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

Emergency Medical Services
Created by Augustun

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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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