“Workin’ on Our Night Moves”: How Residents Prepare
for Shift Handoffs
Laura G. Militello, MA; Nicholas A. Rattray, PhD; Mindy E. Flanagan, PhD; Zamal Franks, BA; Shakaib Rehman,
MD; Howard S. Gordon, MD; Paul Barach, MD, MPH; Richard M. Frankel, PhD
Background: Poor-quality handofs have been associated with serious patient consequences. Researchers and educators
have answered the call with eforts to increase system safety and resilience by supporting handofs using increased commu-
nication standardization. The focus on strategies for formalizing the content and delivery of patient handofs has considerable
intuitive appeal; however, broader conceptual framing is required to both improve the process and develop and implement
efective measures of handof quality.
Methods: Cognitive task interviews were conducted with internal medicine and surgery residents at three geographically
diverse US Department of Veterans Afairs medical centers. Thirty-five residents participated in semi-structured interviews
using a recent handof as a prompt for in-depth discussion of goals, strategies, and information needs. Transcribed inter-
view data were analyzed using thematic analysis.
Results: Six cognitive tasks emerged during handof preparation: (1) communicating status and care plan for each patient;
(2) specifying tasks for the incoming night shift; (3) anticipating questions and problems likely to arise during the night
shift; (4) streamlining patient care task load for the incoming resident; (5) prioritizing problems by acuity across the patient
census, and (6) ensuring accurate and current documentation.
Conclusion: Our study advances the understanding of the influence of the cognitive tasks residents engage in as they prepare
to hand of patients from day shift to night shift. Cognitive preparation for the handof includes activities critical to efec-
tive coordination yet easily overlooked because they are not readily observable. The cognitive activities identified point to
strategies for cognitive support via improved technology, organizational interventions, and enhanced training.
P
oor-quality handofs have been associated with serious
consequences, including increased hospital readmis-
sions, complications, adverse events, unnecessary tests, and
diagnostic delays.
1–3
The Joint Commission estimated that
80% of serious medical errors involve miscommunication
between caregivers during patient handofs.
4
The Accredi-
tation Council for Graduate Medical Education mandated,
in response to this concern, common program require-
ments to “ensure and monitor efective, structured hand-
over processes to facilitate both continuity of care and patient
safety.”
5(p. 13)
Researchers and educators have answered the call with
eforts to increase system safety by supporting handofs using
increased standardization.
6
Generally, these attempts incor-
porate some form of a mnemonic (for example, I-PASS,
SBAR), checklist, or decision aid representing the classes of
information that should be included in the handof and com-
munication strategies. Indeed, a 2009 literature review
uncovered 46 articles ofering 24 diferent mnemonics, with
the majority unvalidated.
7
The I-PASS Handof Curricu-
lum is perhaps the most well-known and most comprehensive
such program, incorporating organizational planning and
support, as well as a culture change campaign.
8,9
The I-PASS
program has shown promise,
8,9
but many have failed to make
an impact on the efectiveness of handofs. In fact, a con-
temporaneous literature review concluded that little evidence
indicates that standardization of handofs leads to sustain-
able patient improvements.
10
A more recent meta-analysis
suggests that introducing a standardized handof protocol
may increase the information passed and improve out-
comes but also tends to increase the rates of omission errors
and time required to complete handofs.
11
The focus on strat-
egies for formalizing the content and delivery of patient
handofs has considerable intuitive appeal; however, broader
conceptual framing is required to both improve the process
and develop efective measures of handof quality.
12
In this study, we focused on preparation for the end-of-
shift transition from the primary team (day shift) to the cross-
cover resident (night shift) (Figure 1). Residents on the day
shift are actively engaged in planning, making treatment de-
cisions, monitoring, and adjusting care plans for each patient
on their panel. Night shift residents (cross cover), on the other
hand, are usually responsible for a larger number of pa-
tients and are generally charged with carrying out existing
care plans and addressing emergencies such as patient de-
terioration. Night shift residents are less actively engaged in
choosing new treatment options and creating care plans and
are not likely to have a deep familiarity with the patients
under their care.
13
This fundamental diference in roles and
responsibilities shapes the way that the outgoing day shift
1553-7250/$-see front matter
© 2018 The Joint Commission. Published by Elsevier Inc. All rights reserved.
http://dx.doi.org/10.1016/j.jcjq.2018.02.005
ARTICLE IN PRESS
The Joint Commission Journal on Quality and Patient Safety 2018; ■■:■■–■■
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