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How to customize your pre-op checklist
How to customize your pre-op checklist

How to create a pre-op checklist that is custom to how your office likes to prepare for a sedated patient.

Miranda Moquist avatar
Written by Miranda Moquist
Updated over a month ago

Most offices follow specific procedures to ensure both the patient and the office are fully prepared before starting sedation or anesthesia. At Xchart, we recognize the importance of these processes and have designed a customizable checklist to fit the unique needs of your practice. Every Xchart subscription includes a pre-built introductory checklist to help you get started. Here's how you can easily customize it to suit your specific requirements.

Note: This customization can only be done by providers.

  1. Go to Xchart.com and login to your account.

  2. From the dashboard select "Pre-op checklist"

  3. You can delete any items that you no longer want.

  4. Add desired items by simply typing them in as an added line item.

  5. The order of the list can be altered by utilizing cut and paste.

  6. Once you are content with your list, click the bright blue "Save Preoperative Checklist" at the bottom of your edited list.

  7. The same process is available for the "Optional Checklist"

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