Endovenous Ablation/Phlebectomy Procedure Note

Procedure note template for endovenous ablation (RFA, EVLA, mechanochemical, or adhesive) with optional ambulatory phlebectomy. Emphasizes laterality throughout, treated segment landmarks, completion ultrasound assessmen…

Document Type

clinical note / Procedure Note

Specialties

Vascular Surgery
Created by Augustun

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Date/Time: [Procedure date]; [Start and end times if tracked]

Location: [Facility type]; [Procedure room]

Operators: [Primary clinician]; [Assistant(s) if applicable]; [Ultrasound technologist if applicable]

Patient: [Name]; [DOB/MRN per system policy]

(Laterality must appear with every anatomic structure throughout the note. Omit subsections that do not apply rather than documenting as "not performed." Do not infer or fabricate required elements; prompt for missing required items.)

Pre-Procedure

[Indication and diagnosis] (Briefly state the primary indication such as symptomatic varicose veins or chronic venous disease; explicitly list treated symptoms; state the working diagnosis with explicit laterality; identify planned target vein(s) and segment(s) for ablation and any tributaries planned for phlebectomy, all with laterality.)

[Pre-procedure duplex summary] (Name target vein(s) with laterality; confirm deep venous system patency; explicitly state pre-procedure DVT status; reference the formal duplex report if available; if conservative management documentation is relevant, reference the prior clinic note rather than re-documenting.)

Allergies: [Relevant allergies, particularly local anesthetics, adhesives, antiseptics, latex]

Anticoagulation status: [Current anticoagulant/antiplatelet medications and peri-procedural plan if managed by procedural team]

Consent: [Attestation that informed consent obtained for specified procedures with laterality, including risks appropriate to planned modality]

Time-out: [Attestation that universal protocol time-out completed confirming correct patient, procedure, and site/laterality]

Anesthesia plan: [Local anesthetic agent and concentration]; [Tumescent anesthesia planned: yes / no]; [Sedation plan: none / minimal anxiolysis / moderate sedation / deep sedation / general anesthesia] (If sedation used, reference where sedation documentation is recorded.)

Intra-Procedure

Procedures performed:

  • Endovenous ablation: [laterality] [vein name] ([segment]), modality: [RFA / EVLA / mechanochemical / adhesive]
  • Ambulatory phlebectomy: [laterality] leg, tributaries in [anatomic regions]

(List only the procedures actually performed; remove non-applicable lines.)

[Positioning, preparation, and sterile setup] (Describe patient positioning; skin prep agent; sterile draping; ultrasound probe preparation with sterile cover and gel.)

[Venous access] (Document access site with laterality and anatomic level; ultrasound-guided puncture technique; sheath size; confirmation of intraluminal position by ultrasound visualization and blood return; state that real-time ultrasound guidance was used.)

Vein and segment: [Laterality] [vein name] ([segment treated])

Device: [Catheter/fiber/device type]

Proximal endpoint: [Distance in cm distal to SFJ or SPJ]

Distal endpoint: [Anatomic landmark or level]

Treated length: [Total cm if tracked]

Tumescent Anesthesia

(Include this subsection only if tumescent anesthesia was used; otherwise omit entirely.)

Solution composition: [Components and concentrations]

Total volume infiltrated: [mL] (If exact volumes documented elsewhere, reference that location.)

Total lidocaine dose: [mg] ([mg/kg if available])

Technique: [Perivenous infiltration under ultrasound guidance]

Patient tolerance: [Tolerated well / issues encountered]

Ablation Technique and Parameters

(Include only the parameter set for the modality actually performed; omit all others.)

Radiofrequency ablation: [Generator/catheter model if tracked]; [Treatment method including cycles and segment length per cycle]; [Settings]; [Adjustments if any]

Endovenous laser ablation: [Wavelength]; [Fiber type]; [Power in watts and mode]; [Total energy in joules or energy density]; [Pullback method]; [Treated length]

Mechanochemical ablation: [Device]; [Sclerosant name, concentration, and volume if used]; [Treated segment]

Adhesive closure: [Product]; [Delivery catheter]; [Start point relative to junction]; [Injection protocol]; [Compression protocol if used]

Ambulatory Phlebectomy

(Include this subsection only if phlebectomy was performed; otherwise omit entirely.)

Pre-procedure marking: [Varicosities marked pre-procedure: yes / no]

Local anesthetic: [Agent and concentration]

Incision count: [Number] stab incisions on [laterality] extremity (Required for billing; flag as missing if not documented.)

Regions treated: [Anatomic regions of the leg with laterality]

Technique: [Technique description]

Closure/dressing: [Closure method and dressing applied]

Completion Ultrasound Assessment

Treated vein occlusion: [Closure/occlusion of treated vein with laterality confirmed: yes / no; description]

Junction and deep system assessment: [CFV or popliteal vein patency with laterality]; thrombus extension into deep system: [present / absent] (If present, document classification and immediate plan. This finding is required; prompt if not documented.)

Scan limitations: [If limited, document scope assessed; otherwise omit]

Image storage: [Images stored to PACS: yes / no]

Findings: [Brief description of treated pathology and any anatomic variants]

EBL: [Estimated blood loss]

Specimens: [None / description if tissue sent]

Complications: [None / description] (Must be documented explicitly, including "none" if none occurred.)

Tolerance: [Patient tolerance and hemodynamic stability]

Post-Procedure

[Disposition] (Briefly describe patient condition on completion, neurovascular status as appropriate, and disposition to home or recovery area.)

Dressings: [Wound care applied to incision/access sites]

Compression: [Type: bandage wrap / stocking / both]; [Compression strength in mmHg if known]; [Duration and schedule: continuous vs daytime only; number of days]

[Activity and recovery instructions] (Encourage ambulation; specify restrictions such as heavy lifting, prolonged standing, hot baths; return to work/driving guidance if provided.)

[Medications if applicable] (Analgesia plan; anticoagulation plan if relevant; antibiotics if prescribed with rationale.)

Follow-up visit: [Timing]

Duplex ultrasound: [Routine protocol / Risk-based protocol] (If risk-based, state that ultrasound is not routinely scheduled for asymptomatic patients.)

Return Precautions

Patient instructed to seek urgent evaluation for: signs of DVT (calf swelling, unilateral leg swelling); signs of PE (dyspnea, chest pain); bleeding not controlled with direct pressure; signs of infection at access or incision sites; severe or worsening pain; new numbness; or concerns for skin injury.

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