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Patient record transfer flow
When you transfer a patient, InForm application transfers all of the data associated with the current site to the destination site. When you initiate the patient transfer, InForm application automatically creates:
- Patient transfer audit history—Audit trail information includes such information as the date and time of the transfer, the originating and destination site, time zone of the destination site, and the reason for the transfer.
- Patient transfer archive—The InForm application creates an XML archive of the history of the patient, up to and including the patient record transfer. You can use the patient archive should the originating site need to submit patient data to the FDA (via CRF submit).
The following table illustrates patient record transfer flow. The example follows the transfer of patient XYZ from:
- Site A to Site B
- Site B to Site C
- Site C back to site A
Site A
Site B
Site C
Step 1: Enroll patient XYZ.
Step 2: Add data for patient XYZ.
Step 3: Initiate transfer for patient XYZ to Site B.
The InForm application creates an archive that includes all forms for the patient as well as the audit history up to and including the patient transfer. Site A can no longer edit the patient's data.
Step 4: The InForm application transfers patient XYZ to Site B. Site B has edit access and control over all data for Patient XYZ.
Step 5: Add more data for patient.
Step 6: Initiate transfer for patient XYZ to Site C.
The InForm application creates an archive that includes all patient data from both Site A and Site B, up to and including the most recent patient transfer. Site B can no longer edit the data of the patient.
Step 7: The InForm application transfers patient XYZ to Site C. Site C has edit access and control over all data for patient XYZ.
Step 8: Add more data for patient.
Step 9: Initiate transfer for patient XYZ back to site A.
The InForm application creates an archive that includes all patient data from Site A, Site B, and Site C, up to and including the most recent patient transfer. Site C can no longer edit the data of the patient.
Step 10: Data for patient XYZ successfully transferred to Site A. Site A regains edit access and control over all data for patient XYZ.
