Cardiac Surgery Incident Report Form Template

Standardized Documentation for Adverse Events and Near Misses

Cardiac Surgery

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Last updated: Mar 24, 2025

Patient Information

  • Patient Name: ________________
  • Medical Record #: ____________
  • Date of Birth: _______________
  • Procedure Date: _____________

Incident Details

Time and Location

  • Date of Incident: _____________
  • Time of Incident: _____________
  • Location: □ OR □ ICU □ Step-down Unit □ Other: _______

Type of Event (check all that apply)

□ Wrong Site/Side/Patient □ Equipment Malfunction □ Medication Error □ Sterility Breach □ Unexpected Bleeding □ CPB-related Incident □ Airway Management Issue □ Other: ________________

Severity Classification

□ Near Miss □ No Harm □ Mild Harm □ Moderate Harm □ Severe Harm □ Death

Event Description

Detailed account of the incident:



Immediate Actions Taken




Staff Involved

  • Primary Surgeon: ______________
  • Assisting Surgeon: ____________
  • Anesthesiologist: _____________
  • Perfusionist: ________________
  • OR Nurses: __________________

Follow-up Actions

□ Patient/Family Notified □ Risk Management Notified □ Root Cause Analysis Required □ M&M Conference Review

Preventive Measures

Recommendations to prevent recurrence:



Report Completion

  • Reporter Name: _______________
  • Position: ____________________
  • Date: _______________________
  • Signature: ___________________

Form ID: CS-IR-[YYYY]-[###]

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