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Assessments - Transfer IQ®
Joe Caffrey avatar
Written by Joe Caffrey
Updated over 5 months ago

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Patient Assessments

The new Assessments section on the Patient tab of the patient's transfer case record allows you to document assessments conducted for the patient. Fields within the assessment section include various data points such as the type of assessment (initial assessment vs. re-assessment), the assessment order date/time, assessment start and end time, etc. Multiple assessments can be recorded on a case if applicable.

  • The Patient Assessments feature is only available in the U.S.


Setup Assessments

Administrators need to go to Admin > Data > Dictionaries and enter the following dictionary items to setup their healthcare system for assessments. These items appear in the selection lists in the Assessment Details card on the transfer case's Patient tab.

  1. Assessment Type – The type of assessment performed, such as Initial Assessment or Re-assessment.

  2. Staff – Staff members who are qualified to perform assessments and are not included in the National Provider Index (NPI) registry in the United States.

  3. Delay Reason – The reason that a patient's assessment is delayed.


Entering a New Assessment

Document and save new or additional assessments conducted for the patent and review the assessment details.


Canceling an Assessment

How to cancel unwanted changes or updates to the assessment.


Deleting an Assessment

Remove an assessment from a patient transfer case record.


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