CAREFUL

How to Accept a Handover

Introduction

When a colleague hands over responsibility for their patients to you, you'll receive a handover request. Accepting a handover transfers patient responsibility and reassigns any associated actions to you. This is commonly used during shift changes or when a colleague goes off duty.

Before You Start

No special permissions required. Any organisational user (Administrator, Team Owner, or Clinical User) can accept handover requests sent to them.

Note: You can only receive handover requests when you are set to "on duty" status.

Steps
  1. From the sidebar, click Handovers. A badge on this link shows how many pending handover requests you have.

  2. The Handovers page opens. You'll see two tabs: Received and Sent. The Received tab displays handover requests sent to you.

  3. Review the handover request. The table shows:

    • The patient(s) being handed over
    • The name of the colleague handing over (in the From user column)
    • Accept and Reject buttons
  4. Click the green Accept button next to the handover you want to accept.

  5. The button text changes to Click to confirm. You have 3 seconds to confirm your choice.

  6. Click the button again within 3 seconds to confirm.

  7. The handover is accepted immediately:

    • The handover disappears from your Received tab
    • Patient responsibility is transferred to you
    • Any actions associated with those patients are reassigned to you
    • The sidebar badge count updates automatically
    • Your colleague receives a notification that you've accepted their handover request (if they're on duty)

If you change your mind, wait 3 seconds without clicking again and the button will reset to Accept.

Tips
  • Two-click confirmation prevents accidents – The confirmation step ensures you don't accidentally accept a handover with a single misclick.

  • No success message appears – When acceptance is successful, the handover simply disappears from the list. This indicates the transfer completed successfully.

  • Both buttons are disabled during processing – While the system processes your acceptance, both the Accept and Reject buttons are temporarily disabled to prevent duplicate submissions.

  • Check the Sent tab – If you've sent handover requests to colleagues, you can monitor them in the Sent tab. You'll see when they're accepted or rejected.

  • Alternative: Reject a handover – If you can't accept responsibility for the patients, click the red Reject button instead. You'll see a confirmation message "Click again to reject" and must click again within 3 seconds to confirm.

Want to contact us about the subject covered by this page?

Our support team is happy to help with any questions about this topic.

Email us about this page