Snf Root Cause Analysis Template: Chart Review Of Unplanned Transfers

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SNF Root Cause Analysis:
Chart Review of Unplanned Transfers
Patient Information
Medical record #: _________________________________ Unit: __________________________________
Resident name: ___________________________________________________________________________
Date of most recent admission to nursing facility: ______________________________________________
Date of unplanned transfer: ____________ Time of unplanned transfer: ____________ (Military Time)
Reason for transfer: _______________________________________________________________________
__________________________________________________________________________________________
72 Hours Prior to Transfer
The following signs, symptoms or conditions were present:
Fever _____________________________________________________________________________
Change of mental status ____________________________________________________________
Decreased oral intake
______________________________________________________________
Change in medications ______________________________________________________________
Increased pain/pain medication requirement __________________________________________
Family mention of change of condition
_______________________________________________
Signs & symptoms of UTI ___________________________________________________________
Signs & symptoms of SOB ___________________________________________________________
Change in vital signs _______________________________________________________________
One or more falls __________________________________________________________________
Actions Taken Prior to Transfer
Was a physician or nurse practicioner (NP) contacted prior to transfer?
Yes
No
Was the patient evaluated by a physician or NP within 72 hours of transfer?
No
Yes
Was the transfer due to a lack of diagnostic services?
Yes
No
Was the transfer due to a lack of therapeutic services?
Yes
No
Medication: specifically ____________________________________________________________________
Lab tests: specifically ______________________________________________________________________
Diagnostic tests: specifically ________________________________________________________________

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