What is Responsibility?

When a colleague sends you a handover:

1. Select Handovers from the sidebar
2. Go to the Received tab
3. Find the handover request in the list
4. Click (or tap on mobile) the Accept button

The patient is immediately added to your responsibility, and any actions assigned to the previous user are transferred to you.

When another team refers a patient to your team:

1. Navigate to your team from the Teams section in the sidebar
2. Select the Referrals tab
3. Find the referral in the list
4. Click the Accept button

The patient is added to your team, and you automatically take responsibility for them.

When you add a new patient:

1. Navigate to your team view
2. Click the kebab menu (⋮) in the header
3. Select Add patient
4. Complete the patient details form
5. Click Save

You automatically take responsibility for any patient you add to the team.

If a patient is already in your team but you're not responsible:

1. Navigate to the patient's profile (click their name in a patient list)
2. Click the kebab menu (⋮) in the header
3. Select Take Responsibility

Responsibility is assigned immediately with no confirmation required.

Note: This option only appears if you have a team in common with the patient and you're not already responsible for them.

To take responsibility for all patients in a team at once:

1. Navigate to the team view
2. Click the kebab menu (⋮) in the header
3. Select Take responsibility for all patients
4. Confirm in the dialog that appears

CAREFUL will take responsibility for all patients you don't already have. This is useful when taking over a shift or covering for a colleague.

The preferred method for transferring care:

1. Go to the patient's profile
2. Click the kebab menu (⋮)
3. Select Handover Patient
4. Choose the colleague who will take over
5. Optionally add a handover note
6. Click Send handover

Your colleague will receive the handover request. When they accept it, responsibility transfers to them, along with any open actions assigned to you.

If you no longer need responsibility but don't want to handover to a specific person:

1. Go to the patient's profile
2. Click the kebab menu (⋮)
3. Select Relinquish responsibility
4. A preflight check dialog appears

The dialog will show one of these results:

• Green checkmark (OK): You have no outstanding actions, so you can safely relinquish. Click Relinquish responsibility to confirm.
• Red icon (Blocked - Sole responsibility): You're the only responsible user for this patient, so you cannot relinquish. You must handover to a colleague instead.
• Red icon (Blocked - Open actions): You have open actions assigned to you. You must complete or reassign them first. Click Goto my actions to manage them.
• Red icon (Blocked - Orphaned team): You're the only team member responsible for this patient in one of their teams. You must handover to another team member or discharge the patient from that team.

Important: You cannot relinquish responsibility if doing so would leave a patient without a responsible user. This is a safety feature to ensure patients are never left unassigned.

CAREFUL enforces several rules to protect patient care continuity:

1. Every patient must have at least one responsible user – You cannot relinquish if you're the only one
2. No orphaned teams – If you're the only responsible team member, you must handover or discharge instead
3. No open actions – Complete or reassign your actions before relinquishing
4. Team membership required – You can only be responsible for patients in teams you belong to

When you take responsibility:

• The patient appears in your My Patients list
• Other team members see you listed as responsible on the patient's profile
• You become the primary contact for care coordination

When you relinquish or handover:

• The patient is removed from your My Patients list
• Any open actions assigned to you are transferred to the new responsible user (for handovers)
• Other team members see the updated responsible user on the patient's profile

When a patient is discharged from all teams:

• All responsibility is automatically removed
• The patient's status changes to "Inactive"
• The patient no longer appears in team lists