Appendix 5

General organizational checklists

Before an invasive procedure

  • patient identity confirmed using at least two identifiers;
  • indication, side, and planned procedure confirmed;
  • allergies, anticoagulants/antiplatelet agents, pregnancy, kidney function, and significant associated risks checked;
  • informed consent obtained or grounds for emergency intervention documented;
  • required investigation results and availability of blood/antidotes checked as appropriate;
  • asepsis, analgesia/anesthesia, monitoring, and readiness for complications ensured;
  • required equipment prepared and an alternative plan established;
  • postoperative monitoring, documentation, and the subsequent care pathway defined.

Before transfer

  • receiving organization and specialist have confirmed acceptance;
  • necessary initial stabilization completed;
  • safe transport and medical escort selected;
  • devices checked, secured, and labeled;
  • discharge summary, procedure records, results, and images prepared;
  • administered drugs and completed procedures listed with times;
  • outstanding tasks and pending results handed over;
  • clinical condition and vital signs at departure recorded.

At handover between shifts or units

  • working diagnosis and current severity;
  • changes in condition and significant results;
  • actions taken and patient response;
  • devices in place and their condition;
  • pending investigations and responsibility for results;
  • escalation criteria and the immediate next step;
  • time for reassessment;
  • relevant specialist contact details.

Before discharge

  • the patient's condition permits continued observation outside hospital in accordance with the management decision;
  • the patient has received a written treatment and follow-up plan;
  • signs requiring immediate reassessment have been explained;
  • the timing and location of follow-up have been specified;
  • if a device is present, care, restrictions, and the review/removal date have been explained;
  • responsibility for pending results has been assigned;
  • the patient's contact details have been checked;
  • the explanation given and the patient's understanding of the advice have been documented.

When issuing a new revision of the guide

  • official records of applicable regulatory documents of the Republic of Kazakhstan checked;
  • new and revised clinical protocols checked;
  • international guideline versions and regulatory safety alerts checked;
  • local formulary, antibiogram, and referral pathways checked;
  • references and regulatory cutoff date updated;
  • consistency between chapters, algorithms, tables, and appendices checked;
  • revision history updated;
  • next review date approved.

Before catheterization and connection of the drainage system

  • catheter indication confirmed and alternatives assessed;
  • hand hygiene completed, sterile materials and a closed system prepared;
  • diagnostic and drainage pathways defined if urethral trauma is suspected;
  • blind insertion attempt stopped if pain, blood, or marked resistance occurs;
  • insertion date, size, indication, and removal plan entered in the medical record and register;

During massive bleeding and transfusion

  • local major hemorrhage protocol activated and required specialists called;
  • patient identity and blood component confirmed according to the established procedure;
  • required tests completed and monitoring during transfusion ensured;
  • components, timing, volume, response, and complications documented;

Consent and care of a minor

  • legal representative identified and informed consent documented;
  • legal grounds for emergency intervention documented when consent cannot be obtained and an immediate threat exists;
  • refusal and actions taken documented according to the established procedure; organizational arrangements do not delay care when life or an organ is threatened.