One-liner#

Type 2 diabetes management centers on A1c targets (usually <7%), metformin first-line, then selecting second-line agents by comorbidities (SGLT2i for HF/CKD, GLP-1 RA for ASCVD/obesity), with annual complication screening and patient self-management education.

Quick nav#

Definition and epidemiology#

Diagnostic criteria#

Diabetes diagnosis (any one of the following):

TestDiabetesPrediabetesNormal
A1c≥6.5%5.7-6.4%<5.7%
Fasting plasma glucose≥126 mg/dL100-125 mg/dL<100 mg/dL
2-hour OGTT≥200 mg/dL140-199 mg/dL<140 mg/dL
Random glucose + symptoms≥200 mg/dL

Confirmation: If asymptomatic, confirm with repeat testing (same or different test) on a separate day. Symptomatic patient with random glucose ≥200 mg/dL is diagnostic.

Type 2 vs Type 1 distinction:

  • Type 2: insulin resistance + progressive beta-cell failure; usually overweight; gradual onset; responds to oral agents initially
  • Type 1: autoimmune beta-cell destruction; often lean; rapid onset; requires insulin from diagnosis
  • LADA: autoimmune but adult-onset; initially responds to oral agents then fails; check GAD65 antibodies if atypical presentation

Epidemiology#

Prevalence is 11.3% of US adults (37 million); 90-95% of diabetes is type 2. Lifetime risk is 40% for US adults. Risk factors include obesity (BMI ≥25, or ≥23 in Asian Americans), family history, age ≥45, ethnicity (African American, Hispanic, Native American, Asian American, Pacific Islander), history of gestational diabetes, PCOS, hypertension, dyslipidemia, and physical inactivity. Prediabetes affects 38% of US adults; 5-10% progress to diabetes annually without intervention.

Pathophysiology#

Mechanism (clinical understanding)#

Type 2 diabetes results from insulin resistance plus progressive beta-cell dysfunction. Understanding these mechanisms explains why different drug classes work and why combination therapy is often needed.

Insulin resistance: Muscle, liver, and adipose tissue respond poorly to insulin. Muscle takes up less glucose; liver overproduces glucose (gluconeogenesis); adipose tissue releases more free fatty acids. This is why metformin (reduces hepatic glucose output) and TZDs (improve insulin sensitivity) work.

Beta-cell dysfunction: Initially, beta cells compensate by producing more insulin. Over time, they fail—insulin secretion declines. This is why sulfonylureas and meglitinides (stimulate insulin release) work early but may fail later, and why many patients eventually need insulin.

Incretin defect: GLP-1 (released from gut after eating) normally stimulates insulin and suppresses glucagon. In type 2 diabetes, this effect is blunted. This is why GLP-1 receptor agonists and DPP-4 inhibitors (which prevent GLP-1 breakdown) work.

Glucagon excess: Alpha cells overproduce glucagon, driving hepatic glucose output. GLP-1 agonists suppress glucagon.

Renal glucose handling: Kidneys normally reabsorb all filtered glucose via SGLT2 transporters. SGLT2 inhibitors block this, causing glucosuria and lowering blood glucose independent of insulin.

How to explain to patients#

Your body uses a hormone called insulin to move sugar from your blood into your cells for energy. In type 2 diabetes, two things happen. First, your cells do not respond well to insulin—they resist it. Second, over time, your pancreas cannot make enough insulin to overcome this resistance.

Think of insulin as a key that unlocks your cells to let sugar in. In diabetes, the locks are rusty (insulin resistance), and eventually you run low on keys (not enough insulin).

The good news is that lifestyle changes—losing weight, eating better, and exercising—can make your cells respond better to insulin. Medications help in different ways: some help your pancreas make more insulin, some make your cells more sensitive, and some help your body get rid of extra sugar.

Clinical presentation#

Characteristic symptoms#

Classic hyperglycemia symptoms (the “polys”):

  • Polyuria (frequent urination, nocturia)—excess glucose spills into urine, pulling water with it
  • Polydipsia (excessive thirst)—compensating for fluid loss
  • Polyphagia (increased hunger) with weight loss—cells are starving despite high blood glucose
  • Fatigue, weakness
  • Blurred vision (lens swelling from osmotic changes)

Often asymptomatic: Many patients are diagnosed on routine screening with no symptoms. Symptoms typically appear when glucose is consistently >200 mg/dL.

Symptoms of complications (may be presenting feature):

  • Neuropathy: numbness, tingling, burning in feet (stocking-glove distribution)
  • Recurrent infections: UTIs, yeast infections, skin infections
  • Slow wound healing
  • Erectile dysfunction

Physical exam findings#

Metabolic syndrome features:

  • Central obesity (waist circumference >40 inches men, >35 inches women)
  • Hypertension
  • Acanthosis nigricans (velvety hyperpigmentation in neck, axillae, groin—marker of insulin resistance)

Complications on exam:

  • Feet: decreased monofilament sensation, absent ankle reflexes, calluses, ulcers, Charcot deformity
  • Eyes: diabetic retinopathy on fundoscopy (microaneurysms, hemorrhages, exudates)
  • Skin: necrobiosis lipoidica (rare), skin tags, recurrent infections

Red flags#

Diabetic ketoacidosis (DKA)—rare in type 2 but can occur:

  • Glucose >250 + nausea/vomiting + abdominal pain + Kussmaul breathing + fruity breath
  • More common with SGLT2 inhibitors (euglycemic DKA) or severe illness
  • Send to ED immediately

Hyperosmolar hyperglycemic state (HHS):

  • Glucose often >600 + severe dehydration + altered mental status
  • More common in elderly type 2 patients
  • Send to ED immediately

Severe hyperglycemia with symptoms:

  • Glucose >300 with significant polyuria/polydipsia/weight loss
  • May need insulin initiation; consider same-day evaluation

Diagnostic workup#

Initial evaluation#

For new diabetes diagnosis:

TestRationale
A1cConfirms diagnosis; guides initial therapy intensity
Fasting lipid panelCV risk assessment; most patients need statin
BMP (Cr, eGFR, K)Baseline renal function; guides medication choice
UACR (urine albumin-to-creatinine ratio)Screen for diabetic nephropathy
LFTsBaseline; screen for NAFLD (common comorbidity)

Interpretation:

  • A1c <8%: start metformin monotherapy
  • A1c 8-10%: consider dual therapy from start
  • A1c >10% with symptoms: consider insulin (at least initially)

Confirmatory testing#

When to check for type 1 or LADA:

  • Lean patient without typical type 2 risk factors
  • Rapid progression despite oral agents
  • History of DKA
  • Other autoimmune conditions (thyroid, celiac, vitiligo)
TestInterpretation
GAD65 antibodiesPositive = autoimmune diabetes (type 1 or LADA)
C-peptideLow = insulin deficiency (type 1); normal/high = insulin resistance (type 2)

Do not routinely check GAD65 or C-peptide in typical type 2 presentation—reserve for atypical cases.

When to refer for specialist workup#

  • Uncertain diagnosis (type 1 vs type 2 vs LADA)
  • A1c remains >9% despite dual or triple therapy
  • Frequent hypoglycemia on insulin
  • Complex insulin regimens needed
  • Pregnancy planning or gestational diabetes
  • Advanced complications (proliferative retinopathy, nephropathy, severe neuropathy)

What NOT to order#

  • OGTT for routine diagnosis: A1c is simpler and sufficient; OGTT adds no value in typical presentation
  • C-peptide and antibodies routinely: Only if atypical presentation suggests type 1/LADA
  • Fasting insulin levels: Not useful for diagnosis or management
  • Genetic testing: Rarely indicated; only if MODY suspected (young onset, strong family history, atypical features)

Treatment#

Goals of therapy#

A1c targets (ADA 2024):

  • Most adults: <7%
  • Younger, newly diagnosed, no complications, low hypoglycemia risk: <6.5%
  • Elderly, limited life expectancy, extensive comorbidities, hypoglycemia risk: <8% (or individualized)

Other targets:

  • BP: <130/80 mmHg (or <140/90 if high CV risk and lower not tolerated)
  • LDL: statin therapy for most; intensity based on CV risk
  • Weight: 5-7% loss improves glycemic control significantly

Non-pharmacologic management#

Medical nutrition therapy (refer to dietitian):

  • No single “diabetic diet”—individualize based on preferences, culture, access
  • Reduce refined carbohydrates and added sugars
  • Emphasize non-starchy vegetables, whole grains, lean protein
  • Consistent carbohydrate intake helps with glucose stability
  • Plate method: ½ non-starchy vegetables, ¼ protein, ¼ carbohydrate

Physical activity:

  • 150 minutes/week moderate-intensity aerobic activity (brisk walking)
  • Resistance training 2-3 days/week
  • Reduce sedentary time; break up prolonged sitting
  • Exercise improves insulin sensitivity independent of weight loss

Weight management:

  • 5-7% weight loss significantly improves A1c (can reduce by 0.5-1%)
  • Greater weight loss (>10%) may achieve remission in early diabetes
  • Consider structured weight loss programs, medications, or bariatric surgery

Smoking cessation: Essential—smoking dramatically increases CV risk in diabetes.

Diabetes self-management education (DSME):

  • Refer all newly diagnosed patients
  • Covers nutrition, activity, medications, monitoring, sick day rules, foot care
  • Improves A1c by 0.5-1%

Pharmacologic management#

First-line therapy:

DrugDoseContraindicationsMonitoringCostNotes
Metformin IRStart 500 mg daily with dinner; increase by 500 mg weekly; target 1000 mg BID; max 2550 mg/dayeGFR <30; acute illness; contrast proceduresCr/eGFR annually; B12 if long-term$First-line for most; GI upset in 30%—take with food, titrate slowly
Metformin ERStart 500 mg daily with dinner; target 1500-2000 mg daily; max 2000 mg/daySameSame$Better GI tolerability; once-daily dosing

Metformin renal dosing:

  • eGFR ≥45: full dose (up to 2000-2550 mg/day)
  • eGFR 30-44: max 1000 mg/day; do not initiate if eGFR <45
  • eGFR <30: discontinue

Second-line agents (add to metformin based on comorbidities):

DrugDoseContraindicationsMonitoringCostNotes
Empagliflozin (Jardiance)10 mg daily; can increase to 25 mgT1DM; eGFR <20 for initiation; recurrent GU infectionseGFR at baseline; watch for ketones if ill$$SGLT2i; CV death reduction (EMPA-REG); best for ASCVD, HF, CKD
Dapagliflozin (Farxiga)10 mg dailySame as empagliflozinSame$$SGLT2i; HF hospitalization reduction (DAPA-HF); best for HF, CKD
Canagliflozin (Invokana)100 mg daily; can increase to 300 mgSame; caution with PADSame$$SGLT2i; CV and renal protection (CANVAS, CREDENCE)
Semaglutide (Ozempic)0.25 mg weekly x4 wks → 0.5 mg → 1 mg; max 2 mgPersonal/family history MTC; MEN2None routine; watch for pancreatitis symptoms$$$GLP-1 RA; CV protection; 10-15% weight loss; best for ASCVD, obesity
Dulaglutide (Trulicity)0.75 mg weekly; can increase to 1.5 mg → 3 mg → 4.5 mgSame as semaglutideSame$$$GLP-1 RA; CV protection (REWIND); weekly injection
Liraglutide (Victoza)0.6 mg daily x1 wk → 1.2 mg; max 1.8 mgSame as semaglutideSame$$$GLP-1 RA; CV protection (LEADER); daily injection
Tirzepatide (Mounjaro)2.5 mg weekly x4 wks → titrate to 15 mg maxSame as semaglutideSame$$$GLP-1/GIP dual agonist; superior A1c and weight (15-20% loss)

Additional oral agents:

DrugDoseContraindicationsMonitoringCostNotes
Sitagliptin (Januvia)100 mg daily (50 mg if eGFR 30-45; 25 mg if eGFR <30)History of pancreatitisNone routine$$DPP-4i; weight neutral; modest efficacy; good for elderly, CKD
Linagliptin (Tradjenta)5 mg daily (no renal adjustment)SameNone$$DPP-4i; no renal dose adjustment; good for any CKD stage
Glipizide5 mg daily; max 20 mg BIDSulfa allergy; severe hepatic diseaseGlucose for hypoglycemia$Sulfonylurea; effective and cheap; hypoglycemia and weight gain risk
Glimepiride1-2 mg daily; max 8 mgSame; avoid in CKD (active metabolites)Same$Sulfonylurea; once daily; avoid in renal impairment
Pioglitazone15 mg daily; max 45 mgNYHA Class III-IV HF; active bladder cancerLFTs at baseline; watch for edema$TZD; durable effect; helps NAFLD; causes weight gain, edema, fracture risk

Choosing second-line therapy (ADA 2024 algorithm):

  • Established ASCVD: GLP-1 RA or SGLT2i with proven CV benefit (mortality and CV event reduction)
  • Heart failure (HFrEF or HFpEF): SGLT2i (empagliflozin, dapagliflozin) for HF hospitalization and mortality reduction
  • CKD (eGFR 20-60 or albuminuria): SGLT2i to slow CKD progression and reduce albuminuria
  • Obesity/weight priority: GLP-1 RA (semaglutide, tirzepatide) > SGLT2i for 10-20% weight loss
  • Hypoglycemia risk (elderly, CKD): Avoid sulfonylureas; prefer DPP-4i, SGLT2i, or GLP-1 RA
  • Cost is primary concern: Sulfonylurea or pioglitazone (generic, inexpensive)

SGLT2 inhibitor renal thresholds (updated 2024):

  • Can initiate if eGFR ≥20 for cardiorenal protection
  • Glycemic efficacy diminishes below eGFR 45, but cardiorenal benefits persist
  • Continue until dialysis or transplant if tolerated

Insulin therapy:

DrugDoseContraindicationsMonitoringCostNotes
Glargine (Lantus, Basaglar)10 units daily or 0.1-0.2 units/kg; titrate by 2 units q3 days to fasting 80-130None absoluteFasting glucose daily during titration$$Basal insulin; once daily; flat profile
Detemir (Levemir)Same starting; may need BID dosingSameSame$$Basal insulin; may need twice daily
Degludec (Tresiba)Same startingSameSame$$$Ultra-long acting; less hypoglycemia; flexible timing
NPH/regular 70/3010 units BID with meals; adjust based on patternsSamePre-meal and bedtime glucose$Premixed; cheaper but less flexible

When to start insulin:

  • A1c >10% with significant symptoms (polyuria, polydipsia, weight loss)
  • Catabolic features (significant weight loss)
  • Suspected type 1 or LADA
  • Pregnancy
  • Failure of oral agents to achieve goal
  • Acute illness or hospitalization

Basal insulin initiation in primary care:

  • Start glargine 10 units at bedtime (or 0.1-0.2 units/kg)
  • Patient adjusts by 2 units every 3 days until fasting glucose 80-130 mg/dL
  • If fasting controlled but A1c still elevated, add prandial insulin or GLP-1 RA (refer to endocrinology)

Patient counseling points#

For metformin:

  • “This is the first medicine we use for diabetes. It helps your liver make less sugar and helps your body use insulin better.”
  • “Take it with food to reduce stomach upset. Start with a low dose and increase slowly.”
  • “Diarrhea and nausea are common at first but usually improve after a few weeks.”
  • “Stop taking it if you get very sick, can’t eat or drink, or are having a procedure with contrast dye. Call us to ask when to restart.”

For SGLT2 inhibitors:

  • “This medicine makes you urinate out extra sugar. You may notice you urinate more often.”
  • “It also protects your heart and kidneys—that’s why we’re adding it even though your sugar is okay.”
  • “Drink plenty of water. Watch for signs of urinary or yeast infections (burning, itching, discharge).”
  • “Stop taking it if you get very sick, can’t eat, or are having surgery. Call us first.”
  • “Rarely, it can cause a serious condition called ketoacidosis even with normal blood sugar. Seek care if you have nausea, vomiting, abdominal pain, or feel very unwell.”

For GLP-1 receptor agonists:

  • “This is an injection you give yourself once a week. It helps your body make more insulin when you eat and makes you feel full sooner.”
  • “Most people lose weight on this medicine—that’s a benefit, not a side effect.”
  • “Nausea is common when starting. Eat smaller meals, avoid fatty foods, and it usually improves over a few weeks.”
  • “We start at a low dose and increase slowly to reduce side effects.”

For sulfonylureas:

  • “This medicine helps your pancreas release more insulin. It works well but can cause low blood sugar.”
  • “Always eat regular meals. Don’t skip meals while taking this.”
  • “Know the signs of low blood sugar: shakiness, sweating, confusion. Carry glucose tablets.”
  • “If you have low blood sugar episodes, let us know—we may need to lower the dose.”

For insulin:

  • “Insulin is not a failure—it’s a tool. Many people with diabetes eventually need insulin because the disease progresses.”
  • “Inject into your belly, thigh, or upper arm. Rotate sites to prevent lumps.”
  • “Check your blood sugar as directed. We’ll adjust the dose based on your numbers.”
  • “Low blood sugar can happen. Know the symptoms and always carry glucose tablets.”

Monitoring and follow-up#

Initial phase (first 3-6 months):

  • Follow-up 2-4 weeks after starting metformin (assess tolerability)
  • A1c at 3 months
  • Adjust therapy if not at goal; add second agent if needed
  • Reinforce lifestyle and self-management education

Stable phase:

  • A1c every 3-6 months until at goal; then every 6 months
  • Annual comprehensive visit: foot exam, UACR, eGFR, lipid panel, eye exam referral
  • BP every visit
  • Weight every visit

Self-monitoring blood glucose (SMBG):

  • On insulin or sulfonylureas: check fasting daily; more if adjusting doses
  • On metformin/SGLT2i/GLP-1 RA only: routine SMBG not required; periodic checks okay
  • CGM: consider for patients on insulin with hypoglycemia or hypoglycemia unawareness

Sick day rules (counsel all patients):

  • Metformin: Hold if unable to eat/drink, vomiting, diarrhea, or dehydration; resume when eating normally
  • SGLT2 inhibitors: Hold during acute illness, surgery, or fasting (euglycemic DKA risk)
  • Sulfonylureas: Hold if not eating (hypoglycemia risk)
  • GLP-1 RA: Can usually continue unless severe GI symptoms
  • Insulin: Never stop completely; may need dose adjustment; call if unsure

Patient education#

What is this condition?#

Type 2 diabetes means your body has trouble using a hormone called insulin. Insulin helps move sugar from your blood into your cells for energy. In type 2 diabetes, your cells resist insulin, and over time your body cannot make enough insulin to keep up.

When sugar builds up in your blood instead of going into your cells, it can damage your blood vessels and nerves over time. This can lead to problems with your heart, kidneys, eyes, and feet.

The good news is that type 2 diabetes can be managed. With healthy eating, exercise, and medication, most people can control their blood sugar and prevent complications.

What you can do#

Check your blood sugar as your doctor recommends. Write down your numbers and bring them to your appointments.

Take your medications every day, even when you feel fine. Diabetes often has no symptoms until complications develop.

Eat regular meals with consistent amounts of carbohydrates. Fill half your plate with vegetables, one quarter with protein, and one quarter with carbs like rice, bread, or potatoes.

Be active for at least 30 minutes most days. Walking counts. Exercise helps your body use insulin better.

Check your feet every day for cuts, blisters, or sores. Diabetes can reduce feeling in your feet, so you might not notice injuries.

Keep all your appointments, including eye exams and lab work. Catching problems early makes them easier to treat.

When to seek care#

Call your doctor if your blood sugar is often above 300 or you have increased thirst, frequent urination, or unexplained weight loss.

Call if you have signs of low blood sugar that do not improve with treatment: shakiness, sweating, confusion, or feeling faint.

Call if you have a foot wound that is not healing, or any signs of infection (redness, warmth, pus).

Go to the emergency room if you have severe nausea, vomiting, abdominal pain, or trouble breathing. These could be signs of a serious complication.

Go to the emergency room if you have chest pain, sudden weakness on one side, or trouble speaking. People with diabetes have higher risk of heart attack and stroke.

Questions to ask your doctor#

What is my A1c, and what should it be? What medications am I taking, and why? How often should I check my blood sugar? What should I do if my blood sugar is too high or too low? When is my next eye exam due? Are my kidneys healthy? Should I see a diabetes educator or dietitian?

Prognosis and monitoring#

Expected course#

With good control (A1c at goal):

  • Complications can be prevented or delayed
  • Life expectancy approaches normal
  • Quality of life can be excellent
  • Some patients achieve remission with significant weight loss (especially early in disease)

Without treatment:

  • Progressive hyperglycemia
  • Microvascular complications: retinopathy (leading cause of blindness), nephropathy (leading cause of ESRD), neuropathy
  • Macrovascular complications: 2-4x increased risk of heart attack and stroke
  • Reduced life expectancy by 6-7 years on average

Disease progression:

  • Beta-cell function declines over time regardless of treatment
  • Most patients need treatment intensification over years
  • Many eventually require insulin
  • This is the natural history of the disease, not treatment failure

Monitoring parameters#

ParameterFrequencyTarget
A1cEvery 3 months until at goal; then every 6 months<7% (individualize)
Fasting glucose (if SMBG)Daily if on insulin/SU; periodic otherwise80-130 mg/dL
Blood pressureEvery visit<130/80 mmHg
WeightEvery visit5-7% loss if overweight
Lipid panelAnnuallyLDL per statin guidelines
eGFR, UACRAnnuallyeGFR stable; UACR <30 mg/g
Dilated eye examAnnually (can extend to every 2 years if no retinopathy)No retinopathy
Comprehensive foot examAnnuallyNormal sensation; no ulcers

Complications to watch for#

Microvascular (small vessel):

  • Retinopathy: Annual dilated eye exam; refer to ophthalmology if any retinopathy found
  • Nephropathy: Annual UACR and eGFR; ACE-I/ARB if albuminuria; SGLT2i for renal protection
  • Neuropathy: Annual monofilament exam; gabapentin/pregabalin/duloxetine for painful neuropathy

Macrovascular (large vessel):

  • Cardiovascular disease: Statin for most patients; aspirin if established CVD; BP control; SGLT2i or GLP-1 RA with CV benefit
  • Peripheral arterial disease: Check pedal pulses; ABI if symptoms; smoking cessation critical

Other:

  • Hypoglycemia: Especially with insulin or sulfonylureas; educate on recognition and treatment
  • Diabetic foot ulcers: Daily foot checks; proper footwear; prompt treatment of any wound
  • Infections: Higher risk of UTI, skin infections, pneumonia; ensure vaccinations up to date

Special populations#

Elderly/geriatric#

A1c targets:

  • Healthy older adults: <7-7.5%
  • Complex/intermediate health: <8%
  • Very complex/poor health, limited life expectancy: <8.5% or avoid symptomatic hyperglycemia; focus on avoiding hypoglycemia

Medication considerations:

  • Avoid sulfonylureas (Beers criteria): high hypoglycemia risk; if needed, use glipizide (shorter acting) at low doses
  • Metformin: safe if eGFR ≥30; start low, titrate slowly
  • SGLT2 inhibitors: beneficial for cardiorenal protection; watch for volume depletion, UTIs
  • GLP-1 RA: good option; weight loss may be concern in frail elderly
  • DPP-4 inhibitors: well-tolerated, weight-neutral; good option for elderly
  • Insulin: simplify regimens; once-daily basal often sufficient; avoid complex sliding scales

Other considerations:

  • Hypoglycemia unawareness more common
  • Fall risk with hypoglycemia and volume depletion
  • Cognitive impairment affects self-management
  • Polypharmacy: review all medications; deprescribe when possible
  • Involve caregivers in education and monitoring

Chronic kidney disease#

Medication adjustments:

DrugeGFR 30-44eGFR 15-29eGFR <15 or dialysis
MetforminMax 1000 mg/day; do not initiateDiscontinueDiscontinue
EmpagliflozinCan initiate; continue for cardiorenal benefitCan continue if already onLimited data; can continue
DapagliflozinSameSameSame
Sitagliptin50 mg daily25 mg daily25 mg daily
LinagliptinNo adjustmentNo adjustmentNo adjustment
GlipizideUse cautiously; start 2.5 mgAvoidAvoid
GlimepirideAvoid (active metabolites)AvoidAvoid
GlyburideAvoid (active metabolites)AvoidAvoid
PioglitazoneNo adjustmentNo adjustmentNo adjustment (but fluid retention concern)
GLP-1 RANo adjustmentNo adjustmentLimited data; use cautiously
InsulinReduce dose (decreased clearance)Reduce dose furtherSignificant dose reduction

Key points:

  • SGLT2 inhibitors: can initiate if eGFR ≥20 for cardiorenal protection; continue even as eGFR declines
  • Insulin clearance decreases in CKD—hypoglycemia risk increases; reduce doses
  • Sulfonylureas: avoid glyburide and glimepiride (active metabolites accumulate); glipizide safer if SU needed
  • GLP-1 RA: no dose adjustment; preferred for cardiorenal protection
  • Monitor K closely with ACE-I/ARB + SGLT2i

Other populations#

Heart failure:

  • SGLT2 inhibitors: first-line add-on regardless of A1c; mortality benefit in HFrEF and HFpEF (DAPA-HF, EMPEROR-Preserved, DELIVER)
  • Avoid TZDs (pioglitazone): cause fluid retention; contraindicated in HF
  • Metformin: safe in stable HF; avoid in acute decompensation
  • GLP-1 RA: safe; neutral effect on HF outcomes

Cardiovascular disease:

  • Prioritize GLP-1 RA or SGLT2i with proven CV benefit
  • Semaglutide, dulaglutide, liraglutide: CV mortality reduction
  • Empagliflozin, canagliflozin: CV mortality reduction

Pregnancy:

  • Stop all oral agents except metformin (controversial; often stopped)
  • Insulin is treatment of choice
  • Tight glucose control essential
  • Refer to high-risk OB and endocrinology

Polypharmacy and drug interactions:

  • Metformin: hold with IV contrast (restart 48 hours after if renal function stable); avoid with excessive alcohol
  • Sulfonylureas: CYP2C9 inhibitors (fluconazole, amiodarone) increase hypoglycemia risk
  • SGLT2 inhibitors: may enhance diuretic effect; watch for volume depletion
  • GLP-1 RA: slow gastric emptying; may affect absorption of other medications

When to refer#

Specialist referral criteria#

Endocrinology referral:

  • A1c remains >9% despite dual or triple oral therapy
  • Need for complex insulin regimens (basal-bolus, pump)
  • Frequent hypoglycemia or hypoglycemia unawareness
  • Uncertain diagnosis (type 1 vs type 2 vs LADA vs MODY)
  • Pregnancy planning or gestational diabetes
  • Patient preference for specialist co-management

Ophthalmology referral:

  • Annual dilated eye exam for all patients (can extend to every 2 years if no retinopathy x2 exams)
  • Any retinopathy found: frequency per ophthalmology
  • Sudden vision changes: urgent referral

Nephrology referral:

  • eGFR <30 (CKD stage 4-5)
  • Rapidly declining eGFR (>5 mL/min/year)
  • Significant albuminuria (UACR >300 mg/g) despite ACE-I/ARB
  • Uncertain etiology of kidney disease

Podiatry referral:

  • History of foot ulcer or amputation
  • Peripheral neuropathy with loss of protective sensation
  • Foot deformity (Charcot, hammertoes, bunions)
  • Peripheral arterial disease
  • Unable to perform self-care (nail trimming, callus care)

Cardiology referral:

  • Established ASCVD for secondary prevention optimization
  • Heart failure for GDMT optimization
  • Symptoms concerning for CAD

Dietitian referral:

  • All newly diagnosed patients (medical nutrition therapy)
  • Difficulty achieving glycemic or weight goals
  • Complex dietary needs (CKD, celiac, food allergies)

Urgency levels#

ScenarioUrgencyAction
New diagnosis, A1c <10%, stableRoutineStart metformin; DSME referral; f/u 2-4 weeks
A1c >10% with symptomsUrgent (same week)Consider insulin; may need endocrinology
Suspected DKA or HHSEmergentSend to ED
Suspected type 1 or LADAUrgent (1-2 weeks)Check antibodies; endocrinology referral
Foot ulcerUrgent (within days)Podiatry; wound care; assess for infection
Sudden vision lossEmergentOphthalmology same day
Recurrent severe hypoglycemiaUrgentAdjust regimen; endocrinology if complex

Smartphrase snippets#

T2DM, stable on oral therapy: Type 2 diabetes on metformin, A1c [X]% at goal. No hypoglycemia, weight stable. Continue current regimen; f/u 3-6 months.

T2DM, adding second agent: Type 2 diabetes, A1c [X]% above goal on metformin. Adding [SGLT2i/GLP-1 RA] for [ASCVD/HF/CKD/obesity]. Recheck A1c in 3 months.

T2DM, new diagnosis: New type 2 diabetes, A1c [X]%. Starting metformin 500 mg daily; ordered baseline labs. Referred to DSME and ophthalmology; f/u 2-4 weeks.

T2DM, initiating basal insulin: Type 2 diabetes, A1c [X]% despite oral agents. Starting glargine 10 units at bedtime; titrate by 2 units q3 days to fasting 80-130. F/u 2-4 weeks.