Pre-Op Checklist
Clear fasting times, medication holds, and arrival window tailored to anesthesia and the surgeon’s protocol to reduce same-day cancellations.
Clear written instructions reduce post-operative complications, speed recovery, and create a documented record that the patient received essential safety and medication guidance. They also support clinical quality reviews and payer audits while demonstrating adherence to standard of care.
Proper role alignment ensures the document is completed, retained, and available for clinical and regulatory review.
| Field | Configuration |
|---|---|
| Upload Template | Add the PDF/Word master file for reuse. |
| Add Fillable Fields | Place text, date, and signature fields where needed. |
| Set Signer Roles | Assign patient or guardian as required signer. |
| Enable Notifications | Alert staff when form is signed and completed. |
Verify the vendor supports HIPAA (BAA), audit trails, and secure storage; integration with the clinic EHR simplifies retention and access control.
Clear fasting times, medication holds, and arrival window tailored to anesthesia and the surgeon’s protocol to reduce same-day cancellations.
Explicit directions about which medications to stop or continue, including anticoagulants and supplements, with rationale to prevent bleeding or interactions.
Stepwise post-op care for dressings, cleaning, and signs of infection including when to call the clinic or seek emergency care.
Time-bound restrictions on lifting, exercise, and sun exposure to protect incisions and support proper healing.
24/7 clinic phone, surgeon on-call number, and local emergency directions for urgent complications.
Date and purpose of follow-up visits, suture removal timeline, and instructions for appointment rescheduling if needed.
Typically stop solid food 8 hours and clear liquids 2 hours before anesthesia.
Anticoagulants and certain supplements often stopped 5–7 days pre-op following clinician advice.
Arrive at the facility per the time given; typically 60–90 minutes before scheduled start.
First post-op check commonly scheduled 24–72 hours after surgery.
Seek immediate care for uncontrolled bleeding, fever, or severe pain at any time.
Confirm procedure date, surgeon, and pre-op assessment appointment.
Obtain anesthesia and medical clearance with required labs or consults.
Verify instructions followed, consent on file, and all team members informed.
Complete early wound checks and schedule subsequent recovery visits.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |