The "Warm Handoff" Protocol: Systematic Review of Training to Support Effective Transfers of Care between the Emergency Department and Primary Care
Abstract
Background: Emergency Department-to-primary-care handoff is a high-risk time for breakdown in communication. Asynchronous, written traditional practice, such as instructions, frequently leads to loss of information, threatening patient safety and continuity of care. "Warm Handoff" is a structured, synchronous, verbal handover between clinicians that can be the answer to this critical gap.
Aim: The present systematic review synthesizes the current evidence base (2015-2025) on standardized communication training programs for preparing ED nurses and physicians with the skills required to execute effective warm handoffs directly to clinic-based teams.
Methods: Recent literature was reviewed to examine the critical components of successful training curricula, evaluate their impact on patient, provider, and system outcomes, and identify the most significant implementation challenges and facilitators.
Results: Formal warm handoff training has been shown through evidence to effectively reduce communication errors, improve patient satisfaction and follow-up compliance, decrease unnecessary ED recidivism, and enhance professional satisfaction among both primary and ED staff. However, implementation is threatened by workflow integration, technical support, and interprofessional hierarchies.
Conclusion: Universal adoption and standardization of warm handoff training protocols are essential to building a safer, more reliable, and patient-centered healthcare system, as high as there are significant implementation challenges.
Full text article
References
Abutalib, F. M. (2025). Management of Acute Behavioral Emergencies in Adolescents: A Scoping Review. Saudi Journal of Medicine and Public Health, *2*(1), 30–37. https://doi.org/10.64483/jmph-27
Alimenti, D., Buydos, S., Cunliffe, L., & Hunt, A. (2019). Improving perceptions of patient safety through standardizing handoffs from the emergency department to the inpatient setting: a systematic review. Journal of the American Association of Nurse Practitioners, 31(6), 354-363. DOI: 10.1097/JXX.0000000000000160
Browning, L., Raza-Khan, U., Leggat, S., & Boyd, J. H. (2025). The impact of electronic medical record implementation on the process and outcomes of nursing handover: a rapid evidence assessment. Journal of Nursing Management, 2025(1), 5585723. https://doi.org/10.1155/jonm/5585723
Chinchilla, M., Preston-Suni, K., Jacobo, E., & Gabrielian, S. (2024). Increasing Primary Care Engagement Among Homeless-Experienced Veterans Following an Emergency Department Visit: Qualitative Insights From Los Angeles County. Journal of Primary Care & Community Health, 15, 21501319241296603. https://doi.org/10.1177/21501319241296603
Danko, M. M. (2015). Suicide Risk Assessment in the Emergency Department Setting (Doctoral dissertation).
Druss, B., Lally, C. A., Li, J., Tapscott, S., & Walker, E. R. (2021). Comparing Two Ways to Help Patients Get Follow-up Care after a Mental Health Visit to the Emergency Room—The EPIC Study. https://www.ncbi.nlm.nih.gov/books/NBK601636/ doi: 10.25302/05.2021.IHS.151032431
Fallatah, A. R., Hawsawi, A. M. T., Makrami, R. A. H., Makrami, M. A. H., Jaber, S. A. H., Alanazi, K. S. sweet, … Al-Dosari, N. M. H. (2024). The Effect of Climate Change on Nursing: Climate Health Emergencies Preparedness Amidst Extreme Weather Conditions. Saudi Journal of Medicine and Public Health, *1*(1), 123–130. https://doi.org/10.64483/jmph-54
Färber, A. (2024). Closing the loop from one consultation to the next: designing an integrated system to support collaboration between patients and physicians and improve patient adherence to treatment (Doctoral dissertation, University of Zurich).
Gjøvikli, K., & Valeberg, B. T. (2023). Closed-loop communication in interprofessional emergency teams: a cross-sectional observation study on the use of closed-loop communication among anesthesia personnel. Journal of Patient Safety, 19(2), 93-98. DOI: 10.1097/PTS.0000000000001098
Heilman, J. A., Flanigan, M., Nelson, A., Johnson, T., & Yarris, L. M. (2016). Adapting the I-PASS handoff program for emergency department inter-shift handoffs. Western Journal of Emergency Medicine, 17(6), 756. https://doi.org/10.5811/westjem.2016.9.30574
Khoong, E. C., Karliner, L., Lo, L., Stebbins, M., Robinson, A., Pathak, S., ... & Peralta, C. A. (2019). A pragmatic cluster randomized trial of an electronic clinical decision support system to improve chronic kidney disease management in primary care: design, rationale, and implementation experience. JMIR research protocols, 8(6), e14022. https://doi.org/10.2196/14022
Kruse, C. S., Mileski, M., Herzog, B., Frye, L. M., Spencer, J. R., & Stevenson, E. A. (2025). The Effects of Health Information Technology on Quality of Care in Emergency Departments: A Systematic Review. Health Science Reports, 8(7), e70962. https://doi.org/10.1002/hsr2.70962
Lee, E. K., Atallah, H. Y., Wright, M. D., Post, E. T., Thomas IV, C., Wu, D. T., & Haley Jr, L. L. (2015). Transforming hospital emergency department workflow and patient care. Interfaces, 45(1), 58-82. https://doi.org/10.1287/inte.2014.0788
Mangus, C. W., James, T. G., Parker, S. J., Duffy, E., Chandanabhumma, P. P., Cassady, C. M., ... & Mahajan, P. (2024). Frontline providers’ and patients’ perspectives on improving diagnostic safety in the emergency department: a qualitative study. The Joint Commission Journal on Quality and Patient Safety, 50(7), 480-491. https://doi.org/10.1016/j.jcjq.2024.03.003
Mason, S., O'Keeffe, C., Carter, A., & Stride, C. (2016). A longitudinal study of well-being, confidence and competence in junior doctors and the impact of emergency medicine placements. Emergency Medicine Journal, 33(2), 91-98. https://doi.org/10.1136/emermed-2014-204514
Maraccini, A. M., Houmanfar, R. A., Kemmelmeier, M., Piasecki, M., & Slonim, A. D. (2018). An inter-professional approach to train and evaluate communication accuracy and completeness during the delivery of nurse-physician student handoffs. Journal of Interprofessional Education & Practice, 12, 65-72. https://doi.org/10.1016/j.xjep.2018.06.003
Meisel, Z. F., Shea, J. A., Peacock, N. J., Dickinson, E. T., Paciotti, B., Bhatia, R., ... & Cannuscio, C. C. (2015). Optimizing the patient handoff between emergency medical services and the emergency department. Annals of emergency medicine, 65(3), 310-317. https://doi.org/10.1016/j.annemergmed.2014.07.003
Mershon, B. H., Vannucci, A., Bryson, T., Lin, F., Greilich, P. E., Dear, G., ... & Agarwala, A. (2021). A collaborative partnership between the Multicenter Handoff Collaborative and an electronic health record vendor. Applied clinical informatics, 12(03), 647-654. DOI: 10.1055/s-0041-1731714
Patel, E., Solomon, K., Saleem, H., Saloner, B., Pugh, T., Hulsey, E., & Leontsini, E. (2022). Implementation of buprenorphine initiation and warm handoff protocols in emergency departments: a qualitative study of Pennsylvania hospitals. Journal of Substance Abuse Treatment, 136, 108658. https://doi.org/10.1016/j.jsat.2021.108658
Richter, K. P., Faseru, B., Mussulman, L. M., Ellerbeck, E. F., Shireman, T. I., Hunt, J. J., ... & Cook, D. J. (2012). Using “warm handoffs” to link hospitalized smokers with tobacco treatment after discharge: study protocol of a randomized controlled trial. Trials, 13(1), 127. https://doi.org/10.1186/1745-6215-13-127
Ron, D., Ballacchino, M. M., Gunn, C. M., Briggs, A., & Deiner, S. G. (2025). Inter-Specialty Communication for Older and High-Risk Surgical Patients:“A Huge Opportunity to Really Impact Our Patients’ Care”. Journal of Applied Gerontology, 44(8), 1297-1308. https://doi.org/10.1177/07334648241302458
Ronnebaum, J. (2016). Debriefing for Learning and Retention of Interprofessional Handoff Communication and Team Skills (Doctoral dissertation, Rosalind Franklin University of Medicine and Science).
Schmelzer, S. D., Berger, S., Seelandt, J. C., Erden, Z., & Liberatore, F. (2025). Impact of temporary nursing staff on communication patterns: an observation study during daily nurse huddles. BMJ Open Quality, 14(2). https://doi.org/10.1136/bmjoq-2024-003242
Sharifi, A. Mohammed. (2025). A Review of the Impacts of Climate Change on Emergency Medicine: Increased Natural Disasters and Their Related Health Impacts. Saudi Journal of Medicine and Public Health, *2*(1), 21–29. https://doi.org/10.64483/jmph-25
Stoddard-Dare, P., DeBoth, K. K., Wendland, M., Suder, R., Niederriter, J., Bowen, R., ... & Tedor, M. (2020). An Interprofessional Learning Opportunity Regarding Pain and the Opioid Epidemic. Advances in Social Work, 20(2), 216-235. https://doi.org/10.18060/23656
Tam, P., Nijjar, A. P., Fok, M., Little, C., Shingina, A., Bittman, J., ... & Khan, N. A. (2018). Structured patient handoff on an internal medicine ward: A cluster randomized control trial. PLoS One, 13(4), e0195216.
Tracey, S. M., & Olson, S. (Eds.). (2017). Training the future child health care workforce to improve the behavioral health of children, youth, and families: Proceedings of a workshop. National Academies Press.
Van Vleet, C. H. (2015). Emergency medical services to emergency department patient handover: A Delphi study of interprofessional content expectations. Medical University of South Carolina-College of Health Professions.
Watters, C., Reedy, G., Ross, A., Morgan, N. J., Handslip, R., & Jaye, P. (2015). Does interprofessional simulation increase self-efficacy: a comparative study. BMJ open, 5(1), e005472. https://doi.org/10.1136/bmjopen-2014-005472
Wallace, L., Cooper, J., & Reed, M. (2025). A tiered-risk protocol for warm handoffs: Balancing feasibility and impact in emergency department practice. Annals of Family Medicine, 23(4), 321-328.
Xu, H. G., Kynoch, K., Tuckett, A., & Eley, R. (2020). Effectiveness of interventions to reduce emergency department staff occupational stress and/or burnout: a systematic review. JBI evidence synthesis, 18(6), 1156-1188. DOI: 10.11124/JBISRIR-D-19-00252
Young, N. D., Mathews, B. L., Pan, A. Y., Herndon, J. L., Bleck, A. A., & Takala, C. R. (2020). Warm handoff, or cold shoulder? An analysis of handoffs for primary care behavioral health consultation on patient engagement and systems utilization. Clinical Practice in Pediatric Psychology, 8(3), 241-246. https://doi.org/10.1037/cpp0000360
Authors
Copyright (c) 2025 Abduallah Mohameed Huseen Ayashi, Moayed Abdullah Mohammed Alqarni, Ahlam Mohammed Mose Hakamie, Feras Abdullah Al-Fardan, Ahmad Hassan Albashrawi, Mohammad Jaffar Al Rumaih, Eisa Jafar Morabit, Hassan Mohammed Al Ramadan, Asim Ibrahim Ali Moafa, Shahad Jabbari, Sultan Badah Alharbi, Ishaq Rubayyi Mukhlef Alhazmi

This work is licensed under a Creative Commons Attribution 4.0 International License.