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  • Print publication year: 2012
  • Online publication date: March 2012

Chapter 4 - Patient evaluation and procedure selection


This chapter covers pre-screening, history and physical for evaluation of patients who are potential candidates for procedures under sedation, as well as instructions for patients. Patients for elective procedures may be referred by their primary care physician or may be self-referred. Screening, evaluation, and instruction of patients requires clinical experience, and clerical staff members should not be performing any more than simple initial screening or instructing patients as to time, location, and routine standard instructions. The scope of practice of the surgeon/practitioner/physician(s) involved and the individual facility determine the range of procedures possible. The setting may be quite flexible and general (an operating room) or very specifically designed and equipped. Procedures should be scheduled in locations equipped both for the procedure and for sedation and any contingencies that can be routinely expected as a result of either the procedure or the patient.

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Further reading

American Society of Anesthesiologists Task Force on Preanesthesia Evaluation . Practice advisory for preanesthesia evaluation. Anesthesiology 2002; 96: 485–96.
AORN position statement on allied health care providers and support personnel in the perioperative practice setting . AORN, 2011. (accessed June 2011).
AORN position statement on creating a practice environment of safety . AORN, 2011. (accessed June 2011).
AORN position statement on one perioperative registered nurse circulator dedicated to every patient undergoing a surgical or other invasive procedure . AORN, 2007. (accessed June 2011).
Frank RL. Procedural sedation in adults. UpToDate 2011. (accessed June 2011).
Morrison DE , Harris AL. Preoperative and anesthetic management of the surgical patient. In Wilson SE , ed., Educational Review Manual in General Surgery, 8th edn. New York, NY: Castle Connolly, 2009.
Ogg M , Burlingame B. Clinical issues: recommended practices for moderate sedation/analgesia. AORN J 2008; 88: 275–7.
University HealthSystem Consortium Consensus Group on Deep Sedation . Deep Sedation Best Practice Recommendations. Oak Brook, IL: UHC, 2006.
University HealthSystem Consortium Consensus Group on Moderate Sedation . Moderate Sedation Best Practice Recommendations. Oak Brook, IL: UHC, 2005.