Create Your Assignment
 Assign patients to avoid scrolling through the whole unit
census.
 Staff can still toggle back to see the whole census anytime both
in HED and Care Organizer.
1. Click Create Assignment button in the tool bar/GO TO bar
2. In the pop up that comes up select Provider Type- RN
3. Go Down and select Care Relationship – Primary Nurse (Or
Care Partner)
4. Verify the shift is correct (in the second popup)– click OK for
day shift for class (select night shift on the floor if that is your
shift)
5. Look at the time range. Defaults to 12 h shift.
6. TIP: add 45 min to end of shift to keep your assignment
should you need to document after report (we suggest they do
this)
7. Go to File in the menu bar and select Save Configuration to
keep these settings
8. Click on Search and type in your last name
9. Go to Pt. department and select their department.
10. Hold down the CONTROL key to select multiple patients.
11. Click on patients’ names they are assigned to.
12. Click Assign in upper R corner (names turn turquoise)
dept and
hold CONTROL
key down, then
click on both pt
names
Select
13. Click Ok in “Assignment Succeeded” popup
14. Double click on your name to assure you have assigned
yourself all of your patients
14. Click Exit
Look at assignment & orders on assigned pts:
 The button for Census/Assign is a toggle button and takes the
staff to the option they click on- so the list of patients they are
currently in is not showing on the button. If they are in the full
census the button will say Assign – to tell them what to click in if
they want to see the assigned patients only.
 To document on a pt not in assignment click on Census
o This pt. will be pulled temporarily into CO in your list of
assigned patients until you click back on one of your
assigned patients. It falls off 1 hour after documentation is
done and the nurse has clicked on a different patient.
Staff Detail and Patient Detail buttons in Create Assignment
Staff Detail will show the staff what patients are assigned to them and
this is where they can go to end a relationship OR they can find their
name under Search and double click on their name to get the Staff
detail to pop up. The RN has to be signed on to click on staff detail
and see their own patients. Others can see who is assigned to them
by finding their name under search only.
Patient Detail will show everyone assigned to a particular patient. You
can see this info by double clicking on the patient name under
Patients in Create Assignment.
Other Helpful tips:
End an assignment: (Useful if assignment gets changed) In Create
Assignment pull up user's name that patient is assigned to, double
click on their name. A detail screen will pop up with the patients listed
they are assigned to. Click on the patient that needs to be removed
from assignment. Click on END, and OK. (do not need to fill in the
reason for ending).
Assignment does not show up in Care Organizer but looks correct in
Create Assignment.
1. Wrong default shift is set up for this user -Instruct user to
go into Create Assignment and change the hours
worked. Set Default shift will always pull up. Click
on appropriate shift, go to
File>Save configuration to make this a permanent change.
2. Hours for assignment do not include the current hour.
Assignments do not show up before or after the time they are
set for. So if someone's shift is set for day shift (700-1900)
and they come in to make their assignment at 0630 - it will
not show up in Care Organizer until 0700. they just need to
wait to access their assignment until 0700. Assignments fall
off after the time the shift is set for.
Changing the hours for the Shift
Days defaults to 0700-1900. to change the times to 0645 -1930:
Click on Provider Type, Care Relationship, Shift popup will come up
automaticlly, select correct shift Days. Change the NIGHT TIME
FIELD FIRST - to 1930, then you can change the 0700 to 0645. This
is set up this way and we cannot change it. Staff always try to do the
beginning of the shift change first and it can't be done.