Reassign a Patient to a Team

A patient can be reassigned to a team from the Patient Profile screen.

  1. 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.
  2. Click the Re-Assign Patient from a Team icon  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.
  3. 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.
  4. 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.
  5. Click Submit to save the data, or Cancel to return to the screen without saving the information.
  6. 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.
  7. The system will display a The patient [name] was successfully reassigned message. Click OK to exit VistA.

See also:

View a Patient Profile