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Preoperative Checklist Document Template

Checklist to ensure all necessary steps and tests are completed before surgery.

Preoperative Checklist

Purpose: This checklist is intended to ensure that all necessary assessments, consents, and preparations are completed prior to surgery. Use this document to review and confirm patient readiness before proceeding with operative procedures.

Patient Information

  • Full Name: {fullName}
  • Patient ID: {patientId}
  • Date of Birth: {dob}
  • Age: {age}
  • Procedure Scheduled: {procedureName}
  • Date of Surgery: {surgeryDate}

Health Status & Medical History

  • Allergies: {allergies}
  • Current Medications: {currentMedications}
  • Past Surgeries: {pastSurgeries}
  • Pre-existing Conditions: {preExistingConditions}
  • Fasting Confirmed: {fastingStatus}

Diagnostic Tests & Exams

{#tests}

  • {testName}: {testResult}

{/tests}

Consent & Legal Forms

  • Surgical Consent Signed: {surgicalConsent}
  • Anesthesia Consent Signed: {anesthesiaConsent}

{#insuranceStatus}

Note: Insurance Verified

{/insuranceStatus}

{^insuranceStatus}

Note: Patient has no verified insurance. Proceed according to self-pay protocol.

{/insuranceStatus}

Preoperative Instructions Provided

{#instructions}

  1. {instruction}

{/instructions}

Preoperative Checklist Sign-Off

Checklist Item Completed Responsible Staff Timestamp
{#checklistItems}{item}{status}{staff}{timestamp}{/checklistItems}

Final Confirmation

  • Nursing Review Completed: {nursingReview}
  • Surgeon Review Completed: {surgeonReview}
  • Patient Identity Verified: {identityCheck}
  • Surgical Site Marked: {siteMarked}

This checklist must be reviewed and signed off before proceeding to the operating room.

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Preoperative Checklist Using Forms

collect pre-surgery patient information via online preoperative checklist form
capture surgical consent and history using secure digital checklist form
gather pre-anesthesia evaluation details with a custom web form
streamline pre-op data entry for outpatient clinics using form-based checklist
use mobile-friendly form to collect preoperative requirements remotely from patients

Generate Preoperative Checklist Using APIs

auto-generate preoperative checklist PDF from EHR via API
trigger pre-op checklist creation from scheduling system through API call
generate personalized surgical prep documents from patient record API
automate checklist generation for upcoming surgeries using hospital API workflows
integrate preoperative checklist creation into custom patient portal using API

Integrations / Automations

create and send preoperative checklist when surgery is scheduled in Google Calendar
automate checklist generation from new patient in Salesforce using Zapier
generate surgery prep checklist when new row is added in Google Sheets
trigger pre-op checklist document when form is completed in Typeform via Make
send pre-surgery checklist for e-signature via DocuSign integration

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