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Transferring one patient at a time

To transfer a single patient record to a different site:

  1. In the Navigation pane, click Admin.

  2. Click the Sites tab.

    A list of sites appears. The tab also displays the site abbreviation, the email address for the site contact, and a Patients column.

  3. Identify the current site for the patient you want to move. In the Patients column for that site, click Transfer.

    A list of patients at the site appears.

  4. Identify the patient you want to move and click Transfer in the Action column.

    The Patient Record Transfer page appears.

  5. Read and understand the information in these sections of this page:
    • Patient Record Transfer Affidavit—This section is customized for your trial. It provides guidance on the responsibility of the administrative user regarding moving a patient from one site to another.
    • Patient Status—This section makes you aware if any of the following are outstanding for the patient: missing required signatures, queries that are not closed, or forms that require source verification.

    After reading these sections of the page, you can choose to continue with the patient transfer, or to cancel. If you choose to continue, you are assuming responsibility for the patient transfer as described in the affidavit.

  6. Complete the fields in the Enter Patient Record Transfer Information section of the page, as follows:

    Field

    Description

    Current Site

    Display only. The current site to which the patient belongs.

    Destination Site

    Choose a destination site from the drop-down list. The Destination Site list includes only those sites that you have access to and that are running study versions that are the same as or greater than the study version at the current site.

    Patient number

    The patient number. This read-only field defaults to the patient number used at the current site. If the InForm application finds no patient number conflict at the destination site, the patient will retain his or her patient number when the transfer is complete.

    If, however, the InForm application finds a conflict after you submit this transaction, this screen appears again, allowing you to edit the Patient number field.

    Reason for change

    Indicate the reason for the patient transfer by selecting one of these radio buttons:

    • Select the top radio button and choose one of these predefined reason for the transfer.
      • Patient change of address.
      • Patient is a seasonal resident.
      • Investigator no longer with trial.
    • Select the Other radio button. In the text box, type a description of the reason for the transfer.
  7. Click Submit, then OK to confirm the transfer.
  8. The InForm application checks the study versions at the current and destination sites:
    • If the current site is at a lower study version than the destination site—The InForm application prompts you to confirm the transfer by resubmitting it.
    • If the current site is at a higher study version than the destination site—You cannot complete the transfer.
  9. The InForm application checks to ensure there is no conflict with the patient number at the destination site:
    • If the InForm application finds no conflict at the destination site—The transfer completes.
    • If the InForm application finds a duplicate patient number at the destination site—The transfer stops until you resolve the patient number conflict, as duplicate patient numbers at a site are not permitted in patient record transfers. The Patient Record Transfer page displays again, allowing you to edit the patient number and resubmit the transaction.
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