yes
Drug Strength and Dosage
Drug Strength and Dosage Text
Enter the prescribed medication strength and the dosing instructions (amount per dose and how often it is to be taken or administered).
Drug Used as Adjunct to Diet and Exercise
Yes Radiobutton
Check this box if the drug will be used as an adjunct to diet and exercise.
No Radiobutton
Check this box if the drug will not be used as an adjunct to diet and exercise.
Drug Used in Combination With Metformin
Yes — Used in combination with metformin Radiobutton
Check this box if the prescribed drug will be used together with metformin.
No — Not used in combination with metformin Radiobutton
Check this box if the prescribed drug will not be used together with metformin.
Drug Used With Metformin and a Basal Insulin
Yes Radiobutton
Check this box if the prescribed drug will be used in combination with metformin and a basal insulin.
No Radiobutton
Check this box if the prescribed drug will not be used in combination with metformin and a basal insulin.
Drug Used With Metformin and a Sulfonylurea
Yes Radiobutton
Check this box if the drug will be used in combination with metformin and a sulfonylurea.
No Radiobutton
Check this box if the drug will not be used in combination with metformin and a sulfonylurea.
Drug Used With Metformin and an SGLT2 Inhibitor (SGLT2i)
Yes — Used with metformin and an SGLT2 inhibitor (SGLT2i) Radiobutton
Check this box if the prescribed drug will be used in combination with metformin and a sodium-glucose cotransporter 2 inhibitor (SGLT2i).
No — Not used with metformin and an SGLT2 inhibitor (SGLT2i) Radiobutton
Check this box if the prescribed drug will not be used in combination with metformin and an SGLT2 inhibitor (SGLT2i).
Drug Used With Other GLP-1 Analogs
Yes — used with other GLP-1 analogs Radiobutton
Check this box if the prescribed drug will be used in combination with other GLP-1 analog medications.
No — not used with other GLP-1 analogs Radiobutton
Check this box if the prescribed drug will not be used in combination with any other GLP-1 analog medications.
Fifth Drug Therapy
Fifth Therapy Drug Name Text
Enter the name of the fifth previous or current drug therapy used for the selected diagnosis.
Fifth Therapy Start Date Date
Enter the date when the fifth drug therapy was started.
Fifth Therapy End Date Date
Enter the date when the fifth drug therapy was stopped or ended.
Intolerance (Allergy/Adverse Event) Radiobutton
Check this box if the fifth drug therapy was stopped or considered unsuccessful due to intolerance, allergy, or another adverse event.
Inadequate/Suboptimal Response Radiobutton
Check this box if the fifth drug therapy did not provide an adequate clinical response or resulted in a suboptimal response.
Continuing medication with new therapy: Yes Radiobutton
Check this box if the patient will continue this fifth drug therapy in addition to the new therapy.
Continuing medication with new therapy: No Radiobutton
Check this box if the patient will not continue this fifth drug therapy when starting the new therapy.
First Drug Therapy
First Drug Name Text
Enter the name of the first drug therapy previously or currently used for the selected diagnosis.
First Drug Start Date Date
Enter the date when the patient started the first drug therapy.
First Drug End Date Date
Enter the date when the patient stopped the first drug therapy.
Intolerance (Allergy/Adverse Event) Radiobutton
Check this box if the first drug therapy was stopped or could not be used due to intolerance, allergy, or another adverse event.
Inadequate/Suboptimal Response Radiobutton
Check this box if the first drug therapy did not provide an adequate or optimal clinical response.
Yes (continuing medication with new therapy) Radiobutton
Check this box if the patient will continue this medication in addition to the new therapy.
No (not continuing medication with new therapy) Radiobutton
Check this box if the patient will not continue this medication when starting the new therapy.
Fourth Drug Therapy
Fourth drug therapy name Text
Enter the name of the fourth previous or current drug therapy used for the selected diagnosis.
Fourth drug therapy start date Date
Enter the date when the patient started the fourth drug therapy.
Fourth drug therapy end date Date
Enter the date when the patient ended the fourth drug therapy.
Outcome: Intolerance (Allergy/Adverse Event) Radiobutton
Check this box if the fourth drug therapy was stopped or not suitable due to intolerance, allergy, or an adverse event.
Outcome: Inadequate/Suboptimal Response Radiobutton
Check this box if the fourth drug therapy did not provide an adequate or optimal clinical response.
Continuing this medication with new therapy: Yes Radiobutton
Check this box if the patient will continue the fourth drug therapy in addition to the new therapy.
Continuing this medication with new therapy: No Radiobutton
Check this box if the patient will not continue the fourth drug therapy when starting the new therapy.
General
PhysicianSignature Signature
PlanmemberSignature Signature
Glycemic Control Achieved With Diet/Exercise and Maximal Metformin Dose
Yes Radiobutton
Check this box if the patient has achieved glycemic control with diet and exercise while on the maximal tolerated dose of metformin.
No Radiobutton
Check this box if the patient has not achieved glycemic control with diet and exercise despite the maximal tolerated dose of metformin.
Hospital/MD Office Administration Area Description
Administration Area Description Text
Describe where the drug will be administered in the MD office or in another area of the hospital. Fill only if 'Yes' is 'Yes' (all).
Depends on: Yes
If Not Using Metformin: Intolerance/Contraindication Documented - Yes/No
Yes Radiobutton
Check this box if the patient has a documented intolerance or contraindication to metformin (when metformin is not being used). Fill only if 'No' is 'Yes'.
Depends on: No
No Radiobutton
Check this box if the patient does not have a documented intolerance or contraindication to metformin (when metformin is not being used). Fill only if 'No' is 'Yes'.
Depends on: No
Intolerance or Contraindication to Metformin
Yes Radiobutton
Check this box if the patient has an intolerance or contraindication to metformin.
No Radiobutton
Check this box if the patient does not have an intolerance or contraindication to metformin.
MD Office Located in a Hospital (Yes/No)
Yes Radiobutton
Check this box if the prescribing physician’s office is located in a hospital. Fill only if 'MD office' is 'Yes' (all).
Depends on: MD office
No Radiobutton
Check this box if the prescribing physician’s office is not located in a hospital. Fill only if 'MD office' is 'Yes' (all).
Depends on: MD office
Medical Rationale Details
Medical Rationale Text
Provide the medical rationale explaining why no previous therapies have been tried for the selected diagnosis. Fill only if 'Risk of drug interaction', 'Patient has contraindication', 'Other' any is 'Yes'.
Depends on: Risk of drug interaction, Patient has contraindication, Other
No Previous Therapy Rationale
Risk of drug interaction Radiobutton
Check this box if no previous therapies were tried because they pose a risk of drug interaction for the patient.
Patient has contraindication Radiobutton
Check this box if no previous therapies were tried because the patient has a contraindication to those therapies.
Other Radiobutton
Check this box if no previous therapies were tried for a reason other than drug interaction risk or contraindication, and specify the rationale in the space provided.
Non-home Treatment Facility Details
Facility Name Text
Enter the name of the private clinic or hospital where the treatment will be administered. Fill only if 'Home' is 'No' (all).
Depends on: Home
Facility Telephone Number Text
Enter the telephone number for the clinic or hospital where the treatment will be administered. Fill only if 'Home' is 'No' (all).
Depends on: Home
Facility Street Address Text
Enter the facility’s street address including the street number and street name. Fill only if 'Home' is 'No' (all).
Depends on: Home
Facility Suite/Unit Text
Enter the suite, unit, or room number for the facility address, if applicable. Fill only if 'Home' is 'No' (all).
Depends on: Home
City/Town Text
Enter the city or town where the facility is located. Fill only if 'Home' is 'No' (all).
Depends on: Home
Province Text
Enter the province where the facility is located. Fill only if 'Home' is 'No' (all).
Depends on: Home
Postal Code Text
Enter the postal code for the facility address. Fill only if 'Home' is 'No' (all).
Depends on: Home
Other Group Plan Coverage Questions
Other group plan drug coverage: Yes Radiobutton
Check this box if the patient has drug coverage under another group plan.
Other group plan drug coverage: No Radiobutton
Check this box if the patient does not have drug coverage under any other group plan.
Drug covered under other group plan: Yes Radiobutton
Check this box if this drug is covered under the patient’s other group plan. Fill only if 'Other group plan drug coverage: Yes' is 'Yes'.
Depends on: Other group plan drug coverage: Yes
Drug covered under other group plan: No Radiobutton
Check this box if this drug is not covered under the patient’s other group plan. Fill only if 'Other group plan drug coverage: Yes' is 'Yes'.
Depends on: Other group plan drug coverage: Yes
Other Group Plan Insurance Information
Other insurance company name Text
Enter the name of the other group plan insurance company providing the patient’s drug coverage. Fill only if 'Other group plan drug coverage: Yes' is 'Yes'.
Depends on: Other group plan drug coverage: Yes
Other plan contract number Text
Enter the contract number for the patient’s other group plan insurance. Fill only if 'Other group plan drug coverage: Yes' is 'Yes'.
Depends on: Other group plan drug coverage: Yes
Other plan member certificate number Text
Enter the plan member’s certificate number for the other group plan insurance. Fill only if 'Other group plan drug coverage: Yes' is 'Yes'.
Depends on: Other group plan drug coverage: Yes
Ozempic Dose Exceeds 2mg Once Weekly
Yes Radiobutton
Check this box if the prescribed Ozempic dose will exceed 2 mg once weekly.
No Radiobutton
Check this box if the prescribed Ozempic dose will not exceed 2 mg once weekly.
Patient Assistance Program Details
Patient Assistance Program Name Text
Enter the name of the patient assistance program the patient is enrolled in for the requested drug. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Patient Assistance Program ID Number Text
Enter the patient’s identification or membership number for the patient assistance program. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Patient Assistance Program Enrollment (Yes/No)
Yes Radiobutton
Check this box if the patient has enrolled in a Patient Assistance Program for the requested drug.
No Radiobutton
Check this box if the patient has not enrolled in a Patient Assistance Program for the requested drug.
Patient Contact Information
Preferred Daytime Phone Number Text
Enter the patient’s preferred daytime phone number where they can be reached.
Email Address (Optional) Text
Enter the patient’s email address, if available, for contact and notifications.
Patient Name, Date of Birth, and Relationship
Patient First Name Text
Enter the patient's first name.
Patient Middle Initial Text
Enter the patient's middle initial (if applicable).
Patient Last Name Text
Enter the patient's last name (surname).
Patient Date of Birth Date
Enter the patient's date of birth.
Relationship to Plan Member Text
Enter the patient's relationship to the plan member (e.g., self, spouse, child).
Physician authorization
Physician authorization date Date
Enter the date the prescribing physician signed the authorization statement.
Plan Contract and Sponsor Details
Plan Contract Number Text
Enter the plan contract number for the drug benefit plan under which coverage is being requested.
Plan Member Certificate Number Text
Enter the plan member’s certificate number as shown on the benefits card or plan documents.
Plan Sponsor Text
Enter the name of the plan sponsor (typically the employer or organization providing the benefits plan).
Plan Member Address
Street Address (Number and Street) Text
Enter the plan member’s street address including the civic number and street name.
Apartment/Suite Text
Enter the plan member’s apartment, unit, or suite number (if applicable).
City or Town Text
Enter the city or town for the plan member’s address.
Province Text
Enter the province for the plan member’s address.
Postal Code Text
Enter the postal code for the plan member’s address.
Plan Member Name and Date of Birth
Plan Member First Name Text
Enter the plan member’s first (given) name.
Plan Member Middle Initial Text
Enter the plan member’s middle initial, if applicable.
Plan Member Last Name Text
Enter the plan member’s last (family) name.
Plan Member Date of Birth Date
Enter the plan member’s date of birth.
Prescribing Physician Address
Street Address Text
Enter the prescribing physician’s street address including the civic/street number and street name.
Suite/Unit Text
Enter the prescribing physician’s suite, unit, or office number (if applicable).
City or Town Text
Enter the city or town for the prescribing physician’s address.
Province Text
Enter the province for the prescribing physician’s address.
Postal Code Text
Enter the postal code for the prescribing physician’s address.
Prescribing Physician Contact
Prescribing Physician Telephone Number Text
Enter the prescribing physician’s main telephone number.
Telephone Extension Text
Enter the extension number for the prescribing physician’s telephone line, if applicable.
Prescribing Physician Fax Number Text
Enter the fax number for the prescribing physician’s office.
Prescribing Physician Identity
Prescribing Physician First Name Text
Enter the prescribing physician’s first name.
Prescribing Physician Last Name Text
Enter the prescribing physician’s last name.
College/License Number Text
Enter the prescribing physician’s professional college or medical license number.
Specialty Text
Enter the prescribing physician’s medical specialty.
Provincial Program Application Status
Yes Radiobutton
Check this box if an application has been made to the provincial program for coverage.
No Radiobutton
Check this box if an application has not been made to the provincial program for coverage.
Reason Provincial Application Not Made Text
Enter the reason the patient has not applied to the applicable provincial program for coverage, if no application has been made. Fill only if 'No' is 'Yes'.
Depends on: No
Provincial Program Coverage Approval Status
Yes Radiobutton
Check this box if the patient has been approved for coverage by the provincial program for this drug.
No Radiobutton
Check this box if the patient has not been approved for coverage by the provincial program for this drug.
Reason provincial coverage was declined Text
Enter an explanation of why the provincial program did not approve coverage for this drug, if applicable. Fill only if 'No' is 'Yes'.
Depends on: No
Recent Coverage Change Questions
Transfer drug benefits to Manulife - Yes Radiobutton
Check this box if your plan sponsor recently transferred your drug benefits to Manulife.
Transfer drug benefits to Manulife - No Radiobutton
Check this box if your plan sponsor did not recently transfer your drug benefits to Manulife.
Coverage for this drug through previous insurance company - Yes Radiobutton
Check this box if, before joining Manulife, you were receiving coverage for this drug through your previous insurance company.
Coverage for this drug through previous insurance company - No Radiobutton
Check this box if, before joining Manulife, you were not receiving coverage for this drug through your previous insurance company.
Second Drug Therapy
Second therapy drug name Text
Enter the name of the second previous or current drug therapy used for the selected diagnosis.
Second therapy start date Date
Enter the date the patient started the second drug therapy.
Second therapy end date Date
Enter the date the patient stopped the second drug therapy, if applicable.
Outcome: Intolerance (Allergy/Adverse Event) Radiobutton
Check this box if the second listed drug therapy was stopped or not tolerated due to an allergy or other adverse event.
Outcome: Inadequate/Suboptimal Response Radiobutton
Check this box if the second listed drug therapy resulted in an inadequate or suboptimal clinical response.
Continuing medication with new therapy: Yes Radiobutton
Check this box if the patient will continue the second listed medication in addition to the new therapy.
Continuing medication with new therapy: No Radiobutton
Check this box if the patient will not continue the second listed medication when starting the new therapy.
Third Drug Therapy
Third therapy drug name Text
Enter the name of the third previous or current drug therapy used for the selected diagnosis.
Third therapy start date Date
Enter the date when the patient started the third drug therapy.
Third therapy end date Date
Enter the date when the patient stopped the third drug therapy.
Intolerance (Allergy/Adverse Event) Radiobutton
Check this box if the third drug therapy was stopped or not suitable due to intolerance, allergy, or an adverse event.
Inadequate/Suboptimal Response Radiobutton
Check this box if the third drug therapy did not provide an adequate or optimal clinical response.
Continuing medication with new therapy: Yes Radiobutton
Check this box if the patient will continue the third drug therapy in addition to the new therapy.
Continuing medication with new therapy: No Radiobutton
Check this box if the patient will not continue the third drug therapy when starting the new therapy.
Treatment Administration Location
Home Radiobutton
Check this box if the treatment will be administered at the patient’s home.
MD office Radiobutton
Check this box if the treatment will be administered in the prescribing physician’s (MD) office.
Private Clinic Radiobutton
Check this box if the treatment will be administered at a private clinic.
Hospital/In-Patient Radiobutton
Check this box if the treatment will be administered during an inpatient hospital stay.
Hospital/Out-patient Radiobutton
Check this box if the treatment will be administered at a hospital on an outpatient basis.
Type 2 Diabetes Mellitus Renewal Criteria (Section)
Type 2 Diabetes Mellitus - Renewal Criteria Radiobutton
Check this box to indicate the request is for renewal under the Type 2 Diabetes Mellitus renewal criteria section. Fill only if 'Before joining Manulife, were you receiving coverage for this drug through your previous insurance company' is 'Yes'.
Depends on: Coverage for this drug through previous insurance company - Yes
Used in Combination with Metformin - Yes/No
Yes Radiobutton
Check this box if the drug is being used in combination with metformin. Fill only if 'Before joining Manulife, were you receiving coverage for this drug through your previous insurance company' is 'Yes'.
Depends on: Coverage for this drug through previous insurance company - Yes
No Radiobutton
Check this box if the drug is not being used in combination with metformin. Fill only if 'Before joining Manulife, were you receiving coverage for this drug through your previous insurance company' is 'Yes'.
Depends on: Coverage for this drug through previous insurance company - Yes
Used with Other GLP-1 Analogs - Yes/No
Yes Radiobutton
Check this box if Ozempic will be given in combination with other GLP-1 analogs. Fill only if 'Before joining Manulife, were you receiving coverage for this drug through your previous insurance company' is 'Yes'.
Depends on: Coverage for this drug through previous insurance company - Yes
No Radiobutton
Check this box if Ozempic will not be given in combination with other GLP-1 analogs. Fill only if 'Before joining Manulife, were you receiving coverage for this drug through your previous insurance company' is 'Yes'.
Depends on: Coverage for this drug through previous insurance company - Yes