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Procedure Consent Form Template

Streamline Patient Communication for Surgical Procedures

Navigating the complexities of surgical procedures can leave you and your patients feeling uneasy. This procedure consent form template helps healthcare providers clearly outline the risks and benefits associated with surgeries, ensuring that patients fully understand what to expect. Ideal for surgical teams and clinics, this template enhances patient trust, improves compliance, and simplifies documentation, all while adhering to legal requirements. Start customizing your consent form today to promote clarity in patient communication.

Patient full name
Date of birth
Email address
Mobile phone number
Procedure name
Scheduled procedure date
Treating clinician full name
Reason for procedure (diagnosis or symptoms)
Allergies and reactions
Current medications and doses
History of problems with anesthesia or sedation
Yes
No
Not sure
History of bleeding disorders or use of blood thinners
Yes
No
Not sure
Are you pregnant or possibly pregnant?
Yes
No
Not applicable
Prefer not to say
I understand the nature and purpose of the proposed procedure.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I understand there are potential risks, including bleeding, infection, anesthesia complications, and rare serious harm or death.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I understand the alternatives, including no treatment, and their risks and benefits.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I had the opportunity to ask questions and received answers I understand.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I consent to anesthesia or sedation if recommended.
Yes
No
Not applicable
I consent to the use of blood or blood products if medically necessary.
Yes
No
Not applicable
I authorize the release of information to my insurer or payer for billing.
Yes
No
Insurance provider
Policy or member number
I understand I am responsible for charges not covered by insurance or third parties.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Authorized representative full name (if applicable)
Relationship to patient (if applicable)
Select one
I am the patient and have capacity to consent
I am the patient's legally authorized representative
Signature of patient or authorized representative
Date of signature
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Paper art illustration depicting a procedure consent form for an article on FormCreatorAI

When to use this form

Use this consent form before any planned medical, dental, or cosmetic procedure in your clinic or hospital. It helps your team confirm understanding, document permission, and set expectations for risks, benefits, and aftercare. Scenarios include mole removal in dermatology, cataract surgery, endoscopy, joint injections, and outpatient sedation. If you also need permission for transfusions, pair this with the Blood transfusion consent form. For mental health services, use formats built for that context, such as the Psychotherapy informed consent form or the Group therapy confidentiality form. You get clear, auditable records that support compliance and reduce disputes, while patients leave knowing what will happen and how to prepare.

Must Ask Procedure Consent Questions

  1. What procedure am I agreeing to, including its purpose and expected benefits?

    Naming the exact procedure and goals prevents misunderstandings and sets realistic expectations. Clear wording improves recall and supports accurate, defensible consent.

  2. What are the material risks, side effects, and likely complications?

    Listing common and serious risks enables an informed choice and reduces surprises. It also guides safety planning and post-procedure instructions tailored to you.

  3. What reasonable alternatives, including doing nothing, were explained?

    Documenting alternatives shows that you considered options and that your decision is voluntary. It records why this option fits your goals and circumstances.

  4. What medications, allergies, and conditions could affect this procedure or anesthesia?

    Capturing this history helps your team avoid adverse events and adjust the plan safely. For broader practice permissions, policies, and contact rules, pair this with a Client consent form.

  5. How will my information be shared, and what are my preferences for follow-up and aftercare?

    Clarifying communication and privacy reduces confusion and protects your rights. If you may allow de-identified outcomes to be used, record that separately with a Case study consent form.

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