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Medical Transportation Checklist

Use this checklist to make sure nothing is missed before a patient transfer. You can also download it as a PDF or print this page.

Before the transfer

  • ☐ Fact sheet with the patient's full name, address and family contacts (patient information sheet)
  • ☐ Front and back copy of the patient's health insurance card
  • ☐ Patient's medical history
  • ☐ Recent progress notes
  • ☐ Attending physician's standing orders
  • ☐ Attending physician's transport orders
  • ☐ Current medication administration record (MAR)
  • ☐ Accepting facility: name, phone and contact person
  • ☐ Accepting physician: name and contact information
  • ☐ Confirmed bed at the receiving facility

Choosing a transport provider

  • ☐ Flights operated by an FAA-certified Part 135 air carrier
  • ☐ Required state licensing for air and ground ambulance services
  • ☐ Current liability insurance
  • ☐ A medical director overseeing patient care
  • ☐ The medical personnel and equipment your patient needs

Insurance authorization

  • ☐ Confirm whether private insurance or Medicare will cover ground and air transport
  • ☐ Get payment authorization in writing
  • ☐ Send the authorization to the ground and air ambulance providers

Transport day

  • ☐ Confirm ground ambulance (or medical van) contact and pickup time
  • ☐ Confirm the flight schedule
  • ☐ Confirm the flight coordinator's contact number
  • ☐ Confirm the receiving ground ambulance pickup at the arrival airport
  • ☐ Confirm the patient's arrival at the receiving facility

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