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
(c) Report all instances of transfers on the mandated state data system.
(2) A transfer summary shall include:
(a) The date;
(b) The reason for the transfer;
(c) Consistent ASAM criteria as established in the assessment and throughout treatment;
(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.

Last Updated

Jun. 8, 2021

Rule 309-018-0155’s source at or​.us