Recording exact words and safe handover

Clear records and handovers help the next clinician or colleague understand why a contact was escalated. Vague notes can hide risk; factual entries make clinical responsibility and urgency visible.
The record does not need to be a long narrative. It should state what was said or observed, what action was taken, and who accepted responsibility for the next step.
What to record
- Exact words: the patient, caller, carer or online request wording wherever possible.
- Time and route: desk, phone, online request, message, third-party call or other route.
- Location and contact details: where the patient is and how they can be called back safely.
- Factual context: symptoms mentioned, relevant vulnerability, refusal, distress, disconnection or missing information.
- Action and ownership: who was alerted, which route was used, and who accepted responsibility.
Make handover usable
A safe handover should be clear to someone who did not hear the original contact. For example: "Patient says they may not be safe to wait, refused to give details, at home, number confirmed, duty clinician interrupted at 10:12" is more useful than "wants urgent call".
Do not soften or rewrite the concern to make it neater. If new information appears later, add a dated factual update instead of obscuring the original wording.
Why Documentation Matters – Catherine Gaulton
If the contact sounded unsafe at first contact, the record should make that risk visible to the next person.

