Operative Note

Comprehensive operative note template aligned with CMS Conditions of Participation and Joint Commission requirements. Includes structured header fields, role attribution for teaching settings, explicit counts and complic…

Document Type

clinical note / Operative Note

Specialties

Surgery
Created by Augustun

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Patient Name: [Patient name]

MRN: [Medical record number]

Date of Birth: [Date of birth]

Procedure Date: [Date of surgery]

Start Time: [Start time]

End Time: [End time]

Facility/OR: [Facility name and OR number]

Case Type: [elective / urgent / emergent], [inpatient / outpatient]

Primary Surgeon: [Primary surgeon name and credentials]

Assistant(s): [Assistant name(s) and credentials]

Anesthesia Type: [general / regional / MAC / local / combined]

Procedure(s) Performed: [Exact procedure title(s) with laterality/level/site]

Preoperative Diagnosis: [Preoperative diagnosis with laterality/level/site]

Postoperative Diagnosis: [Postoperative diagnosis with laterality/level/site] (State "Same as preoperative" only if explicitly unchanged)

Indications & Consent

[Rationale linking diagnosis, symptoms, or imaging to the decision for surgery, including failed nonoperative care when relevant. Statement that informed consent was obtained, or documentation of emergency exception if applicable.] (2–5 sentences in past tense. Do not reproduce the full consent discussion.)

Operative Team & Roles

  • [Team member name and role] — [Specific surgical tasks performed]

(List each surgeon, assistant, and trainee who performed significant surgical tasks. Explicitly attribute tasks performed by trainees or non-primary practitioners per CMS guidance for teaching settings.)

Pre-Procedure Verification & Setup

  • [Time-out completed with verification of patient, procedure, laterality/site, and required equipment]
  • [Patient position and supports/precautions]
  • [Antibiotic prophylaxis: agent, dose, timing relative to incision] (If not given, state rationale)
  • [VTE prophylaxis: mechanical and/or pharmacologic]
  • [Special equipment/adjuncts: fluoroscopy / navigation / robot / tourniquet / neuromonitoring / cell saver] (Include only items used)

Operative Findings

[Key findings that corroborate the diagnosis and influenced intraoperative decisions. Pertinent negatives when clinically meaningful. If findings changed the planned procedure, document decision and rationale.]

Procedure Details

Approach: [Incisions/ports, entry into operative field, side/level/site confirmation, exposure achieved. If conversion occurred, state when and why.]

Key operative steps: [Chronological description of dissection planes, identification of critical anatomy, protection of adjacent structures, resection/reconstruction techniques, use of imaging guidance or energy devices.]

Hemostasis: [Methods used and confirmation of hemostasis.]

Closure: [Fascial closure details, layered closure of tissues, skin closure method, dressings and immobilization.]

Intraoperative Data

  • Estimated Blood Loss: [Volume] (Numeric value preferred)
  • IV Fluids: [Type and volume]
  • Blood Products: [Products and units] (Omit if none)
  • Tourniquet Time: [Duration and pressure] (If used)
  • Urine Output: [Volume] (If monitored)

Counts

[Statement documenting sponge, needle, and instrument counts and final status.] (If discrepancy occurred, document discrepancy, reconciliation steps including search/wound exploration/imaging, and final resolution. If item intentionally retained, specify item, location, and rationale. This section must not be ambiguous.)

Specimens

  1. [Specimen label] — [Source/site with laterality; orientation markers if placed; destination]

(Include only if specimens were removed. If none, omit section or state "No specimens" per local convention.)

Implants

  1. [Device name/type] — [Manufacturer; model/catalog number; lot/serial number; implant location with laterality]

(Include only if implants, prostheses, or grafts were placed.)

Drains & Lines

  1. [Type and size] — [Location with laterality; method of securement; initial settings]

(Include only if drains or temporary devices were placed.)

Complications

Complications: [None / Description of complication, management, patient response, consultants involved, and status at end of case]

(This section is required and must always contain an explicit statement.)

Disposition

  • Condition: [Patient condition at end of case: stable/unstable; airway status; hemodynamic support if any]
  • Destination: [PACU / ICU / ward / home]
  • Handoff: [Critical information relayed to receiving team] (Include drains, lines, special monitoring needs, pending tests)

Postoperative Plan

  • Diet: [NPO / clear liquids / advance as tolerated / other restrictions]
  • Activity: [Weight-bearing status, mobility restrictions]
  • Pain control: [Regional block status, multimodal regimen]
  • Antibiotics: [Agent, indication, duration]
  • VTE prophylaxis: [Type, dose, start time]
  • Wound/drain care: [Dressing changes, drain care, removal criteria]
  • Labs/imaging: [Tests ordered with timing]
  • Follow-up: [Service, clinic timing, suture/staple removal]
  • Contingencies: [Parameters for contacting surgeon, return-to-OR thresholds]

Signature

[Electronic signature of surgeon with date and time]

(If full operative note completed later than immediately post-procedure, reference the brief operative note entered at time of surgery per local policy.)

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