Sections A to D: Patient Information, Sight/Hearing, Decision Making Capacity, Emergency Contact
Patient name, last 4 SSN digits and date of birth are required at the top of both pages. Section A records gender, Hispanic ethnicity, race and primary language. Section B notes visual and hearing impairments, including hearing aids. Section C states whether the patient can make health care decisions or needs a surrogate. Section D lists emergency contacts with phone numbers. All but Section C are starred and required for Medicaid.
*E. Medical Condition
List the primary diagnosis and all other diagnoses. If the person is hospitalized, add the primary diagnosis at discharge, reason for transfer and surgical procedures during the stay; use a separate page if space runs out. Attach a medication reconciliation form or medication list that shows medication history and which medications continue or stop, since medications must be discussed in the hand-off.
F. Infection Control Issues and *G. Patient Risk Alerts
Section F covers PPD status and screening date, infections or resistant organisms (MRSA, VRE, ESBL, MDRO, C. diff) with sites, and isolation precautions. Section G, which is required, records CHF and last echocardiogram with LVEF, proton pump inhibitor and antibiotic use, risks such as falls, elopement, pressure ulcers, harm to self or others, swallowing difficulty and seizures, restraints, pending lab results and allergies, including latex and dye.
H. Advance Care Planning and I to L: Transfer Details
Section H asks whether an advance directive, living will, DNR, do-not-intubate, do-not-hospitalize, no artificial feeding or hospice election exists, and to attach the documents. Sections I to L serve the transfer use: transferring facility with admit and discharge dates and times and the discharge nurse, receiving facility, primary care physician and hospitalist contacts, and time-sensitive medications, including whether a controlled substance script was sent.
M. Pain Assessment and *N. Following Reports Attached
Record the pain level from 0 to 10 and when pain medication was last given. Section N, which is required, lists the reports to attach when available: physician orders, discharge summary, medication reconciliation, discharge medication list, PASRR Level I and Level II forms, social and behavioral history, treatment orders (noting wound care), labs, imaging, EKG and history and physical. The medication list itself must always be attached.
O. Vital Signs to *Q. Nutrition / Hydration
Section O records height, weight, temperature, blood pressure, heart rate, respiratory rate and SpO2 with the date and time taken. Section P, required, covers bladder and bowel status, catheter details with insertion date and indication, and influenza and pneumococcal immunization. Section Q, also required, lists dietary instructions, tube feeding type and insertion date, supplements, TPN, and whether the patient eats independently, with assistance or with difficulty swallowing.
R. Treatments and Frequency to W. Personal Items
Section R lists therapies (PT, OT, speech, dialysis) with frequency. Section S, required, covers ambulation, transfer assistance, devices and weight-bearing. Section T marks pressure ulcer locations on the diagram with stages. Section U, required, picks one cognitive status, from alert and oriented to not alert. Section V notes IV or PICC access, cardiac devices, wound vac, oxygen and respiratory support. Section W lists personal items sent with the patient.
X. Comments (Optional)
An optional free-text box with a signature and printed name; a nurse or social worker who enters comments may sign it. It is also where a provider other than the original signer records later changes: they initial each change or addition and add their name, signature, Florida license number and contact phone.
*Y. Physician Certification
The physician, ARNP or PA checks whether the person requires nursing facility services and whether they received care for the condition during hospitalization, or instead certifies the need for Medicaid waiver services in lieu of nursing facility placement. Mark rehab potential (good, fair, poor) and the effective date of the medical condition, then sign with printed name and title, license number, date and phone.
Z. Person Completing Form
Enter the printed name and contact phone of the person who filled in the form. This is required only when the medical professional who signed did not complete it, and only people working with that signing professional may complete the form. If the signing physician, ARNP or PA filled it in personally, Section Z can stay blank.