Transfer a Patient to Another Client

When a patient is transferred from one client to another, the history of that transfer is recorded with the date and time of the transfer, who did the transfer, and the original client.

IF THE PATIENT IS ON A PLAN, THE PLAN MUST BE CANCELED BEFORE THE PET MAY BE TRANSFERRED.

FINANCIAL RECORDS DO NOT TRANSFER WITH THE PATIENT.

To transfer a patient’s records to a different client:

1. Ensure you are in the patient’s file to transfer.

2. Select the Info tab and scroll down to Transfer Patient.

3. Search for and select the appropriate Client Name.

4. Select TRANSFER PATIENT TO…

5. A confirmation window appears to confirm the transfer, select OK and the patient file will open under the new Client.