Understanding the Importance of a Transfer Note Nursing Example

A crucial part of patient care in any healthcare setting is the smooth transition of a patient from one level of care to another. This is where the Transfer Note Nursing Example comes into play. It’s a detailed document that ensures vital information about a patient’s condition, treatment, and needs is accurately and efficiently communicated between healthcare professionals, like when a patient is moved from a hospital to a rehab facility, or from one unit to another within the hospital. This essay will break down what a transfer note is, why it’s important, and provide examples of how it looks in different situations.

Key Components and Significance of a Transfer Note

A transfer note is basically a summary of everything important about a patient’s medical history and current situation. It helps the receiving healthcare team understand the patient’s needs and continue their care seamlessly.

The information typically found in a transfer note includes:

  • Patient demographics (name, date of birth, medical record number)
  • Admitting diagnosis and reason for transfer
  • Brief medical history and relevant past illnesses
  • Current medications (dosage, frequency, and route)
  • Allergies
  • Vital signs and recent lab results
  • Current physical assessment
  • Ongoing treatments and interventions
  • Code status (e.g., full code, DNR)
  • Any special instructions or considerations

Transfer notes also include information about the patient’s pain level, any wounds or skin issues, and their mental status. Accurate documentation is vital for safe and effective patient care.

The transfer note also has the responsibility for the person writing it. It should be clear, concise, and easy to understand. The transfer note’s purpose is to make sure there are no gaps in care and no miscommunications when a patient changes locations. It can be the difference between a patient recovering smoothly and a patient experiencing complications.

Email Example: Transfer to Skilled Nursing Facility (SNF)

Subject: Patient Transfer – [Patient Name], MRN: [Medical Record Number]

Dear SNF Team,

This email is to inform you of the upcoming transfer of [Patient Name], MRN: [Medical Record Number], to your facility on [Date] at approximately [Time].

Patient Information:

  • Name: [Patient Name]
  • Date of Birth: [Date of Birth]
  • MRN: [Medical Record Number]
  • Admitting Diagnosis: [Admitting Diagnosis]
  • Reason for Transfer: [Reason for Transfer, e.g., Continued Rehabilitation, Skilled Nursing Care]

Brief Medical History:

[Briefly describe the patient’s relevant medical history, including any major illnesses, surgeries, or hospitalizations. e.g., “Patient underwent hip replacement surgery on [Date]. History of diabetes.”]

Current Medications:

[List all current medications, including name, dosage, route, and frequency. Use a table for clarity:]

Medication Dosage Route Frequency
[Medication 1] [Dosage 1] [Route 1] [Frequency 1]
[Medication 2] [Dosage 2] [Route 2] [Frequency 2]

Allergies: [List any known allergies, e.g., “NKDA (No Known Drug Allergies)” or specific allergies.]

Vital Signs: [Provide recent vital signs, e.g., “BP: 130/80, HR: 80, Temp: 98.6F, O2 Sat: 96% on room air.”]

Current Status: [Describe the patient’s current condition. e.g., “Patient is ambulatory with assistance. Reports pain level of 2/10. Wound on left leg healing well.”]

Special Instructions: [Include any special instructions, such as dietary restrictions, fall precautions, or specific treatment protocols. e.g., “Patient requires a soft diet. Implement fall precautions due to risk of falls.”]

Code Status: [Indicate the patient’s code status, e.g., “Full Code.”]

We will be sending the patient’s medical records electronically. Please do not hesitate to contact us if you have any questions. Our contact number is [Phone Number] and the sending nurse is [Nurse’s Name].

Sincerely,

[Your Name/Hospital Name]

Email Example: Transfer from Emergency Department (ED) to Inpatient Unit

Subject: ED Transfer – [Patient Name], MRN: [Medical Record Number], to [Unit Name]

Dear [Receiving Unit Nurse/Staff],

This email confirms the transfer of [Patient Name], MRN: [Medical Record Number], to your unit from the Emergency Department. The patient is expected to arrive at approximately [Time] on [Date].

Reason for Admission: [State the reason for the patient’s admission, e.g., “Pneumonia, requiring IV antibiotics and respiratory support.”]

Key Findings: [Summarize the key findings from the ED. e.g., “Chest X-ray shows consolidation in the left lower lobe. Blood cultures pending. Oxygen saturation currently at 92% on 2L nasal cannula.”]

Current Medications: [List all current medications and the last time they were administered.]

Ongoing Treatment: [Detail ongoing treatments. e.g., “IV antibiotics (to be continued). Oxygen via nasal cannula at 2L/min. Nebulizer treatments every 4 hours.”]

Allergies: [List any known allergies, e.g., “Penicillin – rash.”]

Special Considerations: [Mention any special considerations. e.g., “Patient is a fall risk. Requires frequent monitoring for respiratory distress.”]

Please be prepared for the patient’s arrival. A complete medical record will be sent with the patient.

If you have any questions before the patient arrives, please call us at [ED Phone Number].

Thank you for your assistance.

Sincerely,

[Your Name/ED Staff]

Letter Example: Transfer to a Rehabilitation Facility

[Your Hospital Letterhead]

[Date]

[Receiving Facility Name]

[Address of Facility]

RE: Patient Transfer – [Patient Name], DOB: [Date of Birth], MRN: [Medical Record Number]

Dear Admissions Team,

This letter is to inform you of the upcoming transfer of [Patient Name], Date of Birth: [Date of Birth], Medical Record Number: [Medical Record Number], to your facility on [Date]. The patient is being transferred for rehabilitation following [Reason for transfer, e.g., a stroke, hip replacement, etc.].

Summary of Hospital Course: [Briefly summarize the patient’s stay in the hospital, including the major events and treatments. e.g., “Patient admitted on [Date] with a diagnosis of left-sided weakness following a stroke. Received physical and occupational therapy.”]

Current Status: [Describe the patient’s current condition and functional abilities. e.g., “Patient is now stable but requires assistance with activities of daily living. Able to ambulate with a walker.”]

Medications: [Provide a comprehensive medication list, including the drug name, dosage, route, and frequency.]

Diet: [State the patient’s diet orders and any special dietary needs. e.g., “Regular diet, no dietary restrictions.”]

Allergies: [List any known allergies.]

Code Status: [Indicate the patient’s code status.]

Special Needs: [Detail any special needs, such as wound care, specific therapy requirements, or equipment needs. e.g., “Requires wound care for a stage 2 pressure ulcer on the sacrum. Needs physical and occupational therapy. Uses a walker for ambulation.”]

The complete medical record, including all relevant documentation, will be sent with the patient. We kindly request that you contact us at [Your Phone Number] if you have any questions.

Thank you for your attention to this matter.

Sincerely,

[Your Name/Hospital Staff]

Email Example: Intra-Hospital Transfer (e.g., from ICU to General Medical Floor)

Subject: Intra-Hospital Transfer – [Patient Name], MRN: [Medical Record Number] – from ICU to [Floor Name]

Dear [Receiving Nurse/Unit],

This email is to notify you of the transfer of [Patient Name], MRN: [Medical Record Number], from the ICU to your floor at approximately [Time] on [Date].

Reason for Transfer: [State the reason. e.g., “Patient is now stable and no longer requires intensive monitoring.”]

Current Status: [Describe the current status. e.g., “Patient is extubated and breathing spontaneously. Alert and oriented. Hemodynamically stable.”]

Key Issues: [Highlight any key issues. e.g., “Requires frequent monitoring for signs of respiratory distress. Continue to monitor for wound infection.”]

Medications: [List all current medications, their dosages, routes, and frequencies.]

Special Instructions: [Include any special instructions. e.g., “Continue to monitor for pain. Encourage ambulation. Contact the physician immediately if oxygen saturation drops below 90%.”]

The patient will arrive with all necessary medical records. Please let us know if you have any questions.

Thank you,

[Your Name/ICU Staff]

Email Example: Transfer of a Pediatric Patient

Subject: Pediatric Transfer – [Patient Name], DOB: [Date of Birth], MRN: [Medical Record Number] to [Unit/Facility Name]

Dear Receiving Team,

This email is to notify you of the transfer of [Patient Name], Date of Birth: [Date of Birth], Medical Record Number: [Medical Record Number], to your unit/facility. The transfer is scheduled for [Date] at approximately [Time].

Chief Complaint/Reason for Admission: [Briefly describe the primary reason for the patient’s visit or admission. e.g., “Pneumonia” or “Suspected appendicitis.”]

Current Condition: [Describe the patient’s current condition. e.g., “Patient is currently afebrile. Respiratory rate is 24 breaths per minute. Oxygen saturation is 98% on room air.”]

Medical History: [Include a brief relevant medical history. e.g., “History of asthma. No known allergies.”]

Medications: [Provide a comprehensive medication list, including name, dosage, route, and frequency.]

Diet: [Describe any dietary restrictions or preferences. e.g., “Regular diet as tolerated.”]

Allergies: [List any known allergies.]

Immunizations: [Mention the patient’s immunization status, e.g., “Up-to-date on immunizations.”]

Developmental Considerations: [Provide relevant developmental information. e.g., “Patient is able to communicate well and follows directions.”]

Parent/Guardian Information: [Include parent/guardian contact information and any important details about family dynamics or preferences.]

The full medical record will be provided with the patient. Please call [Phone Number] if you have any questions.

Thank you,

[Your Name/Department]

Letter Example: Transfer During Weekend/Off-Hours

[Your Hospital Letterhead]

[Date]

[Receiving Facility/Unit Name]

[Address]

RE: Patient Transfer – [Patient Name], DOB: [Date of Birth], MRN: [Medical Record Number]

Dear On-Call Staff,

This letter provides details of the transfer of [Patient Name], Date of Birth: [Date of Birth], Medical Record Number: [Medical Record Number], to your facility/unit on [Date] at approximately [Time].

Reason for Transfer: [State the reason for the transfer.]

Admitting Diagnosis: [Provide the admitting diagnosis.]

Brief History: [Summarize relevant medical history.]

Medications: [Provide a detailed medication list.]

Allergies: [List any allergies.]

Code Status: [State the patient’s code status.]

Current Condition: [Describe the patient’s current condition.]

Special Instructions: [Include any special instructions, e.g., “Monitor for bleeding. Keep patient NPO until further notice.”]

The complete medical record will accompany the patient. For any questions, please contact the charge nurse at [Phone Number].

Thank you for your assistance.

Sincerely,

[Your Name/Hospital Staff]

In conclusion, the Transfer Note Nursing Example is more than just a form; it’s a critical tool for ensuring the continuity and safety of patient care. By providing a clear, concise, and accurate summary of a patient’s condition and needs, it empowers healthcare professionals to provide the best possible care, regardless of where the patient is being treated. Understanding the key components of a transfer note and the different ways it can be used in various settings is essential for any healthcare professional.