Created By: Saul Palomar-Corti MSN, RN, PHN, DNP-FNP Candidate

@PreOptimizationResources | Linktree

Preoperative Optimization Toolkit 

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Watch quick staff education video

This initiative introduces a nurse-driven preoperative optimization bundle in Same Day Services to support patient preparation before surgery. The protocol focuses on standardized patient education and documentation to improve perioperative readiness and support infection prevention. 

Key Components of the Protocol

• Patient education on chlorhexidine gluconate (CHG) hygiene prior to surgery
• Standardized documentation using the Epic SmartPhrase  .preoptimizationbundle
• Reinforcement of preoperative optimization practices aligned with ERAS principles

Nursing Role

Same Day Services nurses support this initiative by:

• Providing brief CHG hygiene education when appropriate
• Reinforcing the importance of preoperative skin preparation
• Documenting patient education using .preoptimizationbundle in the nursing note

Goal of the Initiative

• Improved patient preparation prior to surgery
• Standardized nursing education and documentation
• Align evidence-based perioperative practices

Preoperative Optimization Bundle Overview

Using SmartPhrase: .preoptimizationbundle

Step by step guide for documenting preoperative optimization and CHG education in the nursing note. 

Epic Documentation Guide

Quick reference for determining when a patient meet criteria for preoperative optimization and CHG hygiene education 

Meet Safety Criteria

Visual Guide for educating patients on proper Chlorhexidine gluconate (CHG) hygiene prior to surgery

CHG Hygiene Infographic (Patient Teaching Guide)

@PreOptimizationResources

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@PreOptimizationResources

Created By: Saul Palomar-Corti MSN, RN, PHN, DNP-FNP Candidate

Preoperative Optimization Toolkit

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