practical guide

What exactly belongs on a hospital transfer summary when I call ahead from a home birth?

A transfer packet has to answer the receiving team's first questions before they ask them. Here is the field by field content that makes a handoff fast, plus what to say on the phone.

Midwife's hands sliding a single printed summary page into a canvas bag beside a fetoscope on a pale wooden table
The Birth Room Ledger, reporting for licensed community midwives.

A hospital transfer summary needs to fit on one page and answer four things in the first ten seconds of reading: who this person is, how far along she is, what is happening right now, and what you already did about it. Everything else on the page is supporting material for those four answers.

In practice that means a header block with name, date of birth, gravida and para, estimated due date and the dating method, current gestational age, blood type with Rh and antibody screen, GBS status, allergies, and the reason for transfer stated in one sentence. Below that, a timed labor narrative, fetal heart tone documentation with technique noted, and a medication list including anything given at home. If the transfer is postpartum, the newborn block moves to the top half.

The page is not a legal defense document and it is not your full chart. It is a briefing. The full record follows, either as a printed packet or as records you send later, but the receiving team makes decisions off the summary in their hand.

The three questions the receiving team asks first

Walk into any labor and delivery triage with a transfer and you will hear the same opening sequence, usually from the charge nurse before the physician arrives.

How many weeks? Gestational age drives everything downstream: whether neonatology gets called, whether magnesium is on the table, what the fetal heart tracing means. Give the number in weeks and days, and give the dating basis. "Thirty nine and two by an eight week ultrasound" ends the conversation. "About full term" starts a new one.

What is she doing right now? Cervical exam with time, contraction pattern, membrane status with time and fluid description, and current vitals. If she is pushing, say how long.

Why are you here? One sentence, clinical, no hedging. "Second stage arrest at two and a half hours of active pushing with maternal exhaustion, fetal heart tones reassuring." Or "Postpartum hemorrhage, estimated eight hundred milliliters, responded to fundal massage and Pitocin, ongoing slow bleeding." The reason belongs in the header, not buried at the end of your narrative.

If your summary answers those three before anyone asks, the room reorganizes around care instead of around interrogation.

Keep reading: Should I bill insurance directly or stay cash pay for my home birth practice?

Core identifiers, dating, and pregnancy history

This block is boring and it is the block that gets you registered fastest. Registration cannot open a chart without legal name, date of birth, and usually an address and insurance or self pay status. If the client is registering as a self pay patient, note it, because it changes who the hospital sends to her bedside.

Include:

  • Legal name as it appears on her ID, plus preferred name if different
  • Date of birth and current age
  • Estimated due date and the dating method: last menstrual period, first trimester ultrasound with the date and the gestational age at that scan, or a later scan
  • Gravida, para, and the TPAL breakdown if her history is complicated
  • Prior birth outcomes with mode of delivery, birth weights, and any hemorrhage, shoulder dystocia, third or fourth degree laceration, or prior cesarean with incision type if known
  • Allergies, including latex and adhesive
  • Current medications and supplements
  • Emergency contact and the support person present

Prior cesarean deserves its own line rather than sitting inside a paragraph of history. If she is a TOLAC and you have operative report details on incision type, that detail changes the receiving team's assessment immediately.

Prenatal course: labs, ultrasounds, GBS status, Rh and antibody results

The receiving team is not going to read twelve prenatal visit notes. They want the results that alter management tonight.

ItemWhat to includeWhy it matters at handoff
Blood type and RhType, Rh, antibody screen result and dateRh negative means RhoGAM questions; a positive antibody screen changes crossmatch planning
GBSPositive, negative, or not done, with collection date and any antibiotics already given with timesDetermines whether the newborn gets extended observation
Hemoglobin and hematocritMost recent value with date, plus third trimester value if you have bothBaseline for hemorrhage assessment
Hepatitis B, HIV, syphilis, gonorrhea and chlamydiaResult and date, or declined with dateNewborn prophylaxis and maternal treatment decisions
Glucose screeningMethod used and result, or declinedNewborn glucose monitoring protocol
UltrasoundsDate, gestational age, indication, and findings including placental locationPlacental location and fetal position drive the immediate plan

Write "declined" rather than leaving a blank. A blank reads as an omission in your care. "Declined GBS screening at 36 weeks, risk based protocol discussed and documented" reads as informed care, and it tells the nurse what she is working with.

Labor narrative with a real timeline, not a paragraph

This is where most transfer summaries fall apart. A narrative paragraph forces the reader to build a timeline in her head while she is also trying to get an IV started. Give her the timeline already built.

Use a two column list: clock time on the left, event on the right. Real times, not intervals. "0340" not "about four hours ago."

  • 0215 Contractions every 4 minutes, 60 seconds, client reports onset around midnight
  • 0430 Spontaneous rupture of membranes, clear fluid, moderate amount
  • 0610 Cervical exam 6 cm, 90 percent, minus 1, vertex, LOA
  • 0905 Cervical exam 10 cm, complete, plus 1, began spontaneous pushing
  • 1120 Station plus 1, no descent over 60 minutes, maternal temp 100.9
  • 1135 Transfer decision made and discussed with client and partner
  • 1148 Called receiving unit, spoke with charge nurse
  • 1205 Departed by private vehicle

Keep reading: Which charting habits get midwives in trouble during a licensing board review?

Fetal heart tone documentation and what prompted the transfer

Intermittent auscultation documentation looks different from continuous monitoring, and receiving teams sometimes read it wrong if you do not label it. Say what you used: fetoscope, handheld Doppler, or waterproof Doppler. Say how often you listened and for how long, and say when you listened relative to the contraction.

A usable entry: "FHT 138, auscultated by Doppler for 60 seconds beginning at the peak of the contraction and continuing 30 seconds after, no decelerations noted. Auscultated every 15 minutes in active labor, every 5 minutes in second stage."

If the transfer is for a fetal heart tone concern, document the specific pattern that concerned you and its persistence: baseline change, decelerations with a described relationship to contractions, or a rate you could not resolve with position change and hydration. Note what you tried and whether it worked. "Prolonged deceleration to 90 lasting 2 minutes, resolved with left lateral positioning" is a different clinical story from a repeating pattern, and the receiving team needs to know which one you are handing them.

Medications and anything given at home

List every substance that entered the client, with dose, route, and time. That includes things midwives sometimes think of as not really medication.

  • Oxytocin: units, route, time, and indication
  • Misoprostol: micrograms, route, time
  • Methylergonovine: dose and time, and confirm blood pressure at administration
  • Tranexamic acid if carried and given
  • Antibiotics for GBS prophylaxis: drug, dose, and each administration time, because the clock on adequate prophylaxis starts at the first dose
  • IV fluids: solution type and volume infused
  • Herbal preparations, homeopathics, and anything the client took on her own
  • Vitamin K and erythromycin status for the newborn, given or declined

The GBS antibiotic timing line matters more than midwives expect. Whether the first dose landed four hours before delivery or twenty minutes before it changes the newborn's observation pathway.

See how MidwifeLedger handles this for community midwifery

Newborn data when the transfer happens postpartum

A postpartum newborn transfer reverses the page. The infant block goes on top and the maternal history becomes context.

Include time of birth, sex, birth weight, Apgar scores at one and five minutes with the ten minute score if resuscitation continued, and the resuscitation steps you performed with times: stimulation, positive pressure ventilation with rate and duration, compressions, suction. Note cord clamping time and whether cord blood was collected. Add vital signs with times, feeding history, voids and stools, and whether vitamin K and the hepatitis B vaccine were given or declined.

If the reason is jaundice, include the transcutaneous or serum bilirubin value, the hour of life at which it was drawn, and the feeding pattern. Hour of life is the number the nursery plots, so give it explicitly rather than making them calculate it from the birth time.

What to hand over on paper versus say out loud

The phone call and the paper do different jobs. The call buys you a prepared room. The paper survives the shift change.

On the call, keep it to about thirty seconds: your name and credential, that you are a licensed midwife transferring from a planned home birth, gestational age, parity, the single sentence reason, current maternal and fetal status, mode of arrival, and estimated time of arrival. Ask who you should ask for on arrival, and write the name down. Then stop talking and let them ask.

On paper, hand over the one page summary plus the full prenatal record. Print three copies of the summary: one for the chart, one for the physician who will not be the person who took your call, and one you keep. Bring your own copy because you will be asked the same questions twice by two different people, and reading off the same page keeps your account consistent.

Do not editorialize on paper. Skip anything that reads as justification of your care choices. State the finding, the time, the action, and the response. A summary that reads as clinical rather than defensive gets treated as clinical.

Making the page exist before you need it

The hardest part of a good transfer summary is that it must already exist at 3 a.m. when you have one hand on a client and one on a phone. Nobody builds this page from scratch during a transfer. It gets built from the prenatal record you have been keeping for eight months, if that record is structured so the fields can be pulled out.

That is exactly what MidwifeLedger is built for: you chart each prenatal visit once, the record carries labs, GBS, Rh, dating, and history in named fields rather than free text, and the one page transfer summary prints from what is already there in under a minute. Set your visit charting up now so the page assembles itself the night you need it.