Assign a Patient to a Team
A patient can be assigned to a team from the Patient Profile screen.
- From the Patient Profile screen (See the View a Patient Profile section), click the View Team Assignments toggle link at the bottom of the page to display a list of teams to which the patient is assigned or has been un-assigned.
- Click the Assign button to display the Team Assignment dialog box.
- Click the Search button to display the Search for Team screen (See the Search for a Team by Name section), and select a team.
- Accept the default current date or enter a date for the Effective Date field. The effective date must be greater than the team’s Active Date and cannot be a future date.
- Choose Entire Team if the patient is assigned to a team with a purpose of Primary Care, as they can only be assigned at the team level. If the patient is assigned to a team with a purpose other than Primary Care, the system will display current and active PCP or Associate Providers. Choose an Assign to: selection to assign the patient to a team member.
- Click Submit to assign the patient to the team. A confirmation message will appear if the assignment was successful.
- For Primary Care teams, the patient assignment will have a status of Pending until the patient has had an encounter. The Effective Date will default to the current date/time the assignment was entered. For all other care types, the initial status will be Active. The Effective Date will be the date entered during the assignment.
- A patient with a Date of Death (DOD) is not allowed to be assigned to a team.
- A patient status will be Pending when assigning to a PACT team, and remain pending until there is a patient encounter with any member of the PC Teamlet. At that point, the patient status becomes Active. If the patient is assigned to a non-PACT team, the patient status will always be Active.
- The patient’s PACT assignments will be evaluated enterprise wide to determine if an active PACT assignment exists in another 3-digit code station. See the Update/Review Multiple PCP Requests for a Patient section for more information.
- A patient can be assigned to more than one non-primary care team.
- The assignment will occur at the Team level. All active positions on the team will inherit the team assignment regardless of whether it is staffed or not, except in the case of a team with a Purpose of Primary Care. Then the PCPs and/or Associate Providers on the team will be shown and you will be able to select a current and active PCP or Associate Provider for patient assignment.
- The Assignment Effective Date is defaulted to the current date and will allow you to override it, but not prior to the team’s creation date or last team discharge date, whichever is latest.
- If the team is closed, assignment is not allowed. If an attempt is made to assign a patient to a closed team, you will get an error message.
- If the team has reached its allowed patient capacity, a warning message states that the allowed patient capacity has been reached but the assignment will be allowed to continue.
- If the team has reached its overridden maximum patient capacity, a warning message will be displayed to let you know the maximum allowed patient capacity has been reached but the assignment will be allowed to continue.
See also:
Search for a Patient
View a Patient Profile
Un-assign a Patient from a Team
Update_Review Multiple PCP Requests for a Patient
Auto Inactivation of a Patient from a Team
Inactivation of a Patient from a Team