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Caregiver Shift Handoff Template
A structured handoff note that prevents the information reset between visits
1 Visit information
Fill this in at the start of every visit so the handoff is timestamped and attributable.
2 What happened this visit
Check off routine activities you completed and add any notes about what was done, how it went, or anything worth passing along.
3 What changed or needs attention
Note anything that was different from your last visit or from the client's normal baseline. This section helps the next caregiver (or the family) see the trajectory over time.
Observational only — not a clinical assessment.
You are documenting what you noticed, not making a medical judgment. If something concerns you, note it here and flag it in Section 6 for the family or navigator.
4 Family needs to decide
Items that require input or a decision from the Primary Contact. Use the urgency column so the family can triage quickly.
Issue
Urgency
Notes
5 Next visit prep
What the next caregiver (or you on your return) needs to know to pick up seamlessly. Fill this out before you leave.
6 Questions or flags for navigator
If this household has an Averyn Navigator (or any care coordinator), use this section to route items to them — things that go beyond day-to-day caregiving and need someone to follow up with providers, insurance, or the broader care team.
Don't have a navigator? These are the kinds of coordination tasks that fall through the cracks when no one owns them. An Averyn navigator can track the threads between visits so nothing gets lost.
Want a navigator to handle the coordination?
Shift handoffs capture what happened — but someone still has to follow up on the open items, relay updates to the family, and keep the details organized between visits. That's what an Averyn navigator does.
