Knowledge Base Article #683:

Care Portal Physician change on Locked 485

Problem: Physician needs to be changed on a 485 that is locked.

Solution:

  1. In CLINICAL, select desired patient
  2. Expand PATIENT PROFILE options group
  3. Select CERT PERIODS option
  4. Click on date in START DATE column where 485 is filed
  5. Click on OASIS / POT/ Supplemental Orders (link below cert period grid)
  6. You will see a row that has POT/485 in Print Plan column; click on date in the ASSESSMENT DATE column of the row that contains the 485 needing a physician change
  7. Click the CLINICAL TRACKING link below the grid form
  8. Clear the Mail Date and Signed Date entries, uncheck Complete box and click [Back]
  9. Select PHYSICIANS option
  10. Change primary physician to desired physician with appropriate effective date [or add desired physician as another supplemental physician] then click [Save]
  11. Select OASIS / POT/ Supplemental Orders option
  12. Click EDIT
  13. Select desired physician from entries in drop-down list of (M0072) Primary Referring Physician; then click [Save]
  14. Click POT/485 and PDF document will now show new physician assigned
Keywords: Physician, 485, Care Portal, change Dr, Plan of Care
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