NCLEX · Documentation and Reporting

What information is essential to include in a shift-end handoff report?

Correct answer

Patient identifiers, current condition and assessment findings, recent changes, current treatments and medications (especially recent and PRN administrations), upcoming orders/tests, pending issues requiring follow-up, family concerns, code status, isolation precautions

  1. A Only the client's diagnosis
  2. B The previous nurse's mistakes
  3. C Patient identifiers, current condition and assessment findings, recent changes, current treatments and medications (especially recent and PRN administrations), upcoming orders/tests, pending issues requiring follow-up, family concerns, code status, isolation precautions
  4. D Personal opinions about the patient

Why this is the answer

Handoff is one of the highest-risk moments for communication errors and patient harm. Joint Commission and CMS focus heavily on standardized handoff. Essential information to communicate: (1) IDENTIFIERS — name, room, age, diagnoses; (2) CODE STATUS — full code, DNR, DNI, comfort care, with date of confirmation; (3) ISOLATION PRECAUTIONS — type and reason; (4) ALLERGIES; (5) ASSESSMENT — current condition including key findings (vital signs trends, neurological status, respiratory status, GI/GU function, wounds, mobility, mental status, pain); (6) RECENT CHANGES — improvement, deterioration, new concerns; (7) TREATMENTS — IV access (type, location, patency, fluids), drains, tubes, oxygen, dressings; (8) MEDICATIONS — recent administrations (especially within 4 hours, PRNs, last narcotic), upcoming due, scheduled medications, medications held; (9) ORDERS — recent provider visits, new orders, upcoming tests/procedures; (10) PENDING ITEMS — lab results expected, consultations, tests scheduled, anticipated discharge; (11) FAMILY/PSYCHOSOCIAL — family concerns, communication needs, support systems; (12) SAFETY — fall risk, suicide risk, seizure precautions, restraints if any. Tools to standardize handoff: SBAR; I-PASS (Illness severity, Patient summary, Action list, Situation awareness, Synthesis); bedside handoff (Joint Commission recommends this — confirms patient identity, allows visual assessment, includes patient in care planning). Bedside handoff benefits: real-time review of IV sites, drains, dressings; identifies safety issues; reduces errors; involves patient. Avoid: rushed reports; vague descriptions; personal opinions or judgmental language about patients or coworkers; discussing other patients in client rooms. Documentation: handoff is documented in the medical record.
Source: NCSBN NCLEX-PN, Handoff Reports

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About this topic: Documentation and Reporting

Documentation and reporting questions cover accurate, timely charting, correcting errors, confidentiality (HIPAA), incident reports and what must be reported to the RN or provider. This is one of 3 PN: Coordinated Care questions on documentation and reporting, each with a full explanation on a single study page.

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