12.4 Coordination & Supervision

Talking to Physicians — SBAR in the Home

How to make the call in ninety seconds, what to have in front of you first, and what to do when you cannot get through.

Updated Sep 18, 2026

You are calling from a driveway, the office has you on hold, and you have four more visits. The physician has fifteen patients in the waiting room. Both of you benefit from a call that takes ninety seconds and ends with a decision.

SBAR is the structure that gets you there.

Before you dial

Have these in front of you. Hunting for a number mid-call is what makes calls take six minutes.

  • Patient name, date of birth, and diagnosis
  • Today's vital signs, and the trend
  • The specific findings you are calling about
  • Current medication list
  • Recent relevant labs, with dates
  • What you are going to ask for
  • A pen

That last item on the checklist matters most: decide what you want before you call. A call that ends with "so what do you want me to do?" and silence is a call you will be making again.

The structure

S — Situation

One sentence. Who, and why you are calling.

"This is Jordan, RN with the home health agency, calling about Mr. Alvarez, 78, on service for heart failure. He has gained five pounds since Friday."

B — Background

Only what bears on the decision.

"Started with us two weeks ago after a CHF admission. On furosemide 40 mg daily, carvedilol, and lisinopril. Dry weight documented at 182."

A — Assessment

What you found and what you think it means. You are a clinician; say what you think.

"He's at 187 today, up from 182 Friday. New 2+ pitting edema to mid-calf bilaterally, crackles to the bases, and he's sleeping on three pillows instead of one. Vitals: BP 148/86, pulse 96, SpO2 93% on room air, afebrile. He's taking the furosemide but he had ham and canned soup over the weekend. I think he's volume overloaded, not decompensating — he's talking in full sentences and there's no chest pain."

R — Recommendation

Ask for something specific.

"I'd like an order to increase the furosemide for a few days, daily weights with parameters, and I'll add a visit this week to recheck. Can we do that?"

Then read the order back.

What makes a call land

  • Lead with the number that matters. "Five pounds in four days" gets attention; "he seems more swollen" does not.
  • Say what you think. "I think this is volume overload" is more useful than a list of findings.
  • Bring the ask. Physicians are deciding between options; give them one.
  • Say what you have already ruled out. "No chest pain, no fever, taking his medications" saves three questions.
  • Be honest about uncertainty. "I'm not sure whether this is cardiac or the new gabapentin" is useful information.

When it is urgent

Say so at the start, to whoever answers: "I need to speak with someone about a patient with a critical lab value." Do not let a critical result join a callback queue.

For anything time-critical, escalate in parallel rather than in sequence:

  1. Call the physician
  2. If no answer within a clinically sensible window, call your Field Supervisor
  3. Follow the on-call pathway
  4. Reassess whether the patient is safe at home right now — if they are not, that decision does not wait for a callback
  5. 911 for anything emergent

Waiting on hold is not a plan for a patient who is deteriorating.

Document the call

Every contact, every time:

  • Who you spoke to — the name, not "the office"
  • What time
  • What you reported
  • What they said
  • Any orders, read back and recorded

Then enter the order and send it for signature.

Not reaching anyone is also documentation: log the attempt, the time, and what you did next. A record of three attempts across four hours is a very different chart from a silent gap.

Working with the office staff

Most calls go through a nurse or medical assistant. They are the route, not the obstacle.

  • Learn their names and use them
  • Ask how they prefer to receive non-urgent items — many prefer a fax or portal message to a call
  • Batch non-urgent items rather than calling four times a day
  • Be clear when something is urgent, and do not use that word when it is not

An office that trusts your judgment about urgency will put you through when it counts.