Operative Report (Posterior Lumbar Fusion/Instrumentation)
Comprehensive operative report template for posterior lumbar fusion with pedicle screw instrumentation. Structured to meet CMS documentation requirements with explicit level-by-level documentation of findings, instrument…
Document Type
clinical note / Operative Note
Specialties
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Patient: [Full name]; MRN [Medical record number]
Date of Surgery: [Date]
Start Time: [Start time / Not documented] / End Time: [End time / Not documented]
Facility/OR: [Facility name / OR number]
Surgeon: [Primary surgeon name and credentials]
Assistant(s): [Assistant name(s) and roles / None]
Anesthesia: [General endotracheal / General LMA / Regional / MAC] (If details unknown, state "See anesthesia record.")
Preoperative Diagnosis: [Diagnosis with levels and laterality]
Postoperative Diagnosis: [Diagnosis with levels and laterality] (If unchanged, state "Same as preoperative diagnosis." If differs, note why.)
Procedure(s):
- [Billable procedure with explicit levels and laterality]
- [Additional procedures as applicable] (Levels and laterality must never be inferred—use [Not documented] if not dictated.)
Operative Team, Positioning, and Safety
- Positioning: [Prone on Jackson frame / Prone on Wilson frame / Other] with abdomen free; pressure points padded; eyes protected; arms [positioned].
- Level Localization: [Fluoroscopy / Navigation / Anatomic landmarks]; correct levels confirmed and marked prior to incision.
- Neuromonitoring: [SSEPs / MEPs / EMG / Neuromonitoring not used]; baseline [stable / not applicable].
- Antibiotic Prophylaxis: [Agent and dose / See anesthesia record].
Indications
[Clinical rationale for surgery including relevant history and pathology, key symptoms and neurologic findings, failure of conservative treatment, and rationale for fusion with instrumentation] (If details unavailable, reference preoperative evaluation note.)
[Intraoperative changes from planned levels with explanation] (Include only if levels changed intraoperatively.)
Findings
- [Level]: [Pathology encountered—stenosis severity, foraminal narrowing, instability, listhesis grade]
- [Level]: [Additional findings, anatomic variants, bone quality, technical constraints]
- [Revision findings if applicable: scar tissue, hardware status]
(If no unexpected findings: "Findings as expected per preoperative imaging.")
Procedure
Approach and Exposure
[Midline / Wiltse (paramedian) / MIS] incision over [levels]. [Open / Mini-open / MIS] [unilateral / bilateral] exposure to [bony landmarks] at [levels].
Decompression
(Include only if decompression performed. If explicitly not performed, state "No decompression performed." Omit section entirely if not addressed.)
- [Level]: [Laminectomy / Laminotomy / Medial facetectomy / Foraminotomy / Discectomy] [right / left / bilateral]; structures decompressed: [central canal / lateral recess / foramen / nerve root(s)].
- [Additional levels as applicable]
- [Incidental durotomy if occurred]: [Size, location]; repair [technique]; sealant [type]; Valsalva [no leak / leak repaired]; drain [placed / not placed].
Instrumentation
Instrumented levels: [List all levels with laterality]
Pedicle screws:
- [Level] Right: [Diameter] × [Length] mm; [cannulated / solid / reduction / cortical trajectory]; [freehand / fluoroscopic / navigated / robotic]
- [Level] Left: [Diameter] × [Length] mm; [cannulated / solid / reduction / cortical trajectory]; [freehand / fluoroscopic / navigated / robotic]
- [Additional levels as above]
Rods: [Ti / CoCr] [diameter] mm [right / left / bilateral]; [contouring/lordosis intent].
Additional hardware: [Crosslinks / Connectors / Offset devices with sizes and location / None]
Pelvic fixation: [S2-alar-iliac / Iliac screw] [right / left / bilateral]; [diameter] × [length] mm; [placement technique]. (Include only if performed.)
Interbody device: [PLIF / TLIF] at [level]; [approach corridor and laterality]; [cage type, footprint, height, lordosis]; graft inside cage: [material(s)]. (Include only if interbody performed.)
Confirmation: [Final fluoroscopy / Intraoperative CT] confirmed satisfactory hardware position and alignment.
Reduction and Deformity Correction
(Include only if reduction maneuvers performed. If explicitly not performed, state "No reduction maneuvers performed.")
- Pre-reduction: [Listhesis grade / Kyphosis angle / Coronal deformity]
- Maneuvers: [Reduction towers / Rod translation / Compression-distraction / Cantilever / Osteotomy]
- Outcome: [Objective result documented by imaging or assessment]
- Limitations: [Neuromonitoring changes / Bone quality constraints / None] (Include only if applicable.)
Fusion Bed and Bone Graft
Arthrodesis levels: [List fusion levels] (May differ from instrumented levels.)
Decortication: [Transverse processes / Facets / Pars / Lamina] [right / left / bilateral] at [levels].
Graft materials:
- Local autograft: [Approximate quantity]
- Iliac crest autograft: [Side, approach, quantity, closure] (Include only if harvested.)
- Allograft: [Type and quantity]
- DBM/cellular allograft: [Product name and quantity]
- BMP/biologics: [Product name, carrier, dose] (Do not infer dose; reference pharmacy/implant log if needed.)
Graft placement: [Posterolateral gutters left/right / Facet joints / Interbody] at [levels].
Closure
- Drains: [Type and number]; [subfascial / suprafascial]; [to bulb / to wall suction / none]
- Layered closure: [Fascia, subcutaneous, skin closure technique and materials]
- Skin: [Staples / Subcuticular / Sutures / Adhesive]
- Dressing: [Type]; [wound VAC if applied]
Implants and Devices
- Pedicle screws: [Manufacturer/system]; [sizes and quantities] at [level/side assignments]
- Rods: [Manufacturer/system]; [material and diameter] [bilateral / right / left]
- Crosslinks/connectors: [Manufacturer/system]; [size]; [location]
- Interbody cages: [Manufacturer/system]; [footprint × height, lordosis] at [level, side]
- Biologics: [Product names and quantities]
UDI/lot/serial: See implant log.
Specimens
[Specimen description] from [anatomic site/level] to [pathology / microbiology] for [studies requested]. (If no specimens, state "None" or omit section.)
Estimated Blood Loss
EBL: [Numeric value in mL] (Avoid "minimal"; if unknown, state "See anesthesia record.")
Transfusion: [Products and volumes / None]
Complications
[None apparent / Complication description: dural tear, neurologic change, malpositioned hardware, fracture, significant bleeding, hardware failure] (Document factually. If not stated, use [Not documented].)
Postoperative Condition
Condition: [Stable / Guarded / Critical]; Destination: [PACU / ICU]
Neurologic status: [Awake, moving all extremities symmetrically / Neurologic exam deferred; see PACU assessment / Not documented]
Postoperative Plan
- Bracing: [TLSO / LSO / None]; [continuous / out of bed only]; duration [timeframe]
- Activity: Mobilize [POD# / timing]; [bending/lifting/twisting restrictions]; weight-bearing [as tolerated / restrictions]
- Drains: [Management plan and removal criteria]
- Imaging: [Timing and views for postoperative radiographs]
- DVT prophylaxis: [Mechanical devices]; [chemical prophylaxis agent] starting [timeframe]
- Wound care: [Dressing changes; showering restrictions]
- Antibiotics: [Perioperative only / Extended course with duration and indication]
- Follow-up: [Clinic timeframe]; [suture/staple removal plan]
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Surgeon Signature / Date-Time
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