Here’s the current evidence-based recommendations on who needs pre-surgical examination/clearance, from UpToDate. These recommendations make sense to me, as a primary care doctor who has to do the clearance when needed:
The overall risk of surgery is low in healthy individuals. Preoperative tests usually lead to false-positive results, unnecessary costs, and a potential delay of surgery. Preoperative tests should not be performed unless there is a clear clinical indication.
●A simple screening questionnaire can be helpful in the preoperative evaluation. Important potential risk factors to discuss with the patient include age, exercise capacity, alcohol, smoking, illicit drug use, and medication use. Obesity is not a risk factor for most major adverse postoperative outcomes in patients undergoing noncardiac surgery, with the exception of thromboembolic events. Clinicians should also inquire about personal or family history of complications from anesthesia and screen for symptoms of obstructive sleep apnea (OSA).
●We suggest baseline hemoglobin measurement for all patients 65 years of age or older who are undergoing major surgery and for younger patients undergoing surgery that is expected to result in significant blood loss. Hemoglobin measurement is not necessary for younger patients undergoing minor surgery unless the history suggests anemia. For other healthy patients, we suggest NOT performing routine hemoglobin, white blood count, or platelet measurements
●In the revised cardiac risk index, a serum creatinine >2.0 mg/dL (177 micromol/L) predicted postoperative cardiac complications. We suggest NOT obtaining a serum creatinine concentration, except in the following patients:
•Patients over the age of 50 undergoing intermediate or high risk surgery
•Younger patients suspected of having renal disease, when hypotension is likely during surgery, or when nephrotoxic medications will be used
●We suggest NOT testing for serum electrolytes, blood glucose, liver function, hemostasis, or urinalysis in the healthy preoperative patient We suggest pregnancy testing in all reproductive age women prior to surgery, rather than use of history-taking alone to determine pregnancy
●We suggest NOT ordering an electrocardiogram (ECG) for asymptomatic patients undergoing low-risk surgical procedures.
According to the 2014 American College of Cardiology/American Heart Association (ACC/AHA) guidelines, a resting 12-lead ECG should be part of the evaluation in patients with known coronary artery disease, significant arrhythmia, peripheral arterial disease, cerebrovascular disease, or other significant structural heart disease, except for those undergoing low-risk surgery.
A preoperative resting ECG can be considered for asymptomatic patients undergoing surgery with elevated risk (risk of major adverse cardiac event ≥1 percent). This is discussed in detail elsewhere.
●We suggest that clinicians NOT order routine preoperative chest radiographs or pulmonary function tests in the healthy patient. We suggest obtaining a preoperative chest radiograph in patients with cardiopulmonary disease and those older than 50 years of age who are undergoing abdominal aortic aneurysm surgery or upper abdominal/thoracic surgery