How to transfer patients

The InForm application provides two different methods for transferring patients to new sites. The method you use depends on whether you want to transfer a single patient, or whether you want to transfer patient records in bulk.

Transferring one patient at a time by using the InForm software Admin interface. This option is described in this document.
Transferring several patients at once by using the InForm Data Import tool. This option is described in the InForm Utilities Guide and in the online help for the InForm Data Import tool.

Note: To transfer patients by using the InForm application user interface, you must have appropriate InForm access rights to be able to transfer patient records. In addition, you must have access to both the originating site and the destination site.