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]
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