The handover feature lets you create a handover sheet for an individual user, selected residents, or all residents in a facility. This guide explains how to set up and generate a handover sheet.
Create a handover sheet
Open Handover from the left‑hand menu.
Choose the handover type:
Individual user (their own entries)
Individual residents or selected groups of residents
Select which residents to include:
All residents in the facility
Residents in a specific location
Selected individual residents
Choose the handover summary type:
Summary (brief information)
Full details
Set the time period: minutes, hours, days, weeks, or months.
Choose what content to include. Progress notes are selected by default. You may also add:
Summary handover notes
Updates to assessment forms
Updates to care plan interventions
Click Create Handover Sheet to generate the document.