Assigning Patients

VA Staff can assign patients to CCPs after an account is created for the CCP user following the steps outlined in Creating Providers.

 

To assign patients to a CCP:

 

1. Open the Community Care Provider Management module.

 

2. Click the Manage Provider (CCP) / Patient Assignment link.

 

3. Under Search Providers, enter search criteria in the fields provided:

 

 

4. Click Search.

 

5. Select the provider from the list that appears.

 

6. Click the + Assign New Patient link in Manage Providers screen (highlighted in the following figure). If necessary, scroll down to access the lower half of the screen to view the option.

 

AssignPatients1.PNG

 

Note: In this release, the task of deleting a provider is performed by CV Portal Administrators. The Delete Provider button is not available to VA Staff at this time.

 

7. At the top of the Patient Search window, select My Site or Enterprise. See About Patient Search for additional information.

 

- My Site. A local search performed against the VistA site the VA Staff user is authenticated against. Search results returned and displayed in the Patient Search dialog box (including patient names and SSN) are from this one VistA site.

- Enterprise. An enterprise search against all VistA systems utilizing Master Veteran Index (MVI). Search results returned and displayed in the Patient Search dialog box (including patient names and SSN) are from all VistA sites.

 

8. In the search fields, enter patient identifiers and click Search.

 

9. Select a patient from the search results.

 

10.  Select the Assignment Type from the drop-down list: 30 Day Wait, Consult (available when search was performed through My Site only), Distance-Eligible (40 mile), or Episode of Care.

 

a. If Consult is specified, select one consult record from the list that appears. Consult status must be Active, Pending or Scheduled for the consult to appear in the list.

 

PatientSearchAssignments.PNG

 

11. If desired, adjust the default View Start/End and History dates to restrict the patient data seen by the CCP in the CCP web application. Refer to Restricting Data Access for more information.

 

12. Click Assign.

 

13. A notification will be generated that will be sent to the CCP. Review the message and edit as needed.

 

14. Click Send Email.  

 

Once the CCP has been granted access to CV and assigned a patient, the provider can log in to CV and access patient data for assigned patients. See Widget Display for Providers for more information.

 

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