ICU Transfer Note (ICU-to-Floor/Step-Down)
A structured ICU-to-floor or step-down transfer note emphasizing rapid-scan safety information, explicit device and antimicrobial status, problem-based plans with embedded contingencies, and clear escalation guidance for…
Document Type
clinical note / Transfer Summary
Specialties
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Transfer Date/Time: [Transfer date and time]
Sending ICU/Team: [Sending ICU unit and primary team]
Receiving Service/Unit: [Receiving service and level of care (floor / step-down)]
Author/Contact: [Author name, role, and direct contact number]
Transfer Snapshot
- Stability: [Stable / Watcher / Unstable]
- ICU Admission Reason: [One-phrase reason for ICU admission]
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Current Supports:
- Airway/O2: [Device and settings, as of date/time]
- Hemodynamics: [Pressors in last 24h yes/no; MAP goal if applicable, as of date/time]
- Renal support: [RRT yes/no; last run date/time; access type and site if applicable]
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Key Devices:
- Central line(s): [Type and site / None]
- Arterial line: [Site / None]
- Foley: [Present / None]
- Feeding tube: [Type and site / None]
- Chest tube(s): [Side and type / None]
- Drains: [Type and site / None]
- Airway device: [ETT or trach with cuff status / None]
- Active Antimicrobials: [Drug(s), indication, stop/review date / None]
- Isolation: [Precaution type and indication / None]
- Code Status: [Current code status] — [Surrogate/decision-maker name, relationship, and contact if known]
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Top Actions (next 24h):
- [Priority task #1]
- [Priority task #2]
- [Priority task #3]
Patient Summary
[Age, sex, key comorbidities, admitting problem. ICU entry trigger and major interventions. Current status explaining why appropriate for floor/step-down. Diagnostic uncertainty if present.] (2–4 sentences)
ICU Course
[Brief narrative of ICU stay highlighting major interventions, procedures with dates, complications, key culture/imaging results driving ongoing plans, and notable medication transitions]
- [Date]: [Key milestone, intervention, or complication]
- [Date]: [Key milestone, intervention, or complication]
- [Date]: [Key milestone, intervention, or complication]
(Use chronologic milestones for short or eventful stays; system-based micro-summary acceptable for longer stays)
Current Status at Transfer
(Include only systems relevant to patient's ICU course and ongoing care)
- Vitals/Monitoring: [Most recent vitals with time; pertinent trends; telemetry requirement yes/no with indication]
- Neuro: [Baseline vs current mental status; delirium risk; sedation/analgesia regimen if relevant]
- Respiratory: [Oxygen device and settings with timestamp; weaning status; pulmonary toilet needs]
- Cardiovascular: [Hemodynamic stability; recent pressor timeline if applicable; arrhythmia concerns]
- Renal/Fluids: [UOP; fluid balance or diuretic plan; RRT status and next run if applicable]
- GI/Nutrition: [Diet status; aspiration risk; tube feeding details if applicable]
- Heme: [Bleeding/clot concerns; anticoagulation indication, agent, and intensity]
- Other: [Endocrine, skin/wounds, mobility] (Include only if relevant to ongoing care)
Devices
(List all device categories; state "None" explicitly if not present)
-
Central line(s): [None / Present]
- [Type, site, insertion date] — Indication: [Indication]; Removal plan: [Criteria or target date]; Care: [Dressing schedule]
-
Arterial line: [None / Present]
- [Site, insertion date] — Indication: [Indication]; Removal plan: [Criteria or target date]
-
Foley: [None / Present]
- [Insertion date] — Indication: [Indication]; Removal plan: [Criteria or target date]
-
Feeding tube: [None / Present]
- [Type, site, insertion date] — Indication: [Indication]; Removal plan: [Criteria]; Care: [Verification/flush protocol]
-
Chest tube(s): [None / Present]
- [Side, type, insertion date] — Indication: [Indication]; Removal criteria: [Air leak/output threshold]; Settings: [Suction/water seal, current output]
-
Surgical drain(s): [None / Present]
- [Type, site, insertion date] — Indication: [Indication]; Removal criteria: [Output threshold]; Care: [Strip frequency]
-
Airway device: [None / Present]
- [Device type, size, insertion date] — Cuff: [Inflated / Deflated]; Decannulation criteria: [Plan]; Care: [Suction frequency, humidification]
Antimicrobials / Infection
(If no active antimicrobials, state: "No active antimicrobials at transfer.")
-
Agent: [Drug, dose/route, start date] — Indication: [Site/syndrome]
- Microbiology: [Key positives/negatives with dates]
- De-escalation plan: [Planned narrowing or reassessment triggers]
- Duration: [Planned duration with explicit stop or review date]
- Monitoring: [Levels, renal dosing adjustments, toxicity labs]
Source control: [Completed / Pending with plan and timing / N/A]
Assessment & Plan
(Organize by problem, highest acuity first)
#1. [Problem name]
Assessment: [Current status and trajectory in 1–2 lines]
- Plan:
- [Medications with dose/route/frequency]
- [Monitoring parameters and frequency]
- [Consults and purpose]
- [Labs/imaging and timing]
- [Device plan if relevant]
- Contingency: If [trigger/threshold], then [action]; call [who to contact]
#2. [Problem name]
(Repeat structure for additional problems)
Pending / Follow-up
Pending Studies:
- [Test] — Expected: [Date/time] — Action: [What to do with results; who is responsible]
Active Consults:
- [Service] — Question: [Specific ask] — Follow-up: [When/how; who to page for questions]
Goals of Care / Code Status
- Code status: [Full Code / DNR / DNI / DNR-DNI / Comfort-focused]
- Decision-maker: [Name, relationship, contact number]
- Capacity: [Has capacity / Lacks capacity / Fluctuating] (Include if relevant)
- Last GOC discussion: [Date] — [Brief outcome]
- Escalation limits: [Specific limits or time-limited trials, e.g., no re-intubation, reassess at 72h / None specified]
Contingency Plans
- Respiratory deterioration: If [O2 threshold or work of breathing trigger], then [action]; call [RT/rapid response/ICU team and contact]
- Hemodynamic instability: If [BP/HR thresholds], then [action]; call [team and contact]
- Neurologic change: If [AMS/seizure/agitation trigger], then [action]; call [team and contact]
- Device emergency: If [trach obstruction/chest tube issue/line concern], then [immediate action]; call [team and contact]
- Patient-specific trigger: If [patient-specific concern], then [action]; call [team and contact]
Handoff
- Destination: [Floor / Step-down] — Monitoring: [Telemetry yes/no with indication] — Transport O2: [Device and flow rate]
- Special needs: [Nursing/RT requirements: suction frequency, aspiration precautions, sitter, etc.]
- Handoff completed: [Date/time] — Sender: [Name, role] — Receiver: [Name, role] — Mode: [In-person / Phone] — Questions addressed: [Yes / No]
(If handoff pending: [Planned time and responsible clinician])
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