Endometrial Biopsy Procedure Note
A comprehensive procedure note template for in-office endometrial biopsy that captures required safety elements (pregnancy exclusion, time-out, consent), technique documentation, specimen handling, and closed-loop result…
Document Type
clinical note / Procedure Note
Specialties
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Date/Time of Procedure: [Date and time]
Location: [Clinic/office/procedure room]
Proceduralist: [Name, credentials]
Assistant(s): [Name(s), role(s) / N/A]
Chaperone: [Name, role / Offered and declined; patient informed and agreed to proceed]
Procedure Summary
Procedure Performed: Endometrial biopsy using [device type]
Indication: [Indication]
Pregnancy Exclusion: [Method and result with date / Not applicable with rationale]
Anesthesia/Analgesia: [Pre-procedure NSAID given/declined; topical anesthetic type / not used; paracervical block medication, concentration, volume, sites / not used]
Specimen Disposition: [Specimen in fixative, labeled, sent to pathology]
Estimated Blood Loss: [Minimal / volume in mL]
Complications: [None / description]
Patient Tolerance: [Well tolerated / Mild/moderate/severe cramping / Vasovagal symptoms and management]
Disposition: [Discharged home / Observed in clinic / Transferred]
Indication and Clinical Context
[Reason for biopsy including bleeding pattern, duration, severity, and/or imaging findings. Menopausal status. Relevant risk factors if applicable. Ultrasound endometrial thickness with date if triggered biopsy. Anticipated technical barriers if any.] (Limit to 2–3 sentences.)
Contraindication Screening
- Cervicitis or pelvic infection symptoms: [Absent / Present with description]
- Anticoagulant/antiplatelet use: [None / Agent(s) and whether held per protocol]
- Known coagulopathy: [No / Yes with details]
- Relevant allergies: [None / Local anesthetics / Latex / Antiseptics / Other with specific allergens and reactions]
Pregnancy Exclusion
Method: [Urine pregnancy test / Serum hCG / Not applicable]
Result and Date: [Negative with date / Positive with value and date / Not applicable with explicit rationale]
LMP: [Date / Unknown / Not applicable]
(Do not accept patient denial alone as documentation when testing is standard.)
Informed Consent
Informed consent obtained from [patient / legal representative]. Risks (pain, bleeding, infection, inadequate sample, perforation, vasovagal reaction), benefits, and alternatives reviewed. Questions answered; patient agreed to proceed. [Reference to signed consent form location in chart.]
Pain Management
- Pre-procedure NSAID: [Given with timing and dose / Declined / Not offered]
- Topical cervical anesthetic: [Type and application / Not used]
- Paracervical block: [Medication, concentration, total volume, injection sites / Not used]
- Trauma-informed accommodations: [Description / None]
Time-Out Verification
Pre-procedure time-out performed confirming correct patient (two identifiers), correct procedure, allergies reviewed, pregnancy exclusion verified, and necessary equipment available.
Procedure Details
Positioning and Preparation
Position: [Lithotomy / Other]
Antiseptic prep: [Agent used]
Chaperone presence confirmed: [Yes / Declined as documented above]
Pelvic Examination
[Uterine position, estimated size, and tenderness. Adnexal findings if assessed. / Not performed.]
Cervical Access
Cervix visualized: [Yes / No]
Tenaculum: [Not used / Used at location for reason]
Cervical stenosis: [None encountered / Present, managed with os finder/dilators (sizes)/ultrasound guidance]
Access outcome: [Successful canal entry / Unable to access, procedure aborted with details]
Uterine Sounding
Sound used: [Yes / No with reason]
Uterine depth: [Depth in cm]
Direction: [Anterior / Posterior / Midline]
Endometrial Sampling
Device: [Device type]
Fundal insertion: [Yes / No with reason]
Suction: [Created / Not created with reason]
Sampling motion: [Rotation pattern and withdrawal technique]
Number of passes: [Number]
Gross sample appearance: [Scant / Moderate / Adequate tissue / Predominantly blood/clot with concern for insufficiency]
Completion
Tenaculum site hemostasis: [N/A / Pressure / Silver nitrate / Other]
Post-procedure bleeding: [None / Minimal spotting / Ongoing with description]
Patient symptoms during procedure: [Cramping severity; vasovagal symptoms and management if present]
Deviation From Routine
[None / Description of difficult access, dilation required, aborted attempt, suspected perforation, or other deviation with immediate management]
Specimen
Description: Endometrial biopsy, [gross amount]
Fixative: [Fixative type]
Labeling: Confirmed with two patient identifiers and anatomic source
Pathology: Order placed; specimen sent
Post-Procedure Status
Vital signs: [Stable / Values / Not assessed per protocol]
Pain level: [Numeric scale or description]
Ambulation: [Without assistance / With assistance / Not attempted]
Complications: [None / Description with management and patient response]
Disposition and Instructions
Disposition: [Discharged home in stable condition / Observed / Transferred]
Post-procedure instructions provided: [Verbal / Written / Both]
- Expected cramping and spotting reviewed
- Activity and pelvic rest precautions per clinic protocol
- Pain control recommendations provided
- Return precautions reviewed: heavy bleeding, fever/chills, worsening abdominal pain, foul-smelling discharge, dizziness/syncope
Results and Follow-Up Plan
Expected pathology turnaround: [Timeframe]
Results communication: [How and by whom results will be communicated to patient]
Contingency plan: [Plan if sample insufficient or bleeding persists despite benign results] (Do not document definitive diagnoses prior to pathology results; state clinical concern if appropriate.)
Signature/Authentication: [Name, credentials, date/time]
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