Pre-Assessment for Surgery: A Simple Guide to What Happens and Why It Matters

A pre-assessment is a health check carried out before your operation to make sure you are fully prepared and safe for surgery. It helps your healthcare team:

• Confirm you are fit for surgery
• Reduce the risk of complications
• Identify and manage any existing health conditions early
• Plan any additional support you may need
• Provide advice on medications, recovery and aftercare

Most pre-assessments take place a few days to a few weeks before surgery and can be completed in person, over the phone or online, depending on the procedure.

This step is an essential part of your surgical journey; it ensures you understand what to do before and after your operation, gives you time to ask questions, and helps you feel confident and ready for the day of surgery.

Our Patient Support Team is available throughout this process to answer questions, explain what to expect, and make sure you feel informed and confident about your upcoming procedure.

For more information, you can also refer to the NHS guide to preparing for surgery¹

Although the details may vary depending on your hospital and the type of surgery, most pre-assessments include:

Medical History Review

You will be asked about:

• Any existing medical conditions
• Previous surgeries or hospital stays
• Allergies
• Medications and supplements you take

Health Checks

You may have routine tests such as:

• Blood pressure measurements
• Heart rate and oxygen checks
• Blood tests
• Urine tests
• ECG (heart tracing), if needed based on your age or medical history

Medication and Lifestyle Guidance

Your clinician may advise you on:

• Which medications to stop or continue before surgery
• How long to avoid eating or drinking before your procedure
• Preparing your home for recovery
• Healthy habits to support healing, such as stopping smoking

Anaesthetic Discussion

You may meet an anaesthetist or receive information about:

• The type of anaesthetic you will have (local, regional or general)
• What to expect before, during and after anaesthesia

For reliable information, the Royal College of Anaesthetists² provides clear guidance on anaesthetic options and safety.

Questions and Support

This is your opportunity to ask anything you are unsure about, including:

• How long recovery may take
• When you can return to driving or work
• Post-operative care and support

A little preparation can help your appointment run smoothly. Here’s a short checklist:

• A list of your current medications (including supplements)
• Details of any medical conditions or recent test results
• Questions you would like to ask
• Your GP and pharmacy contact information

If your appointment is over the phone or online, choose a quiet space where you can talk comfortably and take notes if required.

If you are unsure what to bring or have questions about your appointment, our Patient Support Team is happy to help. Read about our concierge team in full in our blog: Beyond the Clinic: What Makes Our Concierge Team Unique

You will be told if you need to take any steps before surgery, such as adjusting medication or having further tests. If any concerns arise, your clinical team will discuss them with you and ensure a safe plan is in place.