Unassign/Transfer Batch Actions for Patients
You can transfer or unassign one or more patients to/from a team (both
Primary Care and non-Primary care) using a batch process. Patient records
containing a date of death (DOD) cannot be transferred/unassigned.
- From the Modify an Existing Team
screen (see Search for a Team by
Name section), expand the View
Patient Assignments section at the bottom of the page.
- Choose Show: Current Assignments
(default) or Historical Assignments
(for reassignment).
- Ensure the desired patients are selected in the Patient
Name column, and click the Perform
Batch Operations button to display a confirmation pop-up window.
- Click Unassign for unassignment
or Transfer for transferral
of the selected patients. You can click Cancel
to cancel the request.
- If unassigning patients,
a pop-up window will display. Click Confirm
to continue the process.
- If unassigning patients,
the Unassign Selected Patients
pop-up window will display. Please select a reason from the drop down
box and enter an Effective date (if different than the current date/time
which is the default) and click Submit.
- Click Submit to display
the Login to VistA with access/verify
codes screen if you have not logged into VistA this session.
- The system displays Status of
the Batch Operation Requested on the Patients screen. A confirmation
message will display. Check your alerts to view the status of the
batch job.
- If Transferring Patients:
- If transferring patients,
a pop-up window will display. Click Confirm
to continue the process.
- If needed, search for the team
to transfer the patient.
- Please select a reason from
the drop down box, enter an Effective
date (or current date/time is displayed.
- Please select a whether
the patient is assigned to an entire team or an associated provider
from the drop down box.
- Click Submit to display
the Login to VistA with access/verify
codes screen if you have not logged into VistA this session.
- The system displays Status of
the Batch Operation Requested on the Patients screen. A confirmation
message will display. Check your alerts to view the status of the
batch job.
See also:
Search for a Team by Name
Result of Batch Job Execution