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Six Core Elements
Transition Policy
Tracking & Monitoring
Transition Readiness
Transition Planning
of Care
Transfer Completion
Measuring Transition

Transfer of Care/Initial Visit

  • Prepare for initial visit by reviewing transfer package with appropriate team members.
  • Address any concerns that young adult has about transferring to adult approach to care. Clarify approach to adult care, including shared decision-making, privacy and consent, access to information, adherence to care, and preferred methods of communication, including attending to health literacy needs.
  • Conduct self-care assessment (transition readiness assessment) if not recently completed and discuss the young adult's needs and goals in self-care.
  • Review young adult's health priorities as part of their plan of care.
  • Update and share portable medical summary and emergency care plan.


Welcoming and orienting the new young adult into the adult practice is the fifth element in these health care transition quality recommendations. Following review of the transfer package, the initial appointment should address any concerns that the young adult may have in transferring to a new adult provider and distinctions between pediatric and adult care. Specifically, it is important to discuss confidentiality, access to information, and shared decision-making and to elicit how to best communicate with the young adult. Over the next few visits, the provider should work with the young adult to assess and strengthen self-care skills. Use of a standardized self-care assessment tool can be helpful in engaging young adults in their care and assisting them in navigating the adult health care system, including health insurance. Providers can use the results of this assessment to develop a plan of care with the young adults. Finally, updating and sharing a medical summary and emergency care plan helps to further engage young adults in their own care.

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Got Transition® is a program of National Alliance Logo The National Alliance to Advance Adolescent Health supported by U1TMC31756 HRSA/MCHB