Managing Diabetes Mellitus

Documents to Request

• A1c trend (at least 3 values over 12 months)
• CGM ambulatory glucose profile (AGP) or SMBG log (14 days minimum)
• Comprehensive metabolic panel including creatinine, eGFR, potassium
• Urine albumin-to-creatinine ratio (UACR)
• Lipid panel (fasting or non-fasting)
• Retinal exam report within past 12 months (or 24 months if prior exam normal)
• Podiatry or monofilament exam documentation
• Current medication list including insulin pen/vial details
• Nutrition counseling or DSMES (Diabetes Self-Management Education and Support) records

Step 1: Individualized A1c Target Setting

Set the A1c target per ADA risk-benefit framework:

Document the individualized target with explicit rationale for deviation from <7.0%.

Step 2: Pharmacotherapy Algorithm (Type 2)

Apply ADA 2024 consensus algorithm:

First-line: Metformin 500mg twice daily, titrate to 1000mg twice daily over 4-8 weeks (hold if eGFR <30; reduce dose if eGFR 30-45)

Second-line selection based on comorbidities:

Insulin initiation: Start basal insulin (glargine, degludec) 10 units or 0.1-0.2 units/kg/day when A1c remains above target on ≥2 oral agents + GLP-1 RA, or if A1c >10% or symptomatic hyperglycemia at diagnosis.

Step 3: Hypoglycemia Risk Management

• Classify: Level 1 (<70 mg/dL), Level 2 (<54 mg/dL), Level 3 (severe, requiring assistance)
• High-risk medications: insulin, sulfonylureas, meglitinides
• Mitigation: CGM for patients on MDI or with hypoglycemia unawareness; reduce sulfonylurea before adding insulin
• Rule of 15: treat Level 1 with 15g fast-acting carbohydrate, recheck in 15 minutes
• Prescribe glucagon (nasal or auto-injector) for all patients on insulin
• If CGM available, target Time-in-Range (70-180 mg/dL) >70% and Time-Below-Range (<54 mg/dL) <1%

Step 4: Complication Screening Schedule

Step 5: Monitoring and Titration Protocol

Checkpoint B: Post-Draft Alignment (Mandatory)

1. Is the A1c target individualized with documented rationale?
2. Does the medication selection address comorbidities (ASCVD, HF, CKD) per ADA algorithm?
3. Are all annual complication screenings scheduled or documented as completed?
4. Has hypoglycemia risk been assessed with mitigation plan for high-risk agents?
5. Is the follow-up interval appropriate for the current management phase?

Quality Audit

• Diabetes type correctly classified and documented
• A1c target individualized with rationale recorded
• Metformin started or contraindication documented
• Comorbidity-driven agent selection documented (ASCVD → GLP-1 RA/SGLT2i; HF → SGLT2i; CKD → SGLT2i)
• Insulin initiation criteria met before starting insulin
• Hypoglycemia risk assessed; glucagon prescribed if on insulin
• Retinal exam current or scheduled
• UACR and eGFR checked within past 12 months
• Foot exam performed with monofilament testing documented
• Statin therapy addressed per ASCVD risk (moderate-intensity for age 40-75 with DM; high-intensity if ASCVD)
• Blood pressure target <130/80 documented with current readings
• DSMES referral offered or documented
• Smoking status assessed; cessation counseling if applicable
• Vaccination status reviewed (influenza, pneumococcal, Hepatitis B for age 19-59)

Guidelines

• Never initiate SGLT2 inhibitors if eGFR <20 mL/min/1.73m²; may continue if already started and tolerated until dialysis
• Metformin should be held 48 hours before and after iodinated contrast procedures if eGFR <30
• A1c may be unreliable in patients with hemoglobinopathies, chronic kidney disease, recent transfusion, or iron deficiency anemia—use fructosamine or CGM metrics instead
• GLP-1 receptor agonists are contraindicated in patients with personal or family history of medullary thyroid carcinoma or MEN2 syndrome
• Insulin dose adjustments should not exceed 10-20% of total daily dose per week to avoid hypoglycemia
• SGLT2 inhibitors require sick-day rules education: hold during acute illness, dehydration, or perioperatively to prevent euglycemic DKA
• Sulfonylureas should be deprescribed when insulin is initiated to reduce hypoglycemia risk
• Document shared decision-making when treatment intensification is declined by the patient