Admissions: Patient Discharge and Transfer Management

Patient discharge and transfer management is the process of formally closing a patient’s admission to a healthcare facility. It involves updating records when a patient leaves the facility, either by being discharged home or transferred to another healthcare service for ongoing care, ensuring accurate documentation and continuity of care.
 

Contents:

1. Transferring a Patient
2. Discharging a Patient

Transferring a Patient

1. Select the patient you want to transfer from the patient list. 
2. From the Dashboard tab, select the New Letter shortcut in the Quick Actions bar.
   
    
3.  Once the letter opens, complete all required fields, then select Save.
   
    
4.  Once you have completed the discharge summary in the Patient Admission tab, select the Admission Status drop‑down menu, then select Ready to Discharge.
    
5.  Fill out all the required fields and select discharge. The patient will now be successfully discharged for the transfer.
   
   
    

Discharging a Patient

1. Select the patient you want to discharge from the patient list. 
2. From the Dashboard tab, select the New Letter shortcut.
3. Once the letter opens, complete all required fields before proceeding. Once the letter opens, complete all required fields, then select Save.
    
4. After saving the letter, select Finalise, then you will be able to send it. Please note that sending is only available if the recipient has secure messaging enabled.
   
    
5. Once you have completed the discharge summary in the Patient Admission tab, select the drop‑down menu next to the Emergency Status field, then select Ready to Discharge.
    
6. Once you have completed the discharge summary in the Patient Admission tab, select the drop‑down menu next to the Emergency Status field, then select Ready to Discharge.
    

7. Fill out all the required fields, then select Discharge, The patient will now be successfully discharged.