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University Health Care Hospitals and Clinics Graduate Medical Education Resident Policies and Procedures

Hand Off and Transitions of Care

GME 9.6

Key Principles:

  1. Maintain a structured hand off process
  2. Ensure residents are aware and educated on the hand off process
  3. The hand off will include patient diagnosis, prioritized treatment plan andto-do list
  4. On–call schedule will be updated and easily accessible to all team members

Key Issues:

  • Structured Hand Off
    • Minimize transitions of care
    • Maintain hand off between residents for inpatient care
    • Coordination of care from hospital setting to outpatient follow-up
    • Hand off (s) in form of Shared Patient List(s) created in electronic medical record (EMR), updated daily
    • Lists includes patient features such as name, age, location, MRN, diagnosis, treatment plan and tasks (prioritized)-Verbal review with incoming team twice daily
  • Fellow/Faculty and other Trainee Education
    • Review of hand off process for new residents at orientation
    • Refresher of hand off process for upper level residents annually
    • Ensure EMR lists are kept updated, with urgent ‘To Do’ items highlighted and also verbally relayed
  • Included Patient Details and Plan
    • For each patient on the team hand offs should include primary diagnosis,treatment, and urgent issues.
    • Plans after discharge should be clearly delineated in hand off and in the notes
  • Availability of Schedule and Back-Up
    • On call schedule (daily) for residents and faculty available at all times
    • Plan for back-up if needed
  • Continuous Assessment and Improvement
    • Obtain feedback on process regularly (at least at annual program evaluation)
    • If needed, present issues at patient safety conferences
    • If needed, residents bring issues to program director’s attention and action taken ASAP
    • Performance of quality improvement projects by residents to improve hand offs

Revised 7/25