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.

  1. 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.
  2. Choose Show: Current Assignments (default) or Historical Assignments (for reassignment).
  3. 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.
  4. Click Unassign for unassignment or Transfer for transferral of the selected patients. You can click Cancel to cancel the request.
  1. If unassigning patients, a pop-up window will display. Click Confirm to continue the process.
  2. 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.
  3. Click Submit to display the Login to VistA with access/verify codes screen if you have not logged into VistA this session.
  4. 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.
  1. If transferring patients, a pop-up window will display. Click Confirm to continue the process.
  2. If needed, search for the team to transfer the patient.
  3. Please select a reason from the drop down box, enter an Effective date (or current date/time is displayed.
  4. Please select a whether the patient is assigned to an entire team or an associated provider from the drop down box.
  5. Click Submit to display the Login to VistA with access/verify codes screen if you have not logged into VistA this session.
  6. 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