Patient Handoff SBAR Communication Checklist

Use standardized SBAR format for patient handoff communication during transitions of care to ensure critical information is communicated.

  • Industry: Healthcare
  • Frequency: Every patient handoff
  • Estimated Time: 5-10 minutes
  • Role: Clinical Staff
  • Total Items: 31
  • Compliance: Joint Commission NPSG.02.05.01, AHRQ TeamSTEPPS, I-PASS Study

Situation

Current patient situation

  • Patient name and identifiers stated?
  • Current diagnosis/reason for admission stated?
  • Code status communicated?
  • Current clinical condition described?

Background

Relevant patient history

  • Pertinent medical history shared?
  • Allergies communicated?
  • Current medications reviewed?
  • Recent procedures/surgeries discussed?
  • Relevant lab/test results shared?

Assessment

Clinical assessment

  • Current assessment of patient status?
  • Trends in condition identified?
  • Concerns or potential problems stated?
  • Pain status and management discussed?

Recommendation

Recommended actions

  • Pending tasks communicated?
  • Upcoming procedures/tests discussed?
  • Monitoring needs specified?
  • Contingency plans if condition changes?
  • Family concerns or needs addressed?

Verification

Confirm understanding

  • Read-back performed by receiver?
  • Questions answered?
  • Contact information exchanged?

Pre-Assessment Information

Initial assessment documentation and patient/facility identification

  • Assessor Name / Credentials
  • Assessment Date
  • Department / Unit
  • Assessment Type (Routine/Annual/Complaint)
  • Previous assessment findings reviewed?

Infection Prevention & Control

Verify infection control practices per CDC and Joint Commission standards

  • Hand hygiene compliance observed?
  • Appropriate PPE available and properly used?
  • Isolation precautions properly implemented?
  • Sharps containers available and not overfilled?
  • High-touch surfaces properly disinfected?

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Why Use This Patient Handoff SBAR Communication Checklist?

This patient handoff sbar communication checklist helps healthcare teams maintain compliance and operational excellence. Designed for clinical staff professionals, this checklist covers 31 critical inspection points across 7 sections. Recommended frequency: every patient handoff.

Ensures compliance with Joint Commission NPSG.02.05.01, AHRQ TeamSTEPPS, I-PASS Study. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Patient Handoff SBAR Communication Checklist cover?

This checklist covers 31 inspection items across 7 sections: Situation, Background, Assessment, Recommendation, Verification, Pre-Assessment Information, Infection Prevention & Control. It is designed for healthcare operations and compliance.

How often should this checklist be completed?

This checklist should be completed every patient handoff. Each completion takes approximately 5-10 minutes.

Who should use this Patient Handoff SBAR Communication Checklist?

This checklist is designed for Clinical Staff 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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