Inactivation of a Patient from a Team
A patient’s assignment status to a team can be inactivated
by setting an inactivation date and reason. This can be done from three
locations in the application.
From the Patient Profile Screen:
- From the Patient Profile
screen, you are viewing the patient profile (See
the View Patient Profile section). Click the View
Team Assignments toggle link to display a list of teams to
which the patient is assigned.
- Verify that the Show: Current
Assignments radio button is selected (it is by default)
and that Auto Inactivation
is available (See comments
below).
- Locate the Patient and
click the patient name. The Patient Profile displays. Select
the green plus sign (+) displayed at the end of the Auto Inactivation
date for a team assignment. Verify that the Auto Inactivation date
is equal to 183 days from the current date. Select the green
plus sign (+) displayed at
the end of the Auto Inactivation
date for a team assignment. Verify that the Auto Inactivation date
is equal to 183 days from the current date.
- The Extend Patient Team Assignment
Auto Inactivate popup window will display. Choose a reason
from the drop down list and click Submit,
or Cancel to cancel.
From the Team Profile Screen:
- From the Modify an Existing Team
screen, you are viewing the team profile (See
the Search for a Team by Name section).
- Click the View Patient Assignments
toggle link to display a list of teams to which the patient is assigned.
- Verify that the Show: Current
Assignments radio button is selected (it is by default)
and that Auto Inactivation
is available.
- Select the green plus sign (+)
displayed at the end of the Auto
Inactivation date for a team assignment. Verify that the Auto
Inactivation date is equal to 183 days from the current date.
- The Extend Patient Team Assignment
Auto Inactivate popup window will display. Choose a reason
from the drop down list and click Submit,
or Cancel to cancel.
From the Position Profile Screen:
From the Modify an Existing Position
screen, you are viewing the team profile (See
the Modify a Position Profile section).
- Click the View Positions &
Staff Assignments link to display the From
the Position List screen for the team the patient is assigned
to (see Modify an Existing Position
section), choose a Team Role and click on the Actions icon
to display the Modify an Existing Position screen.
- Click the View Patient Assignments
(+) sign.
- Verify that the Show:
Current Assignments radio button is selected (it is by
default) and that Auto Inactivation
is available.
- Select the green plus sign (+)
displayed at the end of the Auto
Inactivation date for a team assignment. Verify that the Auto
Inactivation date is equal to 183 days from the current date.
- The Extend Patient Team Assignment
Auto Inactivate popup window will display. Choose a reason
from the drop down list and click Submit,
or Cancel to cancel.
See also:
Auto
Inactivation of a Patient from a Team
Assign
a Patient to a Team
Un-assign
a Patient from a Team