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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.
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