Configure Create Assignment in Care Organizer
STEP
ACTION (one time configuration)
1. Click view from Care Organizer and select configure
2. Select primary nurse as default care relationship
3. Select PHM, hold CTRL, select RES
4. Click add to excluded groups and click OK
5. Click view and confirm only medications and IVs are checked
6. Click create assignment
7. In the dropdown, choose provider type “RN”
8.
•
Enter Care Relation, “Primary Nurse”
•
Shift window opens; select “DAYS” or “NIGHTS” and click
“OK”
•
Enter this end time: “1930” for days, “0730” for nights (this
accounts for overlap and crossover of shifts)
•
In Patient Dept. dropdown select a unit
Click File and “Save Configuration”
9. Click Exit and then Refresh in Care Organizer
Assigning Patients In Care Organizer
STEP
ACTION
Click create assignment
1. Under Filter Staff, click “Search”
2. Enter your last name
3. Click “Find”
4. Click your name – highlight appears
5. Click “OK”
Select patient from laminated sheet
1. Press and hold the Control key
2. Select an additional patient above or below
3. Click “Assign” (box will pop up that says Assignment Succeeded)
4. Click OK
Click Exit
1. Click “Refresh” in Care Organizer to verify assignment