Staff members can remove assignments included within a bundle before assigning the bundle to a patient. This functionality helps staff members assign previously created bundles while having the flexibility to make any necessary changes based on the patient needs before assigning
Steps:
- Login to the staff EngagedMD portal.
- Navigate to the patient record and click on “Add Assignment”.
- Within the add assignment flow, select the “Bundle” you want to assign.
- After selecting the bundle, it shows up on the right side of the screen under “Selected Assignments”.
- Click on the “v” next to the bundle name, and the assignments within the bundle will be shown.
- Select the red “x” to the right of the assignment to remove any ones from the bundle before assigning.
- Select “Next” on the top right once the bundle is ready to be assigned.
Notes: If all assignments are removed from the bundle, the bundle disappears from the “Selected Assignments” list and will not be assigned to the patient. If a task is removed from a bundle by accident there is no undo functionality, instead the bundle can be re-added to the assignment workflow to re-edit the bundle.
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