Patient Hand-Off Communication Checklist (SBAR)

This patient hand-off checklist uses the SBAR (Situation, Background, Assessment, Recommendation) communication framework to ensure safe, effective patient care transitions per Joint Commission NPSG.02.05.01.

  • Industry: Healthcare
  • Frequency: At Each Patient Transfer/Hand-Off
  • Estimated Time: 5-10 minutes
  • Role: Registered Nurse / Physician / Care Team Member
  • Total Items: 31
  • Compliance: TJC NPSG.02.05.01, I-PASS Framework, SBAR Communication, CMS CoP

S - Situation

Current status and reason for hand-off

  • Current diagnosis/reason for admission
  • Reason for hand-off/transfer
  • Current patient condition
  • Code status
  • Isolation status

B - Background

Relevant patient history and context

  • Pertinent medical history
  • Allergies
  • Current medications (including recent changes)
  • Recent procedures/treatments
  • Significant events this shift

A - Assessment

Current clinical assessment

  • Most recent vital signs
  • Mental status/level of consciousness
  • Pain level and location
  • Fall risk status
  • Skin integrity concerns
  • IV lines, drains, tubes present
  • Pending tests/results

R - Recommendation

Plan of care and action items

  • Priority interventions needed
  • Parameters to monitor/when to notify
  • Anticipated changes/needs
  • Family/patient concerns to address
  • Pending consults/follow-ups

Hand-Off Verification

Confirmation of information transfer

  • Opportunity for questions provided
  • Critical information read back
  • Responsibility for care clearly transferred
  • Sending Provider Signature
  • Receiving Provider Signature

Infection Prevention & Control

Infection control per CDC/Joint Commission

  • Hand hygiene compliance observed?
  • Isolation precautions followed correctly?
  • Sharps containers not overfilled?
  • Appropriate PPE available and used?

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Why Use This Patient Hand-Off Communication Checklist (SBAR)?

This patient hand-off communication checklist (sbar) helps healthcare teams maintain compliance and operational excellence. Designed for registered nurse / physician / care team member professionals, this checklist covers 31 critical inspection points across 6 sections. Recommended frequency: at each patient transfer/hand-off.

Ensures compliance with TJC NPSG.02.05.01, I-PASS Framework, SBAR Communication, CMS CoP. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Patient Hand-Off Communication Checklist (SBAR) cover?

This checklist covers 31 inspection items across 6 sections: S - Situation, B - Background, A - Assessment, R - Recommendation, Hand-Off Verification, Infection Prevention & Control. It is designed for healthcare operations and compliance.

How often should this checklist be completed?

This checklist should be completed at each patient transfer/hand-off. Each completion takes approximately 5-10 minutes.

Who should use this Patient Hand-Off Communication Checklist (SBAR)?

This checklist is designed for Registered Nurse / Physician / Care Team Member professionals in the healthcare industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.

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