This document outlines a project aimed at establishing a sustainable process for patient-centered care transitions. The goals were to (1) address what matters to patients, (2) provide actionable health information, and (3) share information across care settings. Partners implemented a process using an electronic personal health record called "How's Your Health" to survey patients in the hospital and after discharge. Results showed patients were more confident after hospital discharge but less so after skilled nursing discharge. Sustainability varied by site but engaged volunteers were key. Additional funding was received to focus on diabetes patients. Lessons included tailoring health IT to settings and supporting older adults, garnering volunteer interest, and engaging designated caregivers or volunteers.