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WRHA Surgery Program
PREoperative
Assessment Patient
Questionnaire
July 2010
Carol Knudson
WRHA Perioperative Nurse Educator
Preamble
• Questionnaire development was a collaborative
effort by the WRHA Surgery Program and PAC
• Facilitates the collection of consistent patient
information across surgical sites within the region.
• Promotes patient safety, enhances quality of patient
care and service delivery to the patient population
we serve.
• NOTE: Replaces the Patient/Nursing database for
the elective surgery patient population.
Purpose
• Collect information from patients
coming for elective surgery.
• Information from questionnaire will
be reviewed by PAC nurse to
determine if additional information,
assessments or testing is required
prior to surgery.
General Information
• To be completed by ALL surgical
patients (including Day Surgery
Patients) scheduled for Elective
surgery EXCEPT: orthopedic
total joint hip and knee
arthroplasty.
• To be completed and MAILED or
DROPPED OFF at the surgeon’s
office AT LEAST THREE (3)
WEEKS PRIOR to the surgery
date.
• Will be included in the PAC
package and is intended to be
circulated to the patient by the
surgeon/office.
• Completed questionnaire
required in order to slate the
surgical procedure.
• Right side intended for
documentation by the nurse and is
for “Hospital Use Only”
• Completed questionnaire is dated,
signed and placed in the patient
health record and becomes part of
the permanent health record.
Patient to Indicate
• Personal Health Information Number (PHIN)
• Legal Name (as found on Provincial Health
Card)
• Preferred Name
• Date of Surgery (DD/MMM/YYYY)
• Surgeon’s Name
• Type of Surgery
• Health Care Directive (copy attached)
• Information related to language spoken and
understood
• Contact person including relationship and
phone #
• Name of person picking up from hospital on
discharge including relationship and
phone# (required for patients receiving
general Anesthetic or Conscious Sedation)
• Indication of hospitalization in the past
six(6) months for
MRSA
VRE
TB/Alert
C-diff
Other
• Allergies or sensitivities
• Medic Alert® Bracelet including reason for
wearing
• Medications including prescription
drugs, over-the-counter drugs, herbs,
or other
• If coming to PREoperative
Assessment Clinic, patient to bring
containers of all prescription and
over the counter medications
• Family Doctor’s name, phone number,
date, and reason for last visit
• Specialist Doctor’s name, phone
number, date, and reason for last
visit
• Possibility of pregnancy
• Height and Weight
• Obstructive Sleep Apnea (OSA) Risk
questions replacing OSA Risk Identification
and Risk Assessment in Perioperative
adults form #W-00255
Patients to indicate “yes”/“no” to the following:
Do you have OSA?
Have you been told that you have OSA?
Do you snore loudly (loud enough to be heard
through closed doors?)
Do you think you have abnormal or excessive
sleepiness during the day?
Has anyone noticed that you momentarily stop
breathing during your sleep?
Is your neck measurement greater than 40cm?
• Shortness of breath or tightness
in the chest if
Lying flat in bed
Walking 1 block
Climbing 1 flight of stairs
Housework, getting dressed
• Health History
including:
Chest pain
Angina
Heart attack
CHF
Heart murmur
Fast/skipped heart
beat
Rheumatic fever
High Blood Pressure
Diabetes
Persistent swelling
in feet of legs
Lung problems
SOB, cough, wheeze
OSA
Home oxygen
CPAP/BiPAP machine
Stroke
TIA/mini-stroke
Migraine/headache
Blackouts/fainting
spells in past year
Seizures
Recent memory loss
Disease of nervous
system
Parkinson’s disease
Muscle disease
Joint/bone problems
Chronic pain
Falls within 6
months
Gout
Frequent heart burn
Ulcers
Hepatitis/jaundice/liver
disease
Bowel disease
Kidney/bladder
problems
Hemodialysis
Peritoneal dialysis
Cancer
HIV/AIDS
Anemia/Low Iron
Blood Transfusion
Bleeding Problems
Sickle Cell Disease
Blood Clots (legs,
lungs, pelvis)
Glaucoma
Thyroid Problems
Mental Health Issues
Dementia
Depression
Anxiety/Panic Attacks
Malignant Hyperthermia
Pseudocholinesterase
Deficiency
Implanted Electronic
Devices
Other
Health Problems that run
in family
• Received or had problems with anesthetic
• Family member had problem with
anesthetic
• Previous surgeries including date and
hospital
• Admission to hospital for reasons other
than surgery including date, reason for
admission and hospital
• Special tests including name of the test,
date, and hospital
Examples include Stress Test, Ultrasound, and
angiogram
• Transfusion History including
rare blood type
objection to receipt of transfusion
previous transfusions indicating any problems
• Smoking History including
amount smoked per day
number of years smoked
when quit (if applicable)
• Alcohol consumption including amount and
how often
• Use of recreational drugs including amount
and how often
• Having any of the following:
Capped or Loose Teeth
Contact Lenses
Eyeglasses
Dentures
Hearing Aid
Body Piercings
Other (examples artificial limbs or artificial eye)
• Nutritional Status including:
Type of diet
Difficulty eating or swallowing
Weight gain, loss including amount and over what
time period
Nausea, vomiting, choking, indigestion, reflux,
anorexia
• Elimination Pattern including
Ostomy
Urinary pattern (urgency, incontinence,
frequency, nocturia
Bowel pattern (diarrhea, constipation,
incontinence
Other (example catheter)
• Functional status with explanations
including:
Changes in activities of daily living
Assistance required for toileting,
bathing, dressing, walking
Use of crutches, cane, walker,
wheelchair, scooter, mechanical lifts,
bathroom assists
Any changes to sleep pattern
Pain including description of intensity
• Living arrangements including:
Lives alone, with spouse/partner,
child(ren), pets, other
Lives in an apartment, house,
group home, PCH, supportive
housing, assisted living
Use of stairs including number and
whether railings present
• Use of community services including:
Home Care
Dietitian
Handi-transit
Physiotherapy
Day Hospital
Occupational Therapy
Lifeline®
Treaty Number and Band Name
Social Assistance including case#, case
worker name and phone#.
• Difficulties related to hospitalization
including an explanation:
At home
At work
With finances
Other
• Date and name of person completing
questionnaire
Nurse completes section
Hospital Use Only
• Completed based on information gathered
during patient assessment
• Patient vital signs:
Temperature
Pulse
Respiratory Rate
Blood Pressure – indicate left or right arm
O2 SATS
• Indicate that Medication Reconciliation
completed
• Indicate Height (cm) and Weight (kg)
• Calculate BMI (refer to chart or calculate
as Weight in kg/Height in m2
• Determine patient risk of OSA based on
response to OSA questions and reference
to laminated poster “Guidelines: OSA
Interpretation of Risk Score
Known OSA (PAC referral required)
High Clinical Suspicion (PAC referral required)
Low Clinical Suspicion
• Indicate if consults have been initiated and
if so where
• Indicate if Risk for Falls Protocol
• Indicate any other pertinent information
gathered from the patient during the
assessment in the space allotted
What happens with
questionnaire once returned to
surgeon office?
• Surgeon’s office forwards
Questionnaire, Booking Request
Form, HX & PX, all completed tests
and Consent Form to PAC.
• Complete package is triaged by
clinicians
• Patient is contacted by phone if
clarification is required
• PAC books clinic appointments and notifies
patient of same (if applicable)
• At clinic appointment, nurse documents
any additional information on the right-hand
side of the questionnaire.
• Nurse required to sign and date
questionnaire. NOTE: Questionnaire is part
of the patient’s health record.