Objective This expert consensus aims to promote the construction and develop-ment of bariatric and metabolic surgery, make preoperative case management more standardized, and provide reference for preoperative clinical nursing work.

Methods Experts and scholars from 33 hospitals or universities, who are experienced in case management, medical and nursing treatment of bariatric and metabolic surgery, formulate the expert recommendation committee. Six experts with more than three years of related experience in case management of bariatric and metabolic surgery are interviewed, and the main writers form the first draft of expert recommendation. Then the first round of discussion is completed by the 6 interviewed experts in the form of letter review. On this basis, 40 experts in relevant fields are invited to collect modification opinions on the revised expert recommendation in the form of letter review to complete the second round of expert discu-ssion. Finally, consultants of the expert recommendation committee are invited to complete the third round of expert discussion and form the final draft of expert recommendation via online meeting.

Results This expert consensus includes case management content for patients before admission (pre‑hospital consultation and notification content, pre‑hospital health education and intervention, pre‑hospital bed reservation) and after admission (data collection and admission introduction, examination and testing management, clinical care), and the preparation of a clinical pathway template document.

Conclusions This consensus can provide reference for case management of preoperative clinical pathways of bariatric and metabolic surgery. In the future, regular updates will be made after further summarizing experience and accumulating evidence-based medical evidence to better serve the clinic.