Standard Operating Procedures
customer service
Patient Hand-Off (SBAR)
JC NPSG 02.05.01 SBAR hand-off — Situation, Background, Assessment, Recommendation.
Built for:
Healthcare
Hospitals
Long Term Care
What's inside this template
Steps
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Situation
Patient name, room, age, primary diagnosis, current acute issue. Why are you handing off this patient?
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Background
Relevant medical history, code status, allergies, isolation precautions, IV access, current meds.
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Assessment
Most recent vital signs, labs, imaging. Your clinical assessment of stability vs concerns.
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Recommendation
What needs follow-up: orders pending, calls expected, monitoring frequency, anticipated next steps.
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Read-back
Receiving clinician summarizes back. Both sign / acknowledge. Document in EHR.
Common use cases
Shift change hand-off
Inter-unit transfer
Provider consult
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