Preoperative Checklist


The Preoperative Checklist is an essential tool designed to ensure thorough preparation before surgical procedures.

This checklist assists medical professionals and surgical teams in systematically organizing and verifying crucial details, enhancing patient safety, operational efficiency, and communication.

By utilizing this checklist, you can proactively address key aspects, reducing the risk of oversights and ensuring a smooth transition into the operating room.

Preoperative Checklist:

Patient Information:

[  ] Verify patient identity using two identifiers (e.g., name, date of birth).

[  ] Confirm surgical procedure and site based on the patient’s consent and medical records.

[  ] Review patient’s medical history, allergies, and current medications.

[  ] Assess any preoperative tests and diagnostic results.

Informed Consent:

[  ] Ensure that the patient has signed a valid informed consent form for the intended procedure.

[  ] Address any questions or concerns the patient may have regarding the surgery.

Preoperative Testing:

[  ] Confirm completion and review of any required preoperative tests (e.g., blood work, imaging).

[  ] Ensure necessary consults (e.g., anesthesiology, cardiology) have been conducted.

Anesthesia Evaluation:

[  ] Anesthesia evaluation completed by an anesthesiologist or anesthesia provider.

[  ] Discuss anesthesia plan, potential risks, and any patient concerns.

Patient Preparation:

[  ] Provide patient with preoperative instructions (e.g., fasting, medication guidelines).

[  ] Ensure patient has removed any jewelry, contact lenses, and prosthetics.

Surgical Site Preparation:

[  ] Mark the surgical site as appropriate, and confirm it matches the patient’s consent.

[  ] Ensure proper skin antisepsis has been performed in accordance with guidelines.

Team Briefing:

[  ] Conduct a team briefing to review the surgical plan, patient-specific considerations, and any potential challenges.

[  ] Verify that all necessary team members (surgeons, nurses, anesthesiologists) are present and informed.

Equipment and Supplies:

[  ] Verify availability of necessary surgical instruments, implants, and equipment.

[  ] Ensure all equipment is properly sterilized and functional.


[  ] Document preoperative activities, patient discussions, and completed checklists.

[  ] Review and sign off on the preoperative checklist.

The Preoperative Checklist serves as a critical component of ensuring patient safety and optimal surgical outcomes. By meticulously addressing patient information, informed consent, preparation, and communication, medical professionals can pave the way for a successful surgery. Utilize this checklist to methodically approach preoperative tasks, collaborate effectively with the surgical team, and enhance the overall quality of patient care.

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