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Clinical Handover
The Victorian Department of Health is making this document freely available on the
internet for health services to use and adapt to meet the National Safety and Quality
Health Service Standards of the Australian Commission on Safety and Quality in
Health Care. Each health service is responsible for all decisions on how to use this
document at its health service and for any changes to the document. Health services
need to review this document with respect to the local regulatory framework,
processes and training requirements
The author disclaims any warranties, whether expressed or implied, including any
warranty as to the quality, accuracy, or suitability of this information for any particular
purpose. The author and reviewers cannot be held responsible for the continued
Clinical Handover
currency of the information, for any errors or omissions, and for any consequences
arising there from.
June 2014
Acknowledgements
The Department of Health Victoria acknowledges the contribution of medical and
health specialists, Victorian health services, and members of the National Safety and
Quality Health Service Standards: Educational Resources Project project team,
Steering Group and Advisory Committee.
The Educational Resources Project Steering Group members comprised:
Associate Professor Leanne Boyd, Steering Group Chair; Director of Education,
Cabrini Education and Research Precinct, Cabrini Health
Ms Madeleine Cosgrave, Project Manager
Ms Susan Biggar, Senior Manager, Consumer Partnerships, Health Issues Centre
Mr. David Brown, Consumer representative
Dr Jason Goh, Medical Administration Registrar - Cabrini Health
Mr Matthew Johnson, Simulation Manager, Cabrini Education and Research
Precinct, Cabrini Health
Ms Tanya Warren, Educator, Cabrini Education and Research Precinct, Cabrini
Health
Ms Marg Way, Director, Clinical Governance, Alfred Health
Mr Ben Witham, Senior Policy Officer, Quality and Safety, Department of Health
Victoria
Clinical Handover
Contents
Clinical Handover 3
Introduction 3
Learning outcomes 3
National Standards 3
Aim of Standard 6 3
Policies and procedures 3
Background 4
Principles of clinical handover 4
Clinical Handover
Structure of clinical handover 5
Your role in clinical handover 6
Engaging with patients and carers 7
Audit and evaluation 7
Reporting adverse events 8
Summary 9
Test Yourself 10
Answers 11
References 12
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Clinical Handover
Clinical Handover 5
handover processes in place.
Patient and carer involvement in
clinical handover
Clinical Handover 6
Background Principles of clinical
Clinical handover is practised every day, handover
in a multitude of ways, in all health care
The aim of clinical handover is to ensure
settings.
the accurate and timely transfer of
information, responsibility and
Poor or absent clinical handover, or a accountability. The key principles include:
failure to transfer information,
responsibility and accountability, can have
extremely serious consequences for PATIENT AND CARER INVOLVEMENT
patients. Where possible, clinical handover should
actively involve the patient and carer as
It can result in: well as clinicians. Patients and carers can
provide information that is not necessarily
delays in diagnosis, treatment and available to clinicians.
care
It is important that clinicians listen to
tests being missed or duplicated patients and carers to gain an
understanding of this information. It is also
incorrect treatment or medication
essential that patients and carers
ACSQHC, 2011 understand current progress, treatment
options and the plan of care.
Current handover practices are highly
The risk of a patient experiencing an
variable and unreliable across all
adverse event is reduced by actively
disciplines. This can lead to discrepancies
involving them in their own care.
in the content and accuracy of information ACSQHC, 2012
provided.
Clinical Handover 7
HANDOVER REQUIRES PREPARATION HANDOVER SHOULD PROVIDE
Handover requires preparation prior to ENVIRONMENTAL AWARENESS
handover time. The incoming team need to be informed of
any environmental issues (particularly
Handover should occur at an allocated occupational health and safety issues),
time and venue which enables all which might impact on the shift.
necessary staff to attend. Documents and
progress notes should be updated and Handover should always include
available at handover time. It is notification of:
recommended that verbal handover is
supported by documentation such as patients who may require significant
handover sheets. levels of care or immediate
attention
Staffing levels and allocations should high acuity patients
ensure that patient care is attended to
while handover is occurring. patients who are deteriorating or at
ACSQHC, 2010 risk of deterioration
patients who require extra safety
HANDOVER NEEDS TO BE WELL measures e.g. infective or bariatric
ORGANISED patients
Handover should be led by a designated potential or scheduled patient
staff member who is responsible for transfer or discharge
ensuring the exchange of all relevant
communication in a timely manner. staffing numbers and arrangements
e.g. allocations and activities
Punctuality is important as handover is: ACSQHC, 2010
crucial to patient safety
paid and protected time for
employees
ACSQHC, 2010
Clinical Handover 8
HANDOVER MUST INCLUDE TRANSFER health services
OF ACCOUNTABILITY AND
RESPONSIBILITY FOR PATIENT Handover should occur:
CARE
at change of shift
Patient handover must ensure the transfer
of responsibility and accountability from one ward to another ward or
between clinicians and health services. department
Clinical Handover 9
Some examples can be found in Appendix of patient information if required to do so
1. by the receiving team.
Clinical Handover 10
estimated time and details of patient Introduce yourself to the patient and carer
arrival. and orientate them to the environment.
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Engaging with patients and providing an opportunity for
patients and carers to ask questions
carers and have them answered
Patients and carers should be educated You should ensure that the patient and
about the need for clinical handover and carer understand the course of the care
their role in the process. and have up to date information about the
discharge date and plan.
This collaboration enables an opportunity ACSQHC, 2012
for patients, carers and clinicians to share
information which may impact on the
effectiveness of treatment and care and Audit and evaluation
raise any issues of concern. You may be required to participate in audit
You should consider the following when activities which could include examination
discussing clinical handover with patients of:
and carers:
patient clinical records
patients and carers can provide
information that is not necessarily handover documentation
available to clinicians as carers are You may be observed in clinical practice
more familiar with the patient and when performing clinical handover.
may spend more time at the
bedside. The purpose of audit is to measure
compliance with policies and protocols
ensuring patients and carers and to monitor the frequency and severity
understand current progress, of adverse events in relation to clinical
treatment options and the plan of handover. This information can be used to
care improve practice.
explaining the need for clinical
handover Reporting adverse events
explaining the patient and carers All adverse events relating to poor or
role in clinical handover, and absent clinical handover should be
encouraging them to raise reported to the nurse/midwife in charge,
questions and concerns with the the attending medical officer (if
health care team necessary) and be documented in the
offering information in languages clinical record. They should also be
reported on your organisations risk or
other than English and not
incident management system.
assuming literacy
Clinical Handover 12
Summary
Clinical Handover 13
12.All adverse events relating to poor
or absent clinical handover should
be reported in the risk or incident
management system.
Clinical Handover 14
Test Yourself
Answers
1. content, consistency
Clinical Handover
References
2. actively
3. patients, information
4. verbal, documentation
5. care, attention
6. responsibility, accountability
7. structured, relevant
8. all, minimum
9. interaction, clarification
10. accurately, critical
Australian Commission on Safety and Quality in Health Care (2010). OSSIE Guide to
Clinical Handover Improvement. Sydney. ACSQHC, 2010.
Australian Commission on Safety and Quality in Health Care (2012). Safety and Quality
Improvement Guide Standard 6: Clinical Handover (October 2012). Sydney. ACSQHC,
2012. Sydney. Commonwealth of Australia
Australian Commission on Safety and Quality in Health Care (2013). Clinical Handover,
Standard 6: Fact Sheet (October 2012). Sydney. ACSQHC, 2012. Sydney. Commonwealth
of Australia
NHS Institute for Innovation and Improvement, 2013. SBAR Overview. Accessed at
http://www.institute.nhs.uk/safer_care/safer_care/situation_background_assessment_reco
mmendation.html#why
The Victorian Quality Council: Safety and Quality in Health (2012). Guide to patient
transfer: Principles and minimum requirements for non-time critical inter-hospital patient
transfer. Victorian Government Department of Health, Melbourne, Victoria. Accessed at
http://docs.health.vic.gov.au/docs/doc/Guide-to-Patient-Transfer-Principles-and-Minimum-
Requirements-for-non-time-critical-inter-hospital-patient-transfer-December-2012
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Appendix 1: Examples of structured
clinical handover tools
iSoBAR
iSoBAR was initially developed for use during inter-hospital transfer, specifically where
handover occurred over the phone. Please refer to Table 2 for details of the iSoBAR
acronym. iSoBAR was trialled in Western Australia and remains in use for many handover
scenarios because it was found to be easy to adapt and integrate into existing work
processes (ACQSHC, 2010).
I = IDENTIFCATION OF PATIENT
This step should include positive confirmation of the patients identity using at least three
identifiers: for example patient name, date of birth and medical record number.
O = OBSERVATION
This step ensures the incoming team is informed of the latest observations of the patient
and when they were taken. It serves as a checking mechanism to identify deteriorating
patients for emergency response assistance. Unit members need to be aware of local
emergency response call criteria and processes.
Clinical Handover
In some handover acronyms, observation is included under S (Situation). However,
handover research in several Australian states showed that old or inaccurate
observations were frequently handed over. There are numerous reported cases where
assistance was not called for patients who suffered serious deterioration or death.
Observations that should have prompted a call for assistance were sometimes recorded
over a long period of hours, including across shift handover. The explicit introduction of
O is therefore designed to ensure that if patients meet call criteria for an emergency
response team or process that handover at least will trigger that call.
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ISBAR
ISBAR was trialled for interhospital transfer within NSW. Health professionals reported
the tool was simple, memorable and portable (ACQSHC, 2010) and has since been
implemented in a number of hospitals within NSW. In Victoria, a partnership between the
VMIA and Southern Health developed resources to assist in implementing ISBAR in Health
Services. These resources are available at: http://www.vmia.vic.gov.au/Risk-
Management/Risk-partnership-programs/Projects/ISBAR.aspx
There is an ISBAR application available to download free from ITunes app store. The
application provides health professionals with handover prompts for a variety of clinical
handovers including:
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medical
surgical
mental health
obstetrics and gynaecology
paediatrics
deteriorating patient
The app facilitates the development of individual handover prompts for other specialties,
consistent with the flexible standardisation implementation methodology.
SBAR
This handover tool has been used in many communication situations, including executive
briefings and incident reports and was trialled in SA, WA and Vic. The tool was utilised to
facilitate shift to shift handover and nurse to doctor communication. Results supported
its utilisation with 80% of respondents noting that handover had improved and reporting
more confidence when communicating with doctors (ACSQHC, 2010). SBAR reduces the
incidence of missed communications that occur through the use of assumptions, hints,
vagueness or reticence they may be caused by the authority gradient.
Clinical Handover
S Situation
What is the situation? (Chief complaint, current status)
B Background
What is the clinical background? (Previous history)
A Assessment
What is the problem? (Results of assessment, vital signs and symptoms)
R Request/ Recommendation
What do I recommend/request to be done? (Suggested and anticipated changes,
critical monitoring)
Clinical Handover
SHARED
The SHARED handover tool was trialled in Queensland to address the communication
issues associated with the critical time around the following points of care within
maternity services:
Referral from the midwife to the doctor when a change in the womans
condition is diagnosed.
Referral from the doctor to the recovery nurse/midwife post Caesarean section.
The project found that the SHARED tool provided a standardised approach that
defined the minimum dataset. Improvements in accuracy and appropriateness of
information were noted (ACSQHC, 2010). Details of the tool can be found in Table 4.
S Situation
H History
A Assessment
R Risk
Allergies/infection control/literacy/cultural/drugs/skin
integrity/mobility/falls
E Expectation
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D Documentation
HAND ME AN ISOBAR
The major principles of clinical handover have been combined with the ISOBAR handover
tool to form the acronym HAND ME AN ISOBAR. This reflects what needs to occur and
what information needs to be exchanged during shift to shift nursing handovers.
Clinical Handover
HAND ME AN ISOBAR
The major principles of clinical handover have been combined with the ISOBAR handover
tool to form the acronym HAND ME AN ISOBAR. This reflects what needs to occur and
what information needs to be exchanged during shift to shift nursing handovers.
Clinical Handover
Clinical Handover