Epidural Steroid Injection Procedure Note
Procedure note template for epidural steroid injections (caudal, interlaminar, or transforaminal approaches) with fluoroscopic or CT guidance. Structured for Medicare documentation requirements including contrast confirm…
Document Type
clinical note / Procedure Note
Specialties
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Date/Time: [Procedure date and time]
Facility/Location: [Facility name and procedure suite/location]
Patient Name: [Full name]
DOB: [Date of birth]
MRN: [Medical record number]
Performing Clinician: [Clinician name, credentials]
Procedure: Epidural Steroid Injection — [caudal / interlaminar / transforaminal] approach
Target Level(s) and Side(s): [Vertebral level(s)] — [left / right / bilateral]
Imaging Modality: [fluoroscopy / CT / ultrasound] [Rationale if ultrasound used]
Sedation: [Sedation level] — [Agent(s) and dose(s)] (Include only if sedation beyond local anesthesia was used; otherwise omit this line entirely)
Procedure Synopsis
[Procedure performed with approach, specific level(s), and laterality]. [Primary indication/diagnosis]. [Imaging modality and contrast confirmation statement including vascular/intrathecal uptake status]. [Injectate summary: steroid name and dose, local anesthetic name with concentration and volume, total volume]. [Pre-procedure pain score with named scale (e.g., NRS 0–10) and immediate post-procedure pain score using same scale]. [Immediate complications or "no complications".] (Write as a single narrative paragraph of 3–6 sentences that stands alone as a complete clinical summary)
Indication & Medical Necessity
Primary Indication: [radiculopathy/radicular pain / neurogenic claudication / post-laminectomy syndrome / other]
Symptom Description: [Pain pattern, laterality, distribution consistent with target level(s)]
Pertinent Imaging: [Imaging modality] dated [date] showing [relevant finding(s)]
Conservative Treatment: [Therapies tried with durations and outcomes; or reason conservative care not feasible]
Prior ESI History: [Date, approach, level/side, response, duration of benefit] (If none, state "No prior ESI in this region." If complete evaluation documented elsewhere, may reference: "See pain clinic note dated [date] for full evaluation.")
Pre-Procedure
- Informed Consent: [Consent obtained. Risks discussed including rare serious neurologic events. Benefits, alternatives, and off-label nature of epidural steroid use reviewed. Questions answered. Patient agreed to proceed.]
- Time-Out Confirmed: [Correct patient, procedure, level/side, and positioning verified. Allergies reviewed. Anticoagulation plan verified. Imaging available. Team members present: [names/roles].]
- Baseline Pain Score: [Numeric score] on [named scale, e.g., NRS 0–10]
- Anticoagulation Status: [No anticoagulant or antiplatelet therapy] or [Agent(s), last dose date/time, held per guideline: yes/no]
- Relevant Safety Considerations: [Contrast allergy and mitigation plan / Pregnancy status / Diabetes and hyperglycemia counseling / Active infection concern] (Include only if applicable; omit this item entirely if none apply)
Procedure Details
[Patient positioning]. Skin prepared with [prep agent] and draped in sterile fashion. [Local anesthetic agent, concentration, volume] infiltrated at planned entry site.
(Complete only one approach section per injection site; delete the others)
Caudal Approach
Using [fluoroscopy / ultrasound / CT], the sacral hiatus was identified. A [needle gauge and type] was advanced through the sacrococcygeal ligament into the caudal epidural space. Contrast ([agent], [volume]) was injected, demonstrating [epidurogram pattern] consistent with appropriate epidural distribution. Intravascular uptake: [absent / present — needle repositioned, repeat contrast confirmed epidural spread / procedure aborted]. [Catheter details if used: advanced to [level], [size/type]].
Interlaminar Approach
The [interlaminar space, e.g., L4–L5] was accessed via [midline / paramedian] approach under [fluoroscopy / CT / ultrasound] guidance. A [needle gauge and type] was advanced to the ligamentum flavum, and loss-of-resistance to [air / saline] confirmed epidural entry. Contrast ([agent], [volume]) was injected with [epidural spread pattern] observed. Intravascular or intrathecal uptake: [absent / present — needle repositioned, repeat contrast confirmed epidural spread / procedure aborted]. Final needle tip location: [epidural space at specified level].
Transforaminal Approach
Target: [level(s)] — [left / right / bilateral]. Under [fluoroscopy / CT], a [needle gauge and type] was advanced along [safe triangle / subpedicular / inferior foramen] trajectory using [AP / oblique / lateral] landmarks to [target foramen/nerve root region]. Test contrast ([agent], [volume]) injected prior to therapeutic injectate. Vascular uptake detection: [real-time fluoroscopy / digital subtraction angiography]. Intravascular uptake: [absent / present — needle repositioned and repeat contrast confirmed perineural spread / procedure aborted]. Aspiration: [negative / positive]. (Aspiration does not replace contrast confirmation.)
Imaging views obtained: [AP / lateral / oblique]. Images documenting final needle position and contrast flow saved per facility policy. Fluoroscopy time: [time] (if tracked).
Injectate
- Contrast: [Agent name], [volume]
- Steroid: [Name], [particulate / non-particulate], [dose in mg] (If omitted, state reason, e.g., "diagnostic block only")
- Local Anesthetic: [Name], [concentration], [volume]
- Total Volume: [Total volume delivered at this site]
(If exact doses unavailable at documentation, note "See MAR for exact dose" and ensure reconciliation)
Complications
[None. Procedure completed without complication.] or [Complication: [description] — Intervention: [management and outcome]] (This field must never be left blank or omitted)
Post-Procedure Assessment
- Immediate Post-Procedure Pain Score: [Numeric score] on [same named scale as baseline]
- Percent Pain Relief: [Percent] (if practice tracks this metric; otherwise omit)
- Monitoring & Discharge: [Monitoring period]. Vital signs [stable / other]. [Ambulatory at discharge].
- Discharge Instructions: Provided. Red-flag symptoms reviewed: fever, severe headache, progressive weakness or numbness, bowel/bladder changes.
- Anticoagulant Resumption: [Timing and agent] (Include only if applicable)
- Follow-Up: [Timeframe and plan]
Signature
[Performing clinician signature], [credentials] — [Date/Time]
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