# Close out a patient's transfer of care with nothing left open > Every departure gets one owned checklist: records sent on time, open items resolved, billing confirmed stopped, and a logged finish. Markdown view of https://www.tabflows.com/university/playbooks/transfer-of-care-checklist — the HTML page is canonical. [](https://www.tabflows.com/university/playbooks) 1. [Playbooks](https://www.tabflows.com/university/playbooks) 2. [Patient Follow-Up](https://www.tabflows.com/university/playbooks#patient-follow-up) Every departure gets one owned checklist: records sent on time, open items resolved, billing confirmed stopped, and a logged finish. - Elation - Hint Core - Saves about 20 min per transfer (est.) Last checked Oct 27, 2026 against Tabflows v3.10.63 ## The situation An active patient keeps their chart in view with visits, messages and Tasks. A patient who is leaving, whether moving, switching providers or ending the relationship, stops generating any of that. Whatever was in progress goes dark with them. So offboarding gets left half-finished. Records that should have gone out sit unsent. A pending referral or a lab awaiting review stays open on a chart nobody opens. A membership the patient said they were ending bills one more cycle. And nothing records what was done if a question comes up later. ## Steps 1. **Start the same checklist for every departure** Create a task template for transfers of care in Task Settings, under Templates, with checklist items for the records request, open clinical items and billing. When a patient says they are leaving, create a Task from it, confirm Patient and choose one owner in Assigned to. 2. **Send records on the legal timeline** Track the transfer records request as its own Task with its legal due date, the same way you track any records request. A patient leaving does not change the deadline, so do not let it drop behind requests someone is actively chasing. 3. **Find every open item for the patient** With Tasks open in the side panel, choose All active tasks from the dropdown beside the patient's name to see the open Tasks still linked to them, such as a pending referral or a lab awaiting review. Check the chart for anything else in progress, like a prior auth. 4. **Resolve each open item on purpose** For each one, complete it, summarize it for the new provider, or record a decision to close it unresolved with the patient informed. Write which one in Comments before you check the item off. 5. **Confirm the billing stop** For a member, check in your billing platform that the membership actually stopped as the agreement specifies, and note it in Comments. A stop that was only agreed to out loud can still charge next month. 6. **Close the Task only when every item is done** Mark it Done once every checklist item is checked. The Task and its Comments then hold the record of what was sent and what was resolved. ## The outcome Every departure ends with records sent within the deadline, open clinical items resolved or handed off, billing confirmed stopped, and a clean answer if the patient or the new provider asks about it later. A patient's exit is handled as well as their time as an active member was. ## Ask Sidekick Sidekick is the AI assistant inside Tabflows. Hey Tabflows, create a transfer of care task for this patient, assigned to me, with a checklist for the records transfer, open orders, prescriptions and billing, and list the open tasks still linked to them across the clinic. ## In the Product Library - [How do I create and use task templates](https://www.tabflows.com/university/library/tasks/how-do-i-create-and-use-task-templates) - [Break larger tasks into subtasks](https://www.tabflows.com/university/library/tasks/break-larger-tasks-into-subtasks) - [Using Tasks for reviewing patient task history](https://www.tabflows.com/university/library/tasks/using-tasks-for-reviewing-patient-task-history) - [Collaborate on tasks with comments and mentions](https://www.tabflows.com/university/library/tasks/collaborate-on-tasks-with-comments-and-mentions) - [Using Elation with Tabflows](https://www.tabflows.com/university/library/integrations/using-elation-with-tabflows) - [Using Hint Core with Tabflows](https://www.tabflows.com/university/library/integrations/using-hint-core-with-tabflows) [Read the full guide](https://www.tabflows.com/blog/patient-transfer-of-care-offboarding) [Open it in the Automation catalog](https://www.tabflows.com/university/automations?automation=transfer-of-care-checklist) ## Related markdown Section index: [Playbooks](https://www.tabflows.com/university/playbooks.md) Alongside this page: - [Advance directive tracking](https://www.tabflows.com/university/playbooks/advance-directive-tracking.md) - [After hours answering service](https://www.tabflows.com/university/playbooks/after-hours-answering-service.md) - [After hours message triage](https://www.tabflows.com/university/playbooks/after-hours-message-triage.md) - [Billing decline follow up](https://www.tabflows.com/university/playbooks/billing-decline-follow-up.md) - [Call follow up loop](https://www.tabflows.com/university/playbooks/call-follow-up-loop.md) - [Chronic care check ins](https://www.tabflows.com/university/playbooks/chronic-care-check-ins.md) - [Clia and compliance renewals](https://www.tabflows.com/university/playbooks/clia-and-compliance-renewals.md) - [Dea and license renewals](https://www.tabflows.com/university/playbooks/dea-and-license-renewals.md) Start here: - [Tabflows](https://www.tabflows.com/index.md) - [Tabflows pricing](https://www.tabflows.com/pricing.md) - [Tabflows FAQ](https://www.tabflows.com/faqs.md) - [About Tabflows](https://www.tabflows.com/about.md) - [Contact Tabflows](https://www.tabflows.com/contact.md) - [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md) - [Directory](https://www.tabflows.com/directory.md) - [Workflows](https://www.tabflows.com/workflows.md) - [DPC finder](https://www.tabflows.com/dpc-finder.md) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.