O&G · professional
Documentation, clinical handover and open disclosure
Also known as Medical record documentation · Clinical handover · ISBAR · iSoBAR · Open disclosure · Duty of candour · Apology legislation · Second victim
Exam-exhaustive FRANZCOG professional reference on the contemporaneous medical record, structured handover (ISBAR, iSoBAR), the Australian Open Disclosure Framework and duty of candour, expression of regret versus admission of liability, the second-victim phenomenon, and clinical governance obligations across ANZ, UK, US and Canada.
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Red flags
- An entry is added, rewritten or deleted after an incident with intent to conceal — that is altered records, not a late entry
- A handover is given at the desk rather than at the bedside, without a structured tool, or without readback — and the patient is the one who pays
- An apology is withheld because the clinician fears it admits legal liability — it does not, and the family knows the silence
- The clinician involved in the harm is left to disclose alone, without peer support and without senior cover
- An interpreter for a complex disclosure is a relative or a child — that is not an interpreter
- The handover is missing the fetal plan, the allergy, the advanced care directive, the language need, or the named consultant
It is 22:40 on labour ward. The evening registrar is leaving, the night registrar is starting, a syntocinon infusion is running at 24 mU/min, and the CTG has just lost contact. The next clinician does not know the parity, the antenatal plan, the analgesia, the trigger for review, or the consultant on call. The next minute is handover. If it is unstructured, the rest of the night belongs to guesswork. If it is structured, the rest of the night belongs to a plan. That is what this topic is about — and the same answer applies to medical records and to open disclosure.[5][6][7]
Overview and scope
Three habits sit underneath safe O&G practice and they are the same habits: write what happened, hand it over when you stop holding it, and say so when something goes wrong. Each one is governed by law, by the profession's codes, and by the unit's clinical-governance system. None of them is optional.[1][11][14]
The medical record is the contemporaneous, accurate, complete and legible account of clinical care, and it is the primary evidence that the next clinician will rely on. The clinical handover is the structured transfer of that account — verbal, written, and at the bedside — between caregivers or between locations. The open disclosure framework is the staged, supported conversation with a patient or family after a patient safety incident that caused harm, and the duty of candour is the obligation that makes you have it. The apology you offer inside that conversation is protected, not incriminating, under ANZ apology statutes.[1][2][3][12]
This topic owns all three habits. Cross-link the dedicated leaves for breaking bad news, consent and capacity, cultural safety, and professional boundaries — they share skill sets but separate clinical moments. Pay specific attention to obstetrics and gynaecology: a documentation lapse at full dilatation, a handover between midwife and obstetrician at shift change, and an apology after a fourth-degree perineal injury each sit at the busiest and most litigated edge of practice.[4][6][9]
References18ShowHide
- [1]Wu AW, McCay L, Levinson W, Iedema R, Wallace G, Boyle DJ, McDonald TB, Bismark MM, Kraman SS, Forbes E, Conway JB, Gallagher TH Disclosing Adverse Events to Patients: International Norms and Trends J Patient Saf, 2017.PMID 24717530
- [2]Finlay AJ, Stewart CL, Parker M Open disclosure: ethical, professional and legal obligations, and the way forward for regulation Med J Aust, 2013.PMID 23641998
- [3]McLennan SR, Truog RD Apology laws and open disclosure Med J Aust, 2013.PMID 23641983
- [4]Humphrey KE, Sundberg M, Milliren CE, Graham DA, Landrigan CP Frequency and Nature of Communication and Handoff Failures in Medical Malpractice Claims J Patient Saf, 2022.PMID 35188927
- [5]Lazzari C, Rabottini M The use of Introduction, Situation, Background, Assessment, and Recommendation handover in the COVID-19 pandemic and non-COVID clinical settings: a systematic review and meta-analysis Front Health Serv, 2025.PMID 40851885
- [6]Pilcher L, Kurian M, MacArthur C, Singh S, Manaseki-Holland S Obstetric shift-to-shift handover in Kerala, India: A cross-sectional mixed method study PLoS One, 2022.PMID 35550640
- [7]Porteous JM, Stewart-Wynne EG, Connolly M, Crommelin PF iSoBAR — a concept and handover checklist: the National Clinical Handover Initiative Med J Aust, 2009.PMID 19485867
- [8]Beament T, Ewens B, Wilcox S, Reid G A collaborative approach to the implementation of a structured clinical handover tool (iSoBAR), within a hospital setting in metropolitan Western Australian: A mixed methods study Nurse Educ Pract, 2018.PMID 30273803
- [9]Rathnayake D, Sasame A, Radomska A, Shé ÉN, McAuliffe E, De Brún A What can we learn from patient and family experiences of open disclosure and how they have been evaluated? A systematic review BMC Health Serv Res, 2025.PMID 39939873
- [10]Awad M, Elbashir M, Saad A, Abdalla I, Elnour MAAE, Suliman OAM Improving the Accuracy and Safety of Allergy Documentation Through a Standardized Recording System Cureus, 2025.PMID 41426836
- [11]Case J, Walton M, Harrison R, Manias E, Iedema R, Smith-Merry J What Drives Patients' Complaints About Adverse Events in Their Hospital Care? A Data Linkage Study of Australian Adults 45 Years and Older J Patient Saf, 2021.PMID 33512865
- [12]Parker M A fair dinkum duty of open disclosure following medical error Med J Aust, 2012.PMID 23156646
- [13]Harrison R, Birks Y, Bosanquet K, Iedema R Enacting open disclosure in the UK National Health Service: a qualitative exploration BMJ Qual Saf, 2017.PMID 28220984
- [14]Cheng-Zarate D, Burns J, Ngo C, Haryanto A, Duncan G, Taniar D, Wybrow M Creating a data warehouse to support monitoring of NSQHS blood management standard compliance BMC Health Serv Res, 2024.PMID 39574142
- [15]Basu S, Marcus HJ, Sayal P, Kitchen N, Ley R, Hutchinson PJ, Thorne L Implementation of duty of candour within neurosurgery: a national survey and framework for practice BMJ Qual Saf, 2020.PMID 31755728
- [16]Iedema R, Sorensen R, Manias E, Tuckett A, Piper D, Mallock N, Williams A, Jorm C Patients' and family members' experiences of open disclosure following adverse events Int J Qual Health Care, 2008.PMID 18801752
- [17]Percival M, Gillespie BM, Hirsch H, Johnston K, Tobiano G, Memon S, Baglot N, Jayasinghe R, de Wet C, Morgan M, Hattingh L Implementation of a pharmacist-led discharge intervention to improve medication information handover at hospital discharge: a non-randomised feasibility study BMC Health Serv Res, 2026.PMID 42310726
- [18]Coughlan B, Powell D, Higgins MF The Second Victim: a Review Frontline Learning / Eur J Pers Cent Healthc, 2017.PMID 28526169