Human Factors and Perioperative Improvement: Handover Checklists and Protocols for Safe and Reliable Care Transitions


Key Points

  • A checklist is a complex sociotechnical intervention that requires careful attention to instrument design, implementation, and identification of essential task-oriented skills.

  • Successful implementation of checklists must leverage human factors engineering and implementation science principles to promote “stickiness,” or habit formation, and to mediate successful culture change.

  • Creating a standardized handover checklist and following a structured process for handover increases the accuracy of information transferred, increases positive clinician perception of handover quality, and may improve patient outcomes.

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