Conducting Warm Handoffs

This course will help organizations understand what constitutes a warm handoff, when to use it and why they should use it. Participants will also learn the tools and best practices for a warm handoff as well as perform a successful warm handoff.

This course will support completion of Performance Activity PA_076 and PA_078 but is not required for either Performance Activity (“When appropriate, a comprehensive assessment is conducted for those patients that screened positive and a warm transfer is made” and “Demonstrate that screenings, results, alerts, and warm transfers are documented in the EHR and viewable in the individual patient record”).

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Learning Objectives:

  1. Understand what constitutes a “warm handoff”
  2. Understand when and why to use a “warm handoff”
  3. Learn tools and best practices for “warm handoffs”
  4. Know how to successfully conduct a “warm handoff”


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