Pre-operative evaluation

A pre-procedure risk assessment with medication instructions and a recommendation for the surgical team.

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Blank documentation outlines. Adapt to the encounter and your practice requirements; complete only findings and care actually documented.

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Pre-operative evaluation

Encounter

Patient name: [ ] Date of birth: [ ] Date and time of encounter: [ ] Clinician: [ ]

Planned procedure

Procedure, date and surgeon or facility: [ ] Anesthesia type if known: [ ] Reason for referral and questions asked by the surgical team: [ ]

History

Medical and surgical history: [ ] Prior anesthesia problems, personal or family, as reported: [ ] Functional capacity as reported: [ ] Cardiac, pulmonary and bleeding history as reported: [ ] Medications, including anticoagulants and supplements, and allergies: [ ]

Evaluation

Vitals measured today, with units: [ ] Examination performed and findings: [ ] Tests ordered or reviewed, with dates and results: [ ] Risk tool used and result, if any: [ ]

Assessment and recommendations

Risk assessment and reasoning: [ ] Medication instructions before and after the procedure: [ ] Recommendations and conditions for the surgical team: [ ] How and when the recommendation was sent: [ ]