Manulife Group Benefits Drug Prior Authorization Form (Ozempic/Semaglutide) – GL5197E Instructions
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
|