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NLE Perioperative & Pain NursingPreoperative and Intraoperative NursingCheat Sheet

Preoperative and Intraoperative Nursing cheat sheet — the reference card you wish you had on exam day. Condensed from the full study notes, this is the high-yield core of Preoperative and Intraoperative Nursing for NLE Perioperative & Pain Nursing. Download, print, revise.

Exam context

For the Philippine Nurse Licensure Examination (PNLE), Professional Regulation Commission (PRC) — Board of Nursing tests Perioperative & Pain Nursing under a "Core" label, with Preoperative and Intraoperative Nursing in the 1st slot across 3 chapters. NLE candidates must clear the 75% weighted average with no sub-test below 60% cut on the 2026 paper, which draws about 50 Perioperative & Pain Nursing questions. Date to watch: Bi-annual.

Preoperative and Intraoperative Nursing - Cheat Sheet

Your last-minute revision companion for exam-critical preoperative and intraoperative nursing concepts, surgical risk assessment, informed consent, NPO management, anesthesia types, and intraoperative safety protocols. Focus on patient safety, the nursing process, and PRC NLE high-yield content.

Sections

Section Title

Classification of Surgery

Important Facts

  • Classification by urgency determines timing and preoperative workup intensity.
  • Classification by purpose guides nursing and patient education focus.
  • Classification by risk (major vs. minor) informs anesthesia choice and recovery setting.

Key Definitions

Term

Emergent Surgery

Example

Ruptured appendix with sepsis requiring immediate surgery.

Definition

Immediate intervention required; life-threatening condition (e.g., ruptured aneurysm, acute hemorrhage); no time for extensive preoperative preparation.

Term

Urgent Surgery

Example

Acute appendicitis diagnosed in the evening; scheduled for surgery next morning.

Definition

Required within 24–48 hours; serious condition but not immediately life-threatening (e.g., acute appendicitis, fracture).

Term

Elective Surgery

Example

Cataract repair, hernia repair, joint replacement.

Definition

Planned, non-emergency procedure scheduled in advance; patient and team prepare thoroughly.

Term

Optional Surgery

Example

Cosmetic rhinoplasty, hair transplant.

Definition

Performed at patient's preference; not medically necessary; mainly cosmetic or quality-of-life improvements.

Term

Diagnostic Surgery

Example

Breast biopsy to confirm or rule out malignancy.

Definition

Performed to identify or confirm a condition (e.g., biopsy, laparoscopy).

Term

Curative/Ablative Surgery

Example

Mastectomy for breast cancer, appendectomy for appendicitis.

Definition

Removes diseased tissue or organ to treat the condition.

Term

Palliative Surgery

Example

Pain management procedure in terminal cancer patient.

Definition

Relieves symptoms or discomfort but does not cure the underlying disease.

Term

Reconstructive Surgery

Example

Skin grafting after burns, breast reconstruction after mastectomy.

Definition

Restores form and function after injury, disease, or surgical removal.

Term

Major Surgery

Example

Coronary artery bypass, total abdominal hysterectomy, open-heart surgery.

Definition

Involves large incision, significant blood loss risk, major organ involvement, extended operative time, or high physiologic stress.

Term

Minor Surgery

Example

Cyst removal, laceration repair, minor biopsy under local anesthesia.

Definition

Limited incision, minimal blood loss, short operative time, minimal physiologic stress; often outpatient.

Section Title

Preoperative Assessment and Surgical Risk Factors

Important Facts

  • Age extremes (very young and older adults) = increased surgical risk; decreased physiologic reserve.
  • Obesity increases risk of poor wound healing, dehiscence, respiratory compromise, DVT, PE.
  • Malnutrition impairs wound healing; protein and vitamin C are essential preoperatively.
  • Uncontrolled diabetes = poor infection control, delayed healing, hyperglycemia on operative day.
  • Chronic disease (cardiovascular, renal, hepatic, respiratory) = increased anesthetic risk and delayed recovery.
  • Smoking impairs oxygenation, increases infection risk, delays healing.
  • Anticoagulants (warfarin, DOACs, heparin) = bleeding risk; usually held preoperatively per protocol.
  • Herbal supplements (ginkgo, garlic, ginseng, vitamin E) = bleeding risk; discontinue ~2 weeks preoperatively.
  • Corticosteroid-dependent patients = risk of adrenal crisis; may need stress-dose steroids perioperatively.
  • Fluid/electrolyte imbalances = cardiac dysrhythmias, altered hemodynamics.
  • Coagulation disorders (hemophilia, thrombocytopenia, liver disease) = excessive bleeding.
  • Previous anesthesia reactions or family history of MH = CRITICAL to flag.

Key Definitions

Term

Surgical Risk

Example

An 75-year-old diabetic with untreated hypertension has HIGH surgical risk.

Definition

Probability of adverse perioperative outcome based on patient factors, procedure complexity, and anesthesia choice; identified through preoperative assessment.

Term

Malignant Hyperthermia (MH)

Example

Family history of unexpected anesthetic death or muscle rigidity during surgery.

Definition

Rare, inherited, life-threatening pharmacogenetic reaction to certain anesthetic agents; characterized by uncontrolled muscle metabolism and dangerous hyperthermia.

Diagrams To Know

  • Risk stratification flowchart (age → comorbidities → medications → lab results)
  • Preoperative assessment checklist

Section Title

Baseline Preoperative Diagnostics

Important Facts

  • CBC (Complete Blood Count): baseline hemoglobin/hematocrit, WBC for infection risk, platelets for coagulation.
  • Electrolytes (Na, K, Cl, CO2): detect imbalances that affect cardiac function and anesthesia.
  • Coagulation studies (PT/INR, aPTT, platelet count): assess bleeding risk.
  • Blood typing and crossmatch: available for potential transfusion.
  • ECG: baseline rhythm in older adults and cardiac patients; assess for dysrhythmias or ischemia.
  • Chest X-ray: assess lung function in respiratory patients and older adults.
  • Pregnancy test: mandatory in reproductive-age females; teratogenic drugs avoided.
  • Renal function (BUN, creatinine): assess drug clearance and anesthetic risk.
  • Liver function tests (AST, ALT, bilirubin): assess drug metabolism; coagulation synthesis.
  • Glucose: baseline; critical in diabetics; target euglycemia perioperatively.

Section Title

Managing Chronic Conditions Preoperatively

Important Facts

  • Diabetes: metformin held day of surgery (lactic acidosis risk); long-acting agents held; NPH reduced ~50%; regular insulin per protocol.
  • Anticoagulants (warfarin, apixaban, dabigatran, rivaroxaban, heparin): hold per protocol (typically 3–7 days); timing depends on surgery type and risk.
  • Antiplatelets (aspirin, clopidogrel, ticagrelor): hold ~5–7 days unless high thrombotic risk (e.g., recent stent); cardiology consulted.
  • Corticosteroids: chronic users need stress-dose coverage; adrenal crisis risk if abruptly withdrawn.
  • Hypertension: antihypertensives often continued with sip of water; avoid sudden withdrawal (rebound HTN).
  • Beta-blockers: continue perioperatively to prevent tachycardia and ischemia.
  • ACE inhibitors/ARBs: may be held day of surgery (intraoperative hypotension); resume postoperatively.
  • Reconcile ALL medications with surgical team; clarify each hold or continue order.
  • Document ALL medication adjustments in the chart and communicate to anesthesia.

Key Definitions

Term

Perioperative Glucose Control

Example

Metformin and long-acting sulfonylureas held; NPH insulin often reduced 50%; regular insulin given per sliding scale.

Definition

Strict glucose regulation (target 100–180 mg/dL) to optimize wound healing and reduce infection; insulin adjusted per protocol; oral hypoglycemics usually held.

Term

Stress-Dose Steroids

Example

Patient on prednisone 10 mg daily may receive hydrocortisone 50–100 mg IV perioperatively.

Definition

Supplemental corticosteroids given perioperatively to prevent adrenal insufficiency in chronic steroid-dependent patients.

Section Title

Informed Consent — Critical Nursing Role

Important Facts

  • SURGEON obtains consent; NURSE witnesses and verifies.
  • Consent must be signed BEFORE sedation/premedication (sedated consent = INVALID).
  • Patient must be COMPETENT (oriented, able to understand, not delirious).
  • Consent must be VOLUNTARY (no coercion); patient has the RIGHT TO REFUSE.
  • For minors: legal guardian or authorized representative signs (minor cannot give valid consent).
  • For incompetent adults: legal guardian or healthcare proxy signs.
  • Emergency implied consent: in life-threatening emergency when consent CANNOT be obtained, treatment may proceed to save life (e.g., unconscious trauma patient).
  • If patient shows confusion or asks new questions, NOTIFY THE SURGEON; do not attempt to re-explain.
  • Consent form must be COMPLETE, SIGNED, and IN THE CHART before patient is sedated.
  • Document the time consent was witnessed and that patient appeared to understand.
  • Verbal consent alone is NOT sufficient; written documentation is required.
  • Advance directives and DNR orders must be reviewed and flagged.

Key Definitions

Term

Informed Consent

Example

Patient signs surgical consent form after surgeon explains the procedure, possible complications, and alternatives.

Definition

Voluntary agreement by a competent patient to undergo a procedure after the surgeon has explained the procedure, benefits, risks, and alternatives; protects autonomy and is a legal requirement.

Term

Surgeon's Role in Consent

Example

Surgeon describes the mastectomy procedure, risks of bleeding/infection, and alternatives (radiation, lumpectomy).

Definition

The physician performing the procedure obtains consent by explaining the procedure, its benefits, risks, and alternatives in understandable terms.

Term

Nurse's Role in Consent

Example

Nurse checks consent form is signed, asks 'Do you have any questions?' and documents the patient appeared to understand.

Definition

Witnesses the signature, verifies the patient is competent and NOT sedated, confirms understanding, and alerts the surgeon to any patient questions or confusion; does NOT explain the procedure.

Diagrams To Know

  • Informed consent decision tree (competent? signed? before sedation?)

Common Values

Value

6–8 hours

Symbol

NPO solids

Quantity

NPO for solids

Value

2 hours

Symbol

NPO liquids

Quantity

NPO for clear liquids

Section Title

NPO (Nothing by Mouth) Status

Important Facts

  • Standard NPO guidelines: ~6–8 hours for solids, ~2 hours for clear liquids (FOLLOW INSTITUTIONAL/ANESTHESIA PROTOCOL).
  • Purpose: reduce gastric volume and aspiration risk.
  • Verify NPO status is maintained and report ANY INTAKE immediately.
  • Clear liquids typically allowed up to 2 hours preoperatively (water, black coffee, apple juice WITHOUT PULP).
  • Milk, formula, and non-clear liquids = treat as solids; require ~6 hours NPO.
  • Gum, candy, and sips beyond protocol = BREAK NPO; report.
  • Clarify with anesthesia which routine medications should be taken with a SIP of water (e.g., cardiac, antihypertensive drugs).
  • Insulin, oral hypoglycemics: held or adjusted per protocol; confirm with surgical team.
  • Anticoagulants: typically held; clarify with surgeon.
  • Post-NPO: patient allowed fluids/solids per postoperative protocol once alert and gag reflex returns.

Key Definitions

Term

NPO Status

Example

NPO from midnight (or 6 hours preoperatively) to reduce gastric contents during general anesthesia.

Definition

Patient refrains from oral intake (solids, liquids, medications) before surgery to reduce gastric volume and aspiration risk under anesthesia.

Term

Aspiration

Example

Anesthetized patient with full stomach vomits; stomach acid and food particles enter lungs causing chemical pneumonitis.

Definition

Inhalation of gastric contents (food, liquid, secretions) into the airway during anesthesia; can cause hypoxemia, pneumonitis, and death if untreated.

Diagrams To Know

  • NPO timeline and guidelines flowchart

Section Title

Preoperative Checklist and Physical Preparation

Important Facts

  • VERIFY PATIENT IDENTITY with TWO IDENTIFIERS (name + DOB, name + MRN) — NOT room number.
  • VERIFY CORRECT PROCEDURE by reading the operative permit and comparing to the surgeon's order.
  • MARK THE SURGICAL SITE (by surgeon or designee) with permanent marker on the correct side/site.
  • CONFIRM SIGNED CONSENT FORM is on the chart and complete.
  • CONFIRM LAB AND DIAGNOSTIC RESULTS are available (CBC, electrolytes, type & cross, ECG, CXR, imaging).
  • RECORD BASELINE VITAL SIGNS (BP, HR, RR, temp, O2 sat, pain level).
  • HAVE PATIENT VOID or catheterize to empty bladder (reduces injury risk, improves surgical exposure).
  • REMOVE ALL FOREIGN OBJECTS:
  • – Dentures, partial plates, bridges (aspiration/airway obstruction risk)
  • – Jewelry, body piercings (fire/burn risk in OR with electrocautery)
  • – Contact lenses, glasses, hearing aids (loss/damage risk; verify patient given to family or stored safely)
  • – Hairpins, clips, wigs (fire/aspiration risk)
  • – Prosthetics, orthotic devices (stored safely; verify location)
  • – Nail polish, artificial nails (prevents accurate pulse oximetry and nail bed assessment for oxygenation)
  • – Makeup, powder, lotion (interferes with skin prep and monitoring electrode adhesion)
  • REMOVE MAKEUP so skin can be assessed; particularly nail beds for perfusion/oxygenation.
  • CLIP (NOT SHAVE) HAIR at surgical site per protocol (clipping reduces infection risk; shaving causes microtrauma and nicks).
  • DRESS PATIENT in hospital gown (easy access for surgery and monitoring).
  • APPLY IDENTIFICATION BAND with name, DOB, MRN, allergies.
  • ADMINISTER PREOPERATIVE MEDICATIONS as ordered:
  • – Sedatives/anxiolytics (reduce anxiety; impair judgment for consent)
  • – Prophylactic antibiotics (prevent surgical site infection)
  • – Antiemetics (reduce nausea/vomiting)
  • – Proton pump inhibitors/H2 blockers (reduce gastric acid; reduce aspiration risk)
  • PERFORM SKIN ANTISEPSIS/SHOWER as ordered (some protocols require chlorhexidine or iodine shower night before).
  • DOCUMENT COMPLETION of entire checklist on the preoperative record.
  • COMMUNICATE FINDINGS to OR staff; ensure chart accompanies patient to OR.

Key Definitions

Term

Two-Identifier Verification

Example

Ask patient to state name and birthdate; verify against ID band and chart.

Definition

Confirming patient identity using TWO independent identifiers (e.g., name and medical record number, NOT room number) to prevent wrong-patient surgery.

Term

Surgical Site Marking

Example

Surgeon marks 'left knee' with permanent marker before patient enters OR.

Definition

Marking the correct surgical site with a permanent marker by the surgeon or designee preoperatively to prevent wrong-site surgery.

Diagrams To Know

  • Preoperative checklist flowchart (verification → preparation → documentation)

Section Title

Preoperative Teaching

Important Facts

  • Teach BEFORE the day of surgery (preoperative anxiety is lower; better retention).
  • Address patient FEARS and MISCONCEPTIONS; provide emotional and spiritual support.
  • Cover WHAT TO EXPECT: OR environment, monitors, endotracheal tube (if general anesthesia), positioning, potential sounds/sensations.
  • TEACH DEEP BREATHING: slow, deep breaths to oxygenate and prevent atelectasis.
  • TEACH INCENTIVE SPIROMETRY: use before and after surgery; goal is personal best volume.
  • TEACH COUGHING AND SPLINTING: splint incision with pillow/hands; cough to clear secretions (prevents pneumonia).
  • TEACH LEG EXERCISES: dorsiflexion, plantarflexion, leg lifts postoperatively to promote circulation and prevent DVT.
  • TEACH EARLY AMBULATION: get out of bed as soon as safe to prevent DVT, PE, atelectasis.
  • TEACH PAIN MANAGEMENT: patient-controlled analgesia (PCA), epidural, regional blocks, oral analgesics; encourage use before pain is severe.
  • TEACH ABOUT EQUIPMENT: explain drains, tubes (NGT, foley, chest tube), monitors, oxygen mask, IV lines.
  • TEACH RANGE OF MOTION and positioning to prevent contractures and pressure injuries.
  • PROVIDE WRITTEN MATERIALS to reinforce teaching; use teach-back method (ask patient to demonstrate or repeat-back).
  • EFFECTIVE PREOPERATIVE TEACHING = reduced anxiety, reduced postoperative complications, faster recovery, improved pain control.

Key Definitions

Term

Preoperative Teaching

Example

Teach deep breathing, coughing, leg exercises, pain management, and expected sensations (tubes, drains, monitors).

Definition

Patient education delivered BEFORE surgery to reduce anxiety, improve compliance, and prevent postoperative complications; most effective 1–2 days before when anxiety is lower.

Term

Incentive Spirometry

Example

Patient inhales deeply through spirometer mouthpiece, holds breath ~3 sec, exhales; goal is to reach target volume.

Definition

Device and technique to encourage deep breathing postoperatively; prevents atelectasis and hypoxemia by expanding alveoli.

Term

Splinting the Incision

Example

After abdominal surgery, patient holds a pillow against the abdomen while coughing to reduce pain.

Definition

Supporting the surgical incision with hands, pillow, or abdominal binder during coughing and movement to reduce pain and protect the incision.

Diagrams To Know

  • Preoperative teaching content checklist

Common Values

Value

2.5 mg/kg IV; repeat q5min up to 10 mg/kg

Symbol

MH treatment

Quantity

Dantrolene dose for MH

Section Title

Anesthesia Types and Nursing Considerations

Important Facts

  • GENERAL ANESTHESIA: loss of consciousness, analgesia, amnesia, muscle relaxation; airway intubated; induction agents (propofol, thiopental), inhalational agents (sevoflurane, desflurane), muscle relaxants (succinylcholine, rocuronium).
  • GA RISKS: airway obstruction, aspiration, hypoxemia, hypotension, dysrhythmias, malignant hyperthermia.
  • MALIGNANT HYPERTHERMIA: EARLY SIGNS = unexplained TACHYCARDIA, rising end-tidal CO2, muscle rigidity, hyperthermia (LATE sign); TREATMENT = STOP anesthetic agents, GIVE DANTROLENE (2.5 mg/kg IV, repeat q5min up to 10 mg/kg), cool patient (IV cold saline, ice packs, cold lavage), monitor for rhabdomyolysis/acute kidney injury, treat dysrhythmias, hyperkalemia.
  • MH PREVENTION: screen for family history (MH relative, unexplained anesthetic death, perioperative death from heat); use MH-safe anesthetics (propofol, etomidate, opioids, benzodiazepines, local anesthetics, non-depolarizing relaxants).
  • SPINAL ANESTHESIA: intrathecal local anesthetic; rapid onset, dense block; WATCH FOR hypotension (sympathetic blockade) and bradycardia → fluid bolus, vasopressor (ephedrine, phenylephrine); PDPH managed with bed rest, hydration, analgesics, epidural blood patch if severe.
  • EPIDURAL ANESTHESIA: injected into epidural space; slower onset than spinal; allows catheter for repeated dosing; used for labor, postoperative analgesia; monitor for hypotension, epidural hematoma, infection.
  • NERVE BLOCKS: specific peripheral nerve anesthetized; used for limb surgery and postoperative analgesia; requires landmark technique or ultrasound guidance.
  • LOCAL ANESTHESIA: agent infiltrated into tissue; patient conscious; suitable for minor procedures (laceration repair, small biopsies); lowest systemic toxicity.
  • MODERATE SEDATION: depressed consciousness but airway protected and patient arousable; used for diagnostic procedures (colonoscopy, endoscopy); CONTINUOUS MONITORING required (SpO2, ETCO2, cardiac rhythm); reversal agents available (naloxone for opioids, flumazenil for benzodiazepines).
  • ALWAYS ASK about family history of MH, anesthetic reactions, difficult intubation, postoperative nausea/vomiting.

Key Definitions

Term

General Anesthesia

Example

Propofol IV induction + sevoflurane inhalation + succinylcholine for intubation; patient is completely unconscious.

Definition

Reversible loss of consciousness, analgesia, amnesia, and muscle relaxation; achieved with IV and/or inhalational agents; airway is intubated with endotracheal tube (ETT) or laryngeal mask airway (LMA).

Term

Malignant Hyperthermia (MH)

Example

Unexplained tachycardia and rising end-tidal CO2 intraoperatively signal MH; treat immediately with dantrolene and cooling.

Definition

Rare, inherited, life-threatening pharmacogenetic reaction triggered by exposure to volatile anesthetics (sevoflurane, desflurane, isoflurane) or succinylcholine; uncontrolled muscle metabolism produces extreme heat and metabolic crisis.

Term

Spinal Anesthesia

Example

Injection of bupivacaine at L3–L4 for cesarean section; patient has no sensation below waist but is awake.

Definition

Local anesthetic injected into the subarachnoid (CSF) space; produces rapid, dense sensory and motor block below injection level; patient remains conscious.

Term

Epidural Anesthesia

Example

Epidural catheter placed for labor analgesia or postoperative pain management; medication infused continuously or as needed.

Definition

Local anesthetic injected into the epidural space (outside dura); blocks sensation and motor function in the area supplied; allows repeated dosing via catheter.

Term

Nerve Block

Example

Brachial plexus block for shoulder surgery; interscalene approach anesthetizes the arm.

Definition

Local anesthetic injected around a specific nerve or nerve plexus to anesthetize a region; used for limb surgery or postoperative analgesia.

Term

Local Anesthesia

Example

Lidocaine 1% infiltrated around a laceration for suturing in the ED.

Definition

Local anesthetic agent injected or applied topically to numb a small, specific area; patient remains fully conscious.

Term

Moderate (Conscious) Sedation

Example

Midazolam + fentanyl for colonoscopy; patient is drowsy but arousable and can respond to commands.

Definition

Depressed level of consciousness in which patient maintains airway patency and responds to stimuli; not true anesthesia; used for minor procedures.

Term

Post-Dural Puncture Headache (PDPH)

Example

Patient develops severe headache 24–48 hours after spinal anesthesia; managed with bed rest, hydration, analgesics, or epidural blood patch.

Definition

Complication of spinal anesthesia caused by CSF leakage through the dura puncture; presents as headache worsened by sitting/standing and relieved by lying flat.

Diagrams To Know

  • Anesthesia types by level of consciousness (general vs. regional vs. local)
  • Malignant hyperthermia signs and management flowchart

Common Values

Value

2.5 cm

Symbol

Sterile border

Quantity

Sterile field contaminated margin

Section Title

Intraoperative Nursing and Safety

Important Facts

  • OR TEAM: surgeon, anesthesia provider, scrub nurse (sterile), circulating nurse (non-sterile), others as needed.
  • CIRCULATING NURSE ROLE: manage OR, document, coordinate, maintain sterile field integrity, ADVOCATE for anesthetized patient.
  • SCRUB NURSE ROLE: maintain sterile field, pass instruments, count sponges/instruments/sharps.
  • TIME-OUT performed BEFORE INCISION; whole team participates; verifies CORRECT PATIENT, CORRECT PROCEDURE, CORRECT SITE.
  • SURGICAL COUNTS: performed BEFORE procedure, BEFORE closing a cavity (abdomen, chest, pelvis), and at SKIN CLOSURE; sponges, instruments, and sharps counted.
  • INCORRECT COUNT: notify surgeon IMMEDIATELY; wound NOT CLOSED until count is reconciled (may require X-ray, exploration, or repeat count).
  • RETAINED FOREIGN OBJECTS: serious complication; prevent by strict counting and verification.
  • STERILE FIELD MAINTENANCE: only sterile items touch sterile items; edges of sterile packages (~2.5 cm) considered contaminated; anything below waist/table level or out of sight is NOT sterile.
  • STERILE GOWN/GLOVES: front of gown chest to waist is sterile; sleeves to elbow are sterile; back of gown is NOT sterile.
  • IF STERILITY IS DOUBTED: item is CONTAMINATED; discard and replace.
  • LATEX ALLERGY: major concern in OR; latex-free environment required; latex gloves, blood pressure cuffs, catheters, anesthesia equipment all latex-free.
  • ANAPHYLAXIS in OR: present with hypotension, flushed skin, wheezing, angioedema; TREAT with epinephrine 0.3–0.5 mg IM immediately.
  • SURGICAL SITE INFECTIONS (SSI): prevent with prophylactic antibiotics, skin prep, aseptic technique, environmental controls.

Key Definitions

Term

Scrub Nurse

Example

Scrub nurse hands instruments to surgeon during surgery and performs sponge counts before closure.

Definition

Sterile team member who maintains the sterile field, passes instruments and supplies to the surgeon, and counts sponges, instruments, and sharps.

Term

Circulating Nurse

Example

Circulating nurse verifies consent, performs time-out, documents fluid intake/output, and alerts surgeon to count discrepancies.

Definition

Non-sterile team member who manages the OR, documents findings, coordinates with outside staff, maintains sterile field integrity, and advocates for the anesthetized patient.

Term

Surgical Time-Out

Example

Surgeon says 'Time-out: This is John Smith, correct patient? Yes. Left knee arthroscopy, correct procedure? Yes. Left knee marked, correct site? Yes.'

Definition

Brief pause before incision where the entire OR team (surgeon, anesthesia, nurses) verifies the CORRECT PATIENT, CORRECT PROCEDURE, and CORRECT SITE (WHO Surgical Safety Checklist); prevents wrong-site, wrong-procedure, wrong-patient surgery.

Term

Surgical Counts

Example

Scrub nurse counts 10 sponges before starting; before closing abdomen, count is 10 again; if count is 9, surgeon is notified and incision is searched or X-ray taken.

Definition

Verification that the number of sponges, instruments, and needles (sharps) before the procedure, before closing a cavity, and before skin closure matches the number used; prevents retained foreign objects.

Term

Retained Foreign Object (RFO)

Example

Sponge left in abdomen after cesarean section causes infection and abscess 2 weeks postoperatively.

Definition

Surgical sponge, instrument, or needle left inside the surgical wound; serious complication causing infection, abscess, obstruction, sepsis, or death.

Term

Surgical Asepsis

Example

Scrub nurse uses sterile gloves, sterile instruments are placed on a sterile field, and only sterile items touch sterile items.

Definition

Strict adherence to sterile technique to prevent microbial contamination of the surgical field and wound; includes hand hygiene, sterile gloves/gowns, sterile instruments, and sterile field maintenance.

Diagrams To Know

  • Surgical counting and verification flowchart
  • Sterile field zones and contamination rules diagram

Section Title

Intraoperative Patient Positioning and Safety

Important Facts

  • ANESTHETIZED PATIENTS CANNOT FEEL PAIN or reposition themselves; they depend on the team for protection.
  • MAINTAIN CORRECT BODY ALIGNMENT: straight spine, neutral joints, no extreme flexion/extension.
  • PAD BONY PROMINENCES: heels, sacrum, elbows, occiput, shoulders, knees, hips (prevent pressure ulcers).
  • PAD PRESSURE POINTS: areas under equipment, drapes, retractors.
  • SECURE PATIENT with safety straps (but NOT too tight; avoid nerve compression).
  • AVOID OVEREXTENSION of joints: keep joints in neutral or slight flexion.
  • PREVENT FALLS: ensure proper positioning, secure straps, side rails if patient is elevated.
  • MONITOR CIRCULATION: check color, warmth, pulses distal to pressure points; repositioning improves venous return.
  • WATCH RESPIRATORY COMPROMISE: extreme positions (reverse Trendelenburg, lithotomy) may impair ventilation; monitor chest rise and SpO2.
  • COMMON POSITIONS:
  • – Supine: routine abdominal/thoracic/extremity surgery; good alignment
  • – Prone: spinal surgery; watch respiratory compromise, facial pressure
  • – Lithotomy: gynecologic/urologic surgery; high pressure on sacrum/knees; monitor for DVT risk, rhabdomyolysis if prolonged
  • – Lateral: flank surgery; axilla padding critical (axillary nerve); chest may compress lung
  • – Trendelenburg (head down): pelvic surgery; increases intracranial pressure, impairs ventilation; risk of facial/airway edema
  • – Reverse Trendelenburg (head up): upper abdominal surgery; facilitates breathing but risk of hypotension
  • PREVENT HYPOTHERMIA: use warming blankets, warm IV fluids, reduce heat loss; monitor core temperature.
  • SKIN PROTECTION: protect from prep solutions (iodine, alcohol burn risk; cover eyes), electrocautery pad placement (avoid bony prominences), drapes.
  • DOCUMENT positioning, padding, pressure points protected, and any positioning concerns.
  • COMMUNICATE positioning changes to anesthesia (may affect circulation, ventilation).

Key Definitions

Term

Intraoperative Positioning

Example

Supine position for abdominal surgery; lithotomy for gynecologic surgery; prone for spinal surgery.

Definition

Strategic placement of the anesthetized patient to allow surgical access while protecting the body, maintaining alignment, and preventing injury (pressure ulcers, nerve damage, joint strain).

Term

Pressure Injury

Example

Pressure ulcer develops on sacrum after 4-hour abdominal surgery without proper padding and repositioning.

Definition

Localized tissue damage (erythema, necrosis) caused by sustained pressure, friction, or shear on bony prominences; OR patients at risk due to anesthesia and prolonged immobility.

Term

Nerve Damage (Intraoperative)

Example

Improper positioning compresses the peroneal nerve; patient wakes with foot drop and inability to dorsiflex.

Definition

Injury to nerves from prolonged pressure, stretching, or positioning; results in postoperative numbness, weakness, or pain in the supplied region.

Diagrams To Know

  • Common surgical positions and pressure points diagram
  • Safe positioning and padding checklist

Section Title

Operating Room Environment and Asepsis Zones

Important Facts

  • OR ZONING prevents contamination by controlling access and attire.
  • UNRESTRICTED ZONE: street clothes OK; no special precautions; public access area.
  • SEMI-RESTRICTED ZONE: scrubs and cap required; minimal street clothes exposure.
  • RESTRICTED ZONE (OR): scrubs, cap, AND MASK required at all times; eye protection recommended; NO street clothes.
  • MASK PURPOSE: source control; filters particles from wearer's respiratory tract; do NOT protect wearer from infection.
  • HAND HYGIENE: perform before entering semi-restricted and restricted zones; surgical scrub for OR personnel.
  • SURGICAL ASEPSIS RULES:
  • – Only STERILE items touch the sterile field.
  • – Only STERILE personnel (gloved/gowned) contact the sterile field.
  • – Edges of sterile packages are CONTAMINATED (~2.5 cm border).
  • – Anything BELOW WAIST LEVEL or OUT OF SIGHT is NOT sterile.
  • – Back of a gown/sleeves above elbow are NOT sterile.
  • – If sterility is DOUBTED, it IS contaminated.
  • LATEX-FREE ENVIRONMENT: CRITICAL for latex-allergic patients; latex-free gloves, catheters, blood pressure cuffs, anesthesia equipment, tape, drapes; risk of intraoperative anaphylaxis.
  • ENVIRONMENTAL CONTROLS: laminar flow, HEPA filtration, positive pressure, temperature (20–23°C), humidity (30–60%), air exchanges (15–25/hour).
  • TRAFFIC CONTROL: minimize OR door openings; only essential personnel present.
  • SHARPS SAFETY: needle-stick prevention; use safety-engineered devices; careful passing of sharps.
  • CHEMICAL SAFETY: housekeeping agents, sterilants (ethylene oxide), disinfectants; ensure ventilation.
  • FIRE SAFETY: three-part fire triangle (ignition source, fuel, oxygen); fire extinguishers available; know escape routes.

Key Definitions

Term

Unrestricted Zone

Example

Family waiting area, OR reception desk.

Definition

OR entrance/holding area; street clothes and minimal protective attire permitted; minimal environmental controls; highest contamination potential.

Term

Semi-Restricted Zone

Example

Sterile processing, equipment storage, PACU.

Definition

Storage, instrument cleaning, recovery areas; scrub attire (scrubs, cap) required; moderate environmental controls.

Term

Restricted Zone

Example

Inside the OR during surgery; all staff wear scrubs, caps, masks, and eye protection.

Definition

The OR itself; maximum sterility required; scrub attire, cap, AND mask mandatory; strict environmental controls (filtered air, positive pressure, temperature/humidity).

Term

Surgical Field (Sterile Field)

Example

Prepped and draped surgical site; sterile instruments, sponges, and gloved surgeon work within this field.

Definition

Prepared area on the patient and draped surfaces where the surgery occurs; maintained under strict asepsis; only sterile items/personnel (gloved/gowned) contact it.

Diagrams To Know

  • OR zone classification and attire requirements diagram
  • Sterile field contamination prevention flowchart

Section Title

High-Yield NLE Exam Focus Points

Important Facts

  • NPO STATUS: ~6–8 hrs solids, ~2 hrs clear liquids; PREVENTS ASPIRATION (most commonly tested).
  • TWO-IDENTIFIER VERIFICATION: name + DOB or MRN (NOT room number); prevents wrong-patient surgery.
  • SURGICAL SITE MARKING: permanent marker by surgeon; prevents wrong-site surgery.
  • INFORMED CONSENT: SURGEON explains and obtains; NURSE witnesses and verifies BEFORE sedation; patient must be COMPETENT and VOLUNTARY.
  • NAIL POLISH REMOVAL: allows NAIL BED ASSESSMENT for oxygenation (SpO2 monitoring).
  • HAIR CLIPPING (NOT SHAVING): reduces infection risk; shaving causes microtrauma.
  • PREOPERATIVE TEACHING: deep breathing, incentive spirometry, coughing with splinting, leg exercises, early ambulation; REDUCES POSTOPERATIVE COMPLICATIONS.
  • MALIGNANT HYPERTHERMIA: EARLY SIGN = TACHYCARDIA + rising CO2; TREATMENT = dantrolene + cooling; ASK ABOUT FAMILY HISTORY.
  • SPINAL ANESTHESIA COMPLICATION: hypotension/bradycardia (sympathetic blockade); POST-DURAL PUNCTURE HEADACHE (flat positioning, fluids).
  • SURGICAL TIME-OUT: before INCISION; whole team verifies CORRECT PATIENT, CORRECT PROCEDURE, CORRECT SITE.
  • SURGICAL COUNTS: BEFORE procedure, BEFORE closing cavity, at SKIN CLOSURE; sponges, instruments, sharps; prevents RETAINED FOREIGN OBJECTS.
  • INTRAOPERATIVE POSITIONING: PAD bony prominences; maintain alignment; avoid nerve compression; monitor circulation and respiration.
  • LATEX ALLERGY: flag early; latex-free environment; risk of anaphylaxis in OR.

Must Remember

  • 1. NPO: 6–8 hours solids, 2 hours clear liquids PREVENTS ASPIRATION — the #1 preoperative nursing priority. Verify and report ANY oral intake.
  • 2. Informed Consent: SURGEON obtains by explaining procedure/risks/alternatives; NURSE witnesses signature BEFORE sedation and verifies patient is competent. If patient confused, NOTIFY SURGEON — do not re-explain.
  • 3. Two-Identifier Verification: name + DOB (NOT room number); CORRECT PROCEDURE verified on operative permit; SURGICAL SITE marked by surgeon with permanent marker. PREVENTS WRONG-SITE SURGERY.
  • 4. Remove Nail Polish (and makeup): ALLOWS NAIL BED ASSESSMENT for oxygenation and SpO2 monitoring — must be visible for accurate pulse oximetry.
  • 5. CLIP Hair (Not Shave): Clipping reduces infection risk; shaving causes microtrauma and nicks. Document clipping per protocol.
  • 6. Preoperative Teaching: Deep breathing, incentive spirometry, coughing with splinting, leg exercises, early ambulation PREVENT POSTOPERATIVE COMPLICATIONS (atelectasis, DVT, pneumonia). Teach 1–2 days before surgery when anxiety is lower.
  • 7. Malignant Hyperthermia: EARLY sign is unexplained TACHYCARDIA + rising end-tidal CO2 (NOT high temp as first sign); TREAT IMMEDIATELY with dantrolene 2.5 mg/kg IV + cooling measures. ASK ABOUT FAMILY HISTORY preoperatively.
  • 8. Surgical Time-Out: BEFORE INCISION, whole OR team pauses and verifies CORRECT PATIENT, CORRECT PROCEDURE, CORRECT SITE — WHO Surgical Safety Checklist. PREVENTS WRONG-SITE/WRONG-PROCEDURE/WRONG-PATIENT SURGERY.
  • 9. Surgical Counts: Sponges, instruments, sharps counted BEFORE procedure, BEFORE closing cavity, at SKIN CLOSURE. INCORRECT COUNT = notify surgeon IMMEDIATELY; wound NOT closed until reconciled. PREVENTS RETAINED FOREIGN OBJECTS.
  • 10. Intraoperative Positioning: PAD bony prominences (sacrum, heels, elbows, occiput, knees); maintain alignment; avoid nerve compression; monitor circulation/respiration. Anesthetized patient CANNOT feel pain or reposition — TEAM RESPONSIBILITY to prevent pressure injuries and nerve damage.

Last Minute Tips

  • 1. Consent TIMING is exam-critical: Consent MUST be signed BEFORE any sedatives/premedication. Consent signed after sedation = INVALID and is a major legal/ethical violation. If patient is already sedated when you discover consent unsigned, notify surgeon immediately — do NOT sedate further.
  • 2. NPO status is the MOST COMMONLY TESTED preoperative concept on NLE. Remember: solids 6–8 hours, clear liquids 2 hours. If a patient has eaten 2 hours before scheduled general anesthesia with 2-hour fasting, anesthesia MUST be DELAYED or CANCELLED due to aspiration risk. Always ask and report.
  • 3. Malignant Hyperthermia early warning signs: TACHYCARDIA + rising ETCO2 on the capnograph are the FIRST detectable signs (before temperature rises). If you see this pattern intraoperatively, suspect MH and alert anesthesia IMMEDIATELY. High temperature is a LATE sign and indicates severe metabolic derangement.
  • 4. Surgical counts: Exams often test what happens if a count is INCORRECT. Answer: NOTIFY SURGEON IMMEDIATELY; wound is NOT CLOSED; X-ray may be taken; incision may be explored. It is NEVER acceptable to close without reconciling a discrepant count.
  • 5. Patient positioning for common surgeries: Supine (abdominal), prone (spine), lithotomy (gynecologic), lateral (flank). Exams test which nerves/pressure points are at risk for EACH position. Example: lithotomy position = risk of DVT, rhabdomyolysis, foot drop (peroneal nerve); Trendelenburg = respiratory compromise, facial edema. Study position + complication pairs.

Comparison Tables

Rows

Values

  • Loss of consciousness
  • Intubated (ETT/LMA)
  • Major surgery (abdominal, thoracic, cardiac)
  • Aspiration, hypoxemia, malignant hyperthermia, cardiovascular depression
  • Continuous monitoring (SpO2, ETCO2, BP, HR); watch for MH signs; extubate when awake

Property

General

Values

  • Conscious
  • Patent airway
  • Lower extremity, pelvic, cesarean surgery
  • Hypotension, bradycardia, PDPH, high block (respiratory paralysis)
  • Monitor BP/HR closely; fluid bolus ready; position flat for PDPH; educate about headache risk

Property

Spinal

Values

  • Conscious
  • Patent airway
  • Labor analgesia, postoperative pain, lower extremity surgery
  • Hypotension, epidural hematoma, infection, toxicity from local anesthetic
  • Monitor BP; assess sensory block level; watch for signs of hematoma/infection

Property

Epidural

Values

  • Conscious
  • Patent airway
  • Limb surgery, postoperative analgesia
  • Local anesthetic toxicity, block failure, nerve injury
  • Verify block level before surgery; monitor for toxicity; educate about expected duration

Property

Nerve Block

Values

  • Conscious
  • Patent airway
  • Minor procedures (laceration repair, small biopsy)
  • Local anesthetic toxicity (high concentrations), allergic reaction
  • Monitor vitals; educate about expected sensations; have reversal drugs ready

Property

Local

Values

  • Depressed consciousness
  • Maintained (monitor carefully)
  • Diagnostic procedures (colonoscopy, endoscopy)
  • Airway obstruction, hypoxemia, oversedation
  • Continuous SpO2/ETCO2 monitoring; have reversal agents (naloxone, flumazenil) at bedside; do NOT perform on patients requiring airway control

Property

Moderate Sedation

Columns

  • Type
  • Consciousness
  • Airway Control
  • Best Use
  • Key Risks
  • Nursing Considerations

Table Title

Types of Anesthesia Comparison

Rows

Values

  • Decreased physiologic reserve; slower recovery
  • Detailed history/physical; baseline assessment; optimize chronic disease control

Property

Extreme Age

Values

  • Poor wound healing, dehiscence, respiratory compromise, DVT/PE
  • Screen for sleep apnea; encourage smoking cessation; optimize medications

Property

Obesity

Values

  • Delayed wound healing; impaired immunity
  • Nutritional assessment; supplement with protein/vitamin C; encourage oral intake preoperatively

Property

Malnutrition

Values

  • Hyperglycemia, poor infection control, delayed healing
  • Achieve euglycemia (target 100–180 mg/dL); adjust insulin/oral agents per protocol; monitor glucose day of surgery

Property

Uncontrolled Diabetes

Values

  • MI, dysrhythmias, hypotension, heart failure
  • ECG baseline; optimize cardiac medications; cardiology consult if high risk; continue beta-blockers/ACE inhibitors per protocol

Property

Cardiovascular Disease

Values

  • Hypoxemia, respiratory failure, atelectasis, pneumonia
  • Chest X-ray, spirometry; optimize inhaler therapy; teach deep breathing/incentive spirometry; smoking cessation

Property

Respiratory Disease

Values

  • Delayed drug clearance, fluid/electrolyte imbalance, bleeding risk (uremia)
  • Check creatinine/BUN; adjust drug doses; monitor fluid balance; assess coagulation

Property

Renal Disease

Values

  • Impaired drug metabolism, coagulopathy, bleeding, delayed recovery
  • Check liver function tests, INR, albumin; avoid hepatotoxic drugs; assess coagulation; monitor for encephalopathy postoperatively

Property

Hepatic Disease

Values

  • Impaired oxygenation, reduced healing, increased infection
  • Encourage smoking cessation at least 4 weeks before (improved oxygenation); brief perioperative cessation still helps

Property

Smoking

Values

  • Excessive bleeding perioperatively
  • Clarify hold/continue orders with surgeon; timing varies by drug and surgery type; bridging therapy may be needed

Property

Anticoagulation

Values

  • Adrenal insufficiency (hypotension, shock) if abruptly stopped
  • Give stress-dose steroids perioperatively; do NOT abruptly stop

Property

Corticosteroid Dependence

Values

  • Increased bleeding risk
  • Discontinue ~2 weeks before surgery; educate patient about bleeding risk

Property

Herbal Supplements (ginkgo, garlic, ginseng, vitamin E)

Columns

  • Risk Factor
  • Impact on Surgery
  • Preoperative Management

Table Title

Surgical Risk Factors and Nursing Interventions

Rows

Values

  • Prevents wrong-patient surgery
  • Ask patient name and DOB; compare to ID band and chart; document verification

Property

Two-Identifier Verification

Values

  • Legal/ethical requirement; informed decision
  • Verify signature, date, legibility; confirm BEFORE sedation; alert surgeon to questions

Property

Consent Form Signed and Complete

Values

  • Prevents wrong-site surgery
  • Verify surgeon has marked correct site with permanent marker; patient agrees with mark

Property

Surgical Site Marked

Values

  • Prevents aspiration
  • Confirm last solid/liquid intake; ask about gum, candy, sips; report any intake

Property

NPO Status Verified

Values

  • Allows anesthesia risk assessment; identifies abnormalities
  • Verify CBC, electrolytes, type & cross, coagulation studies, ECG, CXR, imaging available and reviewed

Property

Lab/Diagnostic Results Available

Values

  • Provides baseline for intraoperative/postoperative comparison
  • Record BP, HR, RR, temperature, SpO2, pain level, neuro status

Property

Baseline Vitals Recorded

Values

  • Prevents aspiration, fire, injury, loss, and monitoring interference
  • Remove dentures, jewelry, contacts, hairpins, prosthetics, nail polish, makeup; document location of items given to family/stored

Property

Foreign Objects Removed

Values

  • Clipping reduces infection risk; shaving causes microtrauma
  • Clip hair at surgical site per protocol; do NOT shave; document clipping

Property

Hair Clipped (Not Shaved)

Values

  • Ensures correct identification, easy access for surgery/monitoring
  • Dress in gown; apply armband with name, DOB, MRN, allergy alerts

Property

Patient in Hospital Gown, ID Band Applied

Values

  • Reduces anxiety, prevents infection, reduces nausea, manages gastric acid
  • Give sedatives, antibiotics, antiemetics, PPIs per anesthesia orders; document time and route

Property

Preoperative Medications Given

Values

  • Prevents allergic reactions (medication, latex, iodine)
  • Ask about all allergies; flag latex allergy prominently; communicate to OR team

Property

Allergy Status Confirmed

Values

  • Empty bladder reduces injury risk and improves surgical exposure
  • Assist to bathroom or insert foley per order; document output

Property

Void or Catheterize

Columns

  • Item
  • Why Important
  • Nurse Action

Table Title

Preoperative Checklist — Critical Items

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