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, 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.
- Please select a reason from the drop down box, enter an Effective date (current date/time is displayed), 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.
See also:
Search for a Team by Name
Result of Batch Job Execution