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Internal handover note — referring within practice

Note to a colleague within the same practice when handing a client over (e.g. physio → OT, or to a different practitioner for cover).

rach_maeve1 May 2026
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Write an internal handover note for a colleague within my practice.

My discipline: Physio
Colleague's discipline: OT
Colleague's first name: {{colleague_name}}
Client first name: {{client_name}}
Reason for handover (cross-discipline referral, leave cover, ongoing co-management): 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 / written yes / pending): Verbal yes — said this session

Write an internal note, 150-220 words. Less formal than a referral letter — it's a colleague, not an external clinician. Cover:
- Why I'm handing over (1 line)
- Snapshot of the client + what we've worked on (3-5 lines)
- Key findings or things to be aware of
- The specific ask
- Consent status (so colleague knows the client knows)

Use first-person plural sometimes ('we're moving Tom across to OT for...') — collegiate tone. Plain English.

Return just the note.
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