1. A. An administrator, in coordination with the Arizona Department of Economic Security, Division of Developmental Disabilities, shall ensure that:

   1. 1. A resident is transferred or discharged if:

      1. a. The ICF/IID is not authorized or not able to meet the needs of the resident, or
      2. b. The resident’s behavior is a threat to the health or safety of the resident or other individuals at the ICF/IID; and

   2. 2. Documentation of a resident’s transfer or discharge includes:

      1. a. The date of the transfer or discharge;
      2. b. The reason for the transfer or discharge;

      3. c. A 30-day written notice except:

         1. i. In an emergency, or
         2. ii. If the resident no longer requires rehabilitation services or habilitation services as determined by a physician or the physician’s designee;
      4. d. A notation by a physician or the physician’s designee if the transfer or discharge is due to any of the reasons listed in subsection (A)(1); and
      5. e. If applicable, actions taken by a personnel member to protect the resident or other individuals if the resident’s behavior is a threat to the health and safety of the resident or other individuals in the ICF/IID and beyond the ICF/IID’s scope of services.

2. B. Except for a transfer of a resident due to an emergency, an administrator shall ensure that:

   1. 1. A qualified intellectual disabilities professional or, if the resident has a nursing care plan or medical care plan, a registered nurse coordinates the transfer and the services provided to the resident;

   2. 2. According to policies and procedures:

      1. a. An evaluation of the resident is conducted before the transfer;
      2. b. Information from the resident’s medical record, including orders that are in effect at the time of the transfer, is provided to a receiving health care institution; and
      3. c. A personnel member explains the risks and benefits of the transfer to the resident or the resident’s representative; and

   3. 3. Documentation in the resident’s medical record includes:

      1. a. Communication with an individual at a receiving health care institution;
      2. b. The date and time of the transfer;
      3. c. The mode of transportation; and
      4. d. If applicable, the name of the personnel member accompanying the resident during a transfer.

3. C. Except in an emergency, a qualified intellectual disabilities professional or, if the resident has a nursing care plan or medical care plan, a registered nurse shall ensure that before a resident is discharged:

   1. 1. Written follow-up instructions are developed with the resident or the resident’s representative that include:

      1. a. Information necessary to meet the resident’s need for medical services and nursing services; and
      2. b. The state long-term care ombudsman’s name, address, and telephone number;
   2. 2. A copy of the written follow-up instructions is provided to the resident or the resident’s representative; and

   3. 3. A discharge summary:

      1. a. Is developed by a qualified intellectual disabilities professional or, if the resident has a nursing care plan or medical care plan, a registered nurse;
      2. b. Authenticated by the resident’s attending physician or designee; and

      3. c. Includes:

         1. i. The resident’s need for rehabilitation services or habilitation services at the time of transfer or discharge;
         2. ii. The resident’s need for medical services or nursing services;
         3. iii. The resident’s developmental, behavioral, social, and nutritional status;
         4. iv. The resident’s medical and psychosocial history;
         5. v. The date of the discharge; and
         6. vi. The location of the resident after discharge.

Historical Note

Adopted as an emergency effective October 26, 1988, pursuant to A.R.S. § 41-1026, valid for only 90 days (Supp. 88-4). Emergency expired. Readopted without change as an emergency effective January 27, 1989, pursuant to A.R.S. § 41-1026, valid for only 90 days (Supp. 89-1). Emergency expired. Readopted without change as an emergency effective April 27, 1989, pursuant to A.R.S. § 41-1026, valid for only 90 days (Supp. 89-2). Emergency expired. Readopted without change as an emergency effective July 31, 1989, pursuant to A.R.S. § 41-1026, valid for only 90 days (Supp. 89-3). Permanent rules adopted with changes effective October 30, 1989 (Supp. 89-4). Section repealed, new Section adopted effective April 4, 1994 (Supp. 94-2). Amended by exempt rulemaking at 19 A.A.R. 2015, effective October 1, 2013 (Supp. 13-2). Amended by exempt rulemaking at 20 A.A.R. 1409, pursuant to Laws 2013, Ch. 10, § 13; effective July 1, 2014 (Supp. 14-2). Section R9-10-508 renumbered to R9-10-2108; new Section R9-10-508 made by exempt rulemaking at 25 A.A.R. 1222, effective April 25, 2019 (Supp. 19-2). Amended by exempt rulemaking, at 26 A.A.R. 72 with an effective date of January 1, 2020 (Supp. 19-4). Amended by final expedited rulemaking at 31 A.A.R. 1263 (April 18, 2025), with an immediate effective date of April 1, 2025 (Supp. 25-2).