Unassign/Transfer Batch Actions for Patients

A user can transfer or un-assign one or more patients to/from a team (both Primary Care and non-Primary care) using a batch process.

  1. From the Modify an Existing Team screen, expand the View Patient Assignments section at the bottom of the page.
  2. Choose Show: Current Assignments (default) or Historical Assignments (for reassignment).
  3. Ensure the desired patients are selected in the Patient Name column, and click the Perform Batch Operations button to display a confirmation pop-up window.
  4. Click Unassign for unassignment or Transfer for transferral of the selected patients. You can click Cancel to cancel the request.
  1. If unassigning patients, a pop-up window will display. Click Confirm to continue the process.
  2. If unassigning patients, the Unassign Selected Patients pop-up window will display. Select a reason from the Reason drop-down box. Select the calendar icon next to the Effective Date to select the date and time (current date/time is the default) and click Submit.
  3. Click Submit to display the Login to VistA with access/verify codes screen if not logged into VistA this session.
  4. The system displays Status of the Batch Operation Requested on the Patients screen. A confirmation message will display. Check alerts to view the status of the batch job.
  1. If transferring patients, a pop-up window will display. Click Confirm to continue the process.
  2. If needed, search for the team to transfer the patient.
  3. Select a reason from the Reason drop down box.
  4. Select a whether the patient is assigned to an entire team or an associated provider from the Assign to drop down box.
  5. Click Submit to display the Login to VistA with access/verify codes screen if not logged into VistA this session.
  6. The system displays Status of the Batch Operation Requested on the Patients screen. A confirmation message will display. Check your alerts to view the status of the batch job.

See also:

Search for a Team by Name

Result of Batch Job Execution