Template

Ambulatory EOC Patient Record Review Checklist

by Anne Steele, from the Community

20+

This ambulatory patient record review checklist supports Environment of Care compliance in outpatient settings. It helps verify accurate medication and allergy lists, documentation of patient rights and preferred language, learning needs and education on the After Visit Summary, pain assessment and provider follow up, and MOLST processes. It includes checks for orders requiring co-signature, informed consent completeness, timeout, sedation consent when needed, post and brief operative notes, and timely encounter closure. Use it to standardize reviews and identify noncompliance.

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About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Ambulatory EOC Rounds Checklist
Use this Ambulatory Environment of Care Rounds checklist to assess outpatient clinics for compliance and safety. Sections cover emergency management, fire life safety, hazardous materials and waste, infection prevention, medical equipment and procedures, medication and vaccine safety, emergency kits and AEDs, standardization of daily checks, and patient and caregiver safety. Items reference Joint Commission, CMS, OSHA, NFPA, CDC, and VFC requirements to support regulatory readiness and consistent quality across ambulatory sites.
by Katrina Collins, from the Community
Downloads: 10+
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Template
JHH Ambulatory Clinic Tracer
This comprehensive guide outlines essential documentation and safety requirements for medical clinics and healthcare facilities. It covers patient documentation standards, medication safety protocols, emergency preparedness, and compliance requirements. Key areas include patient identification procedures, medical record documentation, medication management, informed consent processes, patient education, pain management protocols, and safety measures. The guide also addresses equipment maintenance, staff training requirements, and emergency response procedures. It serves as a complete checklist for healthcare facilities to maintain high standards of patient care, safety, and regulatory compliance. Special attention is given to medication storage, emergency equipment maintenance, staff knowledge of safety protocols, and proper documentation practices. This resource is invaluable for healthcare administrators, medical staff, and compliance officers ensuring their facilities meet required standards.
by Aileen Almario, from the Community
Downloads: 50+
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Template
Electronic Medical Record Documentation Audit
This Electronic Medical Record Documentation Audit template helps hospitals and clinics review the completeness and quality of clinical documentation across key areas of care. It covers consent validation, fall and pressure injury risk screening, pain assessment, social work and nutrition screening, patient and family education, timely medication administration, structured ISBAR handovers, nursing assessment and care planning, blood and blood product administration, discharge planning, and management of patient belongings. Use it to standardize audits, identify gaps, and strengthen compliance, documentation accuracy, and patient safety.
by Marnelli Ignacio, from the Community
Downloads: 30+
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Template
JHHS SMH Procedure Area Tracer
This Joint Commission mock survey checklist helps hospitals audit procedure areas for compliance and patient safety. It covers informed consent and patient education, history and physical timing, anesthesia and sedation assessment, National Patient Safety Goals including patient identification, hand hygiene, hand-offs and medication labeling, pre-procedure verification, site marking, surgical time-out, immediate post-op notes, and proper documentation to support readiness for accreditation.
by Robert Carter, from the Community
Downloads: 10+
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Ambulatory EOC Patient Record Review Checklist

With SafetyCulture you can

Digitize team workflows

Reduce manual errors

Create and share inspection reports

About author

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Ambulatory EOC Rounds Checklist

JHH Ambulatory Clinic Tracer

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Ambulatory EOC Rounds Checklist

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