Provides reporting and analytics for greater insight and control of operations.

Rapid admission and decision making for transfer requests.

Improve staff efficiency and satisfaction through reduction of phone calls.

Increased quality of transfers because of staffing by qualified RNs.

Increased quality and reduced risk through recording of physician-to-physician calls.

An ability to capture payor mix information post-transfer.

Better patient outcomes.

A minimum of six characters.

A maximum of 15 characters.

One upper case letter.

One lower case letter.

One symbol (example: ^, %, &)

One number.

Active tab – This view displays all active transfer requests and is the default view
after you log in. The number on the tab indicates the current number of cases that
are active.

Inactive tab – This view displays all inactive transfer requests. The number on the
tab indicates the current number of cases that are inactive. The Inactive view is a
case management feature. The Inactive view is where you can “park” cases that
require additional information before closing. This feature reduces the number of
cases being managed in the Active view. To learn how to make a case inactive, see
the Transfer Inactive check box description on page 118.

Layout: The Layout menu displays options to save a layout that you have
customized to show the columns that you want, to restore the layout to the default,
and to auto-resize the columns. The saved layout for a workstation will not change
until the defaults are restored or a new layout is saved. You can save layouts for the
Active or Inactive tab views.

Note: You can save a customized layout of the Active or Inactive view tabs by clicking
the Layout menu and selecting the Save Layout option. If you want to return to
the default layout, click the Layout menu and select the Restore Default option.
The saved layout for a workstation will not change until the defaults are restored or
a new layout is saved.

Reports: From the Reports menu, you can select one of the TransferCenter™
reports to generate.

Configuration: From the Configuration menu, administrators can open:

Help: The Help menu displays the following options:

About: The TransferCenter™ application About box displays the general copyright and
version information about the application.

XT Status: When the TransferCenter™ application is interfaced with the
TeleTracking Technologies Capacity Management Suite™ system, the XT Status
indicator field displays the following message: XT Interface Active. If the
TransferCenter™ application is not interfaced with the Capacity Management
Suite™ system there is no indicator and no message at the top center of the menu
bar.

IQ Platform Status: When the TransferCenter™ application is integrated with the
TeleTracking IQ™ platform, the IQ Platform Status displays the message
Interface Active. When the interface is active, the TransferCenter™ application can
communicate with the Community Access™ portal on the TeleTracking IQ™
platform.

Logged in as: The Logged in as indicator identifies the user who is logged in to
the application. The drop-down list includes the following options:

New: Click the New button to enter a new transfer request order. The New
Transfer window opens.
Note
If you have the Edit Transfer permission, the New button is enabled on all view
tabs and you can create a new transfer request from any tab on the case window.

Edit: Click the Edit button to edit active or inactive transfer cases. Selecting a
case and then clicking this button opens the Edit Transfer window.

View: Click the View button to view active or inactive transfer request cases.
Selecting a case and then clicking this button opens the View Transfer patient detail
window. You cannot edit the case from this window.

Print: Click the Print button to print the selected active or inactive transfer
case. Select a transfer request by clicking its row.

Notify: Click the Notify button to open the Instant Notification dialog box and
send a message directly from the TransferCenter™ application to any valid
recipients in the Capacity Management Suite™ system.
Note
The Notify action button is available when the XT Status at the top of the
TransferCenter™ application window says XT Interface Active.

Refresh: Click the refresh button to update the cases visible in the View
window.

Issue Alert: This symbol appears in the Issues column if there is an open
issue concerning the case.

Page Delay Alert: This symbol appears in the Page Delay column if the
physician has not called back or been paged again within the time limit required by
the system.

Status Alert: By default, the word “Emergent” in red letters appears in
the EMC Status column if the status is emergent. The administrator can configure
the different EMC Statuses to appear on the interface with different color
backgrounds and fonts.

Bed Request Status Alert: When a bed is requested, the word
“Requested” appears in the Bed Req Status column. The cell background is red if the
request is Active and grey if the request is Inactive.

Gender/Age color code: The cell background in the
Age column represents is color-coded to represent the patient’s gender. The
patient’s age appears as a number within the cell. The colors represent the following
genders:

The TransferCenter™ application displays the Field Chooser options in
groupings. Click Collapse All button to show the groupings. Click the plus sign
for the grouping that you want to expand to see all its options.

Use the Expand All and Collapse All buttons to make it easier to see the
options you want.

Typing criteria in the filter field

Selecting from the list of column contents

Applying custom filters

Typing Criteria in the Filter Field:
Type your criteria in the filter field below each column header.
As you type the column dynamically filters the report to show only the rows that
contain the letters you have entered.

Selecting from the List of Column Contents:
Below each column header is an arrow which displays a list of criteria . The list shows all
the column contents from which you can create the filter.
To select from a list of column contents:

Column header: Determines which column in the Active/Inactive Transfer
Request view you are filtering.

Filter operator: Determines how the filter compares two values.

Filter value: Determines which value the operator compares to the rest of the
column contents.

Click the no filter button . The column shows all cases.

Click the arrow below the column heading.
Click Clear Filter in the list.
All transfer requests appear in the Active/Inactive Transfer Requests window.

Patient: Displays the name of the patient being transferred. This field automatically displays the name that you entered in the First Name and Last Name fields of the Transfer page.

Accepting Physician: Displays the name of the physician designated as Accepting in the Physician Type field of the Targeted Physician Communications section in the Consult page.

Disposition: Displays a record of the staff decision in response to a request. The Disposition field options are determined by the transfer center’s configuration administrator.

Save: The Save button becomes active once you have entered information in the New Transfer window. Click Save to retain any changes made in the window. Clicking the Save button causes the application to assign a permanent transfer number to the transfer order. Once a transfer number is assigned to a transfer request order, it becomes a transfer case and cannot be deleted. A saved transfer case must be completed to be closed. Be certain that the transfer request order is valid before saving it.

Link In-Progress Call: This button appears when the Enable Call Recording box is checked in the TransferCenter™ Configuration window. Clicking this button associates the current, in-progress call with the transfer case while the call is simultaneously recorded. Clicking the With Notes option in the list associates the call with the case and allows the linking user to type notes during the recording process. A phone icon appears in the Call Status column during the link in-progress call. When an in-progress call is linked, minimal call information is displayed in the Transfer Case Linked Recordings section. After the call has ended, and the case has been saved, the remaining columns are populated with the appropriate information. For more information, see How to Link an In-Progress Call on page 98.

Close: The Close button closes the New/Edit Transfer window.

Transfer #

Close Case

Transfer Inactive

Instant Notify (This button appears when the TransferCenter™ application is integrated with the Capacity Management Suit™ system.)

Print

Transfer

Facility

Consult

Clinical

Disposition

Bed Req

Issues

Recording

Documents

Entry Date/Time: Enter the date and time the initial transfer request was received.

Case Owner: Input the name of the case owner. This defaults to the user's name but can be changed by selecting from a list or typing in the field.

Caller Name: Name of the person making the request call from the referring facility.

Caller Phone: Phone number of the person making the request call.

2nd Caller Name: Name of the second person making the request call.

2nd Caller Phone: Phone number of the second person making the request call.

Referring Facility: Name of the referring facility.

First Name

Last Name

Social Security Number

MRN

TransferCenter™ application is integrated with the Capacity Management Suite™ system.

The Enable Outbound ADT Registrations option is selected in the General page of the Configuration section.

Emergent: Select this check box if the patient being transferred is experiencing an emergency medical condition and requires immediate attention.

Click for definition: Click this link to view the definition of an emergency medical condition.

Status: Enter the transfer patient’s EMC status if other than Emergent. Click the arrow and select a status from the list or begin typing the status in the field. The list appears showing the status options that begin with that letter. Click a selection to populate the field.

Alerts: Check any of the following boxes for the appropriate alert:

Protocol: Click the arrow to display a list from which you can select a detailed procedure and care plan. Using clinical protocols can decrease the errors that are made in hospitals. The most commonly used clinical protocols appear with a green background at the beginning of the list. Alternatively, you can begin typing the protocol name in the field. The list appears showing the protocols that begin with that letter. Click a selection to populate the field.

View: Click View to see the selected protocol in a new window.

Requested Facility: Select the facility that the caller requests for the transfer patient. This selection may or may not be the facility to which the patient goes.

Destination Facility: Select the facility to which the patient will actually go. The New Transfer window opens with the Destination Facility field populated with the default selected by the administrator in the Configuration section of the application. If the administrator has not selected a default Destination Facility and no other value is in the field, the Requested Facility selection automatically populates this field. To change the facility, click the arrow and select a facility from the list or begin typing the name in the field. The list appears showing the facilities that begin with the letters you typed. Facilities with a green background are integrated with the Capacity Management Suite™ system and allow bed requests. Click a selection to populate the field.

Redirect Reason: If the administrator has not selected the Enable Facility Disposition option in the Facilities configuration page, the Redirect Reason field replaces the Number of Facility Encounters field. Select the reason that the patient was not placed in the requested facility. If the Requested Facility field and the Destination Facility field contain the same value, this field is disabled. The Redirect Reason field is not affected by the Disposition Reason field on the Facility page.

Number of Facility Encounters: If the administrator has selected the Enable Facility Disposition option in the Facilities configuration page, the Number of Facility Encounters field replaces the Redirect Reason field. As the transfer specialist contacts additional facilities, this field automatically updates with the number of facilities that are visible on the Facility page.

Hospital Service: Select the type of service being requested. Click the arrow and select a service from the list or begin typing the name of a service in the field. The list appears showing the services that begin with that letter. Click a selection to populate the field.

Referring facility offers this service?: Click this check box if the referring facility offers the same type of service being requested.

Bed Type: Select the type of bed being requested. Click the arrow and select a bed type from the list or begin typing the name of a bed type in the field. The list appears showing the bed types that begin with that letter. Click a selection to populate the field.

Procedure: Enter the type of procedure being requested. Type in known information concerning the diagnostic test or surgery that is to be performed.

ETA: Enter the estimated time of the patient’s arrival. When you click Now, the application automatically enters the current date and time in the field. Enter a different date and time by clicking the up or down arrows or by typing in the field.

Select the Facility tab in the transfer case.

The Facility page appears.

Remove a facility from the Transfer Facility Encounters grid by selecting Clear in the top right corner of the facility’s column.

As you contact different facilities, you can record the information in the Transfer Facility Encounters grid after you have selected a facility name.

Select the Facility tab in the transfer case.

The Facility page appears and displays the Notes section at the bottom of the page.

Notes appear on the Facility page in reverse chronological order with the latest note about the most recent event appearing at the top of the Notes section.

Only the latest version of corrected notes is displayed on the Facility page, but changed notes are flagged with an icon , and the previous versions can be seen in the Facility Note Details dialog box.

Select the Add/View Notes icon to open the Consult Note Details dialog box.

Primary Care Physician: Type the name of the transfer patient’s primary care physician.

Referring Physician: Begin typing the name of the physician who is requesting the transfer. A list appears of physicians whose names begin with the letters you typed. Click a name in the list to select it.

Details: Click the Details button to view and edit details about the physician whose name is in the Referring Physician field. The Physician Details box opens displaying the physician's information.

Clear: Click the Clear button to delete the Referring Physician from the Referring Physician field.

Find: Click the Find button to open the Referring Physician Search dialog box.

Match On: Click Any to search for physicians that meet any of the selected criteria. Click All to restrict your search to only those physicians who meet all of your selected criteria. If the XT Status says XT Interface Active, the Match On options are First Name or Last Name.

Last Name: Type the first letter of the physician’s last name. Click search to see a list of the available physicians whose names begin with the letter you typed.

First Name: Type the first letter of the physician’s first name. Click Search to see a list of the available physicians whose names begin with the letter you typed. You can also use this field with the Last Name field and the Match On All option to narrow your search.

State: Click the arrow to select a state from the list or type the state’s abbreviation. This field is not active if the XT Status says XT Interface Active.

City: Type the name of a city in which you want to search for a referring physician. This field is not active if the XT Status says XT Interface Active.

Specialty: Type the specialty for which you want to search.

External ID: Type the ID of the referring physician to search for the associated name and information. This field is not active if the XT Status says XT Interface Active.

Search: Click this button to perform the search. Your results appear in the table below the criteria.

Add New: If you enter criteria for a physician search and the physician is not in the database, Add New becomes active. Click Add New to add a new physician to the TransferCenter™ database.

If the patient meets the requirements for acceptance without contacting a physician, select the Patient qualifies for automatic acceptance? check box.

Would you like to be re-acquainted with the federal rules related to hospital-to-hospital transfers under EMTALA? This check box indicates that the transfer center staff offered to review EMTALA (Emergency Medical Treatment and Active Labor Act) rules with the targeted physician.

Find field: To enter the name of a Physician, begin typing in the field next to Find. A list appears of physician names beginning with the letters you typed. Press the TAB key to enter the name at the top of the list or click a name to select it. A column is added to the list of Targeted Physicians Communications, and the name that you selected populates the Physician Name field. The Targeted Physician can also be added using the Find button and the Physician Search dialog box.

Find button: Click this button to open the Physician Search dialog box.

If the facility selected on the Transfer page is integrated with the Capacity Management Suite™ system and allows bed requests, only physicians that are enabled for that facility (in the Capacity Management Suite™ system) are returned in the search results.

If a facility is not selected on the Transfer page, or the selected Facility is not Integrated with the Capacity Management Suite™ system or does not allow bed requests, all physicians for all facilities are returned in the search results.

If there are a large number of targeted physicians who meet your criteria, not all of the physician names may fit in the results window. Enter more text in the Search Text box to find more specific results. For example, instead of searching for all referring physicians whose last name is “Smith,” try searching for a first name or first initial in addition to the last name.

Details: Click Details to open the Physician Details dialog box. You can view details about the physician. You can enter, view, and edit all of the physician's information except the physician’s name, external ID, and facility service mapping. Refer to the Adding a New Referring Physician section for more information about the Physician Details dialog box.

Clear: Click this button to delete all information in the physician’s column. Note: Once the timestamp has been set, only a user with the Admin privilege can delete this record.

On-Call: Manually select the On-Call box to indicate that the physician is currently On-Call.

Physician Name Edit: If your user profile has the Edit Targeted Physician permission selected, the edit icon will be appear next to the physician’s name. Click this icon and use the Find field to select a different physician’s name. Note: While in physician edit mode, you can only edit the Physician Name field. The physician’s other fields are locked and their values remain the same as before you clicked the edit icon. While in edit mode, the physicians that are not selected are grayed out and disabled. You can only edit one physician at a time. To exit the physician edit mode, click the Cancel icon or choose a new physician.

Paged Date Time: Select or type the date and time the named physician was paged. Click Now to enter the current date and time. Enter a different date by clicking the arrow icon and clicking a date from the calendar tool. Place your cursor in any time or date field and use the up/down arrows to change the value. Note: In the Configuration section the TransferCenter™ application, a time range for a physician to return a page or be paged again is defined. If the physician does not respond to or is not paged again within the time limit (as indicated by the Returned Call and the Repaged Date Time fields), an alert appears in the Page Delay column of the View window. See Page Delay Alert for more information.

Repaged Date Time: Select or type the date and time the named physician was paged again. This is a date/time field. Click Now to enter the current date and time. Enter a different date by clicking the arrow icon and clicking a date from the calendar tool. Place your cursor in any time or date field and use the up/down arrows to change the value.

Returned Call: Select or type the date and time the named physician returned the call. This is a date/time field. Click Now to enter the current date and time. Enter a different date by clicking the arrow icon and clicking a date from the calendar tool. Place your cursor in any time or date field and use the up/down arrows to change the value.

Spoke with Referring Physician: Select or type the date and time the named physician spoke with the physician who initiated the transfer request. This is a date/time field. Click Now to enter the current date and time. Enter a different date by clicking the arrow icon and clicking a date from the calendar tool. Place your cursor in any time or date field and use the up/down arrows to change the value.

Physician Type: Select if the physician is the Accepting, Consulting, Declining, or Other type of physician.

Decision Date Time: This field is automatically populated with the date and time you selected the physician’s decision to be the admitting, consulting, or declining physician in the Physician Type field. You can also enter the date and time by clicking Now or by typing in the field when a physician type is not selected.

Facility: Begin typing the name of the target facility where the physician is and select the facility from the list that appears. Only target facilities appear in the list.

Decision Date Time: The date and time that the Physician Type was selected automatically appears.

Transfer Case #: The number assigned to the transfer case when it is first saved. It has the same value as the Transfer # field at the bottom of the Edit Transfer window.

Referring Facility: This field is automatically populated by the Facility field on the Transfer page.

Hospital Service: The Hospital Service field is automatically populated by the same field in the Requested Service/Bed Inquiry section on the Transfer page.

Add Note field: This area at the top of the dialog box is where you type to add, edit, or correct notes. Consult notes can be up to 8000 characters in length.

Note History section: Notes are displayed in the Note History section in the lower part of the dialog box. Each row of the grid shows the details of one note. A history of the notes’ corrections can be displayed by selecting the Show Corrections check box.

Edited column: This column displays an icon if the note has been corrected. Hold your mouse over the icon to display a tooltip telling the date and time of the original note.

Event Date/Time: The date and time that the event occurred appears in the Event Date/Time column for the row containing the note. The default layout displays the notes in reverse chronological order with the most recent note at the top. You can toggle the sort order to chronological order by clicking the arrow in the Event Date/Time column header. Click the arrow again to toggle back to reverse chronological order.

Note: This column displays the text of the note or the corrected note. If a note is corrected and the Show Corrections box is selected, the original text is displayed in strikethrough text, and the correction appears in its own row with the event’s date and time.

User: This column displays the name of the user who is logged-in to the TransferCenter™ application on the date and time that the note or correction is entered.

Show Corrections: Click this check box to show the original note in strikethrough format as well as the corrected note. These notes are displayed in reverse chronological order by the Event Date/Time.

Group Corrections: The Group Corrections check box is active when the Show Corrections box is selected. Click this check box to display each original note grouped together with its corrections. Within the grouping for one note, all the corrections are displayed in reverse chronological order with the most recently corrected note at the top regardless of the note’s Event Date/Time stamp.

General tab

Clinical Notes tab

Labs/Radiology tab

Gender: The gender entry made in the Patient section of the Transfer page is also displayed in the Gender field of the Clinical page.

Age: The age entry made in the Patient section of the Transfer page is also displayed in the Age field of the Clinical page.

Weight: Type the patient’s weight in pounds in the Weight field. The value in pounds is automatically converted to kilograms and then populates the kg field. Enter a value of pounds and ounces as a decimal.

Height: Type the patient’s height in any measurement type.

FOC: If the patient is a newborn, type the Frontal Orbital Circumference.

Onset of Symptoms: Select or type the date and time that the symptoms first appeared.

Time Since: The duration since the onset of symptoms until now is automatically calculated and displayed.

HPI/PMH: Type the transfer patient’s medical history.

GCS

Heart Rhythm

Input

ISS/RTS

LOC

LMP

Output

Pain

Pregnant

Various treatment options like AICD, Arterial Line, Cardiac Monitor, etc.

Indicate if the transfer patient requires isolation. Includes Isolation, Type, and Organism fields.

Indicates if the transfer patient has allergies.

General tab

Clinical Notes tab

Labs/Radiology tab

Gender: The gender entry made in the Patient section of the Transfer page is also displayed in the Gender field of the Clinical page.

Age: The age entry made in the Patient section of the Transfer page is also displayed in the Age field of the Clinical page.

Weight: Type the patient’s weight in pounds in the Weight field. The value in pounds is automatically converted to kilograms and then populates the kg field. Enter a value of pounds and ounces as a decimal.

Height: Type the patient’s height in any measurement type.

FOC: If the patient is a newborn, type the Frontal Orbital Circumference.

Onset of Symptoms: Select or type the date and time that the symptoms first appeared.

Time Since: The duration since the onset of symptoms until now is automatically calculated and displayed.

HPI/PMH: Type the transfer patient’s medical history.

GCS

Heart Rhythm

Input

ISS/RTS

LOC

LMP

Output

Pain

Pregnant

AICD: Select this box if the patient has an automatic implantable cardioverter defibrillator (AICD) installed. You can type notes about the AICD in the accompanying text field.

Arterial Line: Select this box if the patient has an arterial line installed. You can type notes about the arterial line in the accompanying text field.

Cardiac Monitor: Select this box if the patient has a cardiac monitor. You can type notes about the cardiac monitor in the accompanying text field.

C-Collar: Select this box if the patient has an cervical collar (C-Collar). You can type notes about the C-Collar in the accompanying text field.

Central Line: Select this box if the patient has a central line. You can type notes about the central line in the accompanying text field.

Chest Tubes: Select this box if the patient has chest tubes. You can type notes about the chest tubes in the accompanying text field, such as the number and type of chest tubes.

Dialysis Access: Click the Dialysis check box to indicate the transfer patient requires dialysis.

Foley Cath: Select this box if the patient has a Foley catheter (Foley Cath). Type any notes about the Foley catheter that you want in the accompanying text field.

G Tube: Select this box if the patient has a gastrostomy tube (G Tube). You can type notes about the G Tube in the accompanying text field.

IABP: Select this box if the patient has a an intra-aortic balloon pump (IABP) installed. You can type notes about the IABP in the accompanying text field.

Intubated: Select this box if the patient has been intubated. When the Intubated check box is selected, the following fields are active in the Vital Signs section: FIO2, Mode, TV, Rate, and PEEP/PSV fields. See the Vital Signs section for details.

IV Access: Select this box if the patient has an intravenous access appliance (IV Access) installed. You can type notes about the IV Access in the accompanying text field.

Long Board: Select this box if the patient has a long spine board (Long Board). You can type notes about the Long Board in the accompanying text field.

O2: Select this box if the patient is getting oxygen (O2). You can type notes about the patient’s oxygen usage/requirements in the accompanying text field.

Pacing: Select this box if the patient is receiving transcutaneous pacing. You can type notes about the Pacing in the accompanying text field.

Isolation: Click this check box if the patient requires isolation. If the administrator selected Use Organism in the Admin Tool component, checking the Isolation box requires that a value be selected for the Type and Organism fields.

Type: Click the arrow and select the isolation type from the list, or begin typing the name of an isolation type in the Type field. A list appears of isolation types that begin with the letters you type. Select an isolation type from the list. If you select an isolation type, the Isolation box is automatically checked. If you clear the type field, the Isolation box automatically clears.

Organism: If the XT Interface is Active, you can select an organism for the isolation type that you previously selected. The administrator selects which group of custom attributes from the Capacity Management Suite™ system that appear in the list.

Click the Delete icon next to the name of the organism. The organism is removed from the Organism grid.

Click the Delete icon next to the name of the organism. The allergy is removed from the Allergies grid.

Last Updated: In the template row, select the time and date of the transfer patient’s latest vital signs update. Click Now to enter the current date and time. Then, press the ENTER key or click in a different area of the Clinical page to add the row to the Vital Signs grid below. To delete a row, click the X next to the row. You can add the following information to each row: Enter a different date by clicking the arrow icon and clicking a date from the calendar tool. Place your cursor in any time or date field and use the up/down arrows to change the value.

BP: Type the patient’s latest blood pressure reading in the BP field.

HR: Type the patient’s latest heart rate reading in the HR field.

RR: Type the patient’s latest respiratory rate in the RR field.

SPO2: Type the patient’s latest oxygen saturation reading in the SPO2 field.

Temp: Type the patient’s latest body temperature in the Temp field.

FIO2: Type the value in the Fraction of Inspired Oxygen (FIO2) field.

Mode: Type the mode of O2 delivery in the Mode field.

Rate: Type the percentage of O2 and oxygen flow rate in the Rate field.

TV: Type the value in the Tidal Volume field.

PEEP/PSV: Type the values for positive end expiratory pressure and/or pressure support ventilator values in the PEEP/PSV field.

Medication: Click the arrow in the template row or begin typing the name of the medication in the selection field of the template row. Then select the medication that you want from the list. Your selection becomes a new top row in the Medication grid.

Dosage/Time: Type the dosage and the time that it was administered.

Transfer Case #: The number assigned to the transfer case when it is first saved. It has the same value as the Transfer # field at the bottom of the Edit Transfer window.

Referring Facility: This field is automatically populated by the Facility field on the Transfer page.

Hospital Service: The Hospital Service field is automatically populated by the same field in the Requested Service/Bed Inquiry section on the Transfer page.

Add Notes field: This area at the top of the dialog box is where you type to add or correct notes. Clinical notes can be up to 8000 characters in length.

Edited column: This column displays an icon if the note has been corrected. Hold your mouse over the icon to display a tooltip telling the date and time of the original note.

Event Date/Time: The date and time that the event occurred appears in the Event Date/Time column for the row containing the note. The default layout displays the notes in reverse chronological order with the most recent note at the top. You can toggle the sort order to chronological order by clicking the arrow in the Event Date/Time column header. Click the arrow again to toggle back to reverse chronological order.

Note: This column displays the text of the note or the corrected note. If a note is corrected and the Show Corrections box is selected, the original text is displayed in strikethrough text, and the correction appears in its own row with the event’s date and time.

User: This column displays the name of the user who is logged-in to the TransferCenter™ application on the date and time that the note or correction is entered.

Show Corrections: Click this check box to show the original note in strikethrough format as well as the corrected note. These notes are displayed in reverse chronological order by the Event Date/Time.

Select Add to Dictionary: if the word is not misspelled and you do not want the application to flag it in any future note entered by any user. This feature is especially useful for proper names or specialized vocabulary. Words you add to the application Dictionary cannot be deleted.

Select Ignore: if you want the spellchecker to skip this particular occurrence of the word but check it again at the next occurrence.

Select Ignore All: if you want the spellchecker to skip every occurrence of the word throughout the entire note.

Date/Time: When you add a lab/radiology panel, the current date and time are displayed by default. You can select or type a different date and time from the past, or you can edit the date and time to indicate that the labs have been updated. Click Now to enter the current date and time. Enter a different date by clicking the arrow icon and clicking a date from the calendar tool. Place your cursor in any time or date field and use the up/down arrows to change the value. Lab/Radiology dates and times cannot be in the future.

Lab Data: Checkboxes and text fields that are appropriate for the lab type are automatically generated when you add the lab panel. Click the checkbox to indicate that the property is included in the lab work. In the text fields, type the results values or other pertinent notes about the lab. The text fields are editable even if its checkbox has not been selected. Clearing a check box does not remove the text in its corresponding text field.

Disposition Reason: Click the arrow and select the reason for the disposition from the list. If the administrator, in the Configuration window, configured the disposition that you selected to require a reason, you must select a disposition reason in order to close the case.

Referring Facility Notify Staff: In the Referring Facility Notify Staff field, type the name of the staff member at the referring facility to whom you communicated the decision to admit or decline the patient.

Notify Time: In the Notify Time field, enter the time you advised the staff member at the referring facility of the admit or decline decision. Click Now to enter the current date and time. Enter a different date by clicking the arrow icon and clicking a date from the calendar tool. Place your cursor in any time or date field and use the up/down arrows to change the value.

Transport Mode: Click arrow next to the Transport Mode field and select the mode of transport you want in the list. Values highlighted in green indicate internal transport services.

Secondary Transport #: Type a secondary phone number for the transport service. This is often a temporary number that is used only for one day and one transport job.

Primary Transport #: Type the primary phone number for the transport service. If the Transport Mode field has a corresponding phone number in the Configuration window, the Primary Transport # field populates automatically when the Transport Mode is selected.

Transport Contact: Type the name of the transport service contact person in the Transport Contact field.

Dispatch Time: In this field, enter the time and date the transport service was dispatched for patient pick up from referring facility. Click Now to enter the current date and time. Enter a different date by clicking the arrow icon and clicking a date from the calendar tool. Place your cursor in any time or date field and use the up/down arrows to change the value.

Arrival Time: In this field, enter the time and date the patient arrived at the receiving facility. Click Now to enter the current date and time. Enter a different date by clicking the arrow icon and selecting a date from the calendar tool. Place your cursor in any time or date field and use the up/down arrows to change the value.

Patient Directed To: In the Patient Directed To field, type the specific directions given to transport staff as to where to bring the patient. For example: “Ambulance service instructed to bring the patient to the OR.”

Primary Payor: Begin typing the patient’s insurance carrier name in the field. The list appears showing the payor names that begin with that letter. Select the name of the payor with primary responsibility for the patient’s charges. This field is required in order to close the case.

Secondary Payor: Begin typing the patient’s insurance carrier name in the field. The list appears showing the payor names that begin with that letter. Select the name of the payor with secondary responsibility for the patient’s charges.

Tertiary Payor: Begin typing the patient’s insurance carrier name in the field. The list appears showing the payor names that begin with that letter. Select the name of the payor with tertiary responsibility for the patient’s charges.

Case Automatically Refreshes

User Resolves Conflicts Prior to Saving

Case Details Are Merged with Indirect Concurrency

Limit # of calls displayed to: The number of calls displayed in the Available Call Recordings section is limited to the value displayed in this box. The administrator configures the default value in the Configuration section. You can change the value by typing in the box or clicking the arrows to enter the number of calls that you want to be returned by the search. A minimum of one call and a maximum of 250 calls can be selected.

Extension: Select an extension from the list or type an extension in the box to search for recorded calls to and from that extension.

User: Select a user name from the list to search for recorded calls to and from that user. Inactive users are listed after the active users and are grayed out.

Start Date/Time: Enter the starting date and time of the calls that you want to find.

End Date/Time: Enter the ending date and time of the calls that you want to find.

Retrieve Calls: Click this button to return the calls from the external call recording system that meet the selected search criteria and are not already linked to the case.

Extension: Displays the extension from which or to which the call was made. The administrator configures extensions having the call recording feature in the inContact® (formerly Uptivity® and Call Copy®) Web application.

Call Direction: Displays whether the call was Inbound or Outbound. If direction information is not provided, this column displays a value of Unknown.

Call Start Time: Displays the time the call started.

Number Dialed: Displays the number dialed. The number can include an extension depending on the call's direction and whether it is internal or external to the enterprise.

Duration: Displays the duration of the call in hours, minutes, and seconds.

Caller ID: Displays the phone number associated with the call by the phone system. The actual phone number may vary between installations.

Agent Name: The user name associated with the extension making or receiving the call, usually in "last name, first name" format.

CRM User: Populated with the TransferCenter™ application user logon or with the Call Recording External ID to associate the user with an agent in the call recording system.

Non-Patient Call: Select this box if the call is not related to a patient. Changes to this field are saved immediately.

Already Linked: Automatically checked if the call is linked to one or more transfer cases after the case is saved. This field is read-only.

Call Status: Displays a phone icon for in-progress calls. When the call ends and the case is saved, the icons disappear. Clicking the icon or Save after the call ends retrieves the full recorded call information.

Linking User: Displays the name of the user who linked the recorded call to the case.

Notes: Allows the user to add or edit notes about the call after it's linked to a case. Hover over the column to see the entire note in a tooltip. Notes are specific to the call and the linked case. If a call is unlinked from a case, the notes are cleared.

Link: Becomes active when a call is selected in the Available Call Recordings section. Clicking the Link button and then saving the case associates the selected recorded call with the case record.

Unlink: Becomes active when a call is selected in the Transfer Case Linked Recordings section. Clicking the Unlink button and then saving the case removes the selected call from the case record.

Link In-Progress Call: Associates the current, in-progress call with the transfer case while the call is being recorded. Clicking the With Notes option in the list allows the linking user to type notes during the recording process. If multiple phones are configured to record calls, a dialog box appears to choose the extension or call to link.

No Call Recordings for this case: Active when the case has no associated calls. Allows closing the case without linking any calls.

Play: Retrieves and plays the selected call in either the Available Call Recordings or the Transfer Case Linked Recordings section.

Export: Allows saving the selected call as an MP3 file.

There is no mapped extension for the currently logged on user.

There is no call found or more than one call found for the currently logged in user’s extension.

The extension has not made or received any calls since the NICE Uptivity™ system was restarted.

The system administrator must configure the extension in the NICE Uptivity™ system to record calls made and received by it.

Document Name: Contains the filename of the attached document. Multiple documents with the same filename can appear in the list. This field is automatically populated when selecting the document to attach.

X (Remove): Users with the Delete Attachments permission can remove documents from the case. Disabled if the user lacks permission or if the document has been archived.

Description: Allows typing a description of the document. Multiple documents with the same description can appear in the list. Editable field.

Attached Time: Displays the date and time the document was attached to the case. Automatically populated.

Attached By: Shows the name of the user who attached the document. Automatically populated.

Size: Displays the size of the attached document, determined by the administrator.

Archived: Checked when the document is archived.

View: Opens a read-only version of the document in a separate window. Not available for archived documents.

You can save a transfer request at any point and return to it later.

The Close Case button closes the transfer case and archives it. Only users with the "Reopen Transfers" permission can retrieve closed cases.

The Redirect Reason field appears blank in the Requested Facility section of the Transfer Order if it was not included on the Transfer page due to the Facility Disposition feature being enabled.

Attached documents selected for preview in the Attachments section are not included when printing the Face Sheet.

Read-only Fields:

Buttons and Check Box:

Transfer

Facility

Consult

Clinical

Disposition

Bed Req

Issues

Recording

Docs

Open Issues Page: Click "Issues" on the vertical navigation bar in the Edit Transfer window.

Sections and Fields:

Issue Close: Click the checkbox to close an issue. This checkbox must be selected to close a case.

Conclusion Summary: Type a summary in the text box about the actions taken. This field must be completed to close an issue and subsequently close the case. You can use the time/date stamp tool to enter the current timestamp, which can be edited manually if needed.

Create Bed Request: This option initiates a bed request for the selected facility. It is only visible when the interface is active. Checking this box automatically activates the bed request. If you prefer to make an inactive bed request, clear the "Activated" box before saving.

Cancel Bed Request: Selecting this option cancels a bed request. It is visible only when the interface is active.

Activated: This box indicates whether a bed request is active or inactive. Selecting it activates the bed request, while clearing it deactivates the request.

Level of Care: Allows users to select the degree of care required by the patient (e.g., Critical, Intermediate).

Origin Unit: Displays the configured Origin Unit for the destination facility. Users can select a different Origin Unit until the bed request is completed.

Target Unit: Enables users to select the unit where the patient will be placed.

Bed Request Time: Automatically populated with the current time when creating a bed request. Users can edit the date or time as needed.

Assigned Bed: Displays the bed identifier to which the patient is assigned. The background color and tooltip indicate the bed status.

Bed Assignment Time: Displays the time and date the bed was assigned.

Bed Request Status: Indicates the status of the bed request.

Completed Time: Displays the time when the bed request was completed.

Capacity Management Suite™ system values overwrite certain fields in the TransferCenter™ application upon initial match, and subsequent updates from either application populate these fields in both applications.

Capacity Management Suite™ system values populate certain fields in the TransferCenter™ application upon updating, and thereafter, only the Capacity Management Suite™ system can make updates.

Certain fields are provided by the Capacity Management Suite™ system and cannot be edited by the TransferCenter™ application.

Values for certain fields come from the TransferCenter™ application initially, but subsequent updates from either application populate these fields in both.

Certain fields are always populated by the TransferCenter™ application both initially and for subsequent updates.

Values for certain fields initially come from the TransferCenter™ application, but subsequent updates from either application populate these fields in both.

Certain fields are populated by the TransferCenter™ application upon connecting a transfer case to the Capacity Management Suite™ system, and the TransferCenter™ application does not store or set these values again.