Creates structured surgical consultation responses with assessment and surgical candidacy determination. Use when responding to surgical consults, evaluating surgical candidates, or documenting surgical recommendations.
Creates structured surgical consultation responses with assessment and surgical candidacy determination.
Why This Skill Exists
Surgical consultation notes serve as both the clinical assessment that determines whether a patient proceeds to surgery and the medicolegal document that establishes the surgeon's decision-making process. The consultation note must clearly answer the referring provider's question, document the risk-benefit analysis, establish that informed consent elements were discussed, and communicate a clear plan. CMS documentation guidelines require that consultations include the reason for referral, a complete assessment, and a clearly stated opinion — without these elements the consultation cannot be billed as such and may default to a lower-paying E/M level.
Poor consultation notes lead to miscommunication between services, patients proceeding to surgery without adequate risk stratification, and medicolegal exposure when preoperative decision-making is not documented. This skill ensures every surgical consultation note answers the clinical question, documents the assessment thoroughly, and communicates a clear disposition.
Checkpoint A: Pre-Draft Intake (Mandatory)
관련 스킬
What is the specific consultation question from the referring provider? Default: [VERIFY — obtain from consult order]
What is the patient's primary surgical diagnosis or concern? Default: [VERIFY]
What is the urgency of the consultation (emergent, urgent, elective)? Default: elective
What relevant imaging and labs are available? Default: [VERIFY]
What is the patient's ASA physical status? Default: ASA II
Has the patient had prior surgery in the same anatomic region? Default: no
What is the patient's functional status and exercise tolerance? Default: [VERIFY]
Has the patient expressed preferences about surgical vs. non-surgical management? Default: unknown
Documents to Request
Consult order with documented reason for consultation
Prior surgical records if revision or re-operative
Cardiology or pulmonary clearance notes (if obtained)
Current medication list including anticoagulation status
Step 1: Consultation Header and Reason for Consult
Structure the header:
SURGICAL CONSULTATION NOTE
Date/Time:
Requesting Service:
Requesting Provider:
Reason for Consultation: [Quote the actual consult question]
Urgency: Emergent / Urgent / Elective
Restate the consultation question verbatim from the order, then expand with clinical context. Example: "General surgery consulted by Dr. Martinez, Internal Medicine, for evaluation of a 67-year-old male with CT evidence of acute cholecystitis and assessment for surgical candidacy."
Step 2: Focused History and Physical Examination
History of Present Illness
Symptom onset, duration, progression, and character
Prior episodes and treatments
Relevant emergency department or inpatient workup and results
Current medications including analgesics, antibiotics, and anticoagulants
Surgical History
List all prior abdominal/regional surgeries with dates and approach (open vs. laparoscopic)
Note any complications from prior surgeries
For re-operative fields, note expected adhesion burden
Procedure-specific risk tools when applicable (e.g., MELD for hepatic procedures, P-POSSUM for colorectal)
Step 4: Assessment and Surgical Candidacy Determination
Write a structured assessment addressing:
Diagnosis: State the surgical diagnosis with supporting evidence
Indication for surgery: Explain why surgery is indicated (vs. conservative management)
Surgical candidacy: Clear statement — "The patient IS/IS NOT a surgical candidate at this time"
If candidate: Planned procedure, approach (open/laparoscopic/robotic), urgency (emergent/urgent/elective), and preoperative optimization needed
If NOT a candidate: Specify the reason (prohibitive operative risk, patient preference, non-surgical pathology) and recommend alternative management
Risk-benefit discussion: Document that risks, benefits, alternatives, and the option of no treatment were discussed with the patient. Note the patient's understanding and agreement.
Example: "This is a 67-year-old male, ASA III, with acute cholecystitis confirmed by CT imaging. He is a reasonable surgical candidate. ACS NSQIP predicts 4.2% serious complication risk and 0.8% mortality. I recommend laparoscopic cholecystectomy during this admission. Risks, benefits, and alternatives were discussed; the patient understands and wishes to proceed."
Step 5: Plan and Communication
Structure the plan:
Procedure: Specific planned operation, approach, and timing
Preoperative workup: Additional tests needed before surgery (cardiac clearance, PFTs, type and screen, anesthesia evaluation)
Preoperative optimization: Medication adjustments, nutritional support, glycemic control
Scheduling: When the surgery will occur (this admission, scheduled outpatient)
Consent: Document that consent will be obtained preoperatively after the patient has had time for questions
Follow-up: If non-operative, state the follow-up plan and indications for re-consultation
Communicate the recommendation to the referring provider (document: "discussed with Dr. Martinez, medicine attending, who agrees with the plan").
Checkpoint B: Post-Draft Alignment (Mandatory)
Does the note clearly restate and answer the consultation question?
Is the surgical candidacy determination stated explicitly with supporting rationale?
Are risk stratification scores documented with specific predicted morbidity/mortality?
Is the risk-benefit discussion with the patient documented?
Has the recommendation been communicated to the referring provider?
Quality Audit
Consultation question restated from the original consult order
HPI relevant to the surgical complaint and complete
Surgical history includes prior operations, dates, and approaches
Comorbidities listed with risk-relevant details (EF%, MELD, A1c, FEV1)
Physical exam focused on the surgical complaint and relevant systems
Imaging reviewed and summarized with key findings and measurements
Lab abnormalities highlighted with surgical implications
ASA classification assigned
ACS NSQIP or procedure-specific risk tool results documented
Surgical candidacy stated explicitly (IS / IS NOT a candidate)
Risk-benefit discussion documented with patient understanding noted
Clear plan with procedure name, approach, timing, and preoperative needs
Communication with referring provider documented
Note signed by the attending surgeon (not just a trainee)
Guidelines
Always restate the consultation question — this demonstrates that the specific clinical question was addressed, not just a general surgical evaluation performed.
Document the ASA classification and at least one validated risk tool (ACS NSQIP preferred) — this protects the surgeon by demonstrating objective risk assessment.
Never document "cleared for surgery" — surgical consultation notes should state candidacy with caveats and risk levels, not binary clearance.
For patients who are NOT surgical candidates, provide a specific alternative management plan and follow-up timeline rather than simply declining.
Document the informed consent discussion elements (risks, benefits, alternatives, no treatment) even in the consultation note — the formal consent form is signed separately but the note should reflect the discussion.
If the consultation was requested urgently, document the time of the consult request, the time the patient was seen, and the time the recommendation was communicated.
For patients on anticoagulation, document the indication, the recommended hold period, and the bridging plan in the consultation note so it is available to the perioperative team.