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SBAR handoff template

SBAR handoff template

The SBAR handoff template is a vital tool for ensuring smooth transitions of care. It helps healthcare providers communicate key patient information during handoffs using the SBAR method. Use this template to reduce miscommunication and ensure continuity of care. Ideal for hospitals and care teams.

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or Download template as PDF
SBAR handoff template

The SBAR handoff template is a vital tool for ensuring smooth transitions of care. It helps healthcare providers communicate key patient information during handoffs using the SBAR method. Use this template to reduce miscommunication and ensure continuity of care. Ideal for hospitals and care teams.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

The SBAR handoff template structures critical patient information into four key components: Situation, Background, Assessment, and Recommendation. You’ll capture essential details during shift changes and interdepartmental transfers, ensuring nothing falls through the cracks.

When a patient with complex medication needs transfers from ICU to a regular floor, this template helps you communicate vital information clearly to the receiving team, preventing medication errors that account for nearly 26% of preventable adverse events in hospitals. We designed this template specifically for high-pressure healthcare environments where clear, concise communication directly impacts patient outcomes.

Related categories

  • Health and safety management templates
  • Operational excellence templates
  • Health care templates
  • Templates for business processes
  • Workforce management and HR templates
Preview of the template
Entity
Page 1
Situation
Patient Name
Room Number
Admission Date
Chief Complaint
Background
Relevant History
Current Condition
Current Medications
Assessment
Key Lab/Diagnostic Results
Current Vital Signs
Overall Status
Recommendation
Pending Tasks
Immediate Concerns
Next Steps

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

SBAR: A comprehensive guide to structured communicationCare Quality Commission standards (CQC): A practical guide for healthcare providersA beginner’s guide HIPAA polices and proceduresHospital management: All you need to know about patient care
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Template collections

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10 reasons why workplace safety is importantHow to implement operational excellenceHow to measure operational excellence5 ways workflow automation streamlines healthcare administration

Frequently asked questions

How can I customize this SBAR handoff template for my specific department?

Tailor the template by adding department-specific fields that address your unique patient population needs. For ICU handoffs, add sections for ventilator settings or vasoactive medications. For pediatrics, include growth parameters and parental contact information. Review your department’s most common communication gaps, then modify the assessment section to specifically address these areas while maintaining the core SBAR structure.

When is the best time to complete the SBAR handoff template during my shift?

Begin filling out the SBAR template approximately 30 minutes before your scheduled handoff to ensure accuracy and completeness. Update critical information like vital signs and medication administration just before the actual handoff occurs. This timing balance allows you to thoroughly document the patient’s status while ensuring the information remains current. For unexpected transfers, complete essential sections immediately and update as more information becomes available.

How do I handle sensitive information in the SBAR handoff template?

Document sensitive information factually and objectively in the background section without including subjective judgments. Note relevant psychiatric history, substance use, or family dynamics only if directly impacting current care needs. When handling sensitive diagnoses like HIV status or domestic violence concerns, follow your facility’s protocols for confidentiality while ensuring the receiving provider has necessary information for safe care.

What’s the difference between the assessment and recommendation sections in this template?

The assessment section captures your professional clinical judgment about the patient’s condition based on available data—what you believe is happening with the patient. The recommendation section outlines specific actions you suggest should happen next. Assessment might note “patient showing signs of sepsis,” while recommendation would specify “recommend starting sepsis protocol, obtaining blood cultures, and administering antibiotics within one hour.”


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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