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ENDOSCOPY CHECKLIST
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DESCRIPTION

A few Key features of a checklist for endoscopic procedures:  

1. Check patient identity
The patient should be requested to state their name and date of birth. This should be checked against two identifiers.  

2. The core endoscopy team should introduce themselves to the patient
This reassures the patient and breaks down professional boundaries and ensures all members of the team do know each other by name and facilitates communication particularly in times of difficulty or crisis.  

3. The correct procedure and consent is confirmed
The consent form should be checked for signatures of the patient, healthcare professional (countersigned if necessary) and a translator if required as well as checked for the correct procedure.

5. Relevant H & P details are shared
This is not intended to be a repeat of the entire medical history, but important and pertinent history that may be relevant should be verbalized.

6. Allergies, Antibiotics, Images and Medications
All need to be verbally and visually confirmed by the team.

7. Correctly functioning equipment
Finally, the team should confirm that they have all the necessary equipment required for which every procedure is planned, including kit required in the event of a complication, for example, bleeding.   

A number of what are classified as “Never Events” are directly relevant to endoscopy:  

  •  Overdose of benzodiazepine during conscious sedation
  • Failure to monitor and respond to oxygen saturations during a sedated procedure
  • Patient misidentification
  • Wrong site surgery (or wrong endoscopic procedure)
  • Misplacement of a nasogastric tube
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Hospitals use checklists to reduce errors