Preparing for surgery involves a coordinated series of steps spanning weeks before the operation through the morning of the procedure. Proper preparation reduces surgical risks, prevents cancellations, speeds recovery, and gives patients confidence going into the operating room.
47 steps across 8 sections
1. Medications Typically Continued
- Beta blockers (metoprolol, atenolol) — take morning of surgery with a small sip of water
- Thyroid medications
- Anti-seizure medications
- Inhalers for asthma/COPD
- Proton pump inhibitors (omeprazole)
- Acetaminophen (Tylenol) — safe; does not affect bleeding
2. Important Notes
- If you take blood thinners for a heart valve or recent stent, your cardiologist may need to provide a bridging plan
- Bring a complete, written medication list to every pre-op appointment
- Ask your pharmacy for a printed medication list if needed
3. Recovery Area Setup
- Set up a recovery area on the main floor if your bedroom is upstairs
- Fresh sheets on the bed; extra pillows for elevation
- Essentials within arm's reach: water, medications, phone, charger, remote control, tissues
- Clear pathways of tripping hazards (cords, rugs, clutter)
- Install nightlights in hallways and bathrooms
- Non-slip mats in the shower and near the toilet
- Grab bars in the bathroom if having joint, abdominal, or mobility-affecting surgery
- Shower chair or bench if you will have difficulty standing
4. Supplies to Have Ready
- Prescribed medications filled in advance
- Over-the-counter supplies: stool softener, acetaminophen, ice packs, thermometer
- Wound care supplies: gauze, medical tape, antibacterial soap
- Loose, comfortable clothing that is easy to put on (front-opening shirts, elastic-waist pants)
- Slip-on shoes (no bending to tie laces)
- Raised toilet seat if having hip or knee surgery
5. Food and Meals
- Stock up on groceries before surgery
- Prepare and freeze meals in advance
- Have easy-to-digest foods available: soups, crackers, applesauce, yogurt
- Ensure adequate hydration supplies (water, electrolyte drinks)
6. Arrange Help
- Arrange someone to drive you home from the hospital (required — you cannot drive after anesthesia)
- Have someone stay with you for at least the first 24-48 hours
- Arrange help with childcare, pet care, and household tasks for the first week
- Set up a meal train with friends/family if possible
- Know who to call if your primary caregiver is unavailable
7. Bring
- Photo ID and insurance cards
- Advance directive / healthcare proxy documents
- List of current medications, dosages, and allergies
- CPAP machine if you use one for sleep apnea
- Glasses and hearing aids (you need to see and hear during check-in)
- Comfortable slip-on shoes for going home
- A small amount of cash for parking or cafeteria (for your companion)
- Phone and charger
- A book or entertainment for waiting (for your companion)
8. Do NOT Bring
- Large amounts of cash or valuables
- Jewelry, watches, or rings
- Dentures or removable dental work (inform the team if you have these)
- Electronics you would worry about losing
- Lotions, perfumes, deodorant
- Your own medications (unless specifically told to bring them)
Common Mistakes
- Not disclosing all medications and supplements
- Eating or drinking when told not to
- Stopping blood thinners without a bridging plan
- Not arranging a ride and post-op help in advance
- Not asking questions
Pro Tips
- Quit smoking at least 4 weeks before surgery
- Quit or reduce alcohol
- Exercise before surgery (prehabilitation)
- Practice deep breathing exercises
- Write down your questions
Sources
- Preparing for Surgery - Adult Checklist | Made for This Moment (ASA)
- Preparing for Surgery Checklist | ACOG
- Surgery Checklist | Mayo Clinic Health System
- Pre-Surgery Checklist | Banner Health
- Questions to Ask before Having an Operation | American College of Surgeons
- Questions to Ask Before Surgery | Johns Hopkins Medicine
- Medication and Surgery: Before Your Operation | ACS
- 10 Supplements and Medications to Pause Before Surgery | UT Southwestern
- Medications to Avoid Before Surgery | UCLA Health
- Pre-Surgery Instructions | UPMC
- Pre-Surgery Checklist | University of Maryland Medical Center
- Before Surgery Checklist | Nebraska Medicine