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).
  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 (See comments below).
  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 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