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The Psychiatrist's Referral Handover Checklist
The Psychiatrist's Referral Handover Checklist
Typically a referral to a support arrangement goes as a diagnosis, an address and goodwill. That's not just unhelpful for psychosocial patients, the worker's approach in the first three visits often decides whether there is a fourth.
The checklist
The person, before the patient. Two or three sentences: how they like to be approached, what a good visit looks like, what not to do. Nothing about diagnosis.
The approach. How much conversation is welcome, whether to arrive early or just on time, what to do at an unanswered door, pace. Most early failures are prevented by this section.
The practical picture. What the support is for, routines that matter, household, access.
The watch list. Three or four changes in plain descriptive terms, specific to this person.
The escalation line. Urgent and routine lanes, numbers that answer, and an after-hours line.
Consent scope. What may be shared, agreed with the patient, plus a review date.
What stays off the page
Diagnosis, formulation, history and past incidents that do not change what the worker does. The worker reads the page, not the file, and the history stays where it belongs.
Keep the boundary clear
The handover is not a medical record being transferred, but rather a support document. It's guided by consent, and the patient should know what it says.
How this plays out in practice
Imagine two workers seeing similar patients. One is given the diagnosis and the address. The other is told to arrive on time, that conversation isn't welcome for the first few visits, and to text rather than knock twice. The second arrangement holds. The first ends by week three.
Next steps
Complete the Approach section for one patient this week. It is four sentences, and it is the section that decides the first month.
Connect Your Patient With Consistent Support. Arrangements made through Support Network can begin with your handover already in the worker's hands.
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