Preparation of Patient for Surgery - The First Handshake
- Initial Contact: Build rapport; address patient concerns.
- Targeted History:
- Key comorbidities: cardiac (IHD, HF), respiratory (COPD, asthma), renal, DM.
- Medications: anticoagulants (stop/bridge?), antiplatelets, steroids (stress dose?), insulin.
- Allergies & reactions.
- Social history: smoking (cessation advice), alcohol, illicit drugs.
- Relevant Examination: General survey, vital signs, systemic exam pertinent to surgery.
- Informed Consent (Crucial):
- Details: procedure, expected outcomes, common/serious risks, alternatives, anesthesia.
- 📌 BRAIN: Benefits, Risks, Alternatives, Incision/Information, Nothing.
- Risk Stratification: ASA Physical Status (ASA I-VI) for perioperative risk.
⭐ Essential components of valid informed consent include disclosure, capacity, comprehension, and voluntariness.
Preparation of Patient for Surgery - Dodging Dangers
- Risk Stratification
- ASA Classification:
Class Description ASA I Healthy ASA II Mild syst. disease ASA III Severe syst. disease ASA IV Severe dis., const. threat ASA V Moribund, op last resort ASA VI Brain-dead donor - Cardiac: RCRI >2 = ↑ risk. Components:
Component HR surg IHD CHF CVA IDDM Cr >2 mg/dL - Pulmonary: Age >60, COPD, smoke, OSA.
- VTE: Caprini score for prophylaxis.
- ASA Classification:
- Preoperative Optimisation
- Diabetes: Target HbA1c <7-8%.
- Meds: Stop anticoag/antiplatelet (e.g. Warfarin 5d pre-op). Keep β-blockers.
- NPO: Solids 6-8h, clears 2h. 📌 "2-4-6-8" (Clear-Breast-Formula-Solids).
- Consent, Site Mark: Essential.
⭐ The ASA physical status classification is a crucial predictor of perioperative risk, independent of the surgical procedure.
Preparation of Patient for Surgery - The Pre-Op Checklist
- Consent: Verify signed informed consent.
- NPO Guidelines (📌 "2-4-6-8 rule"):
Item Duration Before Surgery Clear Liquids 2h Breast Milk 4h Infant Formula/Light Meal 6h Fried/Fatty/Meat 8h - Investigations: Baseline: CBC, Blood group, Coagulation (PT/INR <1.5, aPTT), RFT, LFTs, Electrolytes. ECG (>40y/comorbid), CXR (if indicated).
- Medications:
Medication Action Anticoagulants Hold (Warfarin 3-5d; DOACs 24-72h) Antiplatelets (Aspirin/Clopidogrel) High cardiac risk: continue; else stop 5-7d Beta-blockers Continue Oral Hypoglycemics Hold AM dose Insulin Adjust (e.g., 1/2 long-acting) ACEi/ARBs Hold AM (per protocol) - Site Marking: If applicable, by operating surgeon.
- Skin Prep: Antiseptic bath/shower; clip hair (no shave) pre-op.
- Prophylaxis: Prophylactic antibiotics (<60min pre-incision); VTE prophylaxis (mechanical/pharmacological).
- Anxiety: Anxiolysis/Premedication if required.
⭐ For elective surgery, patients can typically take clear liquids up to 2 hours before anesthesia induction.
Preparation of Patient for Surgery - Showtime Prep
- Final Verification: Patient ID, correct site/procedure, informed consent, NPO status confirmed.
- Surgical Site Marking:
- Performed by a surgeon involved in the procedure.
- Patient awake & aware, if possible.
- Mark at/near incision site, unambiguous (e.g., "YES" or initials), visible after draping.

- Prophylactic Antibiotics:
- Administer within 60 minutes before surgical incision; 120 minutes for vancomycin/fluoroquinolones. | Surgery Type | Common Prophylaxis | Notes | |-----------------------------------|--------------------------------------------------|------------------------------------------| | Clean (e.g., hernia repair, breast) | Cefazolin | | | Clean-contaminated (e.g., GI) | Cefazolin + Metronidazole (for anaerobes) | Or Cefoxitin/Ampicillin-Sulbactam | | Cardiac | Cefazolin / Vancomycin | Vancomycin if high MRSA risk/beta-lactam allergy |
- Skin Preparation: Antiseptic (e.g., povidone-iodine, chlorhexidine gluconate) applied, typically in expanding circles from incision site.
- Hair Removal: If necessary, use clippers immediately before surgery. Avoid razors (↑SSI risk).
- DVT Prophylaxis: Mechanical (e.g., SCDs) and/or pharmacological (e.g., LMWH) as per risk stratification.
⭐ Surgical site marking must be done by a practitioner involved in the procedure and while the patient is awake and aware, if possible, before non-emergent procedures.
High‑Yield Points - ⚡ Biggest Takeaways
- ASA classification is key for preoperative risk assessment.
- Advise smoking cessation at least 4-8 weeks before surgery to minimize pulmonary risks.
- Optimize glycemic control (HbA1c < 7%) in diabetic patients.
- Follow strict NPO guidelines (e.g., 2 hrs clear liquids, 6 hrs light meal) to prevent aspiration.
- Administer prophylactic antibiotics 30-60 minutes prior to surgical incision.
- Implement DVT prophylaxis based on individual risk assessment (e.g., Caprini score).
- Correct significant anemia and coagulopathy before elective procedures.
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