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Standards › Standard S6 › Standard operating procedures (SOPs)

Standard operating procedure (SOP) · PTR-SOP-005 · Version 1.0 · Approved by the ASF Expert Committee

Supports: System S6 (Patient transfers and referrals), criterion S6.13, S6.14, S6.11

At a glance

  • The escort doctor holds the qualification and recent experience for the patient’s condition and the mode.
  • The escort stays with the patient until the agreed handover point.
  • If the escort cannot continue, a named alternative takes over before the patient is left unescorted.
  • Credentials are checked before each transfer.
  • Stop and get help straight away if: a patient is left unescorted, or an escort without the required qualification travels.

1. Purpose

To make sure every escort is qualified for the patient and stays with them until handover (S6.13, S6.14, S6.11).

2. Scope

Applies to Clinical and support staff in the hospital
Locations All wards, clinics and departments of the facility
When Whenever the activity described is carried out
Does not apply to Activities covered by another document listed in section 15

3. Definitions

Term Meaning
Clinical lead The doctor or nurse in charge of the area at the time

4. Background

The crew’s skills must match the acuity of the patient. A crew trained only for basic care cannot safely manage a patient who needs advanced interventions.

5. Responsibilities

Role Responsibility Competence
Clinical lead Confirms the escort’s qualification and experience Clinician
Escort Stays with the patient to the handover point Clinician

6. Materials and equipment

Item Requirement Condition
Records and forms named in this document Current version Checked before use

7. Safety

8. Before you start

9. Procedure

Step 1. Check the escort.

  • Check the escort’s qualification and recent experience against the patient’s condition (PTR-REG-001).
  • Record the check on the plan.

Key point: Right escort for this patient.

Step 2. Stay with the patient.

  • The escort does not leave the patient until the agreed handover point.
  • If the escort cannot continue, name the alternative and hand over before leaving the patient.

Key point: Never unescorted.

Step 3. Hand over the escort.

  • Record the alternative escort’s name and the time they took over.

Key point: A named person takes over.

10. Decision points

11. Special situations

Situation Action
Out of hours Follow the same steps. Use the on-call contact on the wall of the area.

12. Escalation

13. Monitoring

Measure Target Frequency Owner If not met
Escorts with qualification checked before transfer 100% Monthly Clinical lead Escalate to chief executive
Patients left unescorted 0 Monthly Clinical lead Escalate to chief executive

14. Records

Record Kept in Retention
Record named in this document Patient record or the area file the period set by the facility’s records policy years

15. Training

16. Related documents

ID Title Use
PTR-REG-001 Escort and crew credential and pre-shift register Register
PTR-SOP-006 In-transit monitoring and deterioration Monitoring

17. Evidence

Reference Note
E-009 ASF Expert Committee consensus.
E-006 ASF Policy Framework v1.2. Adapted.
E-009 ASF Expert Committee consensus.

18. Change history

Version Date What changed Approval
1.0 the date of approval First version set Expert Committee approval

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