OAR 309-018-0155
Transfer and Continuity of Care

(1) Prior to transfer, providers shall:

(a) When applicable, coordinate and provide appropriate referrals for medical care and medication management. The transferring provider shall assist the individual to identify the medical provider who provides continuing care and to arrange an initial appointment with that provider;

(b) Complete a transfer summary; and

(2) A transfer summary shall include:

(a) The date;

(b) The reason for the transfer;

(d) A summary statement that describes the effectiveness of services in assisting the individual and his or her family to achieve the treatment objectives identified in the service plan;

(e) Where appropriate, a plan for personal wellness and resilience, including relapse prevention;

(f) Identification of resources to assist the individual and family, if applicable, in accessing recovery and resiliency services and supports;

(g) Referrals to follow up services and other behavioral health providers; and

(h) When services are transferred due to the absence of the individual, the provider shall document outreach efforts made to re-engage the individual, or document the reason why such efforts were not made.

(3) If the transfer is to services with another provider, all documentation contained in the Service Record requested by the receiving provider shall be furnished, compliant with applicable confidentiality policies and procedures within 14 days of receipt of a written request for the documentation.

(4) A complete transfer summary shall be sent to the receiving provider within 30 days of the transfer.

Source: Rule 309-018-0155 — Transfer and Continuity of Care, https://secure.sos.state.or.us/oard/view.action?ruleNumber=309-018-0155 (accessed May 26, 2025).

309–018–0100
Purpose and Scope 309–018–0105
Definitions 309–018–0107
Certification Required 309–018–0110
Provider Policies 309–018–0115
Individual Rights 309–018–0125
Specific Staff Qualifications and Competencies 309–018–0130
Documentation, Training, and Supervision 309–018–0135
Entry 309–018–0140
Assessment 309–018–0145
Service Plan and Service Notes 309–018–0150
Service Record 309–018–0155
Transfer and Continuity of Care 309–018–0160
Co-Occurring Mental Health and Substance Use Disorders (COD) 309–018–0165
Residential Problem Gambling Treatment Services 309–018–0170
Culturally Specific Substance Use Disorders Treatment and Recovery Services 309–018–0180
Residential Substance Use Disorders Treatment and Recovery Programs 309–018–0185
Medical Protocols in Residential Substance Use Disorders Treatment Programs 309–018–0190
Administration of Medications 309–018–0200
Facility Standards for Substance Use Disorders and Problem Gambling Residential Treatment and Recovery Programs 309–018–0205
Quality Assessment and Performance Improvement 309–018–0210
Grievances and Appeals 309–018–0215
Variances

California:	Codes
Colorado:	C.R.S.
Nevada:	NRS
New York:	Laws
Oregon:	OAR, ORS
Texas:	Statutes
World:	Rome Statute, International Dictionary

OAR 309-018-0155 Transfer and Continuity of Care

OAR 309-018-0155
Transfer and Continuity of Care