Assessment of People Living With Obesity
Assessment of People Living With Obesity
• Obesity is a chronic, progressive and relapsing disease, • Providers participating in the assessment of obesity should
characterized by the presence of abnormal or excess adiposity focus on establishing values and goals of treatment, iden-
that impairs health and social wellbeing. tifying which resources and tools may be needed and fos-
tering self-efficacy with the patient in order to achieve
• Screening for obesity should be performed regularly by long-term success.
measuring body mass index (BMI) and waist circumference.
• A non-judgmental, stigma-free environment is necessary
• The clinical assessment of obesity should aim to establish for an effective assessment of a patient living with obesity.
the diagnosis and identify the causes and consequences of
abnormal or excess adiposity on a patient’s physical, mental
and functional health.
RECOMMENDATIONS
1. We suggest that healthcare providers involved in screening, barriers to treatment be included in the assessment (Level
assessing and managing people living with obesity use the 4, Grade D).13–15
5As framework to initiate the discussion by asking for their
permission and assessing their readiness to initiate treatment 4. We recommend blood pressure measurement in both arms,
(Level 4, Grade D, Consensus). fasting glucose or glycated hemoglobin and lipid profile to
determine cardiometabolic risk and, where appropriate,
2. Healthcare providers can measure height, weight and calculate ALT to screen for nonalcoholic fatty liver disease in people
body mass index (BMI) in all adults (Level 2a, Grade B),1–9 living with obesity (Level 3, Grade D).16,17
and measure waist circumference in individuals with a BMI
25–35 kg/m2 (Level 2b, Grade B).10–12 5. We suggest providers consider using the Edmonton Obesity
Staging System to determine the severity of obesity and to
3. We suggest a comprehensive history to identify root causes guide clinical decision making (Level 4, Grade D).18,19
of weight gain as well as complications of obesity and potential
• Obesity is a chronic disease characterized by the accumu- your weight impacts your health and wellbeing. This may in-
lation of excess body fat that can have a negative impact clude both a mental health assessment and a physical exam.
on your physical and mental health, as well as your overall
quality of life. • Weight bias and stigma are common in clinical settings
and can be detrimental to helping you achieve your health
• To guide you and your clinician on the best obesity treatment goals. Healthcare providers should conduct their obesity
options, a clinical evaluation is needed to determine how assessment in a sensitive and non-judgmental way.
Introduction Many patients living with obesity have experienced some form
of weight bias in the primary care setting.30,31 This is due in part
Obesity is a chronic disease that requires a systematic and com- to professionals’ endorsement of negative attitudes and beliefs
prehensive diagnosis, assessment and treatment approach.20 The about obesity, misinformation about causality and perceptions
objective of an obesity assessment is to gather information to that patients with obesity may be unmotivated and non-compliant.
confirm the diagnosis, determine the severity of the disease and Many patients feel discriminated against and, as a result, will often
related comorbidities, identify triggers and drivers and to guide avoid seeking treatment and delay preventive care.32 This can affect
appropriate management discussions in a non-biased and stigma-free their health status, their relationship with professionals and their
clinical setting.21 Providers should initiate a discussion with the patient response to interventions.33
about their values and goals for treatment, facilitate reflection
and encourage accountability and self-directed management to We recommend that healthcare providers approach patients with
promote long-term improvements in health.15 empathy and sensitivity. In addition, it’s important to acknowl-
edge the complexity of the disease and the difficulty in sustaining
This chapter provides an evidence-based approach to assessing behavioural change as well as avoid stereotypes and oversimplifi-
obesity in the primary care setting through a structured history, cation of the disease.34 A supportive environment with appropri-
physical exam and clinically appropriate laboratory testing. The ate equipment (for example, appropriately sized blood pressure
authors also discuss clinical tools that allow for easy and efficient cuffs and gowns, armless chairs in waiting rooms, a private room
use in routine clinical practice. for weigh-ins) and asking for permission to weigh patients can
help foster patient comfort and dignity. Stigmatization of patients
leads to worsened outcomes and promotes disordered eating, in-
Definition of obesity creased rates of depression and lower rates of physical activity.35
This is reviewed in detail in the chapter Reducing Weight Bias in
Obesity is a complex chronic disease in which abnormal or excess Obesity Management, Practice and Policy.
body fat (adiposity) impairs health, increases the risk of long-term
medical complications and reduces lifespan.22–24 Obesity has tra- The use of structured interview formats (such as Obesity Canada’s
ditionally been viewed as a risk factor for a wide range of other 5As of Obesity ManagementTM) has been proposed to help facili-
health issues. The Canadian Medical Association,20 however, now tate discussions about obesity in primary care.36,37 An adaptation
considers obesity to be a chronic disease in its own right, similar to of the 5As’ template has been developed by Obesity Canada for
type 2 diabetes, hypertension and dyslipidemia (in line with other use in clinical practice. The main components of this framework
organizations including Obesity Canada, the American Medical include:
Association,25 the World Health Organization,24 the World Obesity
Federation and others).25–27 1. ASKING for permission to discuss weight and explore readiness;
Primary care providers play an important role in the management 4. AGREEING on health outcomes and behavioural goals; and
of most chronic diseases. However, due to the multitude of demands
in primary care and lack of comfort and training, the assessment and 5. ASSISTING in accessing appropriate resources and providers. 38,39
management of obesity is not easily undertaken. The initial ap-
proach, communication and attitude of the physician during an Finally, when conducting an obesity assessment and in order to
obesity assessment is a significant determinant to the patient’s achieve long-term success, it is important to assess each patient’s
success.28,29 readiness to change, intrinsic motivation and value and goals
For most populations, the presence of overweight (BMI ≥ 25 kg/m2) Category BMI (kg/m2)
represents an increased risk and requires further evaluation of other Caucasian, Europid and North American ethnicity45
anthropometric, hemodynamic and biochemical parameters.4,55 A
BMI ≥ 30 kg/m2 is associated with an increase in cardiovascular risk Underweight < 18.5
factors and all-cause mortality and should be used as a screening Normal (healthy weight) 18.5–24.9
criterion to identify obesity in the general population.4,5 In adults
Overweight 25–29.9
with South-, Southeast- or East Asian ethnicity, the recommended
BMI cut-off for overweight should be ≥ 23 kg/m2. In special popu- Obesity Class I 30–34.9
lations such as the elderly, very muscular patients and those with Obesity Class 2 35–39.9
extreme tall or short stature, the BMI can be misleading and needs to
be interpreted with caution.9 Obesity Class 3 40–49.9
Obesity Class 4 50–59.9
Health Canada recommends the diagnosis of obesity not be based
Obesity Class 5 ≥ 60
on BMI alone.56 Nevertheless, given its simplicity, objectivity and
reproducibility, BMI continues to be an important measure in epi-
demiological and population-based surveillance studies. In a clinical South-, Southeast- or East Asian ethnicity53
setting, BMI at the recommended cut-offs should serve only as a Underweight < 18.5
simple screening measure. When used together with other clinical
indicators, such as WC and clinical evaluation of cardiometabolic and Normal range 18.5–22.9
other obesity-related complications, BMI can help identify individ- Overweight—At risk 23–24.9
uals who may benefit from obesity management. WC has been
Overweight—Moderate risk 25–29.9
independently associated to increase cardiovascular risk; however,
it is not a good predictor of visceral adipose tissue on an individual Overweight—Severe risk ≥ 30
basis.57 Integration of both BMI and WC in clinical assessment
• BMI is not a direct measure of body fat, cardiovascular risk or 1. Remove clothing from the waistline.
health.
2. Stand with feet shoulder width apart (25 to 30 cm or 10
• BMI does not indicate body fat distribution. to 12 inches) and a straight back.
• BMI does not account for muscle mass (it overestimates body 3. Palpate the abdomen to locate inferior margin of the
fat in muscular individuals). last rib at the level of the mid-axillary line.
• BMI can underestimate body fat in people who have lost muscle 4. Palpate and identify the crest of the ileum in both sides.
mass (sarcopenic obesity). Use the area between the thumb and index finger to
feel for the hip bone at the level of the mid-axillary line.
• BMI does not distinguish between men, women or ethnicity. This is the part of the hip bone at the side of the waist,
not at the front of the body.
• BMI is less accurate in certain populations (e.g., the elderly, people
with physical disability, people <18 years of age, people with 5. WC should be measured at the end of a normal expi-
severe obesity, during pregnancy and in patients with ascites or ration, midway between the inferior margin of the last
severe edema). rib and the crest of the ileum in a horizontal plane using
a stretch-resistant tape that provides a constant 100 g
• BMI over- or underestimates body fat in certain ethnic groups, tension and should be recorded to the nearest 1 cm.
such as Indigenous Peoples, South Asians, Chinese and other
populations. 6. Have the patient take two normal breaths, and on the
exhale of the second breath tighten the tape measure so
it is snug but not digging into the skin.
Waist circumference
• Considerable training and standardization are required to ensure Integration of anthropometric measurements
inter- and intra-reader reproducibility.
Both BMI and WC provide valuable and complementary information
• WC is sensitive to abdominal distention due to food or fluid in the assessment of obesity and the estimation of cardiometabolic
intake, bloating, ascites, pregnancy, etc. risk. Among individuals with an elevated BMI (< 35 kg/m2), having
an increased WC may imply a greater risk of developing significant
Sub-Saharan African68 80 94
African American 90 80 99 95
Asian 80 85
Chinese70 81 83
Korean71 75 80 85 90
Canadian Aboriginal72 80 94
cardiometabolic outcomes. Furthermore, among patients with a circumference.74,75 Despite the absence of concurrent cardiometa-
normal BMI, an increase in WC may imply intra-abdominal fat bolic risk factors, the so-called metabolically healthy patients with
deposition and an increased risk of cardiometabolic disease.73 obesity should not be considered to be fully medically healthy, as
These patients may benefit from early intervention to treat and these patients are at increased risk of mortality,75 and are more
prevent obesity-related complications. Finally, measuring WC in likely to suffer other non-metabolic conditions associated with
patients with a BMI > 35 kg/m2 may not change management, obesity, such as sleep apnea, depression and joint/back pain,
but it can provide patients with valuable information regarding among others. Information gathered in the obesity assessment and
the efficacy of their treatment during their long-term follow-up. analyzed using the Edmonton Obesity Staging System (EOSS) 18,19
Some patients can see changes in adipose distribution before a can help to understand the severity of the disease and guide the
significant change in body weight or BMI. intensity of treatment required.
1 Presence of obesity-related subclinical risk factors Investigation for other (non-weight-related) risk
(e.g., borderline hypertension, impaired fasting factors
glucose, elevated liver enzymes, etc.), mild physical
symptoms (e.g., dyspnea on moderate exertion, More intense behavioural interventions, including
occasional aches and pains, fatigue, etc.), mild nutrition therapy, exercise and psychological
psychopathology, mild functional limitations treatments to prevent further weight gain
and/or mild impairment of wellbeing
Monitoring of risk factors and health status
3 Established end-organ damage such as myocardial More intensive obesity treatment including
infarction, heart failure, diabetic complications, consideration of all psychological interventions,
incapacitating osteoarthritis, significant psycho- pharmacological and surgical treatment options
pathology, significant functional limitations and/
or impairment of wellbeing Aggressive management of comorbidities as
indicated
Adapted from: Sharma AM, Kushner RF. A proposed clinical staging system for obesity. Int J Obes. 2009;33(3):289–295.19
Once the diagnosis has been established, the primary goal for the (Mental health, Mechanical, Metabolic, Monetary health / Milieu)
clinical assessment for obesity should be to identify the possible can provide a practical approach for primary care physicians to
causes leading to weight gain, determine the extent to which explore major drivers, barriers and complications of obesity (see
weight has affected the patients’ health and to systematically look Table 4).77 It can be used to provide a structure to perform an
for barriers in their management.76 Given that obesity is a complex efficient and complete obesity assessment, including the history,
and heterogeneous disease, this is often a daunting task for prima- physical exam and clinically indicated investigations.
ry care providers. Using a clinical tool such as the 4Ms framework
Self-image + + * (F>M)
Internalized weight bias +++ This can be accomplished through sensitive Unresolved perception of weight bias
questioning/dialogue/motivational inter- can have an influence on obesity
viewing (e.g., “Can you share with me management.
if or how your weight affects your per-
ception of yourself?”) or by questionnaire Coping strategies to address internalized
(WBIS). See the chapter Reducing Weight weight bias should be incorporated into
Bias in Obesity Management, Practice behavioural interventions, consistent with
and Policy for details. the principles of cognitive behavioural
therapy and acceptance and commitment
therapy.
Sleep ++*
Attention ++*
Personality ++*
Sleep apnea +++ STOP BANG sleep apnea questionnaire, CPAP therapy if indicated
Berlin Questionnaire, overnight sleep study
Gastroesophageal reflux ++
Intertrigo ++*
Idiopathic intracranial +
hypertension
(Pseudotumour Cerebri)
Thrombosis +
Metabolic Type 2 diabetes +++ A1C, fasting glucose Consider medication options that are
weight neutral, promote weight loss
Hypertension ++ Ensure appropriate cuff size (bladder DASH diet, consider secondary causes
width 40% of arm circumference, length (e.g., sleep apnea, pain)
80–100% of arm circumference)54
Prioritize medications that affect the
renin-angiotensin system, avoid beta
blockers as first line
PCOS/hypogonadism +
Stroke, DVT/PE
Neurological
Gastrointestinal disease
Oncology + Routine cancer screening Patients with obesity are at high risk for
certain cancers and are less likely to be
Colorectal, gallbladder, screened due to technical issues with
pancreatic, breast, renal, diagnostic testing and delays in seeking
uterine, cervical, prostate medical attention.
Skin
Candida ++*
Intertrigo +*
Tinea +*
Folliculitis +*
Access to food
Occupation
Disability
Clothing
Access to pharmacotherapy
Surgery
Vitamins
PHQ-9: Patient Health Questionnaire-9; GAD: generalized anxiety disorder; CPAP: continuous positive airway pressure; PCOS: polycystic ovarian syndrome; LH/FSH:
luteinizing hormone/follicle stimulating hormone; DHEAS: dehydroepiandrosterone; TSH: thyroid stimulating hormone; ECG: electrocardiogram; ECHO: echocardiogram;
DVT/PE: deep venous thrombosis/pulmonary embolism; FIB-4 : Fibrosis-4, F: Female; M: Male; RR: Relative Risk; *Depending on patient population.
Weight history Document age of onset of obesity and major weight trajectories Can help to understand patients weight journey, success/failures
over time of past attempts and causes of weight gain/loss in the past,
childhood vs. adult obesity
Previous weight loss attempts and response to interventions
(including behavioural interventions, medications, endoscopic Can help to establish realistic expectations
and surgical interventions)
Can help to prevent future weight gain and target behavioural
Highest and lowest weight and psychological treatment
Nutrition history Assess nutrition literacy Is there concern of physiological hunger, emotional eating,
mindless eating, knowledge deficit?86
Assess energy intake
See the chapter Medical Nutrition Therapy in Obesity Management
Identify current nutritional restrictions (Celiac disease, allergies) for details
Physical activity Current physical activity including time spent in sedentary Help patient to make self-directed activity goals
activities
Address limitations independently (e.g., pain management for
Limitations to activity (e.g., pain, time, motivation) joint pain, etc.)
Identify social limiting factor restricting access to increasing See the chapter Physical Activity in Obesity Management
physical activity
Key Processes15,24
• Recognize strengths
• Shift beliefs
• Reframe misconceptions
• Help establish whole-person value goals and functional
outcomes instead of weight-based goals
Depression and Screen for depression and anxiety Consider referral to psychiatry/psychology
anxiety screening
Other mental health Screen for attention deficit hyperactivity disorder, post-traumatic Consider referral to psychiatry/psychology
issues/drivers stress disorder, chronic grief
Review challenges with body image, self-esteem
Psychological impact of previous weight journey
Sleep history Number of hours of sleep per night Poor sleep quality and quantity can be a barrier to obesity
management.87
Use of pharmacologic sleeping aids
If positive screening (STOP BANG > 4), consider referral to rule
Sleep apnea-hypopnea screening (such as STOP BANG Sleep out sleep apnea
Apnea Questionnaire)
Medication history Review medications that can have a significant impact on See Table 8
weight.88
Key processes15,24
• Make sense of the story
• Help establish root causes
Social history Age, sex, ethnicity, marital status, Eating behaviours in shift workers may require additional
occupation/work schedule: number of hours per week, night consideration when deciding therapeutic options
shift work
Income support, medical coverage, access to exercise facilities Evaluate patients’ access to food options, nutritional educa-
tion, cooking skills
Family history History of first-degree relative with overweight/obesity or related Can help determine patients’ risk of obesity or related
complications complications
Overweight and obesity in other household members Group interventions are more challenging but more likely to be
feasible and sustainable in patients exposed to environments
where obesity is highly prevalent
Cardiorespiratory
• Heart rate and rhythm
• Signs of heart failure (added heart sounds, pedal edema, pulmonary rales)
Gastrointestinal
• Liver span
• Umbilical, incisional hernias
• Screening for stigmata of chronic liver disease (encephalopathy, ascites, jaundice, palmar erythema, etc.)
Musculoskeletal
• Osteoarthritis (Heberden’s/Bouchard’s nodes, weight-bearing joints)
• Gout
• Gait exam
Skin
• Candida, intertrigo, tinea, skin tags, psoriasis, acanthosis nigricans
• Nutritional deficiencies (pallor of conjunctiva, palmar crease rubor, atrophic glossitis, neuropathy)89
• Abdominal striae (violaceous striae wider than 1 cm)
Lower limbs
• Lymphedema (non-painful, pitting edema, typically arms/legs)
• Lipedema (often painful fat deposition, non-pitting edema, typically in arms and legs with sparing of the hands and feet)
• Venous insufficiency, ulcers, stasis, thrombophlebitis
high BMIs, a perfusion scan may be used instead of exercise testing experience mobility, joint and balance issues limiting their ability
for evaluating the presence of ischemic heart disease. to use a treadmill. In these patients, the use of a bike ergometer is
recommended. Higher systolic and diastolic blood pressures are typ-
ically found during the exercise stress test in patients with obesity.93
Exercise stress test
Standard stress test performance is limited in patients with obesity Nuclear imaging techniques
for a number of factors. ECG modification might limit accurate in-
terpretation. Aerobic capacity is diminished because of pulmonary Technetium sestamibi is the marker of choice in patients with obesity
dysfunction, orthopaedic limitations and left ventricular diastolic because of greater energy emission, which generates better im-
dysfunction. Many patients with obesity fail to achieve 80–85% ages.94–96 Weight-based limitations might occur in patients with a
of the age-predicted heart rate needed for diagnostically valid re- body weight above 350 pounds (~160 kg), which might require
sults.90,91 Standard Bruce and modified ramp protocols achieve valid planar imaging. Newer and more sensitive cameras might eliminate
results in most patients, with patients terminating the test because some of these issues, but their use still leads to challenges with
of fatigue, leg pain or dyspnea.92 Patients with obesity may also table weight and size, given that proper positioning of the patient
Stress echocardiography As with most health indicators (e.g., blood pressure, blood glu-
cose, cholesterol), there exists a curvilinear relationship between
Despite some limitations, exercise stress echocardiography is a valid the amount of body fat and its impact on health. In epidemiolog-
technique for patients with obesity.98 The feasibility of stress echo, us- ical studies the relationship between body fat (or BMI as a surro-
ing either physiological stress (treadmill exercise) or pharmacological gate) and health impacts follows a U-shaped curve with health
stress (dobutamine) is excellent in most cases. It is widely available, risks progressively increasing at both the lower and higher ends of
low cost, radiation free and has no weight limits. Stress echocardiog- the BMI spectrum.100 While there is a statistically significant rela-
raphy is highly operator-dependent and can be limited in the pres- tionship between increasing BMI and health risks, a given individ-
ence of poor acoustic windows related to pulmonary disease, obesity ual can present with virtually no relevant health issues over a wide
and respiratory motion. If severe limitations exist, transesophageal range of BMI levels.101,102 Although individuals with an elevated
echocardiography with dobutamine might be useful.99 BMI who appear healthy may have a modestly elevated health
risk (and a high likelihood of developing complications in the
long term),103 there is currently no evidence to support long-term
Evaluation of other conditions associated with benefits of intentional weight loss in these individuals. A prudent
obesity approach to individuals presenting with an elevated BMI without
the presence of overt impairment to health, would be to reinforce
Women with obesity and symptoms of polycystic ovary syndrome health behaviours aimed at preventing further weight gain and
should be screened for LH, FSH, total testosterone, DHEAS, prolactin, reducing the development of relevant complications.
TSH and 17 hydroxyprogesterone levels. Other endocrinopathies,
Table 7: Laboratory and Diagnostic Tests to Consider in the Assessment of Patients with Obesity
LH: luteinizing hormone; FSH: follicle stimulating hormone; DHEAS: dehydroepiandrosterone; TIBC: total iron binding capacity.
Chlorpropamide hh
Tolbutamide hh
Gliclazide hh
Meglitinides Repaglinide h
Haloperidol hh Ziprasidone
Antipsychotics Loxapine hh Lurasidone
Clozapine hh Aripiprazole
Chlorpromazine hh
Fluphenazine hh
Risperidone h
Olanzapine hh
Quetiapine hh
Iloperidone hh
Sertindole h
Hormone Estrogens hh
replacement therapy Progestogens h
DPP4i: Inhibitors of dipeptidyl peptidase 4; GLP-1: Glucagon-like peptide-1 receptor agonists; NSAIDs: Nonsteroidal anti-inflammatory drugs: SGLT-2: Sodium glucose co-transporter 2; AGI: Alpha-glucosidase
inhibitor; ACEi: Angiotensin converting inhibitors; ARBs: Angiotensin II receptors blockers; CCBs: Calcium channel blockers; MAOIs: Monoamine oxidase inhibitors; SSRIs: Selective serotonin reuptake
inhibitors;*Combination therapy is less likely to cause weight gain; h/h variable reported effect; h up to 5 kg weight gain; hh 5 to 10 kg weight gain; hhh more than 10 kg weight gain.
This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License (CC BY-NC-ND 4.0)
The summary of the Canadian Adult Obesity Clinical Practice Guideline is published in the Canadian Medical Association Journal, and contains information on the full methodology,
management of authors’ competing interests, a brief overview of all recommendations and other details. More detailed guideline chapters are published on the Obesity Canada website at
www.obesitycanada.ca/guidelines.
Correspondence: 15. Luig T, Anderson R, Sharma AM, Campbell-Scherer DL. Personalizing obesity
guidelines@obesitynetwork.ca assessment and care planning in primary care: patient experience and out-
comes in everyday life and health. Clin Obes. 2018;8(6):411-423. doi:10.1111/
cob.12283
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