man with checklist
man with checklist
man with checklist

Checklist for Surgery/Consent Forms/Insurance Information

Checklist for surgery

The decision to have surgery is a very important one. You will need to be fully informed and prepared for the surgery. You will also need to be ready for any special needs that you may have after the surgery. How well you prepare will affect the outcome and the results. The following is a checklist to help you get ready for surgery.

  • Make a list of questions to ask your healthcare provider or surgeon about the type of surgery you are to have.

  • Talk with your provider to find out if the surgery is right for you.

  • Get a second opinion if you want to.

  • Check with your health plan about what costs of the surgery you will be responsible for.

  • Get a list of costs from your doctors and the hospital or outpatient facility.

  • Schedule the surgery.

  • Make a list of all medicines you take. This includes all prescription and over-the-counter medicines, and all herbal supplements. Also include any recreational drugs. Go over this list with the anesthesiologist and surgeons.

  • Schedule any labs tests you need to have before the surgery.

  • Set up a meeting with the anesthesiologist before the surgery.

  • Follow all instructions during the weeks and days before the surgery.

  • Stop taking any medicines or supplements that your surgeon tells you to before the surgery.

  • Arrange for any home care or equipment you will need at home after the surgery.

  • Sign all informed consent and other legal forms before surgery.

  • Quit smoking several weeks before the surgery. This will help in you recover faster. It will also help your incision heal more quickly.

  • Remove all jewelry before the surgery.

What is an informed consent form?

The medical staff will carefully explain the surgery to you before you have it. This includes why you are having it, any risks the surgery has, and what you can expect afterward. You will also be asked to sign an informed consent form. This form states that you understand everything about your surgery. You should read through the consent carefully before signing it. Ask your doctor if you have any questions or need more information.

What are advance directives?

When you are admitted to the hospital, hospital staff may encourage you to make an "advance directive." Advance directives are legal documents that state your preference in treatment and resuscitation if you aren’t able to speak for yourself. There are two types of advance directives:

  • Living will. This document gives your wishes about withholding or withdrawing life support if you have an incurable and terminal condition and can’t make decisions about your treatment. 

  • Durable power of attorney for health care. This document gives the name of the person who will make decisions for you if you are no longer able to make them. This designated person is called an attorney-in-fact. He or she also has the power to make the final decision about stopping treatment.

What about a child’s consent to medical care?

A child must have a parent’s consent before any surgery or procedure can be done. But an "emancipated" or "mature" adolescent may consent to his or her own medical care. Laws may vary from state to state. It is important to know your own state's law about emancipated and mature minors. An emancipated or mature minor is usually someone who:

  • Is married

  • Attends college away from home

  • Has a child

  • Is in the military service

What happens when you can’t give consent for your own surgery?

In some cases, you may not be able make a decision about your medical care. This might be because you are unconscious, or because you have a mental disability or severe illness. In that case, a family member or your attorney-in-fact will be asked to make any needed medical decisions.

Insurance information

If your healthcare provider recommends elective surgery, your insurance company may ask for "precertification" from your provider before you can have the surgery. Check with your insurance company on what you should do. You may need to pay a copayment for the hospital stay.


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