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MedSys / Pulmonary embolism / Checklist

Pulmonary embolism · Chapter 8 of 8

Printable admission and discharge checklist

Print it, tick it, take it to the review. Two columns: hospital, and the months after.

Print this page. The left column is for the hospital stay; the right for the months after. Each line is something NICE NG158 or the European and US guidelines say should happen. A blank box is a question to ask, not a verdict.

In hospital

DoneWhat should have happenedRef.
☐History, examination and chest X-ray to look for other causes; ECG1.1.15
☐Wells score recorded (likely >4 / unlikely ≤4)1.1.17
☐If unlikely: D-dimer within 4 hours, age-adjusted if over 50, taken before any anticoagulant1.1.21, 1.1.14
☐If likely, or D-dimer positive: CTPA immediately, or V/Q if CTPA unsuitable1.1.18
☐If the scan or D-dimer could not be done in time: anticoagulation started while waiting1.1.18, 1.1.21
☐Baseline bloods taken (FBC, kidney, liver, PT, APTT) and reviewed within 24 hours; treatment not delayed for them1.3.4
☐Troponin and BNP measured; lactate if unwellESC / AHA
☐Severity graded: sPESI (or PESI/Hestia), right ventricle on CT or echoESC / AHA
☐Echocardiogram if unwell, borderline, or biomarkers raisedESC / AHA
☐Anticoagulant chosen for the situation: apixaban or rivaroxaban unless kidney failure, cancer, antiphospholipid syndrome, extreme weight or instability1.3.7–1.3.20
☐If sent home: written information, direct contact number, out-of-hours details1.2.4
☐If intermediate-high risk: monitored bed, escalation trigger documented, regional centre or PERT discussedAHA
☐If unstable: heparin infusion and thrombolysis considered1.3.12, 1.6.2
☐If a filter was placed: reason recorded and a removal plan written1.7.4
☐Anticoagulant alert card given1.5.2
☐Provoked or unprovoked written on the discharge letter, with the reason1.4
☐Date and owner of the 3-month review written down1.4.1

After hospital

DoneWhat should happenRef.
☐Combined pill, patch, ring or oral HRT stopped and replaced1.4 (provoked)
☐3-month review (3–6 with cancer): stop, continue or change discussed, with the reasoning1.4.1–1.4.4
☐Bleeding risk assessed (HAS-BLED); a score of 4 or more prompted a stopping discussion1.4.6
☐If stopping: written symptoms to watch for, direct contact, out-of-hours details1.4.2
☐If continuing: current drug continued if tolerated; apixaban considered if not; extended dose discussed after 6 months1.4.7–1.4.9
☐Unprovoked: history reviewed, physical examination done, baseline bloods reviewed for cancer1.8.1
☐No further cancer tests unless symptoms or signs; screening programmes up to date1.8.2
☐Thrombophilia tests only if stopping is planned and the criteria are met; done weeks after the event with haematology input1.9
☐Antiphospholipid antibodies if unprovoked and stopping is planned1.9.3
☐Inherited thrombophilia if unprovoked, stopping planned, and a first-degree relative has had a clot1.9.4
☐Symptoms and exercise capacity reviewed at 3–6 monthsESC / AHA
☐If still breathless: echocardiogram; V/Q scan and pulmonary hypertension referral if abnormalESC / AHA
☐Filter removed once anticoagulation established1.7.2
☐Annual review of recurrence risk, bleeding risk, general health and preferences while on treatment1.4.12
☐Previous VTE flagged for prophylaxis at any future admission or operationNG89
☐Pregnancy planning, if relevant, arranged through obstetric haematology before conceptionRCOG

The two scores on one card

Simplified PESI — one point each; 0 is low riskHestia — any "yes" means not suitable for home treatment
Age over 80Haemodynamically unstable
CancerThrombolysis or embolectomy needed
Chronic heart or lung diseaseActive bleeding or high bleeding risk
Heart rate 110 or moreMore than 24 hours of oxygen needed to keep saturation over 90%
Systolic blood pressure under 100PE diagnosed while already anticoagulated
Oxygen saturation under 90%Severe pain needing intravenous medication for more than 24 hours
Another medical or social reason for admission for more than 24 hours
Creatinine clearance under 30
Severe liver impairment
Pregnant
Documented history of heparin-induced thrombocytopenia

Numbers in the reference column are NICE NG158 recommendation numbers. "ESC / AHA" means the European Society of Cardiology 2019 guideline and the 2026 AHA/ACC multisociety guideline, which agree on that item. NG89 is NICE's guideline on reducing VTE risk in hospital. RCOG is the Royal College of Obstetricians and Gynaecologists.