Assign a Patient to a Team
A
patient can be assigned 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 or has been un-assigned.
- Click the Assign button
to display the Team Assignment
dialog box.
- Click the Search button
to display the Search for Team
screen (See the Search for a Team
by Name section), and select a team.
- Accept the default current date or enter a date for the Effective
Date field. The effective date must be greater than the team’s
Active Date and cannot be
a future date.
- 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 assign
the patient to the team. A confirmation message will appear if the
assignment was successful.
- For Primary Care teams, the patient assignment will have a status
of Pending until the patient
has had an encounter. The Effective
Date will default to the current date/time the assignment was
entered. For all other care types, the initial status will be Active. The Effective Date will
be the date entered during the assignment.
- A patient with a Date of Death (DOD) is not allowed to be assigned
to a team.
- A patient status will be Pending
when assigning to a PACT team, and remain pending until there is a
patient encounter with any member of the PC Teamlet. At that point,
the patient status becomes Active.
If the patient is assigned to a non-PACT team, the patient status
will always be Active.
- The
patient’s PACT assignments will be evaluated enterprise wide to determine
if an active PACT assignment exists in another 3-digit code station.
See the Update/Review
Multiple PCP Requests for a Patient section
for more information.
- A patient can be assigned
to more than one non-primary care team.
- The assignment will
occur at the Team level. All active positions on the team will inherit
the team assignment regardless of whether it is staffed or not, except
in the case of a team with a Purpose of Primary
Care. Then the PCPs and/or Associate Providers on the
team will be shown and you will be able to select a current and active
PCP or Associate Provider for patient assignment.
- The Assignment Effective
Date is defaulted to the current date and will allow you to override
it, but not prior to the team’s creation date or last team discharge
date, whichever is latest.
- If the team is closed, assignment
is not allowed. Teams Closed for Assignment will not appear in the
Team Search results list.
- If the team has reached its allowed patient capacity, a warning
message states that the allowed patient capacity has been reached
but the assignment will be allowed to continue.
- If the team has reached its overridden maximum patient capacity,
a warning message will be displayed to let you know the maximum allowed
patient capacity has been reached but the assignment will be allowed
to continue.
See also:
Search for a Patient
View a Patient Profile
Un-assign
a Patient from a Team
Update_Review
Multiple PCP Requests for a Patient
Auto
Inactivation of a Patient from a Team
Inactivation
of a Patient from a Team