Patient research
Collect the diagnosis, reason for admission, history, allergies, code status per chart/instructor guidance, and safety risks.
Clinical days feel less chaotic when you know what to look up, what to ask, and what to clarify before med pass. This checklist helps nursing students prepare before clinical, organize the first hour, identify safety priorities, and reduce clinical-day panic.
Collect the diagnosis, reason for admission, history, allergies, code status per chart/instructor guidance, and safety risks.
Build a quick patient snapshot so you know what to assess, verify, and ask first.
Turn “I do not know what matters” into a practical list you can work through.
Use the first hour to confirm your patient snapshot, review current orders, listen to report, identify safety priorities, and write down what to ask your instructor or preceptor.
Review medication purpose, allergies, route, timing, labs/vitals, and hold/question parameters per order or policy. Clarify anything that does not make sense before med pass.
Practice a short report before presenting your patient: situation, relevant background, focused assessment, safety concerns, and what needs follow-up.
After clinical, write what went well, what confused you, what you need to review, and one question to bring next time.
Use this before you walk onto the unit. Fill in what you can from your assigned chart review, leave unknowns blank, and use the question boxes for anything that needs instructor or preceptor clarification.
Do not enter patient names, MRNs, dates of birth, or private health information into this tool.
Worksheet area: These fields are designed to print compactly, so keep notes short and practical.
This resource is for nursing education and organization only. It does not replace facility policy, provider orders, instructor/preceptor guidance, clinical supervision, emergency protocols, or clinical judgment.
This resource is for nursing education and organization only. It does not replace instructor guidance, facility policy, provider orders, clinical supervision, patient-specific care planning, or clinical judgment.