AORN Guideline Audit Tool: Moderate Sedation[Insert facility name or a header]

Audit Item / Yes / No / Comments/Action
Nursing Assessment
Performs a nursing assessment that includes a review of:
  • medical history

  • allergies and sensitivities

  • age, height, weight, and body mass index

  • laboratory tests results

  • current medications and supplements

  • tobacco, alcohol, and drug use

  • vital signs

  • level of consciousness

  • airway (for difficult mask ventilation, obstructive sleep apnea)

  • sensory impairments (visual, auditory)

  • levels of anxiety and pain

  • consent, including risks, benefits, and alternatives to sedation

  • pregnancy test results if applicable

  • NPO status

  • previous adverse experiences with moderate sedation

  • need for IV access

Ensures there is a responsible adult to escort the patient home.
Uses a tool to determine the patient’s acuity.
Uses results of the nursing assessment to develop and document the sedation plan in collaboration with the licensed independent practitioner.
Airway Assessment
Assesses for characteristics of a difficult mask ventilation:
  • > 55 years of age

  • BMI ≥ 30

  • history of snoring, stridor, or sleep apnea

  • missing teeth

  • beard

  • short neck

  • limited neck extension

  • small mouth opening

  • jaw abnormalities

  • large tongue

  • nonvisible uvula

  • previous difficulty with anesthesia or sedation

  • rheumatoid arthritis

  • chromosomal abnormality (such as trisomy 21)

  • tonsillar hypertrophy

Uses a sleep apnea assessment screening tool.
Consults with the anesthesia professional if the patient has a history of obstructive sleep apnea.
Screens for obstructive sleep apnea in a pediatric patient who presents with the following symptoms:
  • weight above the 95th percentile for age and sex

  • talks in his or her sleep

  • restless sleep, difficulty breathing, and struggling respiratory effort during sleep

  • night terrors

  • unusual sleep positions

  • new onset of enuresis

  • daytime sleepiness

  • distracted behavior

  • overly aggressive behavior

  • irritability

  • difficulty concentrating

Anesthesia Consultation
Consults with a anesthesia professional when the patient presents with any of the following:
  • known history of respiratory or hemodynamic instability

  • coagulation abnormality

  • previous difficulties with anesthesia or sedation

  • severe sleep apnea or other airway-related issues

  • one or more significant comorbidities that may affect metabolism of medications administered for moderate sedation

  • pregnancy

  • inability to communicate

  • inability to cooperate

  • multiple medication allergies

  • multiple medications with the potential to cause drug interactions with sedative analgesics

  • current substance abuse (street drugs, alcohol, non-prescribed prescription drugs)

  • a classification of unstable ASA III or ASA IV or above

Medication Administration
Verifies medications administered are within the scope of nursing practice for your state.
Verifies physician's orders.
Adjusts dose according to the patient's age and under the supervision of a licensed independent practitioner.
Knows the recommended dose, dilution, onset, effects, potential adverse reactions, drug compatibility, and contraindications for each medication.
Administers intravenous medication separately in incremental doses and titrates to the desired effect.
Allows sufficient time for drug absorption before considering additional medication.
Monitors the patient continuously.
If using computer-assisted personalized sedation (CAPS) technology, ensures that an anesthesia professional is immediately available.
Follows manufacturer's recommendations for use of CAPS technology.
Administers supplemental oxygen as needed and as ordered.
Administers opioid antagonists if applicable and as ordered.
Patient Monitoring
Is in constant attendance and continuously cares for patient when administering moderate sedation.
Does not perform the role of circulating nurse when administering moderate sedation.
Performs only short, interruptible tasks when monitoring the patient.
Ensures monitoring equipment is available, working, and alarms are set and audible.
Uses bispectral index monitoring (BIS) when appropriate to measure the level of sedation.
When propofol is used, does not perform any other tasks and monitors the patient without interruption.
Ensures an emergency cart is available and stocked with age- and size-appropriate resuscitation medications and rescue equipment.
Documentation
Documents baseline and intraoperative monitoring, including:
  • pulse

  • blood pressure

  • respiratory rate

  • pulse oximetry

  • end-tidal carbon dioxide

  • pain level

  • anxiety level

  • level of consciousness

Monitors and documents vital signs before the procedure, after administration of the sedative or analgesics, at least every 5 minutes during the procedure based on the patient's condition, and after the procedure.
Assesses and documents the depth of sedation using an objective scale.
Documents the moderate sedation medications administered, including:
  • type

  • strength

  • amount

  • route

  • time

  • response

  • adverse reactions

After surgery, documents:
  • pulse

  • blood pressure

  • respiratory rate

  • pulse oximetry

  • pain level

  • anxiety level

  • sedation level

  • level of consciousness

Discharge Readiness
Uses facility-established criteria to determine discharge readiness.
Provides a copy of the written discharge instructions and documents the patient's or responsible adult's verbal understanding.
Provides additional discharge instructions to adults caring for an infant or toddler in a car seat (careful observation of the child's head position to avoid airway obstruction, need for two responsible adults [a driver and an observer]).
Delays discharge in cases of:
  • obstructive sleep apnea

  • use of an antagonist

  • prolonged nausea and vomiting

  • use of a medication with a long half-life

  • altered absorption

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