Reassign a Patient to a Team
On the Patient Profile screen
in the View Team Assignments section, the user can reassign a patient
to a team by utilizing the same Assign process. This applies to both PC
and Non-PC teams.
Note: This process only applies
to a single patient. To reassign more than one patient at a time, the
user will use the Perform Batch Operations process that allows two or
more patients to be moved.
PC Teams ONLY – Revert
INACTIVE assignment to ACTIVE.
- In the View Team Assignments
section of the Patient Profile
screen, click the revert icon in the Action
column to display the Reassign
position for Team box.
- PCMM Web will allow the user to revert an INACTIVE PACT assignment
back to its previous ACTIVE status and retain the previous ACTIVE
team information, if necessary. This will allow the assignment
to the PACT team to bypass the qualifying encounter interrogation
and to automatically revert back to Active. This functionality
is only available for the latest INACTIVE assignment to the PACT
team.
- The ‘revert’ icon cannot be used to reactivate the latest INACTIVE
assignment back to ACTIVE by removing the End Date if the patient
was assigned to another PACT or HBPC team after the assignment
was inactivated. A business rule prevents team assignments from
overlapping. If another PACT/HBPC team was assigned after the
inactivated team needing to be re-activated, then an overlap in
the timeline history occurs and the system will prevent this action.
For example, Team A unassigned on 8/1/15, then assigned to Team
C on 9/1/15. Team A cannot be reverted because now the timeline
has another entry for Team C and Team C’s Start Date is after
Team A’s End Date. Team C’s Start Date cannot be removed from
the timeline history table to allow the revert to occur.
- The user is prompted to confirm the action to revert the INACTIVE
assignment. Click Confirm.
- A confirmation message is displayed. Click Close
to display the Patient Profile
screen.
- The INACTIVE PACT assignment is now displayed as ACTIVE with all
of the previous ACTIVE team assignment information. The End Date and
End Reason have been removed and the Last Encounter date remains the
same.
- PC Teams ONLY – Convert
an INACTIVE assignment to CANCELED
- PCMM Web will allow the user to convert the Status of an INACTIVE
PACT assignment to CANCELED which will allow the user to then reassign
the patient to the needed team and team role.
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See also:
View a Patient Profile