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Author: Courtney Gardner, MSW
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As mental health professionals, we all know how crucial it is to communicate our client's condition effectively. But let's face it; it can be challenging to share all the necessary information without sounding like a broken record or missing out on essential details. Thankfully, a fantastic communication tool called SBAR can help us out. The SBAR provides a systematic way to communicate client details during handoffs, referrals, or consultations. Using this invaluable framework, we can ensure that all the critical client information is conveyed smoothly.
Trust me, once you start using SBAR, you'll never go back to your old ways of communication. Keep reading to dive in and explore how SBAR can revolutionize how you interact with your colleagues and care teams.
Mental health professionals have adopted the SBAR framework, initially created for physicians, to enhance communication between themselves. The SBAR (Situation, Background, Assessment, and Recommendation) is a simple and practical communication framework that enables mental health professionals to communicate critical client information and treatment plans to their colleagues. It provides a concise yet comprehensive summary of a client's condition and needs, allowing for quick and accurate communication between clinicians during handoffs, discharges, referrals, or emergencies.
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Using the SBAR framework, clinicians can reduce the likelihood of misunderstandings or lost information, promoting client safety and enhancing efficiency during client handoffs and consultations. The SBAR framework is a clear example of how simple yet effective tools can significantly impact client outcomes in mental healthcare.
The four components of SBAR are:
Situation: What seems to be the issue?
Briefly summarize the client's current condition and reason for contacting the other clinician. For example, "I'm calling about my client, a 45-year-old male with schizophrenia and depression who was admitted yesterday."
Background: What is the relevant background information?
Include relevant medical and psychiatric history, current medications, living situation, and available support. For example, "My client has a 20-year history of schizophrenia and depression. He takes Olanzapine and Sertraline but stopped taking them two weeks ago. He lives alone and has limited social interaction."
Assessment: What do you think is going on with the client?
Carefully analyze the situation and background information to formulate a diagnosis or hypothesis. Identifying issues that require consultation and paying close attention to the client's condition are crucial steps in this process. For example, "My client presented with disorganized thoughts, paranoia, and suicidal ideation. His depression and hallucinations seem uncontrolled off medications."
Recommendation: What do you suggest should be done to address the issue?
Suggest the next course of action or treatment for the client and explain your recommendation. For example, "I recommend restarting my client's medications, increased monitoring, and group therapy."
When creating an SBAR report, you must be confident and specific in your language while providing actionable recommendations. Collect all the necessary details and present the situation and background objectively and chronologically. Analyze the information collected to determine the underlying issues. Additionally, provide well-supported recommendations that confidently address the problems identified. Finally, communicate your SBAR report to the necessary individuals, colleagues, doctors, or family members using plain and simple language. Use short sentences and everyday speech that is easy to understand. Avoid using acronyms, jargon, and legal terminology. Preparing to provide examples and evidence to support your assessment and recommendations is essential.
To use SBAR to enhance your communication skills, follow these steps:
First, gather the relevant details about the client and their current situation. Ask yourself:
Next, assess the client's acute needs and risks. Consider things like:
Finally, determine recommendations to address the client's needs. This may include:
The SBAR communication tool is valuable for mental health professionals but has some limitations. While it can be used to optimize client care outcomes, it may only sometimes be effective in complex cases. To achieve the best results, mental health practitioners should balance the structured benefits of SBAR with flexibility and discretion. This approach can improve communication and client care, improving client outcomes.
When discussing mental health concerns, the SBAR tool is an invaluable resource. Let's see SBAR in use for two typical conditions: depression and schizophrenia.
Situation: A 37-year-old female is experiencing a severe depressive episode. The client reports sadness, worthlessness, and hopelessness over the past six weeks.
Background: No previous history of depression. Recently, she lost her job and ended a long-term relationship. She feels isolated and unable to cope.
Assessment: Meets DSM-5 criteria for Major Depressive Disorder, single episode, severe. The client is at high risk of self-harm.
Recommendation: Hospitalize the client for inpatient treatment, including medication and therapy. Provide 24-hour observation and support.
Situation: A 65-year-old male with a history of treatment-resistant depression. Currently experiencing worsening depressive symptoms.
Background: The client has a 20-year history of depression. He has been on multiple antidepressants and has received ECT in the past with minimal response. Current symptoms include decreased appetite, sleep disturbances, lack of interest in activities, and feelings of hopelessness.
Assessment: The client's depression appears to have entered an acute phase with worsening chronic depressive symptoms and a lack of response to previous interventions.
Recommendation: Recommend a genetic test to identify gene variants that may predict response to specific antidepressants. Adjusting medication based on genetic information may improve treatment outcomes for this client with treatment-resistant depression.
Situation: A 41-year-old male exhibiting disorganized and delusional thinking. He believes he is receiving special messages through the TV and radio. Has become increasingly withdrawn and agitated.
Background: The client was diagnosed with schizophrenia two years ago and has been inconsistent with prescribed medication. The family reports that the client has not left the house in over a week and is not bathing or eating regularly.
Assessment: Acute psychotic episode due to noncompliance with antipsychotic medication. The client lacks insight into illness and is unable to care for self.
Recommendation: Hospitalize the client for inpatient treatment to stabilize the condition. Restart and adjust medications under supervision. Provide structured support and therapy to improve insight and self-care skills before transitioning to outpatient treatment.
Situation: A 23-year-old female with schizophrenia was brought to the emergency room by police after being found wandering the streets and talking to herself.
Background: The client was diagnosed with schizophrenia three years ago and has a history of medication noncompliance. She has been living on the streets for the past six months and has not followed up with her treatment team.
Assessment: The client is experiencing an acute exacerbation of schizophrenia symptoms due to a lack of medication and a stable living situation. She is disorganized, delusional, and paranoid.
Recommendation: Admit the client to the inpatient psychiatric unit for stabilization. Restart antipsychotic medication under supervision. After symptoms improve, arrange for supportive housing and connect the client with community mental health services to improve medication adherence and promote recovery. Regular check-ins and case management will be essential to prevent future hospitalizations.
Empowering mental health professionals with practical communication tools is essential for improving client outcomes and promoting interprofessional collaboration. The SBAR communication tool can help clinicians streamline conversations, ensure thoroughness, and provide optimal client care. While SBAR is imperfect, it has revolutionized mental healthcare communication for decades and has become increasingly valuable with the rise of integrated care. Incorporating SBAR in your workflow is crucial when speaking with colleagues about a client or presenting a case in a team meeting. With consistent practice using SBAR templates and client cases, you can confidently master concise yet comprehensive communication.
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Here are some frequently asked questions and answers regarding the SBAR:
To complete an SBAR, follow these steps:
SBAR is ideal for efficiently communicating critical client information in time-sensitive situations or during provider handoffs. It is commonly used when:
When using SBAR over the phone, concisely and only provide the most relevant information. Start with the situation, then background, assessment, and recommendation. Speak slowly and clearly. Ask the listener to repeat back key details to confirm accuracy.
Practice using SBAR with colleagues to discuss real or mock client cases. Request feedback to identify areas for improvement. Over time, aim to reduce the time it takes you to deliver an effective SBAR. Keep a record of the SBARs you provide to track your progress.
You should recommend immediate actions to ensure the client's safety and potentially life-saving interventions like a psychiatric evaluation, hospitalization, and suicide prevention strategies.
SBAR can effectively communicate important information to family members during transitions of care, changes in the client's condition, or when seeking information from family to aid in the client's treatment.
✅ HIPAA Compliant
✅ Insurance Compliant
✅ SOAP, DAP, EMDR, Intake notes and more
✅ Individual, Couple, Child, Family therapy types
✅ Template Builder
✅ Recording, Dictation, Text & Upload Inputs
Brenner, B. (2021, April 25). What is SBAR, and Why is It Important? MEDPRO Disposal, LLC. https://www.medprodisposal.com/what-is-sbar-and-why-is-it-important/
Shahid, S., & Thomas, S. (2018). Situation, Background, Assessment, Recommendation (SBAR) Communication Tool for Handoff in Health Care – A Narrative Review. Safety in Health, 4(1). https://doi.org/10.1186/s40886-018-0073-1
SBAR | ASQ. (n.d.). Asq.org. https://asq.org/quality-resources/sbar
SBAR Handover in Patient Safety: advantages and disadvantages - CAREFUL. (2022, September 13). Careful. https://careful.online/sbar-handover/
SBAR | Turas | Learn. (n.d.). Learn.nes.nhs.scot. https://learn.nes.nhs.scot/3408
Tool: SBAR | Agency for Healthcare Research and Quality. (n.d.). https://www.ahrq.gov/teamstepps-program/curriculum/communication/tools/sbar.html
Disclaimer
All examples of mental health documentation are fictional and for informational purposes only.
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