Caregiver handover form
Pass the routine, risks, contacts and professional instructions cleanly between shifts or caregivers.
Using this planning tool
Complete this resource with the person receiving care whenever possible. Use plain, observable descriptions—for example, the assistance needed to stand from a chair—rather than labels such as “difficult” or “high needs”.
Treat this resource as a working record for the household. Update it whenever routines, written instructions, contacts or responsibilities change.
Store the current version where authorised family members and the caregiver can reach it, date every revision, and clear out superseded instructions. Keep identity documents and unrelated medical records elsewhere — a planning sheet circulates too widely for them.
Bring the completed sheet into the WhatsApp enquiry: it lets the family state location, hours, daily-living support and clinical boundaries in one message instead of five, and makes gaps visible before the first shift instead of during it.
Before you fill it in
- Where the finished record will be kept
- Facts you can observe rather than assume
- What to keep private and share only when needed
- Which entries should trigger a call for help
- Who will read or receive the completed record
Caregiver handover form
This tool stays in your browser. Nothing entered here is sent or stored by this website.
Questions this tool helps answer
- Is the language clear for whoever reads it next?
- Which details are essential versus nice-to-have?
- Which entries should prompt a call to a professional?
- What is the single most important thing to capture?
- Who needs to see it, and what should stay private?
Continue planning
Discuss your care request
Share the location and broad daily-support need. Add detailed or sensitive information only after the first questions and recipient are clear.
Discuss your care request