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.

  1. 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.
  2. The user is prompted to confirm the action to revert the INACTIVE assignment. Click Confirm.
  3. A confirmation message is displayed. Click Close to display the Patient Profile screen.
  4. 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.
  5. PC Teams ONLY – Convert an INACTIVE assignment to CANCELED
  6. 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