Batch Actions for Patients

You can assign one or more patients to teams or Associate Providers, all at once, using the batch action option.

  1. From the Search for Patient screen (See Search for Patient section), select boxes in the Select All Patients column for the patients on which you wish to perform batch actions.
  2. Click the Perform Batch Actions button at the bottom of the Search for a Patient list to display the Launch Batch Operations on Patients screen.
  3. Ensure the desired patients are selected in the Select All Patients column, and click the Assign button to display a confirmation pop-up window.
  4. Click Confirm to display the Display Batch Transfer/Assign pop-up window.
  5. Click Search to display the Search for Team screen.
  6. Enter a team name or leave the Name: field blank to display a list of teams.
  7. Click an icon in the Select column to populate the Team field in the Patient Batch Transfer/Assign screen.
  8. Accept the Effective Date value or enter a new value. This date cannot be a past date.
  9. Select a value from the drop-down menu in the Assign To: field.
  10. Click Submit to display the Login to VistA screen with access/verify codes screen if you have not logged into VistA this session.
  11. Enter codes in the fields and click Submit. You may click Cancel to return to the previous screens.

See also:

Search for a Patient

Result of Batch Job Execution