Patient Safety and Procedure Preparation

Mar 8, 2025

CCMA 3.0 Focused Review Notes

Patient Safety Within the Clinical Setting

  • Importance of Safety:

    • Maximizing safety in ambulatory care is crucial to prevent injury and litigation.
    • Planning for environmental emergencies such as fires and natural disasters is necessary.
    • Identify emergency policies, evacuation plans, and ensure accessibility of emergency equipment.
  • Special Patient Considerations:

    • Children, older adults, and patients requiring accommodations need special attention during emergencies.
    • Precautions to prevent children from falling or injuries.
    • Maintain contact with children until they are with a parent or guardian.
    • Assist patients needing help with mobility, or while waiting.
    • Ensure restrooms have handrails and emergency alert buttons.

Prepare Patient for Procedures

  • Patient Instruction:

    • Review patient's medical record and understand required procedures and equipment.
    • Ensure necessary patient preparation for specific procedures (e.g., colonoscopy, fasting glucose test).
    • Confirm informed consent is signed and documented.
  • Procedure Preparation:

    • Knock and ask for permission before entering occupied exam rooms.
    • Explain procedures empathetically and in simple terms.
    • Encourage questions and address patient concerns.
    • Provide gowns and drapes for patient comfort and privacy.
    • Assist with disrobing and positioning on examination table.
    • Ensure availability of gowns in all sizes.
    • Assist patients post-procedure if needed.
  • Patient Education:

    • Provide information on follow-up appointments, aftercare, and referrals.
    • Inform patients about lab results and diagnostic test timelines.
    • Direct urgent questions to healthcare providers or recommend emergency services if necessary.

Phlebotomy

  • Patient Preparation:

    • Importance of fasting for accurate test results, especially for tests like lipid panels.
    • Check if patients followed preparation guidelines; otherwise, reschedule the procedure.
  • Procedure Execution:

    • Introduce yourself warmly; be sensitive to patient anxiety.
    • Position patients comfortably and securely during venipuncture.
    • Utilize phlebotomy chairs or have patients stabilize their arm appropriately.
    • Use support for children to minimize injury risk.
  • Communication:

    • Inquire about previous blood draw reactions to prepare for adverse responses.
    • Use semi-Fowler's or supine position for patients prone to fainting.
    • Explain procedures and observe patient distress, pausing if necessary.