Batch Actions for Patients
You can assign one or more patients to teams or Associate
Providers, all at once, using the batch action option.
- 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.
- 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.
- Ensure the desired patients are selected in the Select
All Patients column, and click the Assign
button to display a confirmation pop-up window.
- Click Confirm to display
the Display Batch Transfer/Assign
pop-up window.
- Click Search to display
the Search for Team screen.
- Enter a team name or leave the Name:
field blank to display a list of teams.
- Click an icon in the Select
column to populate the Team
field in the Patient Batch Transfer/Assign
screen.
- Accept the Effective Date value or enter a new value. This date
cannot be a past date.
- Select a value from the drop-down menu in the Assign
To: field.
- Click Submit to display
the Login to VistA screen
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.
See also:
Search for a Patient
Result of Batch Job Execution