Receive Patients

Patients should be marked "received" when they arrive at the destination facility. This changes the patient's Status to Received and their Tracking Summary to At location. There are several ways to receive patients, including through the patient record Patient, client, or relative record containing information entered during intake., a dashboard Comprised of groupings of data, called gadgets. gadget Groupings of data. There are 5 gadget types: Incidents - Region, Incidents - Division, Client List, Client Summary, Regional Client Summary., or through the transport.

  1. Locate the patient through a dashboard gadget, quick search, or filter.

  2. In the list or results, locate the patient and on that row, click the view icon. The Detailed Patient Information window opens.

  3. At the top, click Receive. The Receive window opens.

  4. In the Location list, click the location at which the patient is being received.

  5. If appropriate, in the Sub-Location list, click the sub-location.

  6. If appropriate, for Comment, enter notes about the situation or condition of the patient.

  7. Click Receive. The Receive window closes.

  8. Click Done. The Detailed Patient Information window closes.

  1. Locate and view the patients list through:

    • A dashboard gadget by clicking the view icon on the upper right of the gadget window.

    • A dashboard gadget by clicking a client summary element.

    • The Filters tab.

  2. For each patient you want to receive, select the corresponding checkbox to the left of their record.

  3. In the Actions menu, click Receive. The Receive window opens.

  4. In the Location list, click the location at which the patient is being received.

  5. If appropriate, in the Sub-Location list, click the sub-location.

  6. If appropriate, for Comment, enter notes about the situation or condition of the patient.

  7. Click Receive. The Receive window closes.

  1. On the Transports tab, locate the patient and on the right, click Details. The Incoming Patient Details page opens.

  2. Review the patient details and, as appropriate, click Receive.

Related Concepts

Patients