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The arrival and handoff worksheets

Original printable tools for receiving-team confirmation, a short transition brief and a family update plan for adolescent care transitions.

Worksheet 1: arrival confirmation

Complete this with the organization receiving the young person.

  • Destination and address confirmed by:
  • Appointment or admission date:
  • Arrival window:
  • Named receiving contact and backup route:
  • Documents requested:
  • Person supplying each document:
  • Approved secure delivery channel:
  • Individual requirements to confirm with the relevant professional:
  • Last confirmation date:

Worksheet 2: the short transition brief

Keep this brief focused on what the recipient needs for the handoff. Sensitive clinical records belong in the channel approved by the appropriate care provider.

  • Purpose of the transition:
  • People responsible for care decisions:
  • Person coordinating travel:
  • Receiving contact:
  • Confirmed journey and arrival arrangements:
  • Information the receiving team asked to have:
  • Outstanding question and its owner:
  • First agreed step after arrival:

Worksheet 3: family updates

Agree on an update plan with the people involved. Include the young person’s participation and preferences as appropriate.

  • Person who supplies updates:
  • People authorized to receive them:
  • Agreed update channel:
  • Expected cadence:
  • Contact route for a practical change:
  • Who decides whether other professionals need an update:

These are editorial worksheets, not intake forms. They are not submitted to this website. Keep your completed copies private and share them only through an appropriate channel.

The source library below gives the basis for provider questions, family navigation and privacy considerations. The layout and task fields are original planning tools.

Before a residential handoff

When the receiving setting is a residential program, Youth Support Standards Project’s guide to vetting residential treatment for teens supplies a companion set of document and oversight questions. Use it before finalizing the receiving-team details on your arrival worksheet.

These are related websites in Robert Tredinnick’s business network. Their inclusion is disclosed here so readers can distinguish a related publication from an independent source.

Sources and further reading

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8 foundation pages · no online intake