Inactivation of a Patient from a Team

A patient’s assignment status to a team can be inactivated by setting an inactivation date and reason. This can be done from three locations in the application.

From the Patient Profile Screen:

  1. From the Patient Profile screen, you are viewing the  patient profile (See the View Patient Profile section). Click the View Team Assignments toggle link to display a list of teams to which the patient is assigned.
  2. Verify that the Show: Current Assignments radio button is selected (it is by default) and that Auto Inactivation is available (See comments below).
  3. Locate the Patient and click the patient name. The Patient Profile displays. Select the green plus sign (+) displayed at the end of the Auto Inactivation date for a team assignment. Verify that the Auto Inactivation date is equal to 183 days from the current date. Select the green plus sign (+) displayed at the end of the Auto Inactivation date for a team assignment. Verify that the Auto Inactivation date is equal to 183 days from the current date.
  4. The Extend Patient Team Assignment Auto Inactivate popup window will display. Choose a reason from the drop down list and click Submit, or Cancel to cancel.  

From the Team Profile Screen:

  1. From the Modify an Existing Team screen, you are viewing the team profile (See the Search for a Team by Name section).
  2. Click the View Patient Assignments toggle link to display a list of teams to which the patient is assigned.
  3. Verify that the Show: Current Assignments radio button is selected (it is by default) and that Auto Inactivation is available.
  4. Select the green plus sign (+) displayed at the end of the Auto Inactivation date for a team assignment. Verify that the Auto Inactivation date is equal to 183 days from the current date.
  5. The Extend Patient Team Assignment Auto Inactivate popup window will display. Choose a reason from the drop down list and click Submit, or Cancel to cancel.  

From the Position Profile Screen:

From the Modify an Existing Position screen, you are viewing the team profile (See the Modify a Position Profile section).

  1. Click the View Positions & Staff Assignments link to display the From the Position List screen for the team the patient is assigned to (see Modify an Existing Position section), choose a Team Role and click on the Actions icon to display the Modify an Existing Position screen.
  2. Click the View Patient Assignments (+) sign.
  3. Verify that the Show: Current Assignments radio button is selected (it is by default) and that Auto Inactivation is available.
  4. Select the green plus sign (+) displayed at the end of the Auto Inactivation date for a team assignment. Verify that the Auto Inactivation date is equal to 183 days from the current date.
  5. The Extend Patient Team Assignment Auto Inactivate popup window will display. Choose a reason from the drop down list and click Submit, or Cancel to cancel.

 

See also:

Auto Inactivation of a Patient from a Team

Assign a Patient to a Team

Un-assign a Patient from a Team