CCPP Module 19, Section 1: Interprofessional Communication Tools (SBAR, Huddles)
MODULE 19: COMMUNICATION, COUNSELING, AND PATIENT ENGAGEMENT

Section 19.1: Interprofessional Communication Tools (SBAR, Huddles)

Mastering the high-stakes language of patient safety. A deep dive into the standardized frameworks that transform clinical information into clear, actionable, and life-saving communication.

SECTION 19.1

Interprofessional Communication Tools (SBAR, Huddles)

From Siloed Expert to Collaborative Partner: Engineering Safety Through Structure.

19.1.1 The “Why”: Communication is a Clinical Intervention

In your pharmacy education and practice, you have spent tens of thousands of hours mastering the intricate science of pharmacology. You can navigate the complexities of pharmacokinetics, pharmacodynamics, and biostatistics with expert precision. This expertise is the foundation of your value. However, in the complex, fast-paced ecosystem of a hospital, this expertise is only as effective as your ability to communicate it. The most brilliant clinical insight is useless if it is misunderstood, ignored, or never voiced. It is for this reason that we begin this critical module on communication with a profound and unshakeable principle: Structured communication is not a ‘soft skill’; it is a core clinical intervention with a direct, measurable impact on patient mortality and morbidity.

The Joint Commission, the primary accrediting body for U.S. healthcare organizations, has consistently identified communication failures as the root cause of the majority of sentinel events—unexpected occurrences involving death or serious physical or psychological injury. An ambiguous order, a delayed critical lab notification, a missed piece of patient history during a handoff—these are not minor administrative errors. They are preventable clinical failures. The traditional, hierarchical, and often unstructured way healthcare professionals have historically communicated is simply not safe enough for the complexity of modern medicine.

This is where standardized communication tools like SBAR and structured team meetings like Huddles come into play. These frameworks are not about creating robotic, impersonal interactions. They are about engineering reliability and safety into the high-stakes transfer of critical information. They are a universal language, a shared mental model that allows a pharmacist, a nurse, a respiratory therapist, and a physician to exchange complex information with clarity, conciseness, and a laser focus on patient safety, especially under pressure. Mastering these tools is a professional obligation. It is the act of translating your pharmacological expertise into effective, life-saving action at the bedside.

Pharmacist Analogy: The Shift-Change Handoff

Imagine it is the end of a grueling 12-hour shift at the busiest community pharmacy in your district. You are handing off the reins to the incoming pharmacist. The outgoing check-out bay is full, the phone is ringing, and there are several unresolved issues that need to be transferred. How you conduct this handoff will determine the safety and efficiency of the next shift.

The Unstructured, Dangerous Handoff: You are exhausted. As you grab your coat, you shout over your shoulder, “Hey, Mrs. Smith in drive-thru is waiting on a prior auth for her Eliquis, the C-II count was off by one on the Adderall, and someone named John called about a weird rash from his lisinopril. Good luck!” You just threw a disorganized collection of data points at your colleague, with no context, no clear assessment of priority, and no recommended plan of action. The risk of the Eliquis PA being forgotten, the Adderall discrepancy being unresolved, or the lisinopril-rash call being mishandled is enormous.

The Structured, Safe Handoff (Using SBAR Principles): Instead, you pause for 90 seconds and conduct a structured handoff.

  • (Situation) “I have three critical patient issues for you.”
  • (Background) “First, Mrs. Smith in drive-thru, DOB 5/1/1950, is waiting for her Eliquis for A-Fib. It rejected needing a PA. I submitted the PA request online about 30 minutes ago, but the plan hasn’t responded yet.”
  • (Assessment) “My concern is that she is due for her dose now and should not miss it. This is a high-risk medication.”
  • (Recommendation)I recommend we call the insurance’s emergency line in the next 15 minutes if we don’t hear back. In the meantime, let the patient know we’re actively working on it. For the other issues…”

This structured approach transforms chaos into clarity. It provides a concise headline, relevant background, a clear statement of the clinical risk, and a specific, actionable recommendation. You have just used the core principles of SBAR to ensure continuity of care and patient safety. The tools we will now explore in detail are simply the formalization of this professional best practice, adapted for the high-acuity interprofessional hospital environment. You already understand the ‘why’; now you will master the ‘how’.

19.1.2 Deep Dive: SBAR – The Universal Language of Urgency

SBAR is an evidence-based communication framework originally developed by the U.S. Navy for use on nuclear submarines, where clear communication in high-stakes situations is a matter of national security. It was adapted for healthcare by institutions like Kaiser Permanente and has since become the gold standard for interprofessional communication about an acute patient event. Its power lies in its simplicity and its logical flow, which mirrors how physicians are trained to think, moving from data to diagnosis to plan.

SBAR is not a lengthy report. It is a concise, headline-driven briefing designed to be delivered in 60-90 seconds. It provides a structured way to present a complex situation, eliminating fluff and focusing all parties on the critical information needed to make a decision. For a pharmacist, mastering SBAR is the key to transforming a passive clarification call into an effective clinical intervention.

The SBAR Framework: A Pharmacist’s Blueprint

S
Situation

A concise, one-sentence headline. What is happening right now?

B
Background

Brief, relevant clinical context. What led up to this situation?

A
Assessment

Your professional conclusion. What do you think the problem is?

R
Recommendation

Your specific, actionable request. What do you need done?

Mastering the “S”: Situation – Grab Their Attention

The ‘Situation’ is your headline. It must be concise, impactful, and immediately orient the listener to the purpose of your call and its urgency. It is not the time for a long story. Your goal is to convey the core issue in a single sentence. Before you pick up the phone, you should have this sentence formulated in your head.

Masterclass Table: Good vs. Ineffective “Situation” Statements
Clinical Scenario Ineffective (Vague & Passive) “S” Effective (Clear & Urgent) “S”
A patient’s potassium level comes back critically low at 2.4 mEq/L. “Hi Dr. Jones, this is the pharmacist. I’m calling about a lab value for your patient, Mr. Chen.” “Dr. Jones, this is the pharmacist calling with a critical potassium of 2.4 on your patient, Mr. Chen in room 402.”
You receive an order for ceftriaxone for a patient with a documented anaphylactic allergy to penicillin. “Hi Dr. Smith, I have a question about a medication order for Jane Doe.” “Dr. Smith, I’m calling to report a critical safety issue with a new ceftriaxone order for Jane Doe, who has a documented anaphylactic allergy to penicillin.”
An elderly patient on warfarin has an INR of 8.5. “Hi, I’m calling about Mrs. Davis’s INR result.” “Dr. Evans, this is the pharmacist calling about a critical INR of 8.5 on your patient, Mrs. Davis, who is currently on warfarin.”
A patient on a heparin drip has a PTT result that is subtherapeutic, requiring a rate increase per protocol. “Hi, I’m just calling to let you know about a PTT.” “Dr. Allen, I am calling to recommend a heparin dose adjustment per protocol for your patient, John Miller, due to a subtherapeutic PTT.”

Mastering the “B”: Background – Provide Relevant Context

The ‘Background’ section provides brief, highly relevant information that supports the ‘Situation’. This is not a full patient history. It is a curated set of data points that the listener needs to understand the context of the problem. For a pharmacist, this often includes the primary diagnosis, relevant medications, and recent pertinent lab values.

The Pharmacist’s “Background” Filter

Before you speak, mentally run through the patient’s data and ask yourself three questions:

  1. Why is this patient here? (The primary diagnosis)
  2. What key medications are involved in this problem? (e.g., the diuretic causing hypokalemia, the warfarin causing the high INR)
  3. Is there a critical organ function I need to mention? (e.g., “He has acute kidney injury with a creatinine of 3.2.”)

Anything that doesn’t answer one of these questions is probably not relevant for the ‘Background’ of an SBAR report. Stick to the essentials to keep your communication powerful and concise.

Case Study Application: Building the “Background”
Clinical Scenario Situation (S) Background (B)
Patient with heart failure exacerbation has a critically low potassium. “Dr. Jones, this is the pharmacist calling with a critical potassium of 2.4 on your patient, Mr. Chen in room 402.” “He was admitted for a heart failure exacerbation and has been receiving IV furosemide 80 mg twice daily for the past two days. His baseline potassium on admission was 3.6.”
Patient with a penicillin allergy receives a ceftriaxone order. “Dr. Smith, I’m calling to report a critical safety issue with a new ceftriaxone order for Jane Doe, who has a documented anaphylactic allergy to penicillin.” “She was admitted with community-acquired pneumonia. The allergy is listed in our system as ‘anaphylaxis’ with throat swelling, and she confirmed this history with me on admission.”
Patient on warfarin has a critically high INR. “Dr. Evans, this is the pharmacist calling about a critical INR of 8.5 on your patient, Mrs. Davis.” “She is an 82-year-old female admitted for a fall, on warfarin 5 mg daily for atrial fibrillation. She was also started on sulfamethoxazole/trimethoprim for a UTI yesterday.”

Mastering the “A”: Assessment – State Your Conclusion

The ‘Assessment’ is your professional judgment. This is where you connect the dots between the situation and the background and state what you believe the problem is. For a pharmacist, this is often the most challenging part of SBAR. It requires a shift from simply reporting data to interpreting it and forming a clinical conclusion. This is your opportunity to demonstrate your expertise and add significant value to the conversation. It’s the difference between being a reporter and being a consultant.

Your assessment should be a clear, concise statement of the medication-related problem. Phrases like, “My concern is…”, “The problem appears to be…”, or “This is likely a…” are excellent ways to frame your assessment.

The Pitfall of the “Implied” Assessment

A common mistake pharmacists make is assuming the problem is obvious and skipping the ‘Assessment’ step. They present the Situation and Background and then jump straight to a Recommendation, forcing the physician to do the mental work of connecting the data. For example: “The patient’s potassium is 2.4. They’re on furosemide. Do you want to order some potassium?” This is weak. It abdicates your professional responsibility to assess the situation. Explicitly stating your assessment demonstrates confidence and clinical ownership.

Case Study Application: Forming the “Assessment”
Clinical Scenario Situation (S) + Background (B) Assessment (A)
Patient with heart failure exacerbation has a critically low potassium. (S) “…critical potassium of 2.4…” (B) “…receiving IV furosemide 80 mg twice daily…” “My assessment is that he has severe, symptomatic hypokalemia, likely induced by the high-dose loop diuretic, placing him at significant risk for a cardiac arrhythmia.”
Patient with a penicillin allergy receives a ceftriaxone order. (S) “…critical safety issue with a new ceftriaxone order…” (B) “…documented anaphylactic allergy to penicillin…” “My assessment is that ordering ceftriaxone for this patient is a major contraindication and places her at immediate risk for another anaphylactic reaction.”
Patient on warfarin has a critically high INR. (S) “…critical INR of 8.5…” (B) “…on warfarin…started on sulfamethoxazole/trimethoprim yesterday.” “My assessment is that this supratherapeutic INR is a direct result of a major drug-drug interaction between warfarin and Bactrim, placing the patient at high risk for a serious bleed.”

Mastering the “R”: Recommendation – Make a Clear Request

The ‘Recommendation’ is the entire point of the communication. It is your specific, actionable request. After presenting your clear case, you must now state exactly what you need the other person to do. A vague or passive recommendation undermines the entire SBAR. “What do you want to do?” is not a recommendation. It is a question that cedes your role as a medication expert. You must be prepared to propose a clear, evidence-based solution.

Your recommendation should be specific. It should include the drug, dose, route, and frequency. This makes it as easy as possible for the provider to agree. Your goal is to make “yes” the easiest possible answer. If you are unsure of the best course, it is acceptable to offer a couple of options, but you should still lead with your preferred plan.

Masterclass Table: Transforming Passive Questions into Professional Recommendations
Clinical Scenario Passive & Weak “R” Confident & Specific “R”
Severe hypokalemia (K=2.4) “Do you want me to order some potassium for him?” “I recommend we replete him aggressively per protocol, starting with 40 mEq of IV potassium chloride over 4 hours via peripheral line, and that we recheck his potassium level after the infusion is complete.”
Contraindicated antibiotic order “So… we probably shouldn’t use ceftriaxone.” “I recommend we immediately discontinue the ceftriaxone order and, given her allergy, switch to a safer alternative for CAP like levofloxacin 750 mg IV daily. Would you like me to enter that order for you?”
Supratherapeutic INR (INR=8.5) “What should we do about her warfarin?” “I recommend we hold the next two doses of warfarin, administer 2.5 mg of oral vitamin K now, and discontinue the Bactrim. We should also recheck her INR in the morning.”
Subtherapeutic heparin PTT “Her PTT is low.” “I recommend we administer a heparin bolus of 4000 units and increase the continuous infusion rate by 2 units/kg/hr, per the hospital’s approved nomogram. I can enter those orders now if you agree.”

19.1.3 Putting It All Together: SBAR Master Scripts for Pharmacists

Now let’s assemble the complete SBAR for our case studies. Notice how the entire communication flows logically and can be delivered in under 90 seconds, providing a complete clinical picture and a clear path forward.

Master Script 1: The Critical Lab Value

Scenario: Patient with heart failure exacerbation, Mr. Chen, has a potassium of 2.4 mEq/L.

“(S) Dr. Jones, this is the pharmacist calling with a critical potassium of 2.4 on your patient, Mr. Chen in room 402.

(B) He was admitted for a heart failure exacerbation and has been receiving IV furosemide 80 mg twice daily for the past two days. His baseline potassium on admission was 3.6.

(A) My assessment is that he has severe, symptomatic hypokalemia, likely induced by the high-dose loop diuretic, placing him at significant risk for a cardiac arrhythmia.

(R) Therefore, I recommend we replete him aggressively per protocol, starting with 40 mEq of IV potassium chloride over 4 hours, and that we recheck his potassium level after the infusion is complete. I also recommend we check a magnesium level, as it is often co-depleted. Can I enter those orders for you?

Master Script 2: The Critical Allergy/Contraindication

Scenario: Jane Doe, with a documented anaphylactic allergy to penicillin, has a new order for ceftriaxone for CAP.

“(S) Dr. Smith, I’m calling to report a critical safety issue with a new ceftriaxone order for Jane Doe in room 510.

(B) She was admitted with community-acquired pneumonia. The allergy to penicillin is listed in our system as ‘anaphylaxis’ with throat swelling, and she confirmed this history with me on admission.

(A) My assessment is that ordering ceftriaxone for this patient is a major contraindication and places her at immediate risk for another anaphylactic reaction.

(R) Therefore, I recommend we immediately discontinue the ceftriaxone order. As a safer alternative for CAP in this context, I suggest we use levofloxacin 750 mg IV daily. Would you like me to enter that order for you?

Master Script 3: The Major Drug-Drug Interaction

Scenario: 82-year-old Mrs. Davis on warfarin for A-Fib was started on Bactrim and now has an INR of 8.5.

“(S) Dr. Evans, this is the pharmacist calling about a critical INR of 8.5 on your patient, Mrs. Davis in the ED.

(B) She is an 82-year-old female admitted for a fall, on warfarin 5 mg daily for atrial fibrillation. I see in her record that she was started on sulfamethoxazole/trimethoprim for a UTI yesterday.

(A) My assessment is that this supratherapeutic INR is a direct result of a major drug-drug interaction between warfarin and Bactrim, placing her at high risk for a serious bleed, especially given her recent fall.

(R) Therefore, I recommend we hold the next two doses of her warfarin, administer 2.5 mg of oral vitamin K now to begin reversing the anticoagulation, and discontinue the Bactrim. We should switch to a non-interacting antibiotic like nitrofurantoin for her UTI. I also recommend we recheck her INR in the morning. Can I place those orders for you?

19.1.4 Deep Dive: Huddles – The Engine of Proactive Team Care

If SBAR is the tool for focused, urgent, one-on-one communication, then the Huddle is the tool for proactive, routine, many-to-many communication. A huddle is a brief, stand-up meeting (typically 10-15 minutes) where the interprofessional team convenes to share critical information, anticipate risks, and coordinate the plan of care for the day. It is the antithesis of siloed care. It is a structured forum designed to create a shared mental model among all team members, ensuring everyone is on the same page.

For a pharmacist, the daily huddle is one of the most valuable and highest-impact activities you can participate in. It is your opportunity to move from being a reactive order verifier to a proactive clinical consultant. It allows you to identify and resolve medication-related problems before they happen, to provide pharmacotherapy recommendations in real-time, and to integrate your expertise directly into the team’s care plan. Consistent, effective participation in huddles is a hallmark of a high-functioning clinical pharmacist.

Anatomy of an Effective Daily Huddle

While the exact format can vary, effective huddles share common characteristics:

  • Brief and Focused: 5-15 minutes, maximum. This is not a comprehensive review.
  • Standing, Not Sitting: This encourages brevity and focus.
  • Consistent Time and Place: Held at the same time and location every day to become a routine.
  • Interprofessional: Includes the core team: nurse manager/charge nurse, physicians/residents, case manager, social worker, and the clinical pharmacist.
  • Structured and Patient-Focused: The team rapidly discusses each patient on the unit, focusing on key safety and discharge issues.
The Pharmacist’s Huddle Preparation: The “3-Minute Scan”

You cannot walk into a huddle unprepared and expect to be effective. The key is a rapid, targeted review of your patient list just before the meeting. This isn’t a full workup; it’s a “3-minute scan” per patient to identify key medication-related talking points.

Category Pharmacist’s Scan Question Huddle Talking Point Example
Anticoagulation Is the patient on therapeutic anticoagulation? Is their monitoring appropriate (INR, PTT, anti-Xa)? Is there a clear plan for bridging or transition? “For Mrs. Jones in 301 on the heparin drip for her PE, her PTT this morning was therapeutic at 75. Warfarin was started yesterday; her first INR is pending.”
Antibiotic Stewardship Is the patient on broad-spectrum antibiotics? Have cultures resulted? Is there an opportunity to de-escalate? Is the duration defined? “For Mr. Smith in 302 on Vanc/Zosyn for pneumonia, his blood cultures are negative and sputum culture grew MSSA. I recommend we de-escalate to cefazolin today.”
Medication Monitoring Is the patient on any high-risk drugs requiring lab monitoring? (e.g., vancomycin, digoxin, anticonvulsants). Are the levels therapeutic? “For Mr. Davis in 303, his vancomycin trough this morning was high at 28. I’ve held his next dose and will be recommending a dose reduction.”
Discharge Planning Are there any medication access barriers to discharge? (High cost, PA needed, non-formulary). Are complex medications (e.g., insulin, enoxaparin) being started that will require patient education? “For Jane Doe in 304, she is planned for discharge tomorrow on Eliquis. I’ve checked her insurance, and it requires a prior authorization. I’ll get that process started today to avoid a delay.”
Pain/Sedation Management Is the patient’s pain adequately controlled? Are they on multiple opioids or sedatives? Is there a plan to wean or transition to oral agents? “For John Miller in 305, he has been requiring his IV hydromorphone PCA frequently overnight. We may need to consider adding a long-acting oral agent to improve his baseline control.”

19.1.5 Overcoming Barriers and Final Thoughts

Mastering structured communication is a journey. It requires practice, confidence, and a commitment to patient safety. You will encounter barriers, both internal and external. You may feel hesitant to challenge a physician, or you may work in an environment where structured communication is not yet the cultural norm. Your role is to be a champion for this process.

Navigating Hierarchies and “Pushback”

Occasionally, you may present a perfectly crafted SBAR and receive a dismissive or resistant response. Do not be discouraged. This is often a reflection of the other person’s stress, not a rejection of your clinical value. The key is to remain calm, professional, and anchored to the principles of patient safety.

  • Stay Objective: Keep the focus on the data and the safety risk. “I understand you’re busy, but my concern remains that an INR of 8.5 is critically high and puts the patient at risk.”
  • Reference the Protocol: “I am recommending this dose adjustment based on the hospital’s approved heparin protocol.” This depersonalizes the recommendation and grounds it in an official policy.
  • Invoke the “Safety” Word: Phrases like “For the safety of the patient…” or “I have a safety concern…” are powerful and difficult to ignore.
  • Escalate Respectfully: If you meet a hard wall and have a genuine, unresolved safety concern, you have a professional obligation to escalate. This may mean speaking to the senior resident, the attending physician, or your pharmacy supervisor. This is not about winning an argument; it is about protecting the patient.

Ultimately, SBAR and Huddles are about creating a culture of safety. They foster an environment where every member of the team, regardless of their discipline, feels empowered and equipped to speak up for patient safety. As a pharmacist, you are uniquely positioned to be a leader in this culture. Your meticulous attention to detail, your deep knowledge of medication risks, and your systematic approach to problem-solving are perfectly suited to these structured frameworks. By mastering them, you will not only become a more effective clinician but also a vital and indispensable partner in the delivery of safe, high-quality patient care.