patient safety checklist in a hospital

I. Patient Identification

  • Ask the patient to state their full name.
  • Request the patient’s date of birth.
  • Cross-check the provided information with the patient's wristband.
  • Ensure both identifiers match the medical records.
  • Ask the patient about any known allergies.
  • Document allergies in the patient's medical record.
  • Check for allergies to medications, foods, and environmental factors.
  • Consult with the pharmacy if any doubt arises.
  • Request the patient to provide their medical record number.
  • Verify the number against the hospital's system.
  • Ensure that the number corresponds to the correct patient’s file.
  • Update any discrepancies immediately.

II. Medication Safety

  • Compare current medications with the patient's medical history.
  • Identify any missing, incorrect, or outdated medications.
  • Consult with the prescribing physician for clarifications.
  • Document any discrepancies and resolutions in the patient's chart.
  • Check that all medication labels are legible and accurate.
  • Store medications in designated areas based on type and usage.
  • Verify expiration dates and remove expired medications.
  • Follow safety protocols for high-alert medications.
  • Cross-reference prescribed dosages with standard guidelines.
  • Ensure correct administration route is specified (oral, IV, etc.).
  • Assess patient-specific factors affecting dosage and route.
  • Double-check with a second healthcare professional if unsure.

III. Infection Control

  • Wash hands with soap and water for at least 20 seconds.
  • Use alcohol-based hand sanitizer if soap and water are unavailable.
  • Ensure all areas of hands, including between fingers and under nails, are cleaned.
  • Dry hands thoroughly with a clean towel or air dryer.
  • Assess the risk of exposure to blood or bodily fluids.
  • Select gloves, masks, gowns, and eye protection based on the task.
  • Ensure PPE is properly fitted and free of defects.
  • Dispose of used PPE in designated biohazard containers.
  • Use an autoclave for steam sterilization of heat-resistant items.
  • Follow manufacturer's instructions for chemical sterilants.
  • Inspect instruments for cleanliness before and after sterilization.
  • Document sterilization processes for accountability and compliance.

IV. Fall Prevention

  • Use a standardized fall risk assessment tool.
  • Evaluate patient history, medications, and mobility.
  • Document findings in the patient's medical record.
  • Communicate risk level to the healthcare team.
  • Reassess regularly, especially after changes in condition.
  • Provide non-slip footwear to the patient.
  • Install bed alarms to alert staff if the patient attempts to get up.
  • Ensure the patient’s environment is clutter-free.
  • Keep necessary items within reach of the patient.
  • Use bed rails as appropriate, ensuring they are safe.
  • Explain the importance of calling for assistance.
  • Demonstrate how to use walking aids properly.
  • Discuss potential hazards in their environment.
  • Encourage wearing non-slip footwear at all times.
  • Review the fall prevention plan regularly.

V. Surgical Safety

  • Ask the patient to confirm their name and procedure.
  • Show the patient the marked surgical site.
  • Ensure patient understands the procedure being performed.
  • Document patient's confirmation in their medical record.
  • Gather all surgical team members in the operating room.
  • Review the patient's identity, procedure, and surgical site.
  • Confirm presence of necessary equipment and instruments.
  • Document the completion of the time-out process.
  • Conduct a pre-procedure count of all instruments.
  • Verify instruments with the surgical team before incision.
  • Perform a post-procedure count to ensure none are missing.
  • Document counts in the surgical record.

VI. Emergency Preparedness

  • Provide comprehensive training sessions for all staff.
  • Include simulations of emergency situations.
  • Review protocols regularly to ensure understanding.
  • Assess staff knowledge through quizzes or practical tests.
  • Update training materials as protocols evolve.
  • Create a schedule for regular inspections of equipment.
  • Ensure all items in crash carts are present and functional.
  • Replace expired or damaged supplies immediately.
  • Document maintenance and inspection results.
  • Train staff on proper equipment use and location.
  • Plan drills for fire, medical emergencies, and evacuations.
  • Schedule drills at least twice a year.
  • Evaluate staff response and identify areas for improvement.
  • Provide feedback to staff post-drill to enhance performance.
  • Incorporate lessons learned into future training.

VII. Patient Education

  • List all medications with dosages and timings.
  • Explain purpose of each medication clearly.
  • Discuss potential side effects and interactions.
  • Provide written instructions for easy reference.
  • Encourage patient to ask questions for clarity.
  • Identify critical signs such as fever or pain.
  • Explain when to seek immediate medical attention.
  • Discuss less urgent but important symptoms to monitor.
  • Provide a written list of symptoms to watch for.
  • Encourage patient to contact healthcare provider if unsure.
  • Confirm date, time, and location of follow-up appointments.
  • Explain the purpose of each follow-up visit.
  • Discuss any tests or procedures to be expected.
  • Provide written reminders for appointments.
  • Encourage questions about care and follow-up.

VIII. Documentation

  • Record the date, time, and nature of interaction.
  • Include patient responses and any relevant observations.
  • Use clear, concise language for easy understanding.
  • Ensure entries are made in real-time or as soon as possible.
  • Sign and date each entry for accountability.
  • Verify all sections of the checklist are filled out.
  • File completed checklists in the designated location.
  • Use electronic systems if available for efficiency.
  • Ensure checklists are easily accessible for future reference.
  • Review for compliance with hospital policies.
  • Assess documentation for changes in patient status.
  • Collaborate with the healthcare team for input.
  • Update care plans to reflect current patient needs.
  • Communicate changes to all relevant staff members.
  • Document all updates in the patient's record.

IX. Communication

  • Foster an environment where team members feel safe to share ideas.
  • Implement regular check-ins to discuss patient care and concerns.
  • Utilize communication tools like huddles or digital platforms.
  • Recognize and reward effective communication practices.
  • Establish anonymous reporting systems for safety issues.
  • Provide training on the importance of reporting.
  • Ensure leadership supports and values safety reports.
  • Communicate that all reports are taken seriously and acted upon.
  • Set a consistent schedule for safety meetings.
  • Include updates on safety incidents and lessons learned.
  • Encourage staff participation and input during briefings.
  • Distribute meeting notes to reinforce key messages.

X. Continuous Monitoring and Improvement

  • Schedule audits quarterly.
  • Utilize standardized audit tools.
  • Involve a multidisciplinary team.
  • Review compliance with safety protocols.
  • Document findings and recommendations.
  • Develop patient surveys focusing on safety.
  • Distribute surveys during discharge.
  • Conduct focus groups for in-depth insights.
  • Ensure anonymity to encourage honesty.
  • Analyze feedback for actionable trends.
  • Prioritize changes based on impact.
  • Develop an action plan with timelines.
  • Communicate changes to all staff.
  • Monitor implementation of changes.
  • Reassess effectiveness in subsequent audits.