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Educational draft · awaiting clinical reviewUse Rapid for revision, not patient-care decisions. Check current national and local guidance and the BNF or BNFC before acting.
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WHO surgical safety checklist and site verification

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Synopsis

Use surgical safety checks to create a shared, verified operative plan, resolve discrepancies before harm occurs, and transfer accurate information into postoperative care.

  • Identity, intended procedure and site must agree across the patient, consent, records, imaging and operative plan.
  • WHO sign-in, time-out and sign-out occur at distinct stages and answer different safety questions.
  • NatSSIPs 2 extends safety across consent verification, team briefing, implants, item reconciliation and handover.

Key red flags

Wrong-site or procedure mismatch

A disagreement between the patient’s account, consent, mark, schedule or imaging is a safety signal even when most documents agree. Stop the relevant progression, involve the responsible operator and review the original clinical evidence. Majority agreement is not proof when documents may have copied the same error.

Unexpected equipment or implant uncertainty

A missing appropriate implant, incompatible component or unavailable rescue instrument can change whether a procedure is safe. Identify the precise requirement before starting and verify the chosen item at the relevant procedural stage. A familiar package appearance is not a substitute for label and compatibility checks.

An unresolved item discrepancy

An unexpected count or uncertainty about a deliberately retained pack requires a defined reconciliation process. Notify the operator, prevent an undocumented transfer of responsibility and follow the local count discrepancy procedure. The urgency is to resolve uncertainty, not to make the recorded numbers appear consistent.

Reasoning priorities

01
Verify identity and operative intent

Link the actual patient to the agreed intervention and appropriate supporting information.

Use the approved identifiers and compare consent, records, site mark and relevant images. Where the awake patient can participate, ask them to describe the planned procedure rather than inviting a yes to a suggested answer. Resolve disagreement through original evidence and the responsible clinician.

Worked reasoning

Worked caseA laterality discrepancy after induction

Before incision for an elective groin procedure, the consent form says left, the theatre list says right, and the patient is already anaesthetised. The surgeon recalls discussing the right side but cannot find the clinic note.

  1. Call a clear pause and prevent incision. State the exact discrepancy aloud so the entire team understands why the procedure cannot begin. Neither the surgeon’s recollection nor the printed list independently establishes the patient’s authorised choice.
  2. Ask the responsible operator and senior team to review the available clinical records, examination findings, imaging and site verification information. Seek senior advice outside the immediate team when useful. The goal is to establish concordance using reliable evidence, not to select the most convenient document.
  3. Do not telephone a relative to obtain substitute consent for a different elective procedure on an adult who originally consented for themselves. A relative may provide context, but cannot create the missing permission simply because anaesthesia now prevents discussion.
  4. If the correct agreed procedure remains uncertain, wake the patient rather than proceed with an unverified elective operation. Arrange a senior explanation, further discussion and appropriate incident and candour processes. The inconvenience of postponement is not a reason to choose a side by assumption.
  5. Before any rescheduled procedure, verify that records, patient understanding, consent and the operative plan now agree. Review how the discrepancy arose so that an amended list alone does not leave the same upstream error ready to recur.
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Sources and review status3 sources · checked 7 Sept 2026 · clinical review pending
Sources

Sources and review status

National guidance is shown before implementation-dependent detail. Apply principles in context and verify current guidance when a decision affects care. Source check completed 7 Sept 2026; clinical approval remains outstanding.

Authoring stateRapid draftClinical stateAwaiting reviewJurisdictionUnited Kingdom