EMS Patient Care Report (Interfacility Transfer)
Comprehensive interfacility transfer documentation template for EMS, structured for clinical continuity, billing compliance, and medico-legal requirements. Emphasizes medical necessity documentation, baseline therapy ver…
Document Type
clinical note / Transfer Summary
Specialties
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EMS Patient Care Report – Interfacility Transfer (IFT)
Administrative Information
- Run Number: [Run Number]
- Date: [Date and local time zone]
- EMS Agency/Unit: [Agency name and unit identifier]
- Service Type: Interfacility Transfer
- Level of Service – Requested: [BLS / ALS / CCT / SCT]
- Level of Service – Provided: [BLS / ALS / CCT / SCT]
- Response Priority: [Emergent / Non-emergent]
Crew: [Crew members with certification levels and roles] (Identify primary clinician and driver. Include student/observer only if applicable.)
Times
(Document precise timestamps; if any time is unavailable, note the reason.)
- Dispatched: [Timestamp or Unknown – reason]
- En Route: [Timestamp or Unknown – reason]
- Arrived at Origin: [Timestamp or Unknown – reason]
- Patient Contact: [Timestamp or Unknown – reason]
- Departed Origin: [Timestamp or Unknown – reason]
- Arrived at Destination: [Timestamp or Unknown – reason]
- Transfer of Care: [Timestamp or Unknown – reason]
- Back in Service: [Timestamp or Unknown – reason]
Origin Facility
- Facility Name: [Origin facility name]
- Address: [Full street address, city, state, ZIP] (Required for billing.)
- Unit/Department: [ED / ICU / Stepdown / Med-Surg / SNF / Other]
- Room/Bed: [Room/Bed]
- Contact Phone: [Phone number]
- Report Received From: [Name and role of sending clinician]
- Ordering Provider: [Name and role] (Include if known.)
Documentation Received
(For any expected document not received, note "Requested but not received" and document who was notified.)
- Transfer/Discharge Summary: [Received / Requested but not received]
- Medication Administration Record (MAR): [Received / Requested but not received]
- Allergy List: [Received / Requested but not received]
- Code Status/Advance Directives: [Received / Requested but not received]
- Recent Labs/Imaging: [Received / Requested but not received / Not applicable]
- Physician Certification Statement (PCS): [Received / Not applicable / Requested but not received]
- Other: [Additional documents received] (Omit if none.)
- Notification Regarding Missing Documents: [Name/role notified and time] (Include only if any document was requested but not received.)
Patient Identification
- Name: [Patient full name]
- DOB: [Date of birth]
- Gender: [Gender]
- MRN: [Sending and/or receiving facility MRN]
- Allergies: [Allergy list or "No known allergies"]
- Code Status: [Full code / DNR / DNI / Other]
- Identity Verification Method: [Two-identifier verification method and source]
- Decision-Maker: [Name/relationship and contact information] (Include only if patient lacks decision-making capacity.)
Transfer Indication and Medical Necessity
- Transfer Type: [Higher level of care / Specialty service / Diagnostic or procedure / Bed availability / Repatriation / Other]
- Primary Reason for Transfer: [Reason as documented by sending facility] (Attribute source, e.g., "per transfer summary" or "per sending RN.")
- Relevant Secondary Diagnoses: [Conditions affecting transport risk or "None"]
Medical Necessity Statement: [Narrative explaining why ambulance transport is required and why the requested level of service is necessary] (Describe functional limitations, clinical risks, and specific transport needs such as stretcher positioning, continuous monitoring, oxygen/airway management, IV therapy, cardiac monitoring, ventilator management, or vasoactive infusion requirements. Explain why other transport modes are contraindicated. Document observed patient condition independently even if a PCS exists.)
Pre-Transport Assessment (Baseline at Pickup)
Baseline Summary: [Narrative beginning: "IFT from (origin unit) to (destination unit) for (indication). On EMS arrival, patient was..."] (Include mental status, airway/respiratory status, hemodynamic status, and pertinent symptoms. Use patient quotes only when they clarify severity or affect management.)
Vital Signs at Contact: [Time] – HR [value], BP [value], RR [value], SpO2 [value] on [device/FiO2], Temp [value], Pain [score], GCS [score] or AVPU [level] (Include second pre-departure set if clinically indicated or required by protocol.)
Focused Physical Exam
- Airway: [Natural/artificial airway; patency; adjuncts or "No airway adjuncts"]
- Breathing: [Work of breathing; breath sounds; oxygen device and settings; ventilator status if applicable]
- Circulation: [Skin color/temperature/moisture; peripheral pulses; edema; bleeding or "No active bleeding"]
- Neurological: [GCS or AVPU; orientation; focal deficits or "No focal deficits"; sedation level if applicable]
- Pain: [Scale, location, and quality or "Denies pain" or "Unable to assess – reason"]
- Other Pertinent Findings: [Relevant findings] (Omit if none.)
Current Therapies as Received
(Document each therapy verified at bedside. Use "None" if not present. Use "Unknown – [reason]" if sought but unavailable.)
- Oxygen: [Device and flow rate or FiO2 / None]
- IV/IO Access:
- [Line type, site, gauge, patency] (List each line. Note central line/port status and whether accessed by EMS. Use "None" if no IV/IO access.)
- Tubes and Drains:
- [Type and location] (e.g., NG to suction, Foley with output, chest tube to water seal. Use "None" if not present.)
- Infusions:
- [Medication] – [Concentration], [Dose/Rate], [Pump type], [Remaining volume], [Line used] (For high-risk infusions—vasopressors, sedatives, insulin, heparin, blood products—document two-source verification method. Use "No vasoactive or high-risk infusions" if applicable.)
- Ventilator Settings: [Mode, Rate, TV or Pressure, PEEP, FiO2, Alarm settings] (Include only if mechanically ventilated. Document verification source.)
- Cardiac Devices: [Pacemaker/ICD, LVAD, external devices with settings] (Use "None" if not present.)
- Positioning/Immobilization: [Head-of-bed elevation, spinal precautions, other requirements]
Transport Course
- Monitoring: [Modalities used and reassessment frequency] (e.g., continuous ECG, pulse oximetry, capnography; vitals every 15 minutes.)
- En-Route Vital Signs:
- [Time] – HR [value], BP [value], RR [value], SpO2 [value], EtCO2 [value if monitored], Pain [score], GCS/AVPU [level]
- (Add timestamped entries per reassessment interval.)
- En-Route Assessment: [Changes in patient condition] (If no changes: "Patient condition unchanged during transport." Document at protocol-defined intervals.)
- Medications Administered:
- [Medication], [Dose], [Route], [Time], [Indication], [Response] (Include only medications administered by EMS during transport. Omit section if none.)
- Procedures Performed:
- [Procedure], [Time], [Outcome], [Patient tolerance] (Include only procedures performed by EMS during transport. Omit section if none.)
- Infusion/Ventilator Management: [Adjustments with timestamps and rationale] (If unchanged: "Infusion rates and ventilator settings maintained as received throughout transport.")
- Communications: [Medical control contact, destination notifications, consultations] (Include names/roles and times. Omit if none.)
- Events or Deviations: [Delays, equipment issues, safety events, route deviations with mitigation taken] (Omit if none.)
Destination Facility
- Facility Name: [Destination facility name]
- Address: [Full street address, city, state, ZIP] (Required for billing.)
- Receiving Unit/Department: [Unit/Department]
- Room/Bed: [Room/Bed]
- Accepting Clinician: [Name and role] (Include if provided.)
- Reason for Destination: [Higher level of care / Specialty capability / Protocol destination / Bed availability / Other]
Transfer of Care
- Condition on Arrival: [Stable / Unchanged / Improved / Worsened compared to pickup] with final vital signs: [Time] – HR [value], BP [value], RR [value], SpO2 [value]
- Handoff Report:
- Structured handoff provided to [Receiving clinician name and role]
- Opportunity for questions: [Provided and addressed / Questions asked and resolved]
- Infusion rates and ventilator settings: [Verified at bedside with receiving clinician] (Include only if applicable.)
- Documentation and belongings: [Transferred to receiving staff]
- Transfer of Care Time: [Timestamp] (Time care responsibility transferred, distinct from arrival time.)
Disposition
- Patient Left in Care of: [Name and role of receiving clinician]
- Loaded Mileage: [Miles]
- Total Mileage: [Miles]
- Level of Service Billed: [BLS / ALS / CCT / SCT]
- Attachments: [List attached documents] (e.g., PCS, transfer packet, ECG strips.)
Clinician Attestation
Primary Clinician: [Name], [Certification level]
Attestation: I attest that the information in this report is accurate and was documented contemporaneously with care provided.
Signature/ID: [Signature or electronic identifier]
Date/Time: [Date and time of completion]
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