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Templates, JCI

JCI patient identification procedure template

A patient identification procedure for clinics regulated by JCI, written as steps a team can follow and mapped to JCI's own standards. Read it in full below, and take the editable version by email.

Updated . Mapped to JCI's published framework1.

SOP-ID-01SOP

Templatev1.0, JCI edition

[Clinic name]

Controlled document

[Address]
[Registration or licence number]

Document
Patient identification procedure
Reference
SOP-ID-01
Version
1.0
Owner
[Name, role]
Approved by
[Clinical lead]
Effective from
[Date]
Next review
[Date]
Regulator
Joint Commission International

Patient identification procedure

1Purpose

  1. 1.1This procedure sets out how [Clinic name] identifies every patient correctly, at every step of care.

2The two identifiers

  1. 2.1Every patient is identified with two identifiers, [full name] and [date of birth], and never by room or bed number.
  2. 2.2The identifiers are checked before any medicine, test, procedure or treatment, and before a result is given.
  3. 2.3Every label, specimen and record carries both identifiers.

3Critical results

  1. 3.1A critical result is given to the responsible clinician directly, read back by them and recorded with the time and both names.

4Audit

  1. 4.1[Number] patient interactions are observed each month, and the results are reported to the quality committee with actions.

5Review

  1. 5.1[Name, role] reviews this document every [12] months, and sooner after an incident, a complaint or a change in the regulator's requirements.
  2. 5.2Each review is recorded with the date, the reviewer and what changed, and the previous version is kept.
  3. 5.3Staff are told of each change, and their acknowledgement is recorded.

6Where this sits in the JCI framework

  • International Patient Safety GoalsIdentify patients correctly
    Improve effective communication

AAppendix, Monthly goal audit

  1. A.1Goal ______ Owner ______
  2. A.2Sample size ______ Compliant ______
  3. A.3Misses and why ______
  4. A.4Action, owner and date ______
  5. A.5Trend over six months ______

Awaiting sign-off

[Name]

[Role], [registration number]

Signed [date], [time]

Questions

Has JCI approved this patient identification procedure?

No. JCI does not approve templates or software. This template is built from JCI's own published standards and our guides, and your clinic adapts it, signs it off and owns it.

Can we use it as it is?

Use it as a starting point. Replace every part in square brackets with your clinic's own details, check it against your services, and have your clinical lead sign it off before it is used.

How do we get the editable version?

Enter your work email on this page and we send the editable document. The full template is on this page to read before you ask.

In wai, the records this procedure depends on are versioned and signed, from notes and letters to consent forms and the audit trail.

See the signed record behind this procedure on your own clinic, in a 15 minute video call.

Sources

  1. 1Joint Commission International, 2024JCI Accreditation Standards for Hospitals, 8th editionRead source

This is a template, not legal advice. JCI does not approve templates or software, wai included.