Select the headings.

I – Identify

Introduce yourself (role/job) and the individual receiving care (name, date of birth, age, gender).

S – Situation

Briefly explain the reason for the information exchange, including relevant details about the person’s main issues and service needs.

O – Observations

Pass on any clinically relevant assessments or objective information that will assist the other person to better meet the needs of the individual.

B – Background

Provide details on any relevant background information.

A – Agree on a plan

State what you would like to happen as a result of the information exchange.

R – Read back

Provide a summary of the main points of the information exchanged.