A Validated Tool to Evaluate Verbal Handovers in a Clinical Setting

Resource ID Posted Format
836 September 16, 2013 Evaluation Tool
 Medical College of Georgia at Georgia Regents University; Medical College of Georgia at Augusta University


Changes in resident duty hours were an attempt to decrease medical errors, yet more handovers may produce more errors. Extensive literature about the importance of effective handovers, and need for training and evaluation, reveals few validated tools to measure verbal handover competence in a clinical setting. Farnan et al published a Handoff CEX tool to evaluate handovers in a simulated setting. We created a Handover Evaluation Tool to be used in a clinical setting.

The tool measures the following components of verbal handovers: content, clinical judgment, organization/communication, professionalism, and setting which are consistently cited in the literature as important components of handovers. Categories were not linked to a particular handover model in an intentional effort to make the tool generalizable. It was formatted for use as a two-sided card with the 9-point Likert-type evaluation on the front and descriptions of the categories and examples of ratings on the back.

* Presented at the 2013 AAMC Annual Meeting MedEdPORTAL Poster Session on "Excelling in Health Education Assessment."


  1. Evaluate competency of verbal handovers in a clinical setting.

  2. Train learners about components of effective verbal handovers.


  • Handover, Handoff, Sign out, Competency, Evaluation, Education, Resident Education, Medical Student Education, Instrument, Communication, Practice-Based Learning and Improvement, Patient Safety, Transition, ACGME, Patient Care, Feedback

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