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.
- From the Modify an Existing Team
screen, expand the View Patient Assignments
section at the bottom of the page.
- Choose Show: Current Assignments
(default) or Historical Assignments
(for reassignment).
- 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.
- Click Unassign for unassignment
or Transfer for transferral
of the selected patients. You can click Cancel
to cancel the request.
- If unassigning patients,
a pop-up window will display. Click Confirm
to continue the process.
- 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.
- Click Submit to display
the Login to VistA with access/verify
codes screen if not logged into VistA this session.
- 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.
- If Transferring Patients:
- If transferring patients,
a pop-up window will display. Click Confirm
to continue the process.
- If needed, search for the team
to transfer the patient.
- Select a reason from the Reason
drop down box.
- Select a whether the patient
is assigned to an entire team or an associated provider from the Assign to drop down box.
- Click Submit to display
the Login to VistA with access/verify
codes screen if not logged into VistA this session.
- 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