01Decide which team owns the next step
The emergency provider and the regular practice may be different teams. Before inviting an owner, agree who reviews reports, when responsibility transfers and how the clinical record and instructions reach the receiving practice.
02Confirm the discharge handover
- Record the professional’s approved instructions and follow-up scope.
- Name the reviewing team and its actual response hours.
- Give a clear urgent contact route outside those hours.
- Confirm transfer acceptance rather than assuming another practice has taken over.
03Rehearse a shift change
Use a fictional case in the demo to test review ownership and the owner’s contact instructions. During the pilot, inspect incomplete handovers and unanswered reports. The useful outcome is a clearer process, not a claim that software makes an emergency safe.