Once you generate a handover sheet, the system opens it automatically. Here, you can review resident information, add notes, and move through each resident one by one.
Handover sheet overview
At the top of the handover sheet, you will see:
The time period covered
The number of residents included
An option to print the handover
Review resident details
Each resident’s details appear at the top of their section. You can add extra handover notes if needed.
⚠️ Important: These additional notes are not saved in the system. They only appear on the printed handover, helping you document that a handover took place and that notes were added.
View notes for the selected period
Below the resident details, you’ll see all notes recorded during the chosen time frame. The system pulls information from:
The resident profile
Charts
Assessment updates
Progress notes
Work through the handover
As you complete each resident, you can collapse their section and move on to the next one in the list.
🤓Tip: We have a handy guide on creating handover sheets.
