Assign a Patient to a Team

A patient can be assigned to a team from the Patient Profile screen.

  1. 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.
  2. Click the Assign button to display the Team Assignment dialog box.
  3. Click the Search button to display the Search for Team screen (See the Search for a Team by Name section), and select a team.
  4. 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.
  5. 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.
  6. Click Submit to assign the patient to the team. A confirmation message will appear if the assignment was successful.
  7. 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.

 

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