1. Add the template
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Template content
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Transfer Summary Transfer Details - Sending facility/service and receiving facility/service. - Date/time, mode of transfer, and accepting clinician/contact. - Reason for transfer and urgency. Patient Identification & Code Status - Age/sex as documented, key identifiers, code status / goals of care, and decision-maker if not the patient. Hospital / Care Course - Concise chronologic summary of presentation, key interventions, and response. - Procedures and major consults. Active Problems at Transfer - Problem-based list with current status and treatments in progress. Medications at Transfer - Full current medication list including infusions, VTE prophylaxis, and recently held meds with reason. - Allergies. Pending Items - Labs, imaging, cultures, pathology, and consultant recommendations not yet resulting/completed. - What receiving team should follow. Lines / Devices / Isolation - Access, drains, airway, isolation precautions, diet, and activity status. Risks & Contingencies - Anticipated complications and recommended monitoring. - What was communicated to patient/family about the transfer.
When to use this template
What makes the structure useful, and which visits it fits best.
Why this template works
Structural advantages for real documentation
Best for
Visit types and clinicians who use this format
- Leads with reason for transfer and acuity so receiving teams triage correctly.
- Bundles active issues, code status, and pending results in one scannable handoff.
- Reduces dropped anticoagulation, antibiotics, and follow-up tasks at transitions.
- Works for interfacility transfers and internal service handoffs.
- 1Hospital to SNF/rehab transfers
- 2ED or floor to higher-acuity transfers
- 3Service-to-service inpatient handoffs
Example output shape
Illustrative excerpt of how a visit can land in this structure. Not a real patient record—review and edit every note before signing.
Transfer Sending: General medicine, County Hospital → Receiving: Sunrise SNF. Accepting NP Lopez. Ambulance transfer 7/26/2026 14:00. Reason: completed acute CHF treatment; needs skilled nursing for IV diuretic wean and PT. Code Status Full code; daughter Sarah HCP. Course Admitted 7/20 for ADHF; IV furosemide, O2 weaned to RA; echo EF 35% (known). Cr peaked 1.7 → 1.4. Cardiology followed; GDMT restarted. Active Problems 1) HFrEF — euvolemic on oral furosemide 40 mg BID. 2) CKD3 — monitor Cr/K. 3) AF — continued apixaban. 4) T2DM — basal insulin while adjusting. Meds / Allergies As listed on med-rec sheet sent with packet; NKDA. VTE ppx: apixaban (therapeutic). Pending Final sputum culture; outpatient cardiology appointment request faxed. BMP due on arrival tomorrow. Devices / Isolation Peripheral IV saline lock; no isolation. Ambulate with walker; 2 g Na diet. Handoff Family aware; records and disc summary with transport. Call medicine resident on-call for first 24h questions.
How Wavo automates this
What the product actually does with your template.
2. Record or dictate
Capture the encounter with ambient recording or dictation. Wavo structures the note using your template.
3. Review and sign
Edit with Smart Transform if needed, then export or copy into your EHR. You stay responsible for the final note.
Put this template to work on your next visit
Start free, paste the template, and see how Wavo documents in your structure.