Assessment

Pre-Operative Assessment Form

3 pages18 fieldsHIPAA-ready

Form preview

formisoft.com/f/pre-operative-assessment
Patient Information
Scheduled Procedure
Surgeon/Provider
Surgery Date
Medical History Review
Diabetes
Hypertension
Asthma
Heart Disease
Current Medications
Allergy Verification
Anesthesia Risk Assessment (ASA)
Select...
NPO Status/Fasting Instructions
Lab Results Upload
Upload file
EKG/Cardiac Clearance
Upload file
Vital Signs
Consent Verification
I agree to the terms above
Sign here
Emergency Contact
Contact person
Submit

The Pre-Operative Assessment Form is an essential clinical tool used to systematically evaluate a patient's fitness for surgery before they enter the operating room. It captures a complete medical history review, current medication inventory, allergy verification, and anesthesia risk classification using the ASA Physical Status system. By consolidating all pre-surgical data into a single structured document, surgical teams can identify potential complications and ensure every patient meets the criteria for safe anesthesia and surgical intervention.

This template includes dedicated sections for uploading recent laboratory results, EKG and cardiac clearance documentation, and recording baseline vital signs. It also addresses NPO (nil per os) fasting compliance, which is critical for preventing aspiration during anesthesia induction. The built-in consent verification section confirms that the patient has been informed of procedural risks, alternatives, and expected outcomes before the day of surgery.

Designed for ambulatory surgery centers, hospital pre-admission testing departments, and surgical specialty practices, this form streamlines the pre-operative workflow and reduces last-minute cancellations due to incomplete evaluations. It supports compliance with Joint Commission standards and CMS requirements for pre-anesthesia assessments, giving surgical coordinators and anesthesiologists the documentation they need to proceed with confidence.

What's included

  • Patient demographics and surgical procedure details
  • Comprehensive medical history and review of systems checklist
  • Current medication list with dosage and last-taken timestamps
  • ASA Physical Status classification and anesthesia notes
  • Laboratory and diagnostic imaging upload sections
  • Consent verification and emergency contact capture
  • Consent agreement with e-signature
  • Allergy documentation with severity levels
  • Medical conditions checklist

Who uses this template

  • Pre-admission testing for scheduled inpatient and outpatient surgeries
  • Anesthesia risk stratification and ASA classification documentation
  • Surgical clearance coordination between primary care and surgical teams
  • Ensuring compliance with pre-operative fasting and medication hold protocols

All form fields

14 fields across 3 pages. Customize any field after signing up.

Patient InformationText
Scheduled ProcedureLong Text
Surgeon/ProviderText
Surgery DateDate
Medical History ReviewConditions
Current MedicationsMedications
Allergy VerificationAllergies
Anesthesia Risk Assessment (ASA)Dropdown
NPO Status/Fasting InstructionsMultiple Choice
Lab Results UploadFile Upload
EKG/Cardiac ClearanceFile Upload
Vital SignsText
Consent VerificationConsent Agreement
Emergency ContactEmergency Contact

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