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Q: When we transfer a resident to another nursing home, some of the nursing homes in our area ask that we send them copies of all MDSs done within the past year in addition to the regular transfer paperwork. Should we be sending this information to them?

Julia's PPS Chat, March 30, 2005

Welcome once again to our PPS chat!

What should you do when transferring a resident to another facility? How much documentation should you send with the resident?

What about when a resident transfers to your facility from another nursing home? Should you continue their assessment schedule or start your own?

Read on to find out the answers to all these questions-

Q: When we transfer a resident to another nursing home, some of the nursing homes in our area ask that we send them copies of all MDSs done within the past year in addition to the regular transfer paperwork.

Should we be sending this information to them?

A: Yes, the new facility should receive the medical record information from you that allows for proper continuity of care. The updated Resident Assessment Instrument User's Manual on p. 1-9 addressed this issue in the section entitled "Protecting the Privacy of MDS Data."

The manual states that "release of information from the resident's clinical record is permissible only when required to transfer to another healthcare institution, [by] law (both state and federal), and/or [by] the resident."

When you transfer a resident to the new facility, that facility must start the proper schedule of assessments. Therefore, the new facility should not continue the MDS schedule of assessments from the previous facility.

The second facility begins anew with the MDS schedule by starting with the initial admission assessment, which it needs to complete by day 14 of the resident's stay.

Be sure that you use the guidelines above when you transfer a resident elsewhere. Prepare the information that will accompany your resident to his or her new facility, and provide the facility with that needed information.

We'll be chatting again soon-