Fundamentals · chapter 8 · Admission, Transfer, and Discharge
Patient Transfer
The 13 things this section of the textbook says that you are most likely to be asked about — quoted word for word, not retold. Then 6 practice questions with the reasoning.
Key points
Clear transfer communication
These transfers happen depending on the patient’s condition, and information between facilities and units must be clear and accurate.
Focused transfer reporting
All aspects of the patient’s medical story are important, but nurses and healthcare providers must know what information is most important to the people currently caring for the patient and focus their transfer report accordingly.
Transfer points risk omissions
Each point of transfer is another step in the patient’s healthcare journey, and each point has the potential for crucial information to not be conveyed, negatively affecting patient care.
Standardized transfer reports
A standardized report covering every possible, necessary piece of data ensures nothing is missed.
Receiving transfer assessment
When receiving a transfer, it is key to assess the patient thoroughly, paying particular attention to important tasks such as checking the skin and bony prominences for bruises, cuts, scrapes, skin tears, or pressure ulcers. Check for any wounds, and if present, the dressings on the wounds.
Complete intrafacility handoffs
The key to having complete information is consistent assessments, standardized charting, and efficient reports between nurses upon each transfer. Information must be complete, focused, and relevant.
Changing report relevance
Some necessary information will remain the same, such as vitals, labs, and skin condition. Information that was less relevant before, such as continence and mobility, become more relevant when the patient transfers to decreasing levels of acuity.
Level-specific report emphasis
Different levels of care require different areas to emphasize when giving report. If the patient is being transferred for observation, it is important to know the basics of their condition, the medications they require, and the status of their mobility and orientation.
Belongings during transfer
The transfer of patient belongings may seem minor, but it is a crucial part of the transfer process. Ensuring the patient’s possessions go with them preserves positive relationships and maintains a good rapport with the patient and their family.
Family transfer notification
Ensuring that the patient’s family is aware of the transfer ensures clear communication and positive relationships with the patient and family.
Coordinating patient departure
Regardless of the mode of transport, it is important that the nurse coordinates the patient’s departure with all involved parties: the doctors should be aware, the charge nurse and unit clerk must be notified, report must be given, belongings must be packed, and the must be patient prepared (dressed, cleaned, ambulated/toileted).
Code status handoff
The patient’s code status and advance directives should also be clearly conveyed as part of transfer report, especially if the patient is being sent to an outside facility.
Transfer safety risks
Patient safety is of the upmost importance during the transfer process. Scenarios, such as medication errors, unassessed wounds, falls, or skin breakdown from incontinence, can occur if a proper and thorough report is not given to the admitting facility.
Terms to know
- step-down unit
- A step-down unit is an inpatient unit in many hospitals that serves as a transition point between intensive care and the medical-surgical unit, also known as the general medical unit, where the least critical patients who still require inpatient acute care are housed.
- acuity
- The difference between these units lies in the acuity, or the severity and complexity of patient illness, and in patient care routines such as the frequency of vitals, assessments, and visitation limitations as discussed in 8.1 Patient Admission.
- interfacility transfer
- Transfers between healthcare facilities, also known as an interfacility transfer, are key points where information may be missed because many hospitals are not on the same charting or record-keeping system.
- SBAR
- To help facilitate safe patient transfers, evidence-based communication methods, such as SBAR (Situation, Background, Assessment, Recommendation), have been used.
- advance directives
- The advance directives are rules that are legally set by the patient that dictate their end-of-life care.
- percutaneous endoscopic gastrostomy (PEG) tube
- For example, consider a patient who is being treated for esophageal cancer and is going to an assisted living facility with a new percutaneous endoscopic gastrostomy (PEG) tube, a type of feeding tube inserted into the patient’s abdomen that enables them to receive tube feedings instead of being fed orally.
Practice questions
Stuck on select-all-that-apply? How to take them one option at a time.
The graded version needs JavaScript. Every question is below anyway, with the answer and why.
Every question here, with the answer
A patient is transferred from a community hospital to a larger acute care facility. On arrival, which assessments and documentation should the receiving nurse prioritize to reduce missed safety issues? Select all that apply.
- Assess and document any drains.
- Inspect the skin and bony prominences for bruises, cuts, scrapes, skin tears, or pressure ulcers.
- Wait to assess wounds until the transferring facility sends additional records.
- Document access lines such as IVs, gastric tubes, and urinary catheters.
- Focus the initial assessment only on insurance approvals and bed assignment.
Answer: Assess and document any drains., Inspect the skin and bony prominences for bruises, cuts, scrapes, skin tears, or pressure ulcers., Document access lines such as IVs, gastric tubes, and urinary catheters.
The receiving nurse should complete a thorough assessment and document skin findings, wounds, access lines, and drains because these are key points where important information can be missed during interfacility transfer. Delaying wound assessment or focusing only on administrative issues can allow unrecognized problems to become the responsibility of the receiving facility and negatively affect care.
A postoperative patient is being transferred from the OR to the ICU. Which information should the transferring nurse emphasize in the verbal report?
- The outpatient rehabilitation plan and possible insurance limitations.
- Current IV medications, recent labs and vital signs, skin condition, wounds, surgical lines, and drains.
- The patient’s continence before surgery and long-term mobility goals.
- The patient’s personal mementos and preferred family visiting times.
Answer: Current IV medications, recent labs and vital signs, skin condition, wounds, surgical lines, and drains.
For an OR-to-ICU transfer, the receiving nurse needs high-acuity information that affects immediate monitoring and care, including IV medications, labs, vital signs, skin, wounds, lines, and drains. Continence, mobility, belongings, and longer-term plans may matter later but are not the priority focus for this transfer report.
A patient no longer needs acute inpatient care but is being transferred to an extended care facility because significant medical needs remain. Besides vital signs, which information should the nurse make sure is included in report? Select all that apply.
- Mobility status.
- Whether the sending unit has visitation limitations.
- Medications.
- Orientation status.
- Wounds.
Answer: Mobility status., Medications., Orientation status., Wounds.
For transfer to an extended care facility, the report should be complete but focused on what that facility needs to safely continue care. Orientation, mobility, medications, and wounds are identified as the most important facts besides vital signs; visitation limits from the sending unit are not listed as a key report priority.
A patient is scheduled to leave the unit by ambulance for transfer to another facility. Before departure, which actions should the nurse coordinate or complete? Select all that apply.
- Confirm that the doctors are aware and that the charge nurse and unit clerk have been notified.
- Prepare the patient by addressing needs such as dressing, cleaning, ambulating, or toileting.
- Skip report if transport has already arrived and send the patient immediately.
- Pack the patient’s belongings.
- Give report to the receiving facility.
Answer: Confirm that the doctors are aware and that the charge nurse and unit clerk have been notified., Prepare the patient by addressing needs such as dressing, cleaning, ambulating, or toileting., Pack the patient’s belongings., Give report to the receiving facility.
Regardless of the transport method, the nurse is responsible for coordinating departure with the team, giving report, packing belongings, and preparing the patient. Sending the patient without report creates risk because the receiving facility may not have the information needed for safe care.
A nonemergent transfer is planned for this afternoon. The patient’s family will not be able to visit until this evening, after the transfer has taken place. What is the best nursing action?
- Notify the family only if the transfer becomes emergent.
- Document the transfer in the chart and notify only the receiving nurse.
- Call the family with a simple update about the transfer.
- Wait for the family to call the unit so they do not become worried.
Answer: Call the family with a simple update about the transfer.
When the family cannot be present closer to the transfer time or afterward, a simple phone call update supports clear communication and comfort. Waiting for them to discover the transfer or relying only on chart documentation does not meet the communication need described in the section.
A patient who does not want chest compressions if their heart stops is being transferred to an outside facility. What is the nurse’s priority related to the transfer report?
- Clearly communicate the patient’s code status and advance directives as part of the report.
- Send the advance directives only with the patient’s belongings.
- Focus on mobility and wounds first because advance directives are handled after arrival.
- Mention the advance directives only if the receiving nurse asks.
Answer: Clearly communicate the patient’s code status and advance directives as part of the report.
Code status and advance directives must be clearly conveyed during transfer, especially to an outside facility, because unclear communication can cause distress and legal problems. Sending the information only with belongings or waiting to be asked leaves room for error.
Where every quote comes from
Section 8.2 Patient Transfer of Fundamentals of Nursing by Christy Bowen, Lindsay Draper, Heather Moore, OpenStax, 2024. Read the whole section free at openstax.org.
The textbook is licensed under CC BY-NC-SA 4.0. This page quotes it word for word and adds the headings, the order and the practice questions; references to the book's figures and stray spaces left by its formatting are removed. The page is shared under the same licence. Nothing here is sold.