Original Publication
Open Access

Safe Transitions for Every Patient (STEP): It's PRIMARY: Workshop for Residents in Care Transition Communication

Published: June 20, 2011 | 10.15766/mep_2374-8265.8347

Included in this publication:

  • STEP Jeopardy Game Answers.doc
  • STEP Instructor's Guide for Residents.doc
  • STEP Introduction Lecture.ppt
  • STEP Jeopardy Completed Game.ppt

To view all publication components, extract (i.e., unzip) them from the downloaded .zip file.

Editor's Note: This publication predates our implementation of the Educational Summary Report in 2016 and thus displays a different format than newer publications.


This resource contains the materials and instructor’s guide for the highly rated Safe Transitions for Every Patient (STEP) resident workshop. Care transitions are a key component of good patient care, and poor communication is known to be a major contributor to patient harm. Few educational materials are available to train residents in this important skill. To address this gap, the STEP Collaborative, composed of faculty from internal medicine, family medicine, and pediatrics, systematically designed a resident-focused workshop on care transitions. This 1-hour workshop is composed of an introductory presentation, an interactive discussion of critical incidents involving care transitions, and a spirited Jeopardy-like game to reinforce key elements of the standardized care transition process. This workshop packet contains the PRIMARY care transition mnemonic, a critical incident worksheet, a quiz for assessing learner knowledge, and a workshop evaluation form. By using these materials, users can create a fun and valuable interactive care transition training experience for their residents that is easily adaptable to other audiences. Sixty-four family medicine, pediatric, and internal medicine residents attended and evaluated this 1-hour workshop. Eighty-seven percent gave this curriculum a high-pass rating. Resident reaction data were positive, with most mean ratings in the 5-6 range on a 7-point Likert Scale (with 7 = Excellent) in the areas of presenter knowledge, content relevance, material clarity, and the program’s effects on learning.


Educational Objectives

By the end of this workshop, participants will be able to:

  1. Define transitions in care.
  2. Recognize the key elements of safe transitions.
  3. Describe the crucial role that effective transitions have on safe and high-quality patient care.
  4. Use the PRIMARY mnemonic to systematically prepare and convey a patient transition to a colleague.

Author Information

  • Michael Weisgerber: Medical College of Wisconsin
  • Heather Toth, MD: Medical College of Wisconsin
  • David Klehm, MD: Medical College of Wisconsin
  • Geoffrey Lamb, MD: Medical College of Wisconsin
  • Linda Meurer, MD, MPH: Medical College of Wisconsin

None to report. 

This project was partially funded by U.S. Department of Health and Human Services - HRSA - Primary Care Faculty Development Grant # 2 D55 HP 00093 (Deborah Simpson, PhD - PI).

Prior Presentations
Havas N, Nelson K, Densmore E, Klehm D, Simpson D; Primary Care STEP Collaborative. A step closer: a curriculum for primary care transitions in patient care. Poster presented at: ACGME Annual Meeting; March 4-7, 2010; Nashville, TN (received Marvin R. Dunn Posters Session Certificate of Recognition).

Simpson D, Marcdante K, Morzinski J; STEP Collaborative. Approaching faculty development as service learning STEP program. Poster presented at: AAMC Central Group on Educational Affairs Annual Meeting; April 8-10, 2010; Chicago, IL (received 2010 Innovations in Medical Education CME Poster Award).


Weisgerber M, Toth H, Klehm D, Lamb G, Meurer L. Safe transitions for every patient (STEP): it's PRIMARY: workshop for residents in care transition communication. MedEdPORTAL. 2011;7:8347. https://doi.org/10.15766/mep_2374-8265.8347