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SBAR template

SBAR template

An SBAR template provides a structured method for effective communication in critical situations. It helps organize information into four key sections: situation, background, assessment, and recommendation. Use this template to improve clarity and reduce errors during communication. Perfect for healthcare professionals and other high-stakes environments.

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The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
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SBAR template

An SBAR template provides a structured method for effective communication in critical situations. It helps organize information into four key sections: situation, background, assessment, and recommendation. Use this template to improve clarity and reduce errors during communication. Perfect for healthcare professionals and other high-stakes environments.

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

We created this SBAR template to help you overcome communication challenges in fast-paced healthcare environments. The template structures your patient handoffs and critical communications into four clear sections: Situation (what’s happening now), Background (relevant patient history), Assessment (your clinical judgment), and Recommendation (proposed actions).

When you need to quickly communicate a change in patient status, this template ensures you deliver complete, organized information that drives appropriate action. The Institute for Healthcare Improvement reports that structured communication tools like SBAR significantly reduce miscommunication-related adverse events by creating a common language for sharing critical patient information.

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
Situation
What is the situation?
Background
What is the background information?
Assessment
What is your assessment of the situation?
Recommendation
What is your recommendation?

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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.

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Frequently asked questions

What makes a good SBAR report for urgent situations?

A good SBAR report for urgent situations is concise yet comprehensive. Focus on current vital signs and acute changes in the Situation section, include only relevant medical history in Background, clearly state your clinical concerns in Assessment, and make specific, actionable recommendations with a clear timeframe for response. Avoid clinical jargon when possible.

How do I adapt the SBAR template for different healthcare settings?

Adapt the SBAR template by adjusting the specific data points collected in each section while maintaining the core structure. For mental health, emphasize behavioral observations; for pediatrics, include age-appropriate developmental factors; for long-term care, focus on baseline function changes. The framework remains consistent while the specific information gathered reflects your clinical context.

What information should I always include in the Background section of an SBAR?

Always include relevant medical history, current medications, allergies, recent vital signs trends, and pertinent lab results in the Background section. Also note any recent interventions or treatments already attempted, the patient’s baseline status if known, and any advance directives that might impact care decisions. Keep it focused on information relevant to the current situation.

When should I use an SBAR template versus a standard progress note?

Use an SBAR template when communicating urgent concerns, during handoffs between shifts, when transferring care to another provider, or anytime critical information needs to be conveyed clearly and quickly. Use standard progress notes for routine documentation of patient care, ongoing treatment plans, and non-urgent clinical observations that don’t require immediate action from another provider.


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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