Reassign a Patient to a Team
A patient can be reassigned 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, been un-assigned or reassigned.
- Click the Re-Assign Patient from a Team icon (red "X") in the Actions column to display the Team Reassignment for: Team name dialog box. You can hold your mouse cursor over the icons to view a description of each icon. Once clicked, the Reassign dialog box will appear.
- Either accept today's default date or enter a new date in the Effective Date field. The effective date cannot be before the current assignment date and cannot be in the past.
- 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 save the data, or Cancel to return to the screen without saving the information.
- Click Submit to display the Login to VistA with access/verify codes screen if you have not logged into VistA this session. Enter codes in the fields and click Submit. You may click Cancel to return to the previous screens.
- The system will display a The patient [name] was successfully reassigned message. Click OK to exit VistA.
See also:
View a Patient Profile