Epic Post-Test Onboarding – Nursing Question: When in the Unit Manager how do you complete an incoming transfer? Answers:
Right click on the patient’s name in the Incoming Transfer field and choose complete transfer.
Go to the Unit Map and drag the patient to the bed.
Drag the patient from the Incoming Transfer field into a bed.
You cannot. Bed Management has to update the patient’s location once they get to the unit.
The correct answer and explanation is:
Correct Answer:
Drag the patient from the Incoming Transfer field into a bed.
Explanation:
In the Epic electronic health record (EHR) system, managing patient transfers is a critical function for nurses and unit staff. When a patient is being transferred into a unit, it is essential to update their location in the system promptly to ensure seamless care coordination and accurate documentation.
To complete an incoming transfer in the Unit Manager, follow these steps:
- Locate the patient’s name in the Incoming Transfer field.
- Click and hold the patient’s name.
- Drag the patient from the Incoming Transfer field into an available bed in the unit.
By performing this action, the patient’s location is updated in Epic, allowing all members of the care team to see their new assignment. This process ensures that:
✅ The patient is accurately placed in the system – Other care providers, including physicians and transport staff, can see where the patient is located.
✅ The nursing staff can begin care promptly – Medications, treatments, and assessments rely on the correct location in Epic.
✅ Bed management is updated automatically – Reducing the need for manual updates and communication delays.
Other options listed in the question, such as right-clicking or dragging a patient via the Unit Map, are not the standard workflows for completing an incoming transfer. Additionally, waiting for Bed Management to update the transfer could delay patient care, which is not ideal in a busy hospital setting.
Understanding this process ensures efficient patient flow, reduces miscommunication, and enhances patient safety. Mastering Epic’s Unit Manager is a valuable skill that helps nurses manage unit capacity while focusing on patient-centered care.
Now, let’s generate an image to illustrate this process visually.
Here is a visual representation of the Epic EHR interface, illustrating how to complete an incoming transfer by dragging the patient from the “Incoming Transfer” field into an open bed. Let me know if you need any modifications or further explanations!
