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Templates, Joint Commission

Joint Commission universal protocol procedure template

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

Updated . Mapped to Joint Commission's published framework1.

SOP-UP-01SOP

Templatev1.0, Joint Commission edition

[Clinic name]

Controlled document

[Address]
[Registration or licence number]

Document
Universal Protocol procedure
Reference
SOP-UP-01
Version
1.0
Owner
[Name, role]
Approved by
[Clinical lead]
Effective from
[Date]
Next review
[Date]
Regulator
Joint Commission

Universal Protocol procedure

1Purpose

  1. 1.1This procedure sets out how [Clinic name] prevents wrong site, wrong procedure and wrong person procedures.

2Preprocedure verification

  1. 2.1Before the procedure, the team confirms the patient's identity with two identifiers, the procedure, the site and the signed consent.
  2. 2.2The relevant records, images and results are present and match the patient.

3Marking the site

  1. 3.1The person doing the procedure marks the site before the procedure, where laterality, levels or multiple structures apply.

4The time-out

  1. 4.1Immediately before the procedure starts, the whole team stops and confirms the patient, the procedure and the site.
  2. 4.2The time-out is recorded in the procedure note, with the time and the names of the team.

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 Joint Commission framework

  • Universal ProtocolUP.01.01.01 Conduct a preprocedure verification process.
    UP.01.02.01 Mark the procedure site.
    UP.01.03.01 A time-out is performed before the procedure.

AAppendix, Procedure day record

  1. A.1Patient identifiers used ______
  2. A.2Consent discussion recorded by ______
  3. A.3Preprocedure verification by ______ Site marked ______
  4. A.4Time-out at ______ Led by ______
  5. A.5Medications labelled, yes or no ______
  6. A.6Discharge instructions given in writing ______

Awaiting sign-off

[Name]

[Role], [registration number]

Signed [date], [time]

Questions

Has Joint Commission approved this universal protocol procedure?

No. Joint Commission does not approve templates or software. This template is built from Joint Commission'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, 2026National Patient Safety Goals, effective January 2026, Ambulatory Health Care ProgramRead source

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