Public Checklist: Major Surgery Preparation

Major Surgery Preparation

Created by Cheli

Essential documents, questions, and home arrangements before undergoing major surgery.

25 Items
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Published May 17, 2026
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Checklist Items (25)

Gather Medical Documents

Collect all records that the surgical team will need.

Current Medications List

Include dosages, frequency, and over-the-counter supplements.

Allergy Information

Document any drug, latex, or food allergies.

Recent Lab Results

Print the latest blood work, imaging, and EKG reports.

Advance Directives

Bring a signed living will or durable power of attorney for healthcare.

Insurance & Financial Prep

Ensure coverage details are clear to avoid unexpected bills.

Verify Procedure Coverage

Contact your insurer to confirm CPT codes and any required pre-authorizations.

Estimate Out‑of‑Pocket Costs

Request a detailed cost estimate from the hospital billing office.

Arrange Payment Plan

If needed, set up a payment schedule before discharge.

Pre‑Op Appointments

Schedule and attend all required evaluations.

Anesthesiology Consultation

Discuss anesthesia options, fasting rules, and airway considerations.

Pre‑Surgical Physical Exam

Complete any required cardiac, pulmonary, or diabetic assessments.

Dental Clearance (if required)

Some surgeries need a clean bill of oral health to reduce infection risk.

Questions for the Surgeon

Clarify the procedure, risks, and recovery expectations.

Procedure Details

Ask for a step‑by‑step explanation of what will happen in the OR.

Complication Rates

Request specific statistics for your age, health status, and hospital.

Pain Management Plan

Discuss options for postoperative analgesia and any opioid alternatives.

Length of Hospital Stay

Know the expected minimum and maximum days before discharge.

Activity Restrictions

Get clear guidance on lifting, driving, and exercise for the first weeks.

Home Setup for Recovery

Prepare the house to accommodate limited mobility and medical needs.

Create a Recovery Zone

Designate a bedroom on the main floor with a sturdy chair, night‑light, and easy bathroom access.

Stock Post‑Op Supplies

Gather wound dressings, prescribed antibiotics, over‑the‑counter pain relievers, and a pill organizer.

Arrange Assistance

Schedule family, friends, or professional home‑care aides for the first 48‑72 hours.

Meal Planning

Prepare freezer meals or enlist a meal‑delivery service for at least one week.

Safety Modifications

Place non‑slip mats, install grab bars, and remove tripping hazards.

Post‑Operative Follow‑Up

Set up appointments and know warning signs that require immediate attention.

Schedule Surgeon Visit

Book the first post‑op check within 7‑10 days of discharge.

Physical Therapy Referral

If recommended, arrange the initial PT session before you leave the hospital.

Emergency Contact List

Write down the surgeon, anesthesiologist, primary care physician, and nearest emergency department phone numbers.

Red‑Flag Symptoms

Fever >101°F, worsening pain, sudden swelling, drainage with foul odor, or shortness of breath.

Medication Reconciliation

Confirm dosages, timing, and any changes to home medications before discharge.

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