Procedure: Generic Checklist

Here’s a checklist for discussing or describing a procedure – whether it’s for an exam question or just for kicks…

Opening statement (preamble/history)

First, check indication valid and no contra-indications:

  • Indications
  • Contraindications

Preparation

  • Area
  • Staff (training, credentials, universal precautions)
  • Equipment
  • Monitoring
  • Procedural
  • Drugs
  • Information (Past Medical History, etc)

Patient

  • Explanation
  • Reason
  • Risks
  • Alternatives
  • Informed Consent & documentation
  • Preparation
  • AMPLE Hx incl. Fasting
  • Analgesia
  • Sedation / Amnesia / distraction
  • Posture / positioning

Procedure

  • Relative / parents present
  • Technique

Post-procedure care

  • Confirm success
  • Complications seek & treat
  • Recovery
  • Disposition
    • Safe discharge criteria
    • Paperwork
      • Prescription
      • Discharge letter / referral
      • Off-Work certificate / Worker’s Compensation
      • Advice sheets
    • Follow-up

‘Consultant’ issues

  • Alternatives to procedure
  • Tips & traps (incl. Medicolegal)
  • Controversies
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