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What to bring to a pre-op clearance appointment

Arriving with the surgeon's exact instructions can prevent repeat visits and delays. The most important items are the surgical form, written test orders, procedure date, medication list, and relevant medical records.

A pre-op medical evaluation reviews health history, medications, current symptoms, and findings relevant to the planned procedure. The surgeon, anesthesiology team, and facility set the final requirements and decide whether surgery should proceed. Abnormal findings or incomplete records can require follow-up before documentation is finalized.

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Bring the complete surgical instructions Confirm the required forms, tests, deadline, accepted result dates, and where documentation should be sent before the appointment.

Bring the surgeon's complete packet, not only the appointment date

Bring the surgeon or facility form, written test orders, surgery date, procedure details, photo ID, insurance card if using insurance, a complete medication and supplement list, allergy information, relevant medical records, and recent test or specialist results. Include any history of anesthesia problems or prior surgery complications.

  • Ask the surgeon or facility for all forms and written test requirements before booking.
  • List prescriptions, over-the-counter medicines, vitamins, supplements, and medication allergies.
  • Bring recent labs, EKGs, imaging reports, and specialist notes if the surgical team allows outside results.

Important details before the appointment

Surgery information

Bring the procedure name, surgery date, surgeon and facility contact details, and anesthesia instructions when provided.

Health history

Prepare a list of medical conditions, prior operations, anesthesia reactions, recent illnesses, and specialist care.

Medication details

Bring a complete medication and supplement list. Do not stop or change prescription medicines, blood thinners, diabetes or weight-loss medicines, or supplements on your own. Follow instructions from the surgeon, anesthesiology team, and prescribing clinician.

Testing orders

Written orders should identify which blood tests, EKG, imaging, or other documentation the surgeon expects.

Identification and payment

Bring photo ID, insurance information if using insurance, and a payment method for self-pay or noncovered services.

Questions for the surgical team

Clarify the paperwork deadline, acceptable testing window, where results should be sent, and whether outside records are accepted.

Pre-op appointment checklist

Ask the surgeon's office for missing items before the appointment. A complete packet helps the clinician identify what can be completed during the visit and what needs outside follow-up.

  • Complete surgeon or facility form and every item on the testing checklist
  • Surgery date, procedure name, surgeon, facility, and contact details
  • Photo ID and insurance card if insurance will be used
  • Prescription, over-the-counter medication, vitamin, and supplement list
  • Medication allergies and prior anesthesia or surgical complications
  • Relevant medical history and specialist contact information
  • Recent labs, EKGs, imaging reports, and specialist notes when available
  • Instructions for where and how completed documentation should be sent

Choose a nearby clinic and confirm availability

Provider schedules and testing capabilities can vary. Book or call first with the surgeon's orders and procedure date.

Price and insurance

The published self-pay price for the pre-op medical evaluation visit is $175. Laboratory work, EKGs, imaging, vaccines, specialist reports, and other requested services are separate when needed. Bring the surgeon's checklist so the team can identify likely add-on costs before work is performed.

Many major insurance plans are accepted for eligible medical visits. Coverage for a pre-op evaluation, administrative forms, laboratory work, an EKG, imaging, or other surgeon-requested services varies by plan and medical necessity. The team can review benefits before the visit, but the insurer makes the final coverage decision.

More pre-op guidance

Related care and pricing

Primary care

Ongoing medical conditions may need primary-care follow-up before or after surgery.

Medical preparation resources

These patient and hospital resources explain common preoperative evaluation, medication, testing, and preparation topics. Follow the instructions from your own surgeon and anesthesiology team.

Common questions

Yes. Bring the complete form or checklist whenever possible. Different surgeons and facilities request different documentation and tests.
A complete written or electronic list is usually sufficient, but bringing bottles can help when names or doses are uncertain.
The surgeon or facility decides whether outside results are acceptable and recent enough. Bring copies and confirm the required date window.
Contact the surgeon before the visit. A general physical may not satisfy the surgical facility's exact pre-op requirements.
Bring a complete medication and supplement list. Do not stop or change prescription medicines, blood thinners, diabetes or weight-loss medicines, or supplements on your own. Follow instructions from the surgeon, anesthesiology team, and prescribing clinician.
The published self-pay price for the pre-op medical evaluation visit is $175. Laboratory work, EKGs, imaging, vaccines, specialist reports, and other requested services are separate when needed. Bring the surgeon's checklist so the team can identify likely add-on costs before work is performed.

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What patients say about Nao Medical

Verified Patient
(4.9)

The staff checked my surgeon's instructions before explaining what could be completed at the clinic.

Verified Patient
(4.9)

I knew what records and medicines to bring, which made the appointment much easier.

Verified Patient
(4.9)

The team explained which costs were for the visit and which tests would be separate.

Verified Patient
(4.9)

I appreciated getting clear timing guidance instead of a promise before my results were ready.

Verified Patient
(4.9)

The clinic helped me understand what needed to come from the surgeon before the form could be finished.

Verified Patient
(4.9)

Booking was simple, and the staff answered my questions about the paperwork and next steps.

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Prepare for your pre-op medical evaluation

Bring the surgeon's complete packet, surgery date, medication list, and relevant records. Allow time for requested testing and follow-up.

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