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Run: Patient Belongings Inventory Audit

Patient Belongings Inventory Audit template for documenting valuables at admission, transfer, and discharge. Use it to verify items, secure property, and rec...

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Inspection Scope and Patient Identification

Inspection event type selected critical (required)

Note (optional)

Patient identity verified against wristband and chart critical (required)

Confirm the patient name and medical record number match the wristband and current chart before inventorying belongings.

Yes No N/A

Belongings inventory initiated at point of care critical (required)

Inventory was started at the bedside or receiving location before items were moved or stored.

Yes No N/A

Two-person verification completed critical (required)

A second staff member or witness verified the count and description of valuables where required by facility policy.

Yes No N/A

Patient or authorized representative present for verification

Document whether the patient, guardian, or authorized representative participated in confirming the inventory when feasible.

Note (optional)

Belongings and Valuables Inventory

Clothing inventoried and described

Record clothing items such as shirt, pants, shoes, coat, undergarments, or other garments with quantity and notable condition.

Personal effects inventoried

Document non-valuable personal items such as eyeglasses, hearing aids, dentures, phone, charger, toiletries, documents, or assistive devices.

Cash and negotiable items documented critical (required)

Record cash, checks, debit cards, credit cards, gift cards, or other negotiable items using masked details only.

Jewelry and high-value items documented critical (required)

Record jewelry, watches, wallets, keys, or other high-value items with identifying details sufficient for reconciliation.

Medication or medical device belongings identified critical (required)

Document any patient-owned medications, inhalers, insulin supplies, mobility aids, or medical devices that arrived with the patient.

Item count reconciled to inventory list critical (required)

Confirm the total count of inventoried items matches the recorded list and any prior transfer documentation.

Secure Storage and Chain of Custody

Valuables placed in approved secure storage critical (required)

Confirm valuables were placed in a locked cabinet, secure envelope, safe, or other approved storage location per facility policy.

Yes No N/A

Storage location documented critical (required)

Record the exact storage location, locker number, safe number, or property bag identifier.

Property bag or seal number recorded

If items were sealed, document the bag, envelope, or tamper-evident seal number for traceability.

Chain-of-custody handoff documented critical (required)

Record who received, transported, or stored the belongings and the date/time of each handoff.

Access restricted to authorized staff only critical (required)

Confirm the belongings were not left unattended and access is limited to authorized personnel per policy.

Yes No N/A

Transfer and Discrepancy Review

Transfer inventory compared with prior record critical (required)

Verify belongings against the previous admission or unit inventory before transfer or discharge.

Yes No N/A

Missing, damaged, or excess items documented critical (required)

Record any discrepancy, including missing items, damaged property, or items present that were not on the prior list.

Patient notified of discrepancy critical (required)

Confirm the patient or authorized representative was informed of any discrepancy and the notification was documented.

Yes No N/A

Security or supervisor notified when required

Document escalation to security, supervisor, or patient relations for unresolved valuables discrepancies per facility policy.

Note (optional)

Witness Signatures and Completion

Inspector signature captured critical (required)

Witness signature captured critical (required)

Capture a witness signature when required by policy or when valuables were inventoried, transferred, or sealed.

Patient or representative acknowledgment captured

If applicable, capture acknowledgment that the inventory was reviewed and belongings were received, stored, or transferred.

Note (optional)

Inspection completed date and time recorded critical (required)

Final disposition documented

Document whether belongings remained in storage, were sent with the patient, were released to a representative, or were transferred to another unit.

Note (optional)

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