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Standards › Standard S6 › Standard operating procedures (SOPs)

Standard operating procedure (SOP) · PTR-SOP-007 · Version 1.0 · Approved by the ASF Expert Committee

Supports: System S6 (Patient transfers and referrals), criterion S6.2, S6.32, S6.33, S6.34

At a glance

  • Hand over in a structured way at pickup, at each change of segment, and at the destination.
  • Use the handover record (HOS-FRM-004) at every handover.
  • Written records travel with the patient at every stage.
  • Record the name of the person who receives the patient.
  • Stop and get help straight away if: a patient changes segment or arrives with no structured handover and no receiver’s name.

1. Purpose

To pass on the patient’s condition and needs clearly at every change, not only at final arrival (S6.2, S6.32, S6.33, S6.34).

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

A patient whose records stay behind cannot be treated safely at the next stop. The paper or electronic record must go with the patient, and the receiving team must be able to find it.

5. Responsibilities

Role Responsibility Competence
Crew lead Leads the handover Trained crew
Receiver Accepts the patient and signs for the record Receiving team

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. Prepare.

  • Gather the record, the drugs chart and the notes before the handover.

Key point: Records travel with the patient.

Step 2. Hand over.

  • Use the structured verbal handover (HOS-SOP-004) and the handover record (HOS-FRM-004).
  • Record the handover point and the time.

Key point: Same structure every time.

Step 3. Record the receiver.

  • Record the name of the person who receives the patient on the transfer log.

Key point: A name closes the handover.

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
Segments with structured handover recorded 100% Monthly Crew lead Escalate to clinical lead
Handovers with receiver’s name 100% Monthly Crew lead Escalate to clinical lead

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
HOS-SOP-004 Structured verbal handover Handover
HOS-FRM-004 Handover record Record

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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References

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