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