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Run: Voice and Resonance Instrumental Assessment Preparation Checklist

Use this checklist to verify patient identity, consent, room setup, and baseline voice samples before videostroboscopy or acoustic voice analysis. It helps p...

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Order, Indication, and Patient Identification

Confirm the patient using two approved identifiers and match them to the order and chart.
Confirm the requested study type, clinical indication, and referring provider instructions.
Select the planned assessment modality.
Review documented precautions such as severe respiratory distress, inability to tolerate endoscopic procedure, or other factors affecting readiness.
Document the clinical question guiding the assessment, such as dysphonia, resonance disorder, or treatment follow-up.

Consent and Patient Readiness

Explain the purpose, expected sensations, and general steps of the assessment using patient-appropriate language.
Confirm signed or otherwise documented consent is present before proceeding.
Assess whether the patient can follow directions for sustained phonation, pitch changes, reading tasks, and positioning as needed.
Confirm any required pre-procedure steps, such as topical preparation or fasting instructions, were followed per local protocol.
Document symptoms that may affect the exam, such as cough, congestion, pain, anxiety, gag sensitivity, or shortness of breath.

Equipment and Room Readiness

Confirm the selected system boots normally, displays correctly, and is ready for use without error messages.
Verify all required components for the selected modality are present, connected, and operational.
Confirm required supplies such as covers, disposables, and cleaning materials are available and not expired.
Verify the device and patient-contact surfaces were cleaned and disinfected according to facility policy and manufacturer instructions.
Confirm seating, patient access, privacy, and cable management are adequate for the procedure.

Baseline Voice Measures

Record observed voice quality, including roughness, breathiness, strain, pitch, loudness, and resonance as applicable.
Capture a sustained vowel sample for baseline comparison and analysis.
Obtain a reading passage or connected speech sample suitable for the planned analysis.
Enter baseline acoustic data collected before or during the assessment.

Safety, Documentation, and Completion

Document coughing, distress, vasovagal symptoms, or inability to complete the assessment, if present.
Record whether preliminary findings, limitations, and follow-up recommendations were communicated according to workflow.
Sign to confirm the checklist was completed accurately.

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