How to Handover All My Patients

Introduction

The handover all patients feature allows you to transfer responsibility for all of your patients (or all patients within a specific team) to another clinician in a single action. This is particularly useful during shift changes, when going off duty, or when transferring your entire caseload to a colleague.

Before You Start

• You must have taken responsibility for patients before you can hand them over
• The clinician you're handing over to must be active in the system
• Some patients may have restrictions that prevent handover (e.g., existing pending handover requests)
• No special permissions required - all clinical users can handover their patients

Steps

To handover all your patients (across all teams):

1. From the sidebar, click My Patients to navigate to your patient list
2. Click the hamburger menu (three horizontal lines) in the top right area of the screen
3. Select Handover all patients from the dropdown menu
4. In the dialog that appears, start typing the name of the clinician you want to handover to in the search field
5. Select the clinician from the autocomplete results - you'll see their name, role, and avatar
6. The system automatically checks if all patients can be handed over and displays one of three results:
   • Success: "Everything looks good. Click submit to send a handover request for all [X] of your patients to [Name]"
   • Warning: Some patients can't be handed over - you'll see a table showing which patients are blocked and why, but you can still handover the remaining patients
   • Error: None of your patients can be handed over - the Submit button will be disabled
7. Review the preflight check results and click Submit to send the handover request
8. The dialog closes and your handover request is sent - the receiving clinician must accept it for the handover to complete

To handover all your patients within a specific team:

1. From the sidebar, click My Teams and select the team you want to handover patients from
2. Click the dropdown menu button in the top right area of the screen
3. Select Handover all my patients in this team from the dropdown menu (this option only appears if you're a current team member)
4. Follow steps 4-8 from the global handover process above
5. Click Send handover request to submit (note: the button label is different for team handovers)

Tips

• Partial handovers are allowed: If some patients can't be handed over due to existing pending handovers or other restrictions, you can still handover the remaining patients by proceeding with the submission
• Check the blocking reasons: The preflight check table shows exactly why each patient can't be handed over - common reasons include existing pending handover requests or you not being the responsible clinician
• Track your requests: After sending a handover request, you can monitor its status from the Dashboard (click "My Sent Handovers") or from the Handovers page in the sidebar
• Team handovers are scoped: When using the team-specific handover, only patients within that team are affected - your patients in other teams remain with you
• The recipient must accept: All handover requests require acceptance from the receiving clinician - they can also reject the request if they're unable to take on the patients

Related Features

• How to Handover a Single Patient: For transferring individual patients rather than your entire caseload
• How to Manage Handover Requests: Accepting, rejecting, or canceling handover requests
• How to Take Responsibility for a Patient: Understanding the responsibility concept in CAREFUL