June 5, 2026 8 min readBy Dennis Diaz, CRNA

Anesthesia Pre-Op Form Template: What Each Section Actually Means (2026)

A field walkthrough of the standard pre-op form. What each section is for, the common errors that delay cases, and how to read one without missing the things that get patients cancelled.

The Anesthesia Pre-Op Form — whether it's an AANA P-1, an EMR template, or a custom practice form — answers one question: can we safely deliver anesthesia to this patient for this procedure? Every section is there to evaluate a specific risk. And every section has a common failure mode that I see weekly in real charts.

I'm Dennis Diaz, CRNA, and below is the field-by-field walkthrough of the form as I actually use it.

Section-by-section

Demographics & Procedure

Purpose: Identifies the patient and the planned surgery. Age and procedure type drive baseline risk stratification.

Common error: Wrong procedure listed (the surgeon scheduled a tummy tuck, the form says lipo) — case delayed or cancelled.

Past Medical History

Purpose: Cardiac, pulmonary, renal, hepatic, endocrine, neurologic. Drives ASA class and anesthetic plan.

Common error: PMH copied from old visit without verifying current status. A patient with prior CHF noted as 'history of' may be in active decompensation today.

Allergies

Purpose: Drug reactions, latex allergy, environmental allergies. Drives med selection and equipment.

Common error: Vague entries ('upset stomach' on penicillin) listed as anaphylaxis. Costs the patient access to first-line antibiotics.

Current Medications

Purpose: What's on board, what needs to be held, what needs to be continued.

Common error: Missing the supplements — fish oil, ginkgo, ginseng, garlic, vitamin E, turmeric. Bleeding risks the patient doesn't think to mention.

Social History (Tobacco, Alcohol, Drugs)

Purpose: Smoking affects wound healing and pulmonary risk. Alcohol affects metabolism and withdrawal risk. Drugs affect anesthetic requirement and respiratory drive.

Common error: Patient minimizes — half a pack a day becomes 'occasional,' 2 drinks daily becomes 'social.' Ask directly and document what the patient actually says.

Anesthetic History

Purpose: Prior reactions, difficult airway, PONV, awareness, malignant hyperthermia family history.

Common error: Missing the MH family history because the patient was never asked. Triggering agents in family = stop and dantrolene plan.

Airway Assessment

Purpose: Mallampati, mouth opening, neck ROM, thyromental distance, dentition. Drives the airway plan.

Common error: Done on the day of surgery without a difficult-airway backup plan documented. Should be done at clearance and re-verified day-of.

Lab Studies (Fishbone)

Purpose: CBC, BMP, coags, type & screen. Provides last-known values for perioperative decisions.

Common error: Out-of-date labs (>30 days) accepted as current. Or labs missing entirely on a comorbid patient.

ASA Physical Status Class

Purpose: Communicates baseline patient health to the perioperative team. I, II, III, IV, V, VI (+E for emergency).

Common error: Coordinator writes 'ASA II' without rationale. The anesthesia provider assigns ASA, not the coordinator.

NPO Status

Purpose: Documents last solid food and last clear liquids.

Common error: GLP-1 patients — even when NPO 8 hours, gastric emptying may be delayed weeks. Document the GLP-1 hold dates, not just the NPO status.

The lab fishbone, explained

If you've never seen one, the fishbone notation looks cryptic. It's actually a compact way to display the values anesthesia checks most often:

  • CBC fishbone — an X. WBC on the left, hemoglobin on top, hematocrit on bottom, platelets on the right.
  • BMP grid — Na / K / Cl / CO2 on top row, BUN / Cr / glucose on bottom row.
  • Coagulation Y/V — PT/INR on the left, PTT on the right.

The format lets a provider scan a chart in seconds for the values that matter — faster than reading a printed lab report. It's still in active clinical use across anesthesia and emergency medicine.

Auto-generating the pre-op form

Filling out the pre-op form by hand the morning of surgery is the old workflow. The new workflow: the form is generated from the chart, ready before you walk in. Upload H&P, labs, and meds to MyPreOp.ai and a complete Anesthesia Pre-Op Form is ready in 30 seconds — populated, in fishbone format, with the ASA class assigned and the flags noted. The provider reviews, edits if needed, and signs.

Built by a practicing CRNA. Used daily across private-practice cosmetic, ortho, and general surgery.