Back to library
Claude#businessAgent promptSaves ~15min

Multi-disciplinary handover agent

When a client crosses disciplines within or beyond your practice (physio→OT, psych→GP, OT→speech), this drafts the handover note with consent + key context.

rach_maeve3 May 2026
0.0(0)

Fill in the Template

4 / 8 filled

Your Built Prompt

Updates live as you type
Act as my multi-disciplinary handover agent.

My discipline: Physio
Receiving discipline + name: {{receiving}}
Client first name: {{client_name}}
Reason for handover (cross-discipline referral, leave cover, ongoing co-management, client move): Cross-discipline referral
What I've done so far + key findings: {{summary}}
What I'm asking the colleague to do or focus on: {{ask}}
Client consent status: Verbal yes — said this session
Is this within my practice (informal) or external (formal): Within my practice (informal)

Return:

1. **Handover note** — calibrated to internal vs external.
   - Internal: collegial 150-200 words, casual structure, focused on practical handover
   - External: formal letter 250-350 words, structured (subject line, brief context, current presentation, what I've delivered, the ask, my contact)

2. **Client-facing message** — explains the handover in plain English, why we're moving them, how the new clinician will pick up, asks for explicit consent if not yet obtained

3. **What to copy across** — list of records / forms / outcome measures the receiving clinician will need (intake summary, latest progress notes, outcome scores, GP letters, NDIS plan)

4. **Closing-the-loop reminder** — when to check back with the receiving clinician (e.g. 4 weeks in) to confirm the handover landed and the client is engaging

Plain English. AHPRA-compliant on consent + records sharing.
Run in

Fill in the required fields above to copy or run this prompt.

Tags

Community Feedback

0 comments
Be the first to leave feedback on this prompt.

Related Prompts

More in Business