Assigning a Patient to an Assignment List

• While viewing the master assignment list, you can assign patients to any of the sublists. The user interface differs slightly between the phone and tablet devices, although the end result is the same.
  • Assigning Patients from the Master Assignment List on Android Tablet Devices
  • Assigning Patients from the Master Assignment List on Android Phone Devices
• While viewing a sublist (either a named sublist such as “ER Gold Team” or the Unassigned sublist), you can reassign one or more patients from one sublist to a different sublist. For example, you might reassign a patient from the “ER Gold Team” to the “ER Sliver Team,” from the Unassigned sublist to the “ER Gold Team,” or from the “ER Gold Team” back to the Unassigned sublist.
  • Reassigning Patients from a Sublist

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Assigning Patients from the Master Assignment List on Android Tablet Devices

1. In the Patient List module, select the master assignment list. See Switching Patient Lists for instructions on how to select a patient list.
2. Tap and hold a patient name until the action buttons appear at the top of the screen, then select the Assign Patients button The Master Assignment screen is displayed. Note that the Master Assignment screen displays in landscape mode only, so if you are viewing in portrait mode you should rotate your device.
3. In the Assignment List field, the master assignment list that you selected in Step 1 is selected by default. However, you can switch to a different master assignment list if necessary. In the Lists to Display box, the master assignment list and all of the sublists, including the Unassigned sublist, are shown. Each sublist has a checkbox and also a number after it, indicating the number of patients currently on that sublist.
4. Check the box next to each of sublists that you want to move patients to and from. For example, if you want to move patients from the Unassigned sublist to the “ER Gold Team” you would check the box next to those two items. Or, you can check all of the boxes to work with all of the sublists at once. For each sublist that you select, a column is displayed on the screen. Each column shows the name and location of all of the patients that are currently on that sublist. Please note that if a particular list is too long to fit on the screen, you can scroll up and down, or you can use the Page Up and Page Down arrows located at the top of each sublist, so that you can see the rest of the patients on that sublist.

5. Select one or more patients by tapping on their row(s) or using the Select All button (the rows are then highlighted in orange). Drag the selected patient(s) from one sublist, and drop them onto another sublist. Once a patient is moved to a different sublist, they are highlighted in green, so that you can clearly see the changes that you have made so far. If you make a mistake, simply drag the patient back to their original list.
6. Tap the Back button when you are finished distributing the patients among the sublists.

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Assigning Patients from the Master Assignment List on Android Phone Devices

1. In the Patient List module, select the master assignment list. See Switching Patient Lists for instructions on how to select a patient list.
2. Tap and hold on either the master assignment list’s name (at the top of the patient list), or on an individual patient’s name, until the actions buttons appear at the top of the screen. Then select the ASSIGN PATIENTS button All of the sublists for this master assignment list are displayed, along with a count of the number of patients that are on each sublist.
3. On the Assign from screen, choose the sublist from which you want to move patients. For example, if you want to move patients from the Unassigned sublist to the “Team - Blue” you would select the Unassigned sublist. The Assign Patients screen appears, showing all of the patients on the sublist that you selected.
4. Select each patient that you want to assign; a checkmark appears to the right of each patient’s name. Or, choose More > Select All to select all of the patients at once. Once you select at least one patient, the ASSIGN button becomes available at the top of the screen. The number of selected patients is displayed at the top.
5. Tap the ASSIGN button The Assign to dialog is displayed with a list of the available sublists to which you can assign the selected patient(s).
6. Select the sublist to which you want to assign the patient(s).
7. Select OK. The patient(s) are assigned to the list you selected. When you are returned to the master assignment list, the patient is still selected and the context buttons are still available. You can tap the Back button to deselect the patient and close the buttons or assign more patients.

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Reassigning Patients from a Sublist

• If you plan to reassign only a few patients, you can do it easily directly from the patient list screen. See Reassigning Patients Directly from the Patient List Screen.
• If you plan to reassign a large number of patients, or all of the patients at once, you may find it easier to do it from the Assign Patients screen. See Reassigning Patients via the Assign Patients Screen.

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Reassigning Patients Directly from the Patient List Screen

1. In the Patient List module, select a named sublist (such as the “ER Gold Team”) or the Unassigned sublist. See Switching Patient Lists for instructions on how to select a patient list.
2. Tap and hold on one or more patient names until the action buttons appear at the top of the screen.
3. Select the ASSIGN PATIENTS button The Assign to dialog is displayed with a list of the available sublists to which you can reassign the selected patient(s).
4. Select the sublist to which you want to assign the patient(s).
5. Select OK. The patient(s) are reassigned to the list you selected and removed from the current sublist.

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Reassigning Patients via the Assign Patients Screen

1. In the Patient List module, select a named sublist (such as the “ER Gold Team”) or the Unassigned sublist. See Switching Patient Lists for instructions on how to select a patient list.
2. Tap and hold on sublist’s name (at the top of the patient list) until the actions buttons appear at the top of the screen, and then select the ASSIGN PATIENTS button The Assign Patients screen opens and shows all patients currently on the sublist.
3. Select each patient that you want to reassign; a checkmark appears to the right of each patient’s name. Or, choose More > Select All to select all of the patients at once. Once you select at least one patient, the ASSIGN button becomes available at the top of the screen. The number of selected patients is displayed at the top.

4. Tap the ASSIGN button The Assign to dialog is displayed with a list of the available sublists to which you can reassign the selected patient(s).

5. Select the sublist to which you want to assign the patient(s).
6. Select OK. The patient(s) are reassigned to the list you selected. The Patient List screen is redisplayed for the current sublist, and you can see that the patients are removed from the sublist.