1. Open the case with known facts and unknowns
Start with route, timing, mobility and the intended receiver. A family may not know which vehicle is appropriate, and a professional desk may already have the flight team appointed. Record those different starting points. The initial outcome is a list of decisions and responsible contacts, not an automatic transport booking. Use the intake checklist to avoid requesting unnecessary identity or clinical detail at first contact.
2. Confirm the support and receiving pathway
The treating team assesses the patient’s support needs. The carrier decides carriage acceptance; the relevant service provider confirms practical capability. The receiving person or facility must be able to take over at the planned endpoint. A hospital contact, payment discussion and accepted admission are different states. If receiving readiness is unresolved, show it as a hold point rather than treating the address as sufficient.
3. Agree scope, price and financial authority
Confirm which legs and handovers are included, who approves additional work, and how the commissioning party will pay. GOP or direct-billing requests need recipient acceptance; prepayment arrangements and reconciliation depend on the agreed quotation. Keep a dated scope and record pending items. Clinical permission, commercial acceptance and payment are separate checks and should remain visible in the case status.
4. Release a confirmed execution brief
Before the assignment proceeds, reconcile the current flight, local dates, pickup location, contact chain, support arrangements and receiving window. Identify who authorises a change and who is responsible while waiting at an interface. For an airport handover, the exact meeting point and any access requirement need confirmation by the responsible parties. An estimated landing time is not a confirmed patient release time.
5. Exchange the patient and information deliberately
At each transition, identify the receiving professional or agreed responsible person, the support that must continue and the documents or equipment being handed over. Clinical teams decide the clinical handover content. Operational contacts need enough information to confirm the correct destination and next step, not unrestricted access to the full record. If the receiver or support plan changes, escalate for a revised arrangement before assuming continuity.
6. Close at the agreed endpoint
Record handover time, receiving role, completion of the commissioned scope and any exceptions or documents still due. Arrival of a vehicle or payment alone does not prove completion. The agreed case contact can then reconcile operational updates with commercial documents. Subsequent care remains with the receiver; any further coordination is a separate agreed task.