Phase 1 · Pre-HD Readiness
Pre-Dialysis Initiation Checklist
Complete before the first hemodialysis session. Click each item to mark it done. Flagged items generate alerts in the summary bar.
⚠️ Clinical reference only. MRSA screening and TB testing are governed by local institutional policy — check items marked LOCAL POLICY against your unit's protocol. Not affiliated with any guideline body. Developed by Dr. Abbas Deeb.
Serology & Virology
Infection control placement and machine assignment depend on HBsAg status
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Infection control note: Dedicated machine and isolated room/bay are required for HBsAg-positive patients only. For HCV-RNA positive patients, standard universal precautions are generally sufficient and isolation is not routinely required — though some countries/units still apply machine or area separation as local policy. Anti-HBs and anti-HBc inform immunity/vaccination status, not isolation decisions.
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HBsAg
Hepatitis B surface antigen. If positive: dedicated machine + isolated bay mandatory. Do not use machine shared with HBsAg-negative patients.
⚠ HBsAg POSITIVE — Dedicated machine + isolated room required. Review vaccination status of close contacts.
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Anti-HBs (quantitative)
Determines vaccine-induced immunity. Target ≥10 IU/L = immune. If <10 IU/L and HBsAg negative → vaccinate (see vaccination domain).
⚠ Anti-HBs <10 IU/L — Patient is non-immune. High-dose HBV vaccination required before or at HD initiation.
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Anti-HBc (total)
Past HBV exposure marker. If anti-HBc positive + HBsAg negative + anti-HBs negative: consider resolved infection or occult HBV. HBV DNA to exclude occult if immunosuppression planned.
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Anti-HCV + HCV RNA (if Ab positive)
Anti-HCV screening first. If reactive → confirm with HCV RNA (NAT). RNA-positive patients are infectious but managed with standard universal precautions — isolation not routinely required by most guidelines. Refer to hepatology for DAA therapy.
ℹ HCV Ab reactive — Confirm with HCV RNA. Universal precautions apply. Hepatology referral for direct-acting antiviral (DAA) therapy.
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HIV (4th generation Ag/Ab)
Baseline screening. Universal precautions apply regardless. If positive: confirm with HIV RNA; ensure ART optimisation; infectious disease co-management. No dedicated machine required.
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MRSA Screen (nasal ± groin swab) LOCAL POLICY
Not a universal standard across all HD programs. Perform per local infection control policy — particularly relevant for CVC-dependent patients, recent hospital admission, or high-prevalence unit. If positive: mupirocin nasal ointment 3× daily ×5 days; chlorhexidine wash.
⚠ MRSA POSITIVE — Decolonisation protocol: mupirocin nasal ointment 3×/day ×5 days + chlorhexidine body wash. Alert infection control.
LOCAL POLICY
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TB (IGRA or TST) RISK-BASED
Not routine for all HD starts. Indicated if: planned immunosuppression (transplant workup, vasculitis treatment), endemic area, known exposure history, or clinical suspicion. IGRA preferred in BCG-vaccinated patients.
RISK-BASED
Vaccination
Prioritise before dialysis initiation — immune response is better pre-ESRD
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Timing principle: Live vaccines (varicella, MMR) must be given before dialysis initiation and before any immunosuppression. HBV vaccine response is significantly better when given pre-ESRD (eGFR 15–29) — vaccinate early if not already done.
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Hepatitis B Vaccine (high-dose)
Give only if anti-HBs <10 IU/L and HBsAg negative. High-dose schedule in ESRD: Engerix-B 40 mcg IM at 0, 1, 2, 6 months (4-dose) OR Heplisav-B 0.5 mL at 0 and 1 month (2-dose, preferred if available). Check anti-HBs titre 4–8 weeks after series — repeat if non-responder.
ℹ HBV vaccination incomplete or anti-HBs <10 IU/L — Schedule high-dose series. Document schedule and titre follow-up.
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Influenza (annual)
Inactivated influenza vaccine. Give annually. High-dose formulation (Fluzone HD) preferred in adults ≥65 years and immunocompromised patients where available.
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Pneumococcal
PCV20 (single dose, preferred if available) OR PCV15 followed by PPSV23 at ≥8 weeks. Patients previously vaccinated with PPSV23: give PCV15/20 ≥1 year later. ESRD is a high-risk indication regardless of age.
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Varicella / MMR (if non-immune) LIVE VACCINE
Give only before dialysis initiation and before any immunosuppression. Check VZV IgG and MMR immunity if history uncertain. Live vaccines are generally contraindicated once significant immunosuppression begins. Allow 4 weeks before immunosuppression.
⚠ LIVE VACCINE — Must be administered before immunosuppression. Confirm immunosuppression timeline before scheduling.
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Cardiac Assessment
Baseline cardiac function guides UFR tolerance and HD intensity
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12-lead ECG (baseline)
Essential baseline reference for future intradialytic events (arrhythmia, chest pain). Documents QTc interval (important for QT-prolonging medications common in ESRD), LVH pattern, and conduction abnormalities.
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Echocardiography WHEN CLINICALLY INDICATED
Particularly valuable in: known cardiac disease, symptoms of heart failure, LVH on ECG, pre-transplant workup, or unexplained dyspnoea. Identifies: EF (guides UF tolerance and IDH risk), pericardial effusion (uremic pericarditis), significant valvular disease. Not mandatory for every HD start in a cardiology-reviewed patient with known normal function.
ℹ Echo result pending or EF reduced — Inform first-session prescription: limit UFR, cool dialysate, conservative UF targets.
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Cardiology referral (if EF <35% or significant valvular disease)
Optimise cardiac function before initiation where possible. Shared decision-making re: HD vs peritoneal dialysis in severe cardiomyopathy. Coordinate pacemaker/ICD checks if relevant.
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Baseline Laboratory Panel
Reference values for adequacy monitoring and complication tracking
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CBC + Reticulocyte count
Anemia baseline. Reticulocyte count to determine if erythropoietic response is adequate or if ESA/iron therapy needed.
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Iron studies (Ferritin, TSAT, serum iron)
Ferritin and TSAT are required to define iron deficiency before starting ESA. Target: Ferritin 200–500 ng/mL, TSAT ≥20% in HD patients on maintenance therapy.
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Electrolytes, BUN, Creatinine, BMP
Baseline BUN and creatinine for Kt/V reference. Pre-HD K⁺ critical for anticoagulation and arrhythmia risk stratification in session 1. Bicarbonate to guide dialysate HCO₃⁻ prescription.
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CKD-MBD panel (PTH, Ca, Phosphate, ALP, Vit D)
Establishes CKD-mineral bone disease baseline. Guides dialysate Ca²⁺ prescription (2.5 mEq/L standard). Severe hyperphosphatemia may influence initial dialysate selection and binder prescribing.
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Albumin, LFTs, Blood group & screen
Albumin: nutritional and inflammatory marker. LFTs: baseline liver function, especially relevant if HBV/HCV positive. Blood group + antibody screen: essential pre-requisite for any potential transfusion or transplant pathway. Note: Prealbumin is not routinely recommended at HD initiation — it is strongly influenced by acute inflammation and illness, limiting its interpretability in this setting.
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Vascular Access
Access type directly determines first-session BFR ceiling
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Access type confirmed and documented
AVF: confirm maturation criteria met (diameter ≥6 mm, depth ≤6 mm, flow ≥500 mL/min, compressible, pulsatile). AVG: confirm graft palpable, no haematoma, post-operative oedema resolved. CVC: confirm position on CXR (tip at SVC-RA junction), good blood flow >300 mL/min from each lumen.
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CXR (if CVC placed)
Mandatory after new CVC insertion: confirm tip position, exclude pneumothorax and haemothorax. Document CXR result in notes before first session use.
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Dry weight estimated
Clinical assessment (JVP, lung auscultation, ankle oedema, BP). Bioimpedance analysis (BIA) if available adds objectivity. Document baseline weight. For session 1: target conservative UF — correct symptomatic fluid overload only. Avoid aggressive UF on day 1.
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Clinical & Administrative
Consent, medication reconciliation, and multidisciplinary coordination
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Informed consent documented
HD procedure, risks (infection, vascular access complications, hypotension, cardiovascular events), alternatives (PD, conservative management, transplant), and expected schedule discussed and documented.
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Medication reconciliation
Stop nephrotoxins (NSAIDs, aminoglycosides, IV contrast agents — plan future imaging accordingly). Adjust doses of renally cleared drugs. Antihypertensives: hold on HD days (AM dose) if IDH-prone, or timing adjustment. Review potassium-sparing agents, phosphate binders, ESA, iron, vitamin D analogues.
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Dietitian referral
HD dietary requirements differ from CKD conservative management. Counsel on K⁺ and phosphate dietary restriction, fluid allowance (500 mL + residual urine output), adequate protein intake (1.0–1.2 g/kg/day in HD).
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Social work + transport plan
3×/week attendance requires reliable transport. Social work assessment: employment impact, home situation, carer needs, psychological readiness. Patient education: expectations, fluid and diet, what to do between sessions.
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Cognitive / baseline neurological assessment
Useful baseline for monitoring disequilibrium syndrome (particularly in first sessions with high BUN). Brief cognitive screen (e.g. MMSE or MoCA) — helps detect subtle changes post-session. Ophthalmology referral if diabetic nephropathy.
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Dialysis Pro · HD Initiation v1.0 · Developed by Dr. Abbas Deeb · Not affiliated with KDOQI or KDIGO