Transfer Note

Create a transfer note for the attached patient information.


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A Transfer Note is created when a patient’s case is being transferred to another facility for various reasons and referred to another provider either by change of level of care, type of care required, decision by insurance, decision by family, or change of program; to mention but a few. As the provider, you may be okay with this transition and sometimes not, but you must provide the necessary information whether you are in support of this transition or not. Transfer note is a communication between the treating clinician and the next provider/agency involved. The Transfer Note provides closure on your part as the provider, but not for the patient. The closures can occur in two ways, written and/or oral. In this assignment, students will produce either a written or an oral transfer note to assist them in practice when a Transfer Note is appropriate. A Transfer Note is a part of the Patient Chart, a legal document and is to be treated as such.

Following the information from a patient interview, chart review and/or your preceptor; upload your note or your oral presentation to Blackboard. If you choose a dictated summary it must be verbatim of what would have been written.
NOTE: If you did not have the opportunity of transferring a client in your practicum experience, discuss with your preceptor and formulate the plan to transfer a client to your preceptor.



TRANSFER DIAGNOSES: Include Medical and Psychiatric
1. Individual and group psychotherapy. – BE SPECIFIC
2. Psychopharmacologic management. – BE SPECIFIC
3. Family therapy conducted by social work department with the patient and the patient’s family for the purpose of education and discharge planning.
HOSPITAL COURSE: Brief discussion of how the hospitalization went. All intervention implemented and client’s response to therapy.

TRANSFER ASSESSMENT: client current condition at the time of transfer, including mental status exam.
ASSETS and LIABILITIES: this include strengths, weaknesses, support system, and Maslow


TRANSFER PLAN: The risk for harm, medications, labs, teaching, labs, referrals, and follow-ups. All transfer information as arranged by case manager and social work.

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