Key Takeaways

  • The patient is transferred from the OR table to the stretcher or bed with a coordinated team lift
  • The anesthesiologist controls the head and airway during all patient transfers
  • Minimum of 4 persons required for patient transfer: anesthesiologist, surgeon or first assist, surgical tech, circulator
  • IV lines, drains, catheters, and monitoring equipment must be secured and maintained during transfer
  • The circulating nurse provides a verbal handoff report to the PACU nurse using SBAR format
  • SBAR stands for Situation, Background, Assessment, Recommendation
  • Operative documentation includes the surgical count record, specimen documentation, implant records, and any incidents
  • The surgical technologist assists with room breakdown and turnover for the next case
Last updated: February 2026

Patient Transfer & Postoperative Documentation

The postoperative phase continues until the patient is safely transferred to the recovery area and all documentation is complete.


Patient Transfer from OR

Transfer Procedure

  1. Prepare the stretcher: Bring the stretcher to the OR, lock wheels, ensure warm blankets are available
  2. Disconnect and secure: Secure drains, IVs, catheter, and monitoring leads for transport
  3. Coordinate the lift: Minimum 4 persons — the anesthesiologist controls the head and airway
  4. Count to move: "On three, everyone lifts together" — use a slide board or draw sheet
  5. Safety first: Side rails UP, safety straps secured, wheels locked until ready to move
  6. Warm the patient: Apply warm blankets — hypothermia is common after surgery
  7. Transport: Anesthesia team and circulating nurse accompany the patient to PACU

Key Safety Considerations

  • Never leave a sedated patient unattended on the OR table or stretcher
  • Drains and catheters should be positioned to maintain gravity flow (below the surgical site)
  • The Foley catheter bag should hang below the level of the bladder
  • Monitor the patient's airway, breathing, and circulation during transport

SBAR Handoff Communication

The circulating nurse provides a verbal report to the PACU nurse using the SBAR format:

ElementContent
S — SituationPatient name, age, procedure performed, surgeon
B — BackgroundMedical history, allergies, NPO status, preoperative baseline vitals
A — AssessmentCurrent vital signs, airway status, dressings, drains, estimated blood loss (EBL), fluid intake
R — RecommendationPain management plan, activity restrictions, anticipated issues, surgeon orders

Postoperative Documentation

Surgical Technologist Documentation Responsibilities

  • Surgical count sheet: Final count correct (or incorrect count protocol documented)
  • Specimen log: All specimens identified, labeled, and sent to appropriate lab
  • Implant documentation: All implant lot numbers, serial numbers, and expiration dates recorded
  • Time documentation: Assist with recording incision time, closure time, tourniquet time
  • Incident reporting: Any breaks in sterile technique, sharps injuries, or equipment malfunctions

Room Turnover (Between Cases)

After the patient leaves the OR:

  1. Don PPE (gown, gloves, mask, eye protection) for terminal cleaning
  2. Dispose of sharps in puncture-resistant containers
  3. Dispose of disposable items (drapes, gowns, sponges) per biohazard waste protocol
  4. Decontaminate reusable instruments — transport to SPD (Sterile Processing Department) in closed, labeled containers
  5. Wipe all surfaces with EPA-approved disinfectant (OR table, Mayo stand, back table, lights, monitors, anesthesia machine)
  6. Mop the floor with disinfectant
  7. Restock supplies for the next case
  8. Set up for the next case — open sterile packs, gown, glove, and organize instruments

Terminal cleaning (end of day) is more extensive — includes walls up to shoulder height, ceiling-mounted equipment, vents, and all furniture.

Test Your Knowledge

During patient transfer from the OR table to the stretcher, who controls the patient's head and airway?

A
B
C
D
Test Your Knowledge

What does the "B" in the SBAR handoff format stand for?

A
B
C
D
Test Your Knowledge

After a case is completed and the patient has left the OR, the surgical technologist should FIRST:

A
B
C
D
Test Your KnowledgeFill in the Blank

Terminal cleaning of the operating room is performed at the _____ and includes walls, ceiling equipment, vents, and all furniture.

Type your answer below