Residential Documentation Risk Scorecard

1

Residential Documentation Risk ScorecardA brief self-check • Instant result • No resident information required

2

Can incoming staff quickly see what changed from the prior shift without relying on verbal updates, texts, or calling the previous staff member?* This field is required.

Yes / Consistently

Sometimes / Depends on staff

No / Not sure

3

Are open items assigned to a specific person with a due date?* This field is required.

Yes / Consistently

Sometimes / Depends on staff

No / Not sure

4

Are medication refusals, missed doses, medication errors, or medication concerns tracked separately from general daily notes?* This field is required.

Yes / Consistently

Sometimes / Depends on staff

No / Not sure

5

Are visitor/contact restrictions written clearly enough that new, relief, or overnight staff know exactly what to do?* This field is required.

Yes / Consistently

Sometimes / Depends on staff

No / Not sure

6

Do managers review documentation using the same checklist each week?* This field is required.

Yes / Consistently

Sometimes / Depends on staff

No / Not sure

7

Are incident follow-ups tracked until they are closed with proof, not just discussed verbally or mentioned in a meeting?* This field is required.

Yes / Consistently

Sometimes / Depends on staff

No / Not sure

8

When a resident arrives, transfers, or returns from the hospital, does staff have one clear place to document visible condition, belongings, medications received, urgent needs, and required notifications?* This field is required.

Yes / Consistently

Sometimes / Depends on staff

No / Not sure

9

Can staff quickly locate emergency protocols, medication guidance, cleaning/chemical safety information, contact restrictions, and required documentation tools without calling a manager?* This field is required.

Yes / Consistently

Sometimes / Depends on staff

No / Not sure

10

Are staff trained to write objective notes instead of vague labels like “noncompliant,” “aggressive,” “refused,” or “defiant” without facts?* This field is required.

Yes / Consistently

Sometimes / Depends on staff

No / Not sure

11

Across multiple homes or program sites, can leadership see unresolved risks, missing documentation, and overdue follow-up in one place?* This field is required.

Yes / Consistently

Sometimes / Depends on staff

No / Not sure

Not applicable

12

Does each resident have one clear summary that explains placement needs, known risks, service follow-up, staff instructions, and current stability concerns?* This field is required.

Yes / Consistently

Sometimes / Depends on staff

No / Not sure

Not applicable

13

Type Documentation Score

14

First Name* This field is required.

15

Email* This field is required.

example@example.com

16

Number of homes/program sites

17

Role/Title* This field is required.

19

Download the Free Shift Handoff Clarity Checklist

20

See the Starter Bundle / Not ready yet — download the free Shift Handoff Checklist instead

21

Request a Documentation Risk Review / See the Starter Bundle