O-14-122 Fax Episode Summary Report to Hospital

👤 Responsible Person

Medical Records Specialist

🎯 Purpose

When a client is hospitalized, transferred to a facility, or to another inpatient setting, the Transfer Summary report must be faxed to the receiving facility. An Episode Summary will generate once the Transfer has been completed and reviewed. Sending this report is a COP (Condition of Participation).

The intake department will obtain a fax number to which the Transfer Summary must be sent; this fax number will be saved within the “Hospital Hold Information” Coordination Note.

🔄 Process

1. Select Fax Episode Summary Report to Hospital in Patient Related Tasks

   

2. Select Review Discharge-Transfer Summary Report

   

3. Select the Print icon and save as PDF to generate file to send to provider

   

4. Navigate to the folder where you saved the document as a PDF and open the document

5. While viewing the document, scroll down to locate the Coordination Notes section, where there will be a “Hospital Hold” Coordination Note. The Facility Fax Number will be listed

   

6. Select the Email icon in the upper left of the window to fax the document using email-to-fax

   

7. Fax the document using email-to-fax functionality to the Facility Fax Number listed within the document

8. Once fax has been sent, navigate back to the task in HCHB Workflow and select “Stage Completed”

   

📅 Effective: 11/04/2024  |  🛠️ Revised: 07/18/2025  |  ✅ Approved by: JFJ