- Patients must have been discharged from the previous care facility before they can be transferred as 1CHART only allows one ‘active’ chart per NHI number at one time. This is a safety precaution and cannot be overridden.
- All medicines from the previous chart will be transferred across.
- All items in the ‘Attention’ bar and Notes to Medicine Administrators will be transferred. 'Allergies, intolerances, and drug reactions' and Medical diagnoses and conditions' will also be transferred from the previous chart; the status for each item in these sections will be reset to ‘Not Verified’/Suspected.
- Only Clinical Administrators, Facility Administrators, Doctors, Other Prescribers, and Pharmacists can transfer patients.
Outline the below process for the care facility or doctor to do - 1CHART support will not transfer patients, so this task must be referred back to the appropriate practitioner.
- Go to Patient List and select + New Patient. This will generate a new patient form.
- Enter the NHI number of the transferring patient. An alert will appear with details of the patient, their previous facility, and full name to confirm the correct chart is transferred. Click ‘Yes’ to proceed.
NB: If a message advises that the patient is currently residing at another facility, the staff member will need to contact the facility to ensure the patient is discharged. The name and phone number of the facility will be provided in the message. 1CHART staff do not contact facilities to discharge patients on behalf of other facilities; they must do this themselves.
- Once the correct patient transferring is confirmed, basic patient details will auto-populate. Location fields and photo must be updated if necessary or known. Click ‘Save’ once details have been added.
- 'Transfer Medicine' box will appear. Select the dose times for the regular and short course medicines to be given. Default medication rounds will show in bold at the top of the list.
- Add any missing patient details and allocate the Patient’s Doctor.
- OPTIONAL: Pharmacy to complete checks. Once the chart has been transferred, the pharmacy will receive notifications outlining medications which have been transferred. The pharmacist can complete a check process which will then alert the doctor to complete the approval process. If the pharmacist is unable to complete the checks, the doctor will be able to approve the medication without this step being completed.
- Prescriber to approve the medication. After the pharmacy has completed the checks and the doctor has been allocated to the patient, the medication will appear on the doctor's Dashboard to approve/verify (as shown below).
If the pharmacy has not completed the checks but the doctor has been allocated to the patient, the alert will appear as below:
- If the pharmacy has completed the check, the medication will show with a green ‘Approve’ button and an amber background.
- If the pharmacy has been unable to complete the check, the medication will show with a green ‘Approve’ button and a blue background. If amendments are required, click 'Approve' - 1CHART will open the charting screen. Amend as needed and click ‘Save’.
- Doctor to review and update Medicine Chart Review date and confirm/verify Allergies, Intolerances and Drug Reactions. Add in any medicines as needed.
- If any error during the transferring, please call 1Chart for further help.