Operations
How to plan a transfer
Recording airport pickups and hotel transfers against a patient: from, to, time, passenger count, type and fee fields.
Where to find it
ListsTransfers
In medical tourism the first impression is formed before the treatment: if nobody is at the airport, or the car is late, the file is damaged before the patient reaches the clinic door. A transfer record turns that movement into something dated, owned and attached to the patient.
A transfer record has eight fields and all of them get used in practice — particularly Pax and Type, since they decide the vehicle.
Before you start
- The patient record the transfer attaches to must exist.
- The transfer company you work with must be defined as a product transfer company.
Step by step
- Patient — the record the transfer belongs to.
- From and To — origin and destination (airport, hotel, clinic).
- Transfer Date Time — write the pickup time, not the flight time; your team's standard decides the gap between them.
- Pax — total passengers including companions. This number decides the vehicle.
- Type — the transfer type.
- Currencies and Paid — the fee and whether it has been collected.
- Note — free text for the driver and pickup team: flight number, the patient's language, luggage.
Tips and common mistakes
- Careful Include companions in Pax. A large share of medical tourism patients travel with a spouse or relative, and sending a single-passenger car is the most common operational error there is.
- Tip Put the flight number in the Note. When a flight is delayed, the pickup team follows it from one place.
- Tip A planned transfer appears on the transfer calendar and in the transfer list.
Frequently asked questions
Should I also add the transfer as a quote line?
Two different jobs: the quote line is what the patient pays for, the transfer record is the work to be done. For paid transfers define both — the line from the product catalogue, the operation here.
How do I plan the return transfer?
Create a second transfer record. Keeping outbound and return in one record makes tracking impossible when one of them is cancelled.
Who can see a transfer?
Lists are filtered by your permissions, so seeing a transfer depends on your access to the patient. Transfer company users can be defined to see only their own area.