SBAR templates

Discover how an SBAR Template can help you communicate effectively. Plus, get a free SBAR template PDF and example to use in your daily practice.

By Ericka Pingol on Apr 08, 2024.

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What is an SBAR template?

The Situation-Background-Assessment-Recommendation (SBAR) strategy is an effective communication technique commonly used in nursing. SBAR aims to provide a concise and structured approach for healthcare professionals when communicating important and complex information about patient care.

SBAR involves giving a clear, precise description of the situation by outlining the background, current assessment, and recommended next steps. This structured format ensures that all key points are discussed and reduces confusion when communicating with other healthcare professionals or patients.

Nurses and other healthcare professionals can use an to simplify their process. This template provides a concise outline for healthcare professionals to easily communicate patient information and ensure critical aspects are not forgotten.

Adopting an SBAR approach helps reduce errors in diagnosis by providing a common language for clinicians to share health information quickly and accurately across different settings. It also enables nurses to effectively convey vital information during emergencies or when working remotely from colleagues who can offer input or assistance on patient care decisions.

Printable SBAR template

Download this SBAR template to help clients communicate more effectively.

How does it work?

Our printable SBAR template offers sections where you can jot down critical information for each area - Situation, Background, Assessment, and Recommendation. You can then use this template to communicate your thoughts concisely and quickly when discussing patient care with other healthcare professionals. 

Here's how to use this SBAR form:

Step One: Access the template

Download the free SBAR Template using the link on this page or via the Carepatron app. You may also get a copy from our resources library.

Step Two: Fill out patient details

Use the worksheet to document the patient's name, age, and chief complaint, among other information. The chief complaint is the primary reason why the patient sought medical attention.

Step Three: Document the situation and assessment

Use the template to document the patient’s current situation and medical assessment. This includes their vital signs, medications, history, physical examination results, and other relevant information.

Step Four: Note recommendations

In the Recommendation section, list your recommended course of action for the patient's care. Be sure to include any treatments or follow-up steps you think are necessary.

Step Five: Share the form

When you're done, share it with other healthcare professionals. You can hand the printed copy to colleagues or upload a digital version for remote colleagues.

Step Six: Follow up

Follow up with your colleagues to ensure everyone is on the same page when providing patient care. Using this printable SBAR Template, you can easily communicate critical information and ensure everyone is informed about the best course of action for your patient.

SBAR template Example (sample)

Our team has designed a sample SBAR Template PDF to illustrate how this form works. This sample is written by a hypothetical nurse evaluating a patient's condition to make an informed recommendation and treatment plan. This can be used for educational purposes or as a reference. You can view the sample here or download it as a PDF.

Download the free SBAR template Example (sample):

SBAR template Example (sample)

When would you use this Template?

You can utilize this SBAR Template whenever you need to communicate effectively with other healthcare professionals about a patient's condition. Moreover, you can use this form to:

Ensure everyone is informed on the best course of action for patient care

Using this template, you can ensure that all decisions are made with the same level of knowledge and understanding. This will help ensure that patients get the highest quality care possible.

Keep track of treatments and follow-up steps

You can use the SBAR Template to easily keep track of treatments that have been administered and any follow-up steps that should be taken. It helps with the proper continuity of care for the patient.

Facilitate effective handoffs and transfers

The SBAR Template is handy during handoffs and transfers of patient care between different healthcare providers or shifts. You can use this form to accurately communicate crucial information, including your patient's current situation, relevant background information, assessment of the patient's condition, and any recommendations for ongoing care.

Streamline communication during emergencies

The SBAR Template enables efficient and focused communication in critical situations or emergencies. It allows you to quickly provide the necessary information to the next caregiver so that they can take over with certainty.

Who is this free SBAR template for?

We designed the SBAR Template to be extremely versatile, making it suitable for a wide range of healthcare professionals. The following personnel can benefit from this template:

  • Nurses
  • Caregivers
  • Physicians
  • Case managers
  • Clinical staff
  • Emergency medical technicians
  • Paramedics
  • Medical students and residents
  • Administrative personnel

This form can also be used in long-term care facilities, home health agencies, hospices, and private practices. No matter your role, the SBAR Template is designed to help provide the highest quality patient care.

Nursing Software Feedback

Why use Carepatron as your SBAR template app?

Are you a nurse looking for an effective way to streamline your workflow? Carepatron makes it easier than ever with its state-of-the-art practice management software and SBAR template app!

This SBAR Template Software is designed to help nurses quickly assess and document patient conditions. Plus. Carepatron's practice management software is more than just an SBAR template app - it helps all healthcare practitioners with daily tasks.

Our platform allows you to manage appointments, track billing records, add notes and reminders, store patient documents securely online, and much more! Plus, the intuitive user interface makes it easy to learn and use.

When you use Carepatron's practice management software, you'll save time and energy by streamlining your workflow. You'll also benefit from the improved accuracy of patient data using our innovative platform. Start improving your clinic's operations today with Carepatron! Sign up for a free trial now to see how our software can help simplify your everyday tasks.

Nursing Software
Who uses SBAR Templates?
Who uses SBAR Templates?

Commonly asked questions

Who uses SBAR Templates?

Nurses and other healthcare professionals use SBAR Templates as an efficient way to communicate patient information. This helps ensure the right people get the correct information at the right time, ultimately improving patient care.

When do you use SBAR Templates?

SBAR Templates are used during clinical handovers and discussions between healthcare professionals. They help ensure that all relevant information is communicated clearly, reducing the risk of missed or forgotten details.

What are the benefits of using an SBAR Template?

Using an SBAR Template helps speed up communication and increases accuracy, which can improve patient care. It also ensures consistency across healthcare teams when communicating information about a patient's condition.

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