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All pump manufacturers provide pump education/preparation checklists, a pump order form, troubleshooting guides, and follow-up log forms. Some pump companies provide a worksheet to help you calculate initial settings. After the patient is trained by the manufacturer’s certified pump trainer (CPT), the trainer will provide the original or a (digital) copy of the patient’s brand- and model-specific pump training checklist for your patient’s medical record.

The following pump education preparation and follow-up forms, guide-lines, and checklists are examples of what you may find helpful; pump manufacturers have similar or other ones to help you and your patient prepare for and communicate during pump therapy initiation. Many continuous glucose monitor (CGM) systems and blood glucose meters have the capability to download patients’ data directly via website, email, or phone, and patients may be able to supplement data with carbohydrate intake, bolus doses, exercise notes, and so on. The sample forms that follow may be adapted to suit your needs.

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