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Preoperative care

NCLEX preoperative chapter: informed consent nurse role, NPO, checklist, jewelry and dentures, site marking, holding anticoagulants as ordered, and anxiety teaching.

ClesialReviewed by Sophia Bennett, RN

Contents8 sections

Preoperative care is the safety net before anesthesia: consent done right, stomach empty, checklist complete, site marked, and fear reduced enough to teach. What happens after the incision is covered in Perioperative care. Capacity, refusal, and ethics depth live in Ethics and care coordination.

Valid informed consent requires a capable client (or legal surrogate), voluntary agreement, and disclosure of the procedure’s nature, risks, benefits, and alternatives by the provider who will perform it. The nurse’s tested role is verification and advocacy: is the form signed for the correct procedure? Does the client’s behavior match understanding? If the client still thinks “they’re only looking,” stop the process and call the provider back - do not fill the knowledge gap with your own surgical lecture.

ActionWho owns it
Explain risks, benefits, alternativesSurgeon / proceduralist
Witness signature / verify form completeNurse (per policy)
Clarify lingering confusionBring provider back - do not freelance
Sedation before consentConsent first whenever possible

Minors, altered mentation, and emergency exceptions follow law and facility policy. On exams, an emergency that threatens life or limb may proceed without signature when delay would cause harm and no surrogate is available - still document the facts. Routine elective cases do not get that shortcut.

Safety

Client unclear about what will be done: hold transfer to OR and notify the provider - incomplete understanding voids the point of consent.

NPO, checklist, and physical prep

NPO orders exist because anesthesia blunts airway reflexes; gastric contents then aspirate into the lungs. Confirm what was last taken by mouth and when - including “just water,” gum, and candy when the stem emphasizes it. If intake violates orders, notify anesthesia; do not quietly hope it will be fine.

  1. Verify identity, allergies, and procedure name with the client.
  2. Ensure consents, H&P, and required labs/tests are on the chart.
  3. Baseline vitals; report fever or unstable numbers before induction plans proceed.
  4. Have the client void; start ordered IVs/premeds on time.

Jewelry, piercings, and metal concentrate electrosurgical current and can tear tissue under tape or tourniquets - remove or secure per protocol and document disposition. Dentures and partials are usually removed before anesthesia so they are not swallowed or aspirated; hearing aids and glasses may stay until the last moment so the client can communicate, then go to a labeled container. Nail polish may be reduced on at least one nail when pulse-ox reading is a concern, depending on stem cues.

  • Allergy bands stay on and visible - latex and antibiotic allergies change the tray.
  • Skin prep and hair clipping follow order; avoid razors that nick when the stem offers clippers.
  • Preop antibiotics, beta-blockers, and other hold/give meds follow anesthesia/surgeon orders - clarify, do not guess.

Medications, labs, and allergy flags before the OR

Anticoagulants and antiplatelets raise bleeding risk. Hold them as ordered and record the last dose time. Bridging decisions belong to the provider. On stems, sending a client to the OR on a full anticoagulant without acknowledgment is the trap; so is stopping a critical med on your own authority without an order.

Morning-of dosing is anesthesia’s call, not a habit from the med-surg floor. Many beta-blockers and other cardiac meds are given with a sip of water because abrupt stop raises cardiac risk. ACE inhibitors and diuretics are often held to limit intraoperative hypotension - follow the written plan. Insulin and oral hypoglycemics are adjusted for NPO; never invent a full usual home dose into an empty stomach without orders. Herbal products (ginkgo, garlic, ginseng patterns as tested) can affect bleeding or sedation - include them in the med list.

Preop itemWhy it is on the list
CBC / type and screen or crossmatchBaseline and blood readiness if bleeding risk
Coagulation studies when indicatedBleeding risk before invasive surgery
ECG / chest imaging as orderedCardiac and pulmonary baseline for anesthesia
Pregnancy test when relevantRadiation and teratogen exposure decisions
Latex / antibiotic / anesthesia allergy historyChanges gloves, drugs, and airway plan

Latex allergy changes the entire case setup - flag it early, not at the door of the OR. Smoking increases airway reactivity and wound complications; honest history and cessation encouragement still help even late. Pacemakers, ICDs, and metal implants matter for cautery and positioning - document device details.

Site marking and preoperative teaching

Wrong-site surgery is a never event. The proceduralist marks the site with the awake client participating when possible. If the mark is missing, wrong, or the client disputes the side, you stop the line and fix it before induction. Nurses do not invent a mark to “keep the schedule.”

Teaching focusWhy it calms and protects
Pain plan and how to report painReduces fear of waking in agony
Incentive spirometry / turn-coughSets expectation for lung work after
Early ambulation / SCD useExplains clot prevention before stiff legs
Tubes/drains that may be presentSurprises after anesthesia feel like failure

Teach incentive spirometry before surgery: seal lips around the mouthpiece, inhale slowly to raise the marker, hold briefly, then exhale. Ten times an hour while awake is a common teaching target - the point is alveolar expansion, not arm exercise. Practice now so opioids and incision pain are not the first time the client meets the device. Anxiety is not fluff content. A client who understands the sequence cooperates with spirometry and ambulation later. Use short sentences, allow questions, and involve a support person when the client wants one. Anxiolytic premeds are given only as ordered and after consents are finalized - sedation before consent voids the point of informed agreement.

Priority map

SituationFirst move
Client signed but cannot state procedureStop; return provider for re-explanation
Ate solid food inside NPO windowNotify anesthesia - do not hide it
Wedding ring still onRemove/secure before OR transfer
Site unmarked / client disputes sideHard stop - clarify with surgeon
Anticoagulant dose uncertainClarify last dose with provider before proceeding
Latex allergy newly reportedFlag OR/anesthesia before transfer
Panic about waking during surgeryHonest teaching + notify provider if unrelieved

Must know

  1. 1Informed consent: provider explains procedure, risks, benefits, alternatives; nurse verifies signature, witnesses as policy allows, and advocates if the client lacks understanding or capacity - nurse does not obtain the surgical explanation.
  2. 2NPO as ordered reduces aspiration risk under anesthesia - confirm last oral intake time; notify anesthesia if the client ate or drank against instructions.
  3. 3Preop checklist: ID/allergy band, consents complete, labs/ECG as ordered, skin prep, void, remove jewelry/metal, secure dentures/glasses/hearing aids per protocol, vs baseline.
  4. 4Remove or secure jewelry, piercings, and metal - burn and tourniquet/injury risk; dentures out before anesthesia unless anesthesia says otherwise.
  5. 5Surgical site marking: surgeon/proceduralist marks with client involvement when able; pause if unmarked wrong-site risk - never mark a site you are guessing.
  6. 6Hold anticoagulants/antiplatelets as ordered (and document last dose); do not invent stop dates - clarify with provider/anesthesia when unclear.
  7. 7Morning-of meds follow anesthesia/surgeon orders: many antihypertensives and cardiac meds are given with a sip; ACE inhibitors and diuretics are often held - clarify, do not guess.
  8. 8Teach incentive spirometry and turn-cough-deep breathe before surgery so the skill is not brand-new under pain and opioids.
  9. 9Latex allergy and smoking history change the tray and airway risk - flag them early.
  10. 10Anxiety teaching: simple, honest expectations for tubes, pain plan, incentive spirometry, and early ambulation reduce fear and improve postop cooperation.
  11. 11Immediate postop airway and complication priorities live in perioperative care; deeper consent/ethics scenarios live in ethics and care coordination.

Memory hooks

  • Provider teaches; nurse witnesses

    Consent explanation is the surgeon’s job. You confirm understanding and signature - you do not replace the explanation.

  • Empty stomach, empty pockets

    NPO status plus jewelry/dentures off (or secured) before the OR.

  • Mark with the client

    Site marking is a shared safety step - unmarked or disputed site means stop and clarify.

On the exam

How it's tested

Stems ask whether the nurse can “explain the risks to get consent,” what to do if the client ate breakfast, which items leave the body before OR, or who marks the site. Distractors have the nurse obtain full surgical consent alone, send a client with rings still on, or skip holding an ordered anticoagulant.

Sleep and rest

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