Transfer Patients Between Realms

Owned by Heather Nguyen
Last updated: May 16, 2024
2 min read

Objective

  1. You want to transfer a patient from one realm to another

  2. You need 2 charts: a treatment chart and a recovery residence chart

Steps

  1. Locate the patient you are needing to transfer

    image-20240515-215217.png

  2. In the chart, locate the Menu button at the top-right of the chart

    image-20240515-215318.png

  3. Select “Refer Out” in the Menu dropdown

    image-20240515-215428.png

     

  4. Complete the “Refer Out” pop-up and click “Send” when complete

    image-20240515-215558.png

     

  5. Once the patient is sent, you will need to go to the other realm by clicking on the logo at the top-right

    image-20240515-215720.png

     

  6. Select the respective realm the patients was referred out to

    image-20240515-215819.png

  7. In the new realm’s left-panel, locate “Intake Process”

    image-20240515-215941.png

     

  8. Select the appropriate service facility. Enter the from- and to-dates that the patient’s admission was set for. Click “Go”.

    image-20240515-220152.png

  9. Admit your patient

    image-20240515-220341.png

When using this feature, there will be 2 active charts in the initial realm and the realm you’ve referred the patient out to