How to Transfer a Resident to Another Healthcare Organization

Once in the sytem, residents may be transferred to other organizations in the system. The same permissions are in affect when transferring a resident allowing residents to only be transferred to organization types that have access to the Resident Tracking module. Note: The organization type, State Office of the Chief Medical examiner has access to the Resident Tracking module but may not receive transferred residents.

Transfer a Resident via Resident Edit Form

Residents may be transferred via the Edit Resident page. Simply click the button, Transfer Resident and then select an organization in the drop-down-list or manually enter an organization not in the system.

If the option, Choose destination from drop-down list is chosen, then the resident will appear in the selected organizations current resident list. All resident history (within the system) will be viewable to users with permission.

Transfer a Resident via Unique Identifier

An existing resident may be received/transferred from an existing organization or location in the system by entering the resident's unique identifier.