Preoperative History & Physical (Plastic Surgery)
Comprehensive preoperative H&P template for plastic surgery covering cosmetic and reconstructive procedures. Includes procedure-specific history modules, VTE and cardiac risk stratification, medication management with em…
Document Type
clinical note / Preoperative Evaluation
Specialties
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Patient: [Patient full name] DOB: [Date of birth] MRN: [Medical record number] Age: [Years]
Date/Time of Evaluation: [Date and time] Location: [clinic / ASC / hospital]
Planned Procedure(s): [Procedure name(s) with laterality/site if applicable] Indication: [reconstructive / cosmetic] — [Primary diagnosis]
Proposed Surgery Date: [Date] Facility: [Facility name]
Surgeon(s): [Surgeon name(s)] Planned Anesthesia: [general / regional / MAC / local / TIVA / unknown]
Source of History: [patient / family / medical records / interpreter] History Reliability: [reliable / limited by (specify)]
Reason for Visit
[Chief concern, surgical intent, and patient goals] (1–3 sentences stating preoperative evaluation for specific procedure; elective cosmetic vs reconstructive; primary vs revision; urgent vs nonurgent.)
History of Present Illness
[Narrative description of the condition being treated: onset, course, severity, functional impact, and context relevant to the planned procedure] (1–2 paragraphs.)
[Prior treatments and outcomes including operations, injections, wound care, radiation, or other interventions with dates and response/complications]
[Patient goals and expectations] (Document specific aesthetic or functional goals.)
- Breast surgery (if relevant): [Prior breast surgery, implant details, radiation history, oncologic history, lymphedema]
- Body contouring (if relevant): [Weight history and stability duration, rashes/intertrigo, bariatric surgery history, hernia symptoms]
- Facial procedures (if relevant): [Prior facial/nasal/oculoplastic surgery, nasal obstruction, visual field complaints, ocular dryness]
- Wound/reconstruction (if relevant): [Wound duration, vascular status, infection history, prior cultures, imaging summary, oncologic status]
Medical Necessity (Include only if applicable for payer authorization): [Symptoms and duration; failed conservative therapy; objective findings; functional impact; reference attached tests/photos]
Past History
Past Medical History: [Relevant conditions with qualifiers] (Emphasize cardiopulmonary disease, diabetes with A1c, OSA with CPAP use, VTE/hypercoagulability history, bleeding disorders, immunosuppression/chronic steroids, nicotine dependence with cessation status. For safety-critical unknowns, state "Unknown—verify prior to proceeding.")
Past Surgical History: [Prior surgeries with dates, emphasizing procedures in operative field] (Include anesthesia complications: difficult airway, PONV, malignant hyperthermia, awareness, ICU admission.)
Family History: [Malignant hyperthermia, pseudocholinesterase deficiency, VTE/hypercoagulability, bleeding disorders] (Omit section if none relevant.)
Social History: [Tobacco/nicotine: type, last use, cessation plan] — [Alcohol use and withdrawal risk] — [Substance use relevant to anesthesia] — [Postoperative support/escort availability] — [Occupation/activity demands]
OB/GYN: [LMP] — [Pregnancy test result and date] — [Breastfeeding status] (Include for patients of childbearing potential.)
Medications and Allergies
Current Medications: [Medication list with dose and frequency] (Identify anticoagulants/antiplatelets with indication and prescriber; OTC NSAIDs; supplements/herbals with bleeding risk; weight-loss agents; chronic opioids/benzodiazepines.)
Allergies: [Allergen and reaction type] (Include latex, chlorhexidine, adhesive, suture sensitivities. If unknown, state "Unknown—verify prior to proceeding.")
Perioperative Medication Plan:
- Anticoagulant/antiplatelet: [Continue/hold/bridge; last dose; resume timing; prescriber coordination]
- Diabetes regimen: [Insulin/oral agent adjustments; day-of-surgery instructions]
- GLP-1 receptor agonist: [Last dose; aspiration risk assessment; hold/resume plan; anesthesia coordination]
- Chronic steroids: [Stress-dose plan if indicated]
- Other medications: [ACE/ARB, diuretics, beta-blockers, NSAIDs, supplements; continue/hold status]
- Antibiotic prophylaxis: [Agent and timing, or state per protocol]
Review of Systems
(Targeted perioperative review. Do not auto-populate negatives for systems not assessed.)
- Constitutional: [Fever/chills, weight change, fatigue]
- Cardiac: [Chest pain, orthopnea, edema, syncope, palpitations]
- Pulmonary: [Dyspnea, cough, wheeze, recent URI]
- GI: [Reflux/GERD, aspiration risk]
- Neurologic: [Stroke/TIA history, seizures]
- Hematologic: [Easy bruising/bleeding, prior transfusions]
- Skin: [Rashes, wounds, ulcers at surgical site]
- Psychiatric: [Anxiety, adherence concerns, body image concerns]
Physical Examination
Vitals: BP [value], HR [value], RR [value], Temp [value], SpO2 [value], Ht [value], Wt [value], BMI [value]
General: [Appearance, distress level, functional status]
Cardiovascular: [Rate/rhythm, murmurs, edema]
Pulmonary: [Breath sounds, work of breathing]
Airway: [Mallampati class, mouth opening, neck mobility, dentition, beard, prior airway concerns] (Include for office-based surgery or high-risk patients.)
Surgical Site Examination: [Baseline findings relevant to planned operation] (Include prior scars, skin quality/perfusion, radiation changes, measurements as applicable, signs of infection/rash/ulceration, neurovascular status near operative field.)
Photos: [obtained / not obtained] (If obtained, note storage location.)
(For areas not examined, state "Not examined—[reason]" rather than defaulting to normal.)
Diagnostic Data
- Labs: [Test name, date, key result] (Include CBC, BMP, coags, A1c, pregnancy test as indicated.)
- ECG/Cardiac testing: [Date, summary, implications]
- Imaging: [Date, summary]
- Specialist clearances: [Consultant, date, conclusion, impact on plan]
- Pathology/cultures: [Date, result] (If applicable.)
(Document what was reviewed and impact on plan, or state "Reviewed, no change to plan.")
Risk Stratification
Cardiac Risk: [Method used] — [Risk estimate] — [Functional capacity in METs] — [Implications and need for further testing]
Pulmonary/OSA Risk: [OSA screening tool and result] — [CPAP use/compliance] — [COPD/asthma optimization status] — [Risk mitigation]
VTE Risk: [Stratification method] — [Risk level] — [Prophylaxis plan: mechanical and/or chemoprophylaxis with timing/duration] (Document rationale if deviating from protocol.)
Wound Healing Risk: [Nicotine status, diabetes control, nutritional status, prior radiation, immunosuppression] — [Mitigation plan]
Disposition: [outpatient / planned admission] — [Overnight monitoring needs if applicable]
Clearances and Optimization
- [PCP medical clearance] — [completed / pending / not needed]
- [Cardiology clearance] — [completed / pending / not needed]
- [Pulmonology clearance] — [completed / pending / not needed]
- [Hematology consult] — [completed / pending / not needed]
- [Smoking/nicotine cessation] — [completed / pending / not needed]
- [Glycemic optimization] — [completed / pending / not needed]
- [Nutritional optimization] — [completed / pending / not needed]
- [Medication coordination] — [completed / pending / not needed]
Perioperative Plan
Surgical Plan: [Final procedure(s) with site/side; staging if applicable; special equipment/implants/drains; skin prep considerations; positioning]
Anesthesia Coordination: [Anticipated anesthesia type; airway concerns; aspiration risk mitigation; NPO confirmation]
VTE Prophylaxis: [Mechanical measures] — [Chemoprophylaxis agent/dose/timing if indicated]
Pain Management: [Multimodal regimen; regional techniques; opioid-sparing strategy; bowel regimen if opioids anticipated; plan for chronic opioid users]
Postoperative Care: [Discharge criteria; expected LOS; wound/drain care; activity restrictions; follow-up schedule; contingency instructions]
Consent and Safety Verification
Procedure Consent: [obtained / pending] — [Location of signed document]
Anesthesia Consent: [obtained / per anesthesia workflow]
Site/Side Verification: [Correct procedure/site/laterality documented; surgical marking planned per protocol]
Advance Directives: [DNR status and perioperative plan] (Include if applicable.)
Assessment and Plan
- [Primary surgical diagnosis]: [Assessment and plan]
- [Anticoagulation management]: [Assessment and plan]
- [Cardiovascular risk]: [Assessment and plan]
- [OSA/pulmonary risk]: [Assessment and plan]
- [Diabetes management]: [Assessment and plan]
- [Smoking cessation]: [Assessment and plan]
- [VTE prophylaxis]: [Assessment and plan]
- [Additional problems]: [Assessment and plan]
Readiness for Surgery: [No contraindication to proceed provided pending items completed: (list pending items)] / [Not optimized for elective surgery due to (reason); defer until (condition met)]
H&P Update / Interval Assessment
(Use on day of surgery when valid recent H&P exists.)
Reference: [Prior H&P date and author]
Interval History: [No change since prior H&P / Summary of interval changes including new symptoms, infections, hospitalizations, medication changes]
Examination: [Targeted exam findings] — Vitals: BP [value], HR [value], RR [value], Temp [value], SpO2 [value]
Medication Confirmation: [Anticoagulant/antiplatelet last dose] — [Diabetes medication compliance] — [GLP-1 status if applicable]
NPO Status: [Time of last solids] — [Time of last clear liquids]
Verification: [Planned procedure with site/side confirmed] — [Consent status confirmed]
Assessment: [Proceed with planned procedure / Delay or cancel: (reason and plan)]
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