Table 1.

Summary of published patient-completed checklists

AuthorsSpecialty / care areaType of checklistAim of checklistPrinciple findingsClinical outcomes
AcceptabilityImpact on care
Hardiman et al, 201627Colorectal surgeryPaper-based postoperative self-care checklist for ileostomy patientsHelp patients understand how to care for their ileostomy prior to discharge and to reduce readmissionPatients willing to use the checklistEnabled patients to better report measures of output and skin issues enabling early intervention by phoneReduction in readmission rate from 28% to 20%
Shirley et al, 202128Paediatric orthopaedic surgeryEight-item paper-based preoperative visit checklistIncrease patient understanding of discrete components of the surgical consent processNot reportedScored positively for enabling better understanding of the surgery and helping patients to ask questionsNot reported
Russ et al, 202029,30Any surgical procedureSmartphone app, ‘MySurgery’, that acts as a patient-checklist and information guideInform patients about evidence-based risks involved in surgical procedures/actions to reduce error and complicationsPatients agreed that the app was acceptable, appropriate and easy to useEmpowered patients to ask questions / become involved in conversations with their healthcare team; increased awareness of risk-/safety-related behavioursNot reported
Harris et al, 202031,32Any surgical procedureElectronic perioperative checklistEmpower patients to be involved in their own health and safety to reduce the patients’ risk of complications and errorsPatient and healthcare workers express a need for a surgical checklistPlanned to be investigated in upcoming clinical trialClinical trial (started October 2021), NCT03105713
Grimmer et al, 200633,34Discharge planning following medical admissionsPaper-based discharge planning checklist given to patients at admission to hospitalHelp patients consider and plan for practical issues related to hospital discharge home to prevent concerns and problems after dischargeEighty-nine per cent of patients reported the checklist relevant; 81% of patients thought the checklist contents assisted with practical issuesSignificantly improved preparedness for discharge, particularly when a family member was involvedNot reported
Jones et al, 202035OncologySmartphone app with a linked dashboard viewable by clinicians; to be used daily by patients during treatmentHelp patients, their ‘safety buddies’ and the clinical team to monitor symptom development and to flag common complications of systemic cancer treatmentPatients agreed that the app was helpfulPatients reported that they felt safer with the checklistPatients 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)