Transfer Patients Between Realms

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

   Open

   

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

   Open

   

3. Select “Refer Out” in the Menu dropdown

    

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

    

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

    

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

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

    

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

9. Admit your patient