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Assign Practitioners - Attending Practitioner - PM

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The Attending Practitioner form is used to document changes to the attending practitioner after admission. If the attending practitioner information is gathered in the admission forms during admission, myAvatar displays it in the Attending Practitioner form. 

Changing the Attending Practitioner to a new staff member in this form moves the patient to the new staff member's caseload. If you need to make an update, use Add. Edit should never be used to document a change in practitioner. Use Edit to correct an issue or to complete missing data only.

Warning: Deleting the Attending Practitioner in this form also removes it from the Client Episodes widget (designed and intended to be a view of information captured at the time of admission), replacing it with the next Attending Practitioner in the table - however, deleting this data could cause many issues (billing, audit, etc). 

If the current attending practitioner is not updating correctly, use the Refresh Caseloads form to sync the view_episode_summary_current table and other places in the system that use the current Attending Practitioner assignment.

  1. Go to: Avatar PM > Client Management > Client Information > Assign/Reassign Practitioners
  2. In the Select Client screen, enter the client name or ID, and select. 
    Result: If the client has multiple episodes, the Episode Information pre-display shows.
  3. Select the episode and then, OK.
    Note: If the client has previous practitioner assignment records, select the record.
  4. Select an action to perform: Add, Edit, or Delete.
  5. For the Date Of Assignment and Time Of Assignment fields, enter the assignment start date and time.
  6. In the Attending Practitioner field, enter the staff name or ID and select.
  7. In the Practitioner Type field, select the practitioner type.
  8. Select Submit.
    Result: The system records/changes/deletes a row of data for the assignment in the staff_caseload table.
► Dictionary Values
► SQL Tables
  • SYSTEM.history_attending_practitioner
  • SYSTEM.staff_caseload
  • SYSTEM.view_episode_summary_current
    • columns:
      c_attend_practitioner_id
      c_attend_practitioner_name
► Test Scripts

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.