Clearance for surgery 2026

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  1. Click ‘Get Form’ to open the clearance for surgery document in the editor.
  2. Begin by entering your name in the 'Patient Name' field. This ensures that all documentation is correctly attributed to you.
  3. Next, input the 'Surgery Date' and specify the procedure along with your doctor's name in the designated fields.
  4. Review the list of required laboratory tests. Ensure that you have completed a Basic Metabolic Profile, Complete Blood Count, PT/PTT, and an Electrocardiogram (EKG) within the past year.
  5. Make sure all lab results are dated within thirty days of your surgery date and prepare to fax them to the Surgical Scheduling Office at least four days prior to your surgery.
  6. Finally, fill in the 'Length of Procedure' and 'Type of Anesthesia' sections as instructed.

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Some medical consultants will use a phrase like patient is medically optimal for surgery. This is fine as long as the risk category is also separately addressed.
How long before my operation should I have my pre-op evaluation? You will want to receive your medical clearance 2-3 weeks before your operation is scheduled. This gives your doctors time to address any concerns that may prevent your scheduled procedure.
Pre-surgical clearance often includes a variety of tests such as a complete blood count (CBC), kidney, liver, and blood sugar tests, and an EKG (electrocardiogram). These tests help assess the patients overall health and readiness for surgery.

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