Preparing for surgery: the documents and questions checklist

Guides 7 min read
Guides·Sara MansourProduct Lead·June 16, 2026· 7 min read

Surgery is stressful enough without last-minute paperwork. This checklist covers the documents to gather, the questions to ask, and how to prepare for a smoother recovery.

Whether it's a minor day procedure or a major operation, going into surgery organised takes a real weight off your mind and helps everything run smoothly. Use this checklist to gather what you need, ask the right questions and set yourself up for an easier recovery.

Documents to gather

  • A current list of all your medications and doses
  • Your allergies, especially to any medicines or anaesthetics
  • Relevant past records — previous surgeries, imaging and test results
  • Your insurance or payment details and any referral or authorisation
  • Emergency contact information

Questions to ask your surgeon

  • Why is this procedure recommended, and what are the alternatives?
  • What are the risks and the expected benefits?
  • How long is the operation and the hospital stay?
  • What does recovery look like, week by week?
  • When can I return to work, driving and normal activity?

Follow the pre-op instructions carefully

You'll usually get specific instructions about when to stop eating and drinking, and which medications to pause or continue — blood thinners in particular often need managing in advance. Follow these exactly; getting them wrong can mean your surgery is postponed on the day.

Prepare your home for recovery

Set up before you go in, not after. Stock easy meals, arrange a lift home and someone to help for the first day or two, and put anything you'll need within easy reach so you're not stretching or climbing while you heal. Ask whether you'll need any equipment or supplies ready at home.

Keep your records afterwards

You'll be given a discharge summary and after-care instructions — these are important and easily lost. Keep them with your health history so any follow-up appointment, and any future doctor, has the full picture of what was done. A discharge summary is one of the most valuable documents to hold on to.