Nursing Home Medical Records Transfer Form

Streamline Nursing Home Medical Records Transfers with Paperform

Transferring a nursing home resident between facilities requires careful coordination and complete documentation. This Nursing Home Medical Records Transfer Form is designed specifically for long-term care facilities, healthcare administrators, and care coordinators who need to ensure continuity of care during resident transitions.

Built for senior care facilities, skilled nursing homes, assisted living communities, and healthcare providers, this template captures all essential medical records, advance directives, medication administration records (MARs), and care plan documentation in one organized, HIPAA-aware submission process.

Why This Template Works for Senior Care

Unlike generic medical records request forms, this template is tailored to the unique needs of nursing home transfers. It captures critical information including current medications and dosages, advance directive status, DNR orders, dietary restrictions, mobility assessments, cognitive status, fall risk documentation, and detailed care plans—all the information receiving facilities need to provide safe, continuous care from day one.

The structured format ensures nothing gets missed during time-sensitive transfers, while conditional logic adapts the form based on the resident's specific needs and care level. Whether you're managing routine facility transfers, hospital discharges to long-term care, or emergency relocations, this form keeps everyone informed and compliant.

Automate Your Transfer Workflows with Stepper

Once you've captured the medical records transfer request, you can use Stepper to automate your entire transfer workflow. Automatically notify receiving facilities, create tasks for medical records staff, update resident tracking systems, generate transfer documentation packets, and send confirmation emails to family members—all triggered from a single form submission. This means faster transfers, fewer administrative errors, and better communication across the care continuum.

Secure, Compliant, and Professional

Paperform's SOC 2 Type II compliance and secure data handling make it ideal for healthcare settings where protecting resident privacy is paramount. Integrate submissions directly with your EHR system, send notifications to care teams via Slack or email, and maintain complete audit trails of all transfer requests.

For senior care facilities and healthcare organizations managing multiple locations or resident populations, this form template helps standardize your transfer process, reduce documentation errors, and ensure that every resident receives the continuous, high-quality care they deserve during transitions.