Assign a Patient to a Team

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

  1. From the Patient drop-down menu, select Search for Patient to display the Search for Patient screen.
  2. Enter the following search criteria:
  3. Select the patient name link to display the Patient Profile screen.
  4. In the View Team Assignments section on the Patient Profile, click the Assign button to display the Search for Team box.
  5. Enter a team name in the Name field or click the Search button, to search for a team. Select the Entire Team link to assign the patient to the team.
  6. If assigning to a Primary Care Team Care Type, a confirmation message displays to indicate the patient is successfully assigned to a team. For other Primary Care types (e.g., Mental Health, Community Care), the Team Assignment displays with additional steps.
  7. 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.
  8. In the Assign to section, select the check box beside the appropriate staff member to assign the staff member to the patient. The Mental Health Care Type is used as an example.
  9. Click Submit to assign the patient to the team. A confirmation message will appear if the assignment was successful. Click OK to continue.
  10. Patient assignments to Primary Care teams will have an initial status of pending until a qualifying encounter is found (within last 60 days). The effective date of the Pending assignment will default to the current date and time the assignment is entered. When the system identifies a qualifying encounter, the status will update from Pending to Active with an effective date equal to the qualifying encounter date (at midnight for those assignments entered before the appointment and real-time for those entered after the completed encounter if within the last 60 days). For all other care types, the initial status will be Active and the Effective Date will be the date entered during the

See also:

Search for a Patient

View or Modify a Patient Profile
 
Unassign a Patient from a Team
 
Mass Reassign/Unassign Patient
 
Auto Inactivation of a Patient from a Team
 
Manually Inactivate a Patient from a Team