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Pa Physician Associate
10-15 minutes

Pre-Surgical Evaluation Template

The Preoperative Assessment template by s10.ai is expertly crafted for Physician Assistants to conduct thorough pre-surgical evaluations, ensuring comprehensive documentation. This template encompasses sections for patient demographics, medical and social history, baseline observations, and an in-depth National Early Warning Score (NEWS2) assessment. Additionally, it includes family history, a review of systems, and laboratory tests, guaranteeing a meticulous preoperative evaluation. Perfect for surgical environments, this template ensures all critical information is captured prior to surgery. Optimized for integration with s10.ai, the AI medical scribe, it enhances documentation efficiency and streamlines clinical workflows, motivating clinicians to adopt this advanced tool for improved patient care.

4,503 uses
4.2/5.0
J
Jordan Lee Carter
Template Structure

Organized sections for comprehensive clinical documentation

Anaesthetic Assessor: [Assessor Name]
Anaesthetic Assessor: Anaesthetist
Patient Information:
Patient Medical Record Number: [MRN]
[Title]: [Patient Name]
Patient Date of Birth: [YYYY-MM-DD]
Age: [Age]
Patient Gender: [Gender]
Surgery:
State Surgery: [Procedure Name]
Reason for Surgery:
[Brief description of indication for surgery]
Medical History:
Past Medical History: [List relevant diagnoses]
Heart disease including pacemaker: [Yes/No]
Myocardial Infarction: [Yes/No]
Hypertension: [Yes/No]
Angina: [Yes/No]
Stroke: [Yes/No]
Diabetes: [Yes/No] (include type and management)
Epilepsy: [Yes/No]
Jaundice: [Yes/No]
GORD / Hiatus hernia: [Yes/No]
Kidney Disease: [Yes/No]
Arthritis: [Yes/No]
Asthma: [Yes/No]
Chronic respiratory disease: [Yes/No]
Thyroid disease: [Yes/No]
Sickle cell status: [Status or N/A]
Pregnancy status: [Status or N/A]
Current Medications:
[List medications]
Allergies:
[List allergies]
Disabilities or Communication Needs:
[Details or "None"]
Problems with Previous Anaesthetics:
[Details or "None"]
Social History:
Social History: [Smoking, alcohol use, occupation, living situation]
Baseline Observations:
Pulse: [Value]
Temperature: [Value]
Conscious Level: [Alert / Other]
Blood Pressure: [Value]
ECG: [Findings]
Respiratory Rate: [Value]
Oxygen Saturations: [Value]
Weight: [kg]
Height: [m]
BMI: [kg/m²]
MRSA Status: [Status]
National Early Warning Score (NEWS2) Assessment:
Respiration Rate (RR): [ ] 0 - 12–20
Scale 1: Oxygen Saturation (SpO2): [ ] 0 - ≥96%
Scale 2: Oxygen Saturation (SpO2): [ ] 0 - 88–92% or ≥93% on air
Any Supplemental Oxygen: [ ] 0 - No Air
Temperature (°C): [ ] 0 - 36.1–38.0
Systolic Blood Pressure (SBP): [ ] 0 - 111–219
Heart Rate (HR): [ ] 0 - 51–90
Level of Consciousness (AVPU): [ ] 0 - A (Alert)
Total NEWS Score: [Value]
Summary:
[Summary sentence describing vital signs and total NEWS score]
Family History:
Family History: [Details]
Review of Systems:
[Brief narrative summary of any system review findings or "No abnormalities noted in cardiovascular, respiratory, or gastrointestinal systems. No risk of obstructive sleep apnoea."]
Patient ASA Status: [I / II / III / IV]
Mallampati Score: [I / II / III / IV]
Condition of Teeth: [Details]
Laboratory and Diagnostic Tests:
Blood Test Results: [Summary]
Date: [Date]
Technique Explained and Agreed:
General Anaesthetic including type: [Description]
Admission and Plan:
Plan for Surgery: [Details including date, time, arrival instructions, fasting requirements, medication adjustments]
DVT Prophylaxis: [Details, e.g., TEDS / pharmacological prophylaxis]
Consent:
Informed consent has been obtained from the patient.
Other Information:
Infection Risks: [Details or "None"]
Multiple Consultant Cases: [Yes/No]
Specialist Equipment Required: [Details or "None"]
Sample Clinical Note

Example of completed documentation using this template

Preoperative Assessment:
Anaesthetic Assessor: Dr. Emily Carter
Anaesthetic Assessor: Anaesthetist
Patient Information:
Patient Medical Record Number: 123456
Mr: John Doe
Patient Date of Birth: 1975-06-15
Age: 48
Patient Gender: Male
Surgery:
State Surgery: Total Knee Replacement
Reason for Surgery:
The patient is suffering from severe osteoarthritis in the right knee, leading to significant pain and mobility challenges.
Medical History:
Past Medical History: Hypertension, Type 2 Diabetes, Asthma
Heart disease including pacemaker: No
Myocardial Infarction: No
Hypertension: Yes
Angina: No
Stroke: No
Diabetes: Yes, Type 2, managed with Metformin
Epilepsy: No
Jaundice: No
GORD/ Hiatus hernia: No
Kidney Disease: No
Arthritis: Yes
Asthma: Yes
Chronic respiratory disease: No
Thyroid disease: No
Sickle cell status: Negative
Pregnancy status: N/A
Current Medications: Metformin, Lisinopril, Albuterol inhaler
Allergies: Penicillin
Disabilities or communication needs: None
Problems with previous anaesthetics: None
Social History:
Social History: Non-smoker, occasional alcohol use, retired teacher
Baseline observations:
Pulse: 78 beats per minute, regular
Temperature: 36.7°C
Conscious level: Alert
Blood Pressure: 130/85 mmHg
ECG: Normal sinus rhythm
Respiratory rate: 16 breaths per minute
Oxygen saturations: 98% on air
Weight: 85 kg
Height: 1.75 m
BMI: 27.8 kg/m2
MRSA status: Needs screening
National Early Warning Score (NEWS2) Assessment:
Respiration Rate (RR): [ ] 0 - 12-20
Scale 1: Oxygen Saturation (SpO2): [ ] 0 - ≥ 96%
Scale 2: Oxygen Saturation (Sp02): [ ] 0 - 88% - 92% or ≥ 93% on air
Any Supplemental Oxygen: [ ] 0 - No Air
Temperature (°C): [ ] 0 - 36.1-38.0
Systolic Blood Pressure (SBP): [ ] 0 - 111-219
Heart Rate (HR): [ ] 0 - 51-90
Level of Consciousness (AVPU): [ ] 0 - A (Alert)
Total NEWS Score: 0
Summary: Patient has a respiratory rate of 16, oxygen saturation of 98%, and a heart rate of 78, receiving a total NEWS score of 0.
Family History:
Family History: Father had hypertension
Review of Systems:
Review of Systems: No abnormalities noted in cardiovascular, respiratory, or gastrointestinal systems. No risk of obstructive sleep apnoea.
Patient ASA status: II
Mallampati score: II
Condition of teeth: No false teeth, no loose caps, crowns, or teeth
Laboratory and Diagnostic Tests:
Blood Test Results: Normal
Date: 2023-10-01
Technique explained and Agreed:
General Anaesthetic including type: General Anaesthetic planned
Admission and Plan:
Plan for surgery: Scheduled for 2023-10-15 at 8:00 AM, patient to arrive at 6:00 AM. Preoperative instructions include fasting from midnight and stopping aspirin 5 days prior.
DVT Prophylaxis: TEDS
Consent:
Informed consent has been obtained from the patient.
Other Information:
Infection risks: None
Multiple consultant cases: No
Specialist equipment required: None
Clinical Benefits

Key advantages of using this template in clinical practice

  • The Preoperative Assessment template is an essential tool for healthcare professionals, designed to streamline the evaluation process before surgery. This comprehensive template includes key sections such as patient information, medical history, baseline observations, and the National Early Warning Score (NEWS2) assessment, ensuring a thorough review of the patient's health status. By incorporating high-search healthcare keywords, this template aids in identifying potential risks and optimizing surgical outcomes. Clinicians can efficiently document and assess critical factors like heart rate, blood pressure, and respiratory rate, facilitating informed decision-making. Adopt this template to enhance preoperative planning, improve patient safety, and ensure compliance with clinical standards.
Frequently Asked Questions

Common questions about this template and its usage

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