Endoscopy Post-Procedure Note and Discharge Instructions

Clinician-facing post-procedure documentation for GI endoscopy covering recovery assessment, complications, discharge criteria, and follow-up plan. Aligned with CMS ASC requirements and ASGE quality indicators.

Document Type

patient instructions / Post Procedure Instructions

Specialties

Endoscopy
Created by Augustun

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Date/Time of Note: [Date and time note authored]

Procedure Date/Time: [Date and time procedure performed]

Location: [Facility/Unit/Room]

Author/Role: [Name, credentials, and role]

Procedure Summary

[Brief summary of procedure(s) performed, indication(s), sedation/anesthesia type, and key interventions affecting post-procedure risk or instructions] (Reference full procedure report for detailed findings; do not duplicate here.)

  • Procedure(s): [Procedure name(s) and indication(s)]
  • Sedation/Anesthesia: [Type and agents if documented]
  • Key interventions affecting aftercare: [Polypectomy, dilation, banding, clip/stent placement, hemostasis, etc., or None]
  • Specimens collected: [Yes — site(s) and type(s) / None]
  • Devices left in place: [Yes — specify / None]

Recovery Assessment

[1–3 sentence summary of overall procedure tolerance and current stability, including immediate post-sedation recovery status and any symptoms during recovery]

  • Most recent vitals ([time]): [BP, HR, RR, SpO2, pain score]
  • Oxygen support: [Room air / Supplemental oxygen with delivery method and rate]
  • Level of consciousness: [Current mentation relative to baseline]
  • Focused exam: [General appearance, mental status vs baseline, respiratory status, abdominal exam findings, procedure-specific site checks as relevant]
  • Complications: [No immediate complications observed / Complication(s) with intervention taken and patient response]

Discharge

  • Discharge criteria: [Met / Not met] — [Stable vitals, adequate oxygenation, appropriate mentation, controlled symptoms, no concerning bleeding or pain] (Document explicitly; do not infer.)
  • Recovery score: [Score and threshold] (Include only if scoring system used locally.)
  • Disposition: [Home / Inpatient admission / Transfer to specified destination]
  • Escort: [Responsible adult name and relationship / Exemption documented with justification]
  • Discharge order attestation: Patient assessed post-procedure; discharge criteria met; written discharge instructions provided; discharge authorized by [clinician name/role].

(Patient-facing discharge instructions are documented separately.)

Follow-Up

  • Pathology: [Specimen(s) sent with site(s) / None]. Expected results in [timeframe]. Results communicated via [method]. Responsible for review: [name/role]. Patient to contact [clinic/number] if not received by [date].
  • Follow-up appointment: [Scheduled — date/time/location / Not required — with criteria for seeking care]
  • Referring provider communication: [Results forwarded — Yes/No]. [Urgent findings communicated directly — Yes/No with details if applicable].

(If required information is unavailable, note the limitation and where it may be found. Do not assume normal values.)

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