Overview: Patient record transfer

The patient record transfer feature of InForm allows you to transfer a patient's information from one site to another.

You can transfer patients one at a time using the InForm application user interface. You can also transfer patients in bulk using InForm Data Import.

Use the InForm application user interface to transfer patients who meet any of the following criteria:

Change permanent address before completing the trial.
Have multiple residences throughout the course of the trial.
Were initially assigned to the wrong sites or to an investigator who is no longer with the trial.

Use the InForm Data Import tool to transfer of patients if for any reason you need to transfer several patients from one site to another at the same time. You might need to do a bulk-transfer if, for instance, a site is closed down within the course of a study.

Whether you transfer patients individually, or transfer them in bulk, keep in mind that:

The InForm application allows you to transfer patients from one site to another only if the study version at the destination site is the same or greater than the study version at the patient's current site. (Note: To see what study version is in effect for a site, display its detail page, available from the Sites tab of the InForm software Admin interface.)
You can transfer only patients who are fully enrolled; you cannot transfer a patient who is screened but not enrolled or a patient who has failed enrollment.
You cannot use the patient record transfer feature if you are also using the site filtering feature of the` InForm Unplugged application.