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:

  1. 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.
  2. Verify that the Show: Current Assignments radio button is selected (it is by default) and that Auto Inactivation is available.
  3. 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.
  4. 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:

  1. Click the View Patient Assignments toggle link to display a list of teams to which the patient is assigned.
  2. Verify that the Show: Current Assignments radio button is selected (it is by default) and that Auto Inactivation is available.
  3. 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.
  4. 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:

  1. 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.
  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

Unassign a Patient from a Team