Nursing Home Handover Checklist
Nursing Home Handover Checklist
This checklist is designed to facilitate a thorough and smooth handover process for new residents or when transitioning care duties. Please ensure all items are completed and checked off.
Section |
Item |
Checked |
---|---|---|
Resident Information |
Full name and identification number |
|
Date of birth |
|
|
Emergency contacts |
|
|
Legal representative information |
|
|
Medical Information |
Medical history summary |
|
List of current medications, dosages, and schedules |
|
|
Allergies and dietary restrictions |
|
|
Recent medical assessments |
|
|
Physician and specialist contact information |
|
|
Care Plan |
Individual care plan document |
|
Scheduled treatments and therapies |
|
|
Mobility and equipment needs |
|
|
Personal care requirements |
|
|
Social and recreational activities plan |
|
|
Accommodation |
Room assignment and location |
|
Inventory of personal items and valuables |
|
|
Safety and accessibility features in place |
|
|
Orientation to facility layout and amenities |
|
|
Financial and Administrative |
Review of service contract |
|
Current statement of account |
|
|
Billing and payment arrangements |
|
|
Insurance and benefits documentation |
|
|
Staff and Training |
Assignment of primary caregivers |
|
Special training or instructions for care |
|
|
Schedule for family meetings or updates |
|
|
Miscellaneous |
Communication preferences |
|
Personal preferences (e.g., meal times, bedtimes) |
|
|
Any other special instructions or notes |
|
Instructions for Completion:
-
Ensure that all sections of the checklist are thoroughly reviewed and completed.
-
For each item, place a checkmark [✓] in the "Checked" column once confirmed or completed.
Handover Completed By: [Your Name]
Date: [Month, Day, Year]