Patient identification checklist 2026

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  1. Click ‘Get Form’ to open the patient identification checklist in the editor.
  2. Begin by filling out the 'Patient Name', 'Date of Birth', and 'Procedure' fields. Ensure accuracy as this information is crucial for identification.
  3. Sign in the designated area labeled 'Patient Signature'. This confirms your acknowledgment of the information provided.
  4. The receptionist will check the box confirming that the patient has been identified by name and date of birth, and that the procedure has been confirmed with you.
  5. The pre-op nurse will complete their section by verifying that you have verbalized your name and date of birth, and that all necessary confirmations are documented.
  6. Finally, during the intra-op phase, nurses will ensure all checks are completed, including a time-out observation for safety.

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This information should be obtained by: Checking the appointment letter against the patient list. Asking the patient to confirm key identifiers - typically name, address and date of birth. Ensuring that all documentation, medical notes and electronic systems used match the patient in front of you.
One of the recommendations to reduce medication errors and harm is to use the five rights: the right patient, the right drug, the right dose, the right route, and the right time.
Patient safety checklists are visual tools to prompt safe practices, standardize communication, and ensure no step is forgotten in a health care situation1.
These may include: patient name (family and given names) date of birth gender address medical record number Individual Healthcare Identifier. Identifiers such as room or bed number should not be used as they are frequently changed and are not unique to an individual patient.
Acceptable identifiers may be the individuals name, an assigned identification number, telephone number, date of birth or other person-specific identifier. Use of a room number would NOT be considered an example of a unique patient identifier.
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Approved patient identifiers: Items of information accepted for use in patient identification, including patient name (family and given names), date of birth, gender, address, medical record number and/ or Individual Healthcare Identifier.

patient identification checklist