O-14-109 Process Reassigned Visit

👤 Responsible Person

Clinical Supervisor

🎯 Purpose

To describe the process for addressing visits that a clinician has sent back to the office as “reassign”. Clinicians may select “reassign” on accepted visits in PointCare to send back to the office to request a new service code or to request assignment to a new clinician. This task is assigned to the Clinical Supervisor. 

🔄 Process

The clinician must communicate with the Clinical Supervisor regarding the changes that are being requested. Clinicians can only accept visits the day of, so workflow to address “reassigned’ visits must be addressed immediately as this means the visit is scheduled for the current day. 

From the Patient Related Tasks tab in the Workflow Console: 

1. Select Process Reassigned Visit: 

   

   Select View Visit Reassigned Report: 

   

   Review report:

   

   1. Report identifies visit date, service code, worker, and who clinician indicated gave approval to authorize visit reassignment. 
2. Minimize or close report window. 

3. Select Reschedule Visit. The scheduling console will display. 

   

📌Start of Care/Add-On Evals: 

If visit was originally scheduled by Intake, alert will prompt user to reassign visit from the Workflow Console:

Select “Stage Completed” and the task will route to Intake to reschedule visit. 

Follow up with Intake to ensure visit is rescheduled appropriately. 

6. Make appropriate adjustments to visit in the Scheduling Console:

   

7. Save and Close to return to the calendar. 
8. Close the Scheduling Console. 

9. Select Stage Completed:

   

📅 Effective: 02/27/2024  |  🔍 Reviewed: 09/19/2024

🛠️ Revised: 07/18/2025 | ✅ Approved by: JS