Transfer Registration Default Settings

The Transfer Registration Default Settings master file is used to set up default settings for key values required when transferring a patient, e.g., ED to IP.

Assumptions:

Transfers can only be done through the Emergency application and Patient Registration application.
Transfers in Patient Registration cannot be a Quick Registration; the episode must be a full registration.
MU/Syndromic Surveillance rules vary state to state.

Transfer scenarios:

	Scenario 1	Scenario 2	Scenario 3	Scenario 4	Scenario 5	Scenario 6	Other
Type of Transfer	ED to IP (PPS)	ED to IP (CAH)	ED to Observation/ OP Surgery Option 1	ED to Observation/ OP Surgery Option 2	Observation/ OP Surgery to Inpatient	Observation/ OP Surgery to Inpatient	Anything to Swing Bed
Detail Information	- Due to Meaningful Use, 2 episodes are always required. - Typically PPS sites require a single claim combining the ED and IP charges. - Typically CAH sites submit separate claims for ED and IP services.		- Optional to have 1 or 2 episodes. - Due to billing and reporting purposes, episodes can be split and then the charges combined utilizing the auto charge combine process. - No MU affect if there is 1 or 2 visits.		- Could be 1 or 2 episodes depending on Syndromic Surveillance requirements which vary from state to state in regards to observation. - For billing purposes, CAH facilities required 2 episodes & claims and PPS facilities need to submit one combined claim for OP & IP services.		Discharge and Re-admit
# of Episodes	2 Episodes	2 Episodes	1 Episode	2 Episodes	1 Episode	2 Episodes	NA
# of Claims	1 Claim	2 Claims	1 Claim	1 Claim	1 Claim	2 Claims	NA
Transfer Registration Default Settings master file setup in Patient Registration
Maintain 2 Episodes	Yes	Yes	No	Yes	No	Yes	NA
Allow Charge Entry On Old Episode	Yes If No, original episode becomes "T" and is not accessible from financial applications. Suggest to set to Yes and use the auto transfer charge routine to combine charges.	Yes	No	Yes If No, original episode becomes "T" and is not accessible from financial applications. Suggest to set to Yes and use the auto transfer charge routine to combine charges.	No	Yes	NA
Transfer Charges to New Episode	Yes	No	Yes	Yes	Yes	No	NA
Syndromic Event	A03-A01	A03-A01	None	None	None	Optional, based on SS requirements.	NA
Discharge Status	09	66	Blank	Blank	Blank	Blank	NA
Admit Origin	D - Transfer from Hospital Inpatient	D - Transfer from Hospital Inpatient	Blank	Blank	Blank	Blank	NA
Set up Auto Combine Charges Parameter in Billing	Yes	No	Yes	Yes	Yes	No	NA

To access the Transfer Registration Default Settings window, go to Patient Registration > Master Files > Transfer Registration Default Settings. [+]

The following tasks can be performed from this window:

To search for transfer registration default settings

To display all transfer registration default settings on file, click Find without entering any search criteria. The grid displays the files by From Patient Class in alphanumeric order. You can click any column heading to sort the list based on that column. Click the column heading again to reverse the order (i.e., ascending or descending).

Change or narrow your search results by entering specific search criteria:

In the Search By field, use the drop-down list to select how you want to search the list and sort the results. Select from the following sort options: From Patient Class, From Patient Class Description, To Patient Class, and To Patient Class Description.
In the Search For field, enter the specific term to search for based on the Search By field choice. Enter all or part of the term to retrieve all records that match the criteria.
Click Find to display the search results in the grid.

To create transfer registration default settings

Click New at the bottom of the Transfer Registration Default Settings window. The Add Transfer Registration Default Settings window is displayed. [+]
In the Transfer From Patient Class field, click the ellipsis button to search for and select the patient class that you want to transfer from.
In the Transfer To Patient Class field, click the ellipsis button to search for and select the patient class that you want to transfer to. NOTE: If the patient type changes between the Transfer From and Transfer To, journal entries are created to move the AR and revenue from the Transfer From Patient Class to the Transfer To Patient Class.
Check the Maintain both Episodes box to discharge the current episode and create a new registration, which requires follow-up and completion by the Registration staff at a later time. Leave this box unchecked to change the patient class/patient type of the current episode to the patient class selected in the To Patient Class field (above).

If the Maintain both Episodes box is CHECKED, the following fields are enabled:

Check the Allow Charge Entry on Old Episode box to allow charge entry on the old (Transfer From) episode. If this box is checked, the Transfer From episode is not marked as a transfer.
Check the Transfer Charges to New Episode box to move the charges posted to the Transfer From episode to the Transfer To episode.
In the Syndromic Surveillance Event field, use the drop-down list to select the ADT Syndromic Surveillance messages that are to be generated and sent when transferring the episodes. NOTE: This field is set to None and is disabled when the Transfer To Patient Class is set to anything other than an inpatient class type (1 - Inpatient or 6 - Swing Bed patient class type) as these types of transfers (e.g., ED to OP) would not be submitted for Syndromic Surveillance purposes.

None
A03 - A01 - Discharge a patient to an IP Admit - This option is used to send an A03 Discharge message followed by an A01 - Inpatient Admit message to the Syndromic Surveillance interface.

In the Discharge Location field, use the drop-down list to select the discharge location for the Transfer From episode. This is the location the patient is being discharged to.
In the Discharge Status field, use the drop-down list to select the discharge status for the Transfer From episode.
Check the Discontinue Orders box to discontinue orders for the Transfer From episode, or leave unchecked to continue with orders for the episode.
In the Insurance Name field, click the ellipsis button to select a default insurance for the Transfer To episode in the case one cannot be determined from the Transfer From episode. A message is displayed if an invalid insurance name is entered.
In the Admit Origin field, use the drop-down list to select the admit origin for the Transfer To episode, e.g., D - Transfer from Hospital Inpatient in the same Facility.

If the Maintain both Episodes box is UNCHECKED, the following fields are enabled:

In the Syndromic Surveillance Event field, use the drop-down list to select the ADT Syndromic Surveillance messages that are to be generated and sent when transferring the episodes:

None
A08 - Update Patient Information

In the Admit Origin field, use the drop-down list to select the admit origin for the Transfer To episode.

Click Save to save the transfer registration default settings and close the window, or click Cancel to close the window without saving.

To edit transfer registration default settings

The Edit button allows you to edit transfer registration default settings.

In the Transfer Registration Default Settings window, find and select the file that you want to edit.
Click Edit. The Edit Transfer Registration Default Settings window is displayed.
Edit the fields as needed; refer to the field descriptions from To create transfer registration default settings (above).
Click Save to save your changes and close the window, or click Cancel to exit without saving.

To delete transfer registration default settings

Follow the instructions below to delete transfer registration default settings from the master file.

In the Transfer Registration Default Settings window, find and select the transfer registration default settings that you want to delete.
Click Delete. A verification message is displayed.
Click Yes to delete the file, or click No to keep it.

To print a list of transfer registration default settings

Follow the instructions below to display and/or print a list of transfer registration default settings on file.

In the Transfer Registration Default Settings window, choose your search criteria and click Find to display the transfer registration default settings that you want to print. All records that are visible in the grid will be included in the report.
Click Print. The report is displayed in the Report Viewer where you can save the list to the PC/network or print the list to an assigned printer. See To preview the report for more information on options within the viewer.