Roadmap: Transferring a patient from one site to another

1

Select the patient.

1. Select Patients ().
2. Search by Status, Patient List, Site Name, or patient ID.

2

Start the transfer.

1. Click the radio button of the patient to transfer.
2. Click the Transfer button.

3

Review the Patient Transfer affidavit and statuses.

Observe the color associated with Signature Status, Query Status, and Source Verification Status.

• If the status is black, no action is required.
• If red, attention is required.

Incomplete statuses of these items do not prevent the patient transfer, but you may want to cancel the transfer, complete these activities, and reinitiate the transfer.

4

Select the destination site.

1. From the Destination Site drop-down list, select the site to which to transfer the patient.
2. From the Reason For Transfer drop-down list, select the reason for the transfer.

5

Conclude the transfer and create the archive.

• Click Submit.

Because the archive contains the entire patient record generated to a PDF file, archive creation can take time. During that time, do not update the patient record.

6

View the PDF archive.

1. On the Patient List page, click the Patient Transfer History tab.
2. Click the View link for the patient.