The Ultimate Collection of Medical Checklists

Implement clinical procedures safely and efficiently with a medical checklist.

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Medical Checklist for Surgical Safety (WHO)

Based on the World Health Organization (WHO)’s framework, this medical checklist provides a step-by-step guide to performing surgeries safely. Surgical teams can utilize this checklist to:

• Describe the surgery type, date, time, location, and people involved in the operation
• Run through the necessary steps prior to the induction of anesthesia
• Verify essential matters and determine any foreseeable critical events with the surgeon and anesthetist before beginning the procedure
• Confirm the completion of the surgical procedure with the nurse, surgeon, and anesthetist
• Document any health concerns or issues that arose during the operation

The checklist can easily be modified and tailored in SafetyCulture (formerly iAuditor) according to the needs and practices of the institution. Once the procedure is complete, surgical providers can automatically generate surgical reports in PDF, Word, Excel, and other formats.

What is a Medical Checklist?

A medical checklist is an itemized document used for various procedures and protocols in healthcare settings. It functions as a guide for carrying out medical procedures safely and correctly, whether a physical examination or a surgical operation. Using this checklist, healthcare professionals can provide the best possible care for their patients.

Benefits

Medical checklists are a vital part of any medical practice. For instance, they outline the steps in carrying out medical processes in a clear and concise manner that healthcare staff can easily follow. With the help of this tool, medical professionals can perform all crucial steps accurately and account for all necessary items in a procedure without missing anything. This way, they can minimize deadly errors and maximize patient safety.

A medical checklist also helps improve communication and coordination between providers and patients. It ensures that all healthcare team members are aware of the patient’s condition and treatment plan and can help to prevent or catch errors, especially for high-risk operations. In fact, various studies suggest the effectiveness of using checklists in medical environments, as it has enabled providers to deliver quality patient care and improve outcomes in various settings, such as the operating room and the intensive care unit (ICU).

Types

Medical checklists come in different kinds depending on the situation and intended purpose. Some of its most common types and uses include:

• General medical checklist – used to improve the safety of standard medical procedures such as surgical operations from the pre-operative to the post-operative phases.
• Medical history checklist – used to collect all relevant patient information during the history-taking process; a great tool for tracking patient progress and proactively spotting health problems.
• Medical audit checklist – used to verify if specific areas and procedures (e.g., clinical services, nursing care, and medication) are carried out accurately and in accordance with the set guidelines and protocols
• Administrative form – used to check if patient transfers, discharges, laboratory testing, and other procedures are carried out as intended.
• Compliance checklist – used to confirm if healthcare providers follow regulations and standards for patient care, data privacy, and medical records from agencies such as the Occupational Safety and Health Administration (OSHA), Health Insurance Portability and Accountability Act (HIPAA), and the Care Quality Commission (CQC).
• Hospital safety inspection checklist – used to promote safety in the medical premises, including proper housekeeping and cleaning procedures.
• Clinical audit checklist – used to review clinical outcomes and patient care against industry standards and established benchmarks.

What to Include in a Medical Checklist

A medical checklist is a great way to organize and keep track of procedural instructions and vital patient information. Each checklist will contain different information based on its function and setting, but in general, it’s essential to include the following information when creating one:

• Title Page – This section specifies the date, time, and the people or team involved in the procedure or check-up. It can also include the patient’s name, contact information, medical history, current conditions, and treatments, as well as any allergies.
• Pre-operative Check – This section lists essential tasks before starting a consultation, procedure, or laboratory test. For example, if it’s for a surgical operation, the checklist must indicate things to do before inducting anesthesia and creating a skin incision.
• Operational Procedure – This section outlines the required steps to be performed and anticipated critical events during a medical procedure or testing. It ensures that the process goes as planned without missing any vital points.
• Post-operative Check – This section runs through a series of tasks to be completed after performing the procedure and before discharging the patient. For example, a medical checklist for surgical operations can verify if the instrument count, specimen labeling, and equipment check are accomplished before the patient leaves the operating room.
• Sign-off – This section gives the physician, nurse, or other healthcare staff in charge a space to note their observations during the medical procedure and affix their signature as proof of completion.

Here is a sample report of a medical checklist for surgical operations, completed using a digital tool: