NextGen Knowledge Center

Document the Patient's Transfer Summary

You can document the patient's transfer details from one program to another.
  1. Open NextGen® Enterprise EHR, and then in Patient History, select Open Templates.
    The Select Template window opens.
  2. On the Medical Records tab, select All.
  3. Select Transfer Summary (BH), and then select OK.
  4. Select the program, specialty, and visit type.
  5. Select the patient's discharge date.
  6. To close the selected program for the patient, select the status of the patient's treatment in the program.
  7. In the Assessment/Diagnosis panel, document the patient's active diagnosis and assessment details.
  8. In the Transfer Summary panel, document the treatment details, post-transfer support details, risk details, and the reason for the patient's transfer.
  9. In the Transfer Plan panel, document the patient's active medications and transfer plans and instructions.
  10. Select Generate Document.