Assign a Patient to a Team
A patient can be
assigned to a team from the Patient
Profile screen.
- From the Patient drop-down
menu, select Search for Patient
to display the Search for
Patient screen.
- Enter the following search criteria:
- Enter the first initial of the last name, plus the last 4 digits
of a social security number.
- Enter the Social Security number (complete in xxx-xx-xxxx format)
in the SSN text box.
- Enter the patient’s last name in the Last
Name text box.
- Enter the patient’s first name in the First
Name text box.
- Click Find to
display the patient information or a list of patients in the lower
part of the screen that match the search criteria.
- Note: A user must enter
at least the first initial or last 4 digits of SSN, last name,
first name OR full SSN to execute a Patient Search.
- If patient record is labeled as Sensitive Patient, the SSN
and DOB are masked.
- If the system returns more than the maximum number of records
allowed, the complete list of records will not display. A user
can filter the search criteria further (described below), or search
for the patient in VistA.
- The system will display the Perform
Batch Actions button at the bottom of the search results list.
- Note: View the
Search for a Patient
section for a further details on how to search for a patient.
- Select the patient name
link to display the Patient
Profile screen.
- In the View Team Assignments
section on the Patient Profile,
click the Assign button
to display the Search for
Team box.
- 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.
- 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.
- 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.
- 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.
- Click Submit to assign
the patient to the team. A confirmation message will appear if the
assignment was successful. Click OK
to continue.
- 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
- A patient with a Date of Death (DOD) is not allowed to be assigned
to a team.
- 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
assignment.
- The
patient’s PACT assignments will be evaluated enterprise wide to determine
if an active PACT assignment exists in another 3-digit code station.
- A patient can be assigned
to more than one non-primary care team.
- The assignment will
occur at the Team level. All active team roles on the team will inherit
the team assignment regardless of whether it is staffed or not, except
in the case of a team with a Purpose of Primary
Care. Then the PCPs and/or Associate Providers on the
team will be shown and you will be able to select a current and active
PCP or Associate Provider for patient assignment.
- The Assignment Effective
Date is defaulted to the current date and will allow you to override
it, but not prior to the team’s creation date or last team discharge
date, whichever is latest.
- If the team is closed, assignment
is not allowed. Teams Closed for Assignment will not appear in the
Team Search results list.
- If the team has reached its allowed patient capacity, a warning
message states that the allowed patient capacity has been reached but
the assignment will be allowed to continue.
- If the team has reached its overridden maximum patient capacity,
a warning message will be displayed to let you know the maximum allowed
patient capacity has been reached but the assignment will be allowed
to continue.
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