A. Except as provided in subsection (B), a manager shall ensure that:
1. A caregiver or employee coordinates the transport and the services provided to the
resident;
2. According to policies and procedures:
a. An evaluation of the resident is conducted before and after the transport, and
b. Information from the resident’s medical record is provided to a receiving health
care institution; and
3. Documentation includes:
a. If applicable, any communication with an individual at a receiving health care
institution;
b. The date and time of the transport; and
c. If applicable, the name of the caregiver accompanying the resident during a
transport.
B. Subsection (A) does not apply to:
1. Transportation to a location other than a licensed health care institution,
2. Transportation provided for a resident by the resident or the resident’s representative,
3. Transportation provided by an outside entity that was arranged for a resident by the
resident or the resident’s representative, or
4. A transport to another licensed health care institution in an emergency.
C. Except for a transfer of a resident due to an emergency, a manager shall ensure that:
1. A caregiver coordinates the transfer and the services provided to the resident;
2. According to policies and procedures:
a. An evaluation of the resident is conducted before the transfer;
b. Information from the resident’s medical record, including orders that are in effect
at the time of the transfer, is provided to a receiving health care institution; and
c. A caregiver explains the risks and benefits of the transfer to the resident or the
resident’s representative; and
3. Documentation in the resident’s medical record includes:
a. Communication with an individual at a receiving health care institution;
b. The date and time of the transfer;
c. The mode of transportation; and
d. If applicable, the name of the caregiver accompanying the resident during a
transfer.