Table 1.

Summary of published patient-completed checklists

Authors	Specialty / care area	Type of checklist	Aim of checklist	Principle findings		Clinical outcomes
Authors	Specialty / care area	Type of checklist	Aim of checklist	Acceptability	Impact on care	Clinical outcomes
Hardiman et al, 2016²⁷	Colorectal surgery	Paper-based postoperative self-care checklist for ileostomy patients	Help patients understand how to care for their ileostomy prior to discharge and to reduce readmission	Patients willing to use the checklist	Enabled patients to better report measures of output and skin issues enabling early intervention by phone	Reduction in readmission rate from 28% to 20%
Shirley et al, 2021²⁸	Paediatric orthopaedic surgery	Eight-item paper-based preoperative visit checklist	Increase patient understanding of discrete components of the surgical consent process	Not reported	Scored positively for enabling better understanding of the surgery and helping patients to ask questions	Not reported
Russ et al, 2020^29,30	Any surgical procedure	Smartphone app, ‘MySurgery’, that acts as a patient-checklist and information guide	Inform patients about evidence-based risks involved in surgical procedures/actions to reduce error and complications	Patients agreed that the app was acceptable, appropriate and easy to use	Empowered patients to ask questions / become involved in conversations with their healthcare team; increased awareness of risk-/safety-related behaviours	Not reported
Harris et al, 2020^31,32	Any surgical procedure	Electronic perioperative checklist	Empower patients to be involved in their own health and safety to reduce the patients’ risk of complications and errors	Patient and healthcare workers express a need for a surgical checklist	Planned to be investigated in upcoming clinical trial	Clinical trial (started October 2021), NCT03105713
Grimmer et al, 2006^33,34	Discharge planning following medical admissions	Paper-based discharge planning checklist given to patients at admission to hospital	Help patients consider and plan for practical issues related to hospital discharge home to prevent concerns and problems after discharge	Eighty-nine per cent of patients reported the checklist relevant; 81% of patients thought the checklist contents assisted with practical issues	Significantly improved preparedness for discharge, particularly when a family member was involved	Not reported
Jones et al, 2020³⁵	Oncology	Smartphone app with a linked dashboard viewable by clinicians; to be used daily by patients during treatment	Help patients, their ‘safety buddies’ and the clinical team to monitor symptom development and to flag common complications of systemic cancer treatment	Patients agreed that the app was helpful	Patients reported that they felt safer with the checklist	Patients using the checklist required 32 vs 97 nights of the hospital days with overnight stay compared with patients who did not use the checklist (non-significant)