· New Zealand edition: online, self-paced courses with certificate

Consent, privacy and communication

Clinical Handover and Patient Safety

Safe handover of information and responsibility across shifts, teams, services and transitions of care in Aotearoa New Zealand

  • 3hours (estimated)
  • 10sections
  • 20final questions
  • 80%pass mark
  • PDFcertificate
  • Online and self-paced, on any device
  • Reflective account template
  • Knowledge checks in every section
  • Instant certificate of completion

Written for New ZealandUpdated 5 October 2026

What you will learn

  • Explain why clinical handover is both a transfer of information and a transfer of responsibility, and identify the point at which accountability moves.
  • Apply Right 4(5) and the other relevant rights in the Code of Rights, and your own regulator's standards, to handover decisions.
  • Give and receive a structured handover using ISBAR, including identification, outstanding tasks, pending results, risks and goals of care.
  • Use read-back, questioning and closed-loop communication to confirm that critical information has been understood and accepted.
  • Hand over a deteriorating patient using trends, early warning scores, worry and the escalation plan, and escalate further when the receiving clinician cannot act.
  • Plan safe transfers between wards, hospitals and districts and safe discharge to general practice, aged residential care and community services, including medicine reconciliation and follow-up of results.
  • Describe how responsibility moves between a lead maternity carer and specialist services under the Referral Guidelines and a three-way conversation.
  • Involve patients and whānau in handover in a culturally safe, private and effective way, including Kōrero mai escalation.
  • Recognise how HDC, responsible authorities and the Tribunal assess individual and system handover failures.
  • Document handover appropriately and build a personal plan that shows insight and lasting improvement in your handover practice.

Who this course is for

Doctors, nurses, midwives, pharmacists, dental practitioners, paramedics and allied health practitioners registered under the HPCA Act 2003, plus charge nurses, clinical leaders and educators who run handover processes.

After a concern

Structured learning and a written reflection to show insight after a complaint, an investigation or a responsible authority inquiry.

Routine CPD

Focused learning on a core standard of practice, with a certificate and reflection for your portfolio.

About this course

This course teaches health practitioners in New Zealand how to hand over patients safely: at shift change, when escalating a deteriorating patient, when transferring between wards, hospitals and districts, at discharge to general practice or aged residential care, when maternity care moves between a lead maternity carer and specialist services, and when continuity depends on recall systems and test-result follow-up. It treats handover as two things at once: passing on information, and transferring responsibility for a person's care.

Its audience is every practitioner registered under the HPCA Act 2003 who hands over care, from doctors, nurses and midwives to pharmacists, dental practitioners, paramedics and allied health staff, along with the clinical leaders who design handover processes. It teaches ISBAR, read-back and handover checklists side by side with the Health Quality & Safety Commission's (Te Tāhū Hauora) programmes on patient deterioration, Kōrero mai escalation, shared goals of care, medicine reconciliation and the surgical safety checklist.

Handover failures appear again and again in Health and Disability Commissioner opinions, often as breaches of Right 4(5) of the Code of Rights, which requires providers to co-operate so that care is continuous and of good quality. The course works through real HDC decisions about lost incidental findings, patients left without an accountable clinician, discharge instructions that never arrived and inter-district transfers made on paperwork alone, and shows how to give, receive, document and improve handover, and what insight and remediation look like if a handover concern is raised about you.

Course details

Learning time
Approximately 3 hours (estimated learning time including knowledge checks, reflection and assessment)
Standards covered
Code of Health and Disability Services Consumers' Rights (Rights 4, 5 and 6); MCNZ Good medical practice; Nursing Council Code of Conduct for Nurses; Midwifery Council Code of Conduct; Pharmacy Council Code of Ethics 2018; Dental Council Standards Framework; Guidelines for Consultation with Obstetric and Related Medical Services (Referral Guidelines); Te Tāhū Hauora patient deterioration programme (NZEWS, Kōrero mai, shared goals of care), Medicine reconciliation standard, surgical safety checklist and national adverse events policy 2023; Health Information Privacy Code 2020
Format
Self-paced, gated lessons with knowledge checks, case studies and reflection
Assessment
20 scenario-based questions, 80% to pass (16 of 20)
Outcome
Certificate of completion and a written reflection for your CPD record
Alignment
Mapped to the Code of Rights, the communication and teamwork standards of the Medical, Nursing, Midwifery, Dental and Pharmacy Councils, and Te Tāhū Hauora patient-safety programmes

Course curriculum

10 sections · 25 lessons · 3 hours (estimated) · 20-question final assessment

  1. 1Handover as a patient-safety process in Aotearoa3 lessons
    • What clinical handover is, and what it transfers
    • How handover fails: patterns from New Zealand cases
    • The New Zealand framework for safe handover
  2. 2Structured handover: ISBAR, content and confirmation3 lessons
    • Using ISBAR well
    • What must always be handed over
    • Read-back, questions and closing the loop
  3. 3Shift handover in hospitals, aged care and the community3 lessons
    • Nursing and midwifery shift handover, including bedside handover
    • Medical handover: nights, weekends and after-hours cover
    • Delegation, enrolled nurses and unregulated staff
  4. 4Handover and escalation of the deteriorating patient3 lessons
    • Handing over the trend: early warning scores and worry
    • Escalation is a handover too
    • Patients waiting between teams, and shared goals of care
  5. 5Transitions of care between teams, services and settings4 lessons
    • Transfers between hospitals and districts
    • Discharge, results and medicine reconciliation
    • Maternity: transfer of clinical responsibility
    • Continuity in primary care, pharmacy and dental practice
  6. 6Whānau, culture and the conditions for safe handover3 lessons
    • Patients and whānau as partners in handover
    • Human factors: interruptions, fatigue and hierarchy
    • Electronic handover tools, records and privacy
  7. 7When handover goes wrong: accountability, learning and remediation3 lessons
    • How HDC, responsible authorities and the Tribunal treat handover failures
    • Correcting a handover error and documenting handover
    • Insight, reflection and remediation for handover concerns
  8. 8Conclusion and key points1 lesson
    • Conclusion and key points
  9. 9References and further reading1 lesson
    • References and further reading
  10. 10Your reflective account1 lesson
    • Your reflective account

Assessment and certificate

Final assessment

20scenario-based questions

  • Pass mark 80%: 16 correct out of 20
  • Knowledge checks in each section as you go
  • Tests whether you can apply the standards, not recall a page
  • Not passed yet? Review the sections and retake it

Certificate of completion

A certificate of completion for your learning portfolio.

  • Your name, the course title and the estimated learning time (record the time you actually spend)
  • Completion date and a unique certificate ID that can be verified
  • Ready to download as a PDF as soon as you complete the course

Your reflective account

The course includes a structured reflective account template: guided prompts to record what you learned, how you will apply it and how the change will show in your practice. It gives you written evidence of insight after a concern, and a ready record for your CPD portfolio.

Write it in your own words and leave out anything that could identify a patient, a colleague or a case. If you have an open complaint or case, talk to your adviser before reflecting on it in writing.

Questions about this course

When does responsibility for a patient move at handover?

The course treats handover as both information exchange and a transfer of responsibility. It shows how to identify the point at which accountability moves, how the Right 4(5) duty for providers to co-operate applies, and what the giver and the receiver each remain responsible for.

Does the handover course teach ISBAR?

Yes. You practise structured handover with ISBAR, including identification, outstanding tasks, pending results, risks and goals of care, and confirm understanding with read-back, questioning and closed-loop communication. A separate lesson covers handing over a deteriorating patient using trends, early warning scores and the escalation plan.

Is maternity handover covered?

Yes. The course explains how responsibility passes between an LMC and specialist services under the Referral Guidelines and a three-way conversation, alongside transfers between wards, hospitals and districts and discharge to general practice, aged residential care and community services. Worked examples follow a woman from community care into hospital and back.

How are patients and whānau involved in handover?

The course shows how to include patients and whānau in a culturally safe, private and effective way, and how Kōrero mai escalation lets whānau raise concern about deterioration. It also covers documenting handover so the record shows what was passed on, what was accepted and what remains outstanding.

How this course was built

Official sources only

Every legal and regulatory point comes from primary sources: the HPCA Act 2003, the responsible authorities' standards and the Code of Health and Disability Services Consumers' Rights. Anything we cannot confirm is left out.

Original, edition by edition

Lessons, scenarios and assessment questions are written by us for each edition separately, then checked for accuracy, teaching quality and fair assessment before publication.

Reviewed when rules change

When a code, standard or law changes, the affected courses are reviewed and updated. Reported errors in legal or regulatory facts are corrected first.

Page updated 5 October 2026

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