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Apex Nursing

Chart — Fundamentals

SBAR Template Chart

Component-by-component SBAR template with purpose, information to include in each section, and real clinical example language for provider calls and shift handoffs.

Educational use only. Always follow facility communication protocols and chain-of-command policies. This chart is for nursing education and NCLEX preparation. This material supports nursing education and exam review. It is not medical advice and is not a substitute for clinical judgment, institutional policy, or medical direction. Always follow facility protocols and current provider orders.

NCLEX Tip: Prepare before calling — gather current vital signs, relevant chart information, and anticipate what the provider will ask. Providing your Assessment (clinical impression) is expected, not presumptuous. Always document the call with time, provider name, information given, and response received.

SBAR Component Reference

S — Situation

Identify who you are and what is happening right now

Information to Include
  • Your name and clinical location
  • Patient name, age, and room number
  • The immediate concern — 1 to 2 sentences
  • When the change occurred
Clinical Example

"Dr. Lee, this is Nurse Patel on 5 North. I am calling about Mrs. Jackson in Room 502, a 71-year-old patient admitted for COPD exacerbation. She has developed sudden worsening respiratory distress in the last 20 minutes."

NCLEX: Situation is stated first — it is the reason for the call. It should be brief and direct. Do not start with history.

B — Background

Provide the relevant clinical context to understand the situation

Information to Include
  • Admitting diagnosis and reason for hospitalization
  • Relevant past medical history
  • Current medications relevant to the concern
  • Most recent baseline vital signs and labs
  • Code status and allergies if relevant
Clinical Example

"She was admitted 2 days ago for COPD exacerbation. PMH includes COPD, type 2 diabetes, and hypertension. She is on albuterol Q4H nebs, prednisone 40 mg PO, and metformin. Baseline O2 sat was 94% on 2L NC this morning. No known drug allergies."

NCLEX: Background is focused — include only what is directly relevant to the current clinical concern. Do not recite the entire chart.

A — Assessment

Share current clinical findings and the nurse's clinical impression

Information to Include
  • Current vital signs
  • Current objective assessment findings
  • The nurse's clinical impression of what may be occurring
  • Change from baseline and level of urgency
Clinical Example

"Current vital signs: BP 158/94, HR 108, RR 32, Temp 99.8°F, O2 sat 87% on 4L NC. She is using accessory muscles, breath sounds diminished bilaterally, and she is extremely anxious. I am concerned this may be an acute COPD exacerbation with possible pneumonia given the low-grade fever."

NCLEX: The Assessment includes the nurse's clinical impression — "I am concerned about..." is expected and professional. Nurses are not overstepping by offering a clinical impression.

R — Recommendation

State specifically what action or order is being requested

Information to Include
  • The specific action or order being requested
  • Interventions already initiated
  • If unsure what is needed: "What would you like me to do?"
  • Confirm understanding of orders and read back telephone orders
Clinical Example

"I have increased her oxygen to 6L via nasal cannula and obtained IV access. I would like you to come evaluate her and consider ordering a stat CXR, arterial blood gas, and a change in her nebulizer frequency. Should I also draw blood cultures given the fever?"

NCLEX: Recommendation is actionable — state what you need. After the call, document: who was called, what time, information provided, orders received, and patient response.

Quick Reference Summary

ComponentOne-Line DefinitionKey Phrase
SituationWho you are, who the patient is, what is happening now"I am calling because..."
BackgroundRelevant clinical history and context"The patient's history includes..."
AssessmentCurrent findings and nurse's clinical impression"I am concerned about..."
RecommendationSpecific action or order requested"I would like you to..."

Related Resources

Standards & sources

Fact-checked Jun 21, 2026

This page is written to align with American Nurses Association (ANA) Standards of Practice · The Joint Commission. It is an educational summary, not a citation of any single document — always verify specific doses, values, and protocols against current guidelines and your facility policy. How we source content →