Delete a Patient. Goal: Learn to delete a patient record in CROWNWeb. Estimated Time: 10 to 15 minutes. Page 1

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1 Delete a Patient Goal: Learn to delete a patient record in CROWNWeb. Estimated Time: 10 to 15 minutes Page 1

2 Table of Contents Course Goals... 3 Before You Begin... 4 Delete a Patient... 5 Troubleshooting... 6 Summary... 7 Frequently Asked Questions... 8 Demonstration... 9 Pop-up Blocker Instructions Quiz Delete a Patient Quiz Pop-up Blocker Instructions For More Information Quick Start Guides Online Help Field-by-Field Descriptions Page 2

3 Course Goals By completing this course, you will be able to: Search for a patient s record in CROWNWeb. Delete the patient s record from CROWNWeb. Page 3

4 Before You Begin Before you can complete this procedure, the following conditions must be met: You must be a Facility Editor in CROWNWeb. The patient must be admitted to your facility in order for you to locate the patient s record and open it for editing. The patient must not have a completed CMS-2728 and/or CMS form entered for him/her. You can only delete admitted patients with no dependencies. Let s get started! Page 4

5 Delete a Patient The following interactive tutorial will guide you through deleting a patient in CROWNWeb. 1. Click Patients From the CROWNWeb Home Page, click the Patients link. The Search for Patients screen displays. 2. Search for Patient Enter your search criteria to find the patient, and click Search. The Patient Search Results screen displays the results based on the search criteria entered. 3. Click CROWN UPI Click the CROWN UPI number of the desired patient. The View Patient Attributes screen displays the details for the selected patient. 4. Click Edit Patient Click Edit Patient in the gray sub-menu. The Edit Patient Attributes screen displays. 5. Click Delete Scroll down to the bottom of the screen and click Delete. A confirmation dialog box displays. 6. Confirm Delete Click Yes to delete the record from CROWNWeb. Note: Before clicking Yes, be sure that you want to delete the patient's record. You cannot undo a deleted record! 7. Patient Deleted The Search for Patients screen displays with the message Patient successfully deleted. Page 5

6 Troubleshooting Commonly experienced problems, recognized solutions, and other key information: Only Facility Editors can delete a patient. Facility Viewers or CROWNWeb Facility Administrators do not have delete rights. You cannot delete a patient for which there are dependencies (e.g., the patient has a completed CMS-2728 and/or CMS-2746 form). NOTE: You must contact your Network for assistance in removing patients who have dependencies. Page 6

7 Summary To delete a patient in CROWNWeb: 1. Login and access the Patient Search screen. 2. Search for the patient s record. 3. Click the CROWN UPI number. 4. Click Edit Patient. 5. Click Delete. 6. Confirm the deletion. Page 7

8 Frequently Asked Questions To view Frequently Asked Questions for this topic, click the following link: ACCESS FAQs Enter the words delete patient (or any other applicable keyword) to view FAQ content for that topic. Page 8

9 Demonstration The Delete a Patient demonstration will allow you to watch the process of deleting a patient in the system. Click the View Demonstration button below; or Click the Bypass Demonstration button to skip the demonstration and advance to the Delete a Patient Quiz. View Demonstration Bypass Demonstration To Quiz Help on Pop-up Blocker Page 9

10 Pop-up Blocker Instructions To turn off pop-up blocker for your web browser when you get the Pop-up blocked. message Go to the top menu bar and select: Tools > Pop-up Blocker > Always Allow Pop-ups from This Site Return to Demonstration Page 10

11 Quiz The Delete a Patient Quiz will test your knowledge on how to delete a patient in CROWNWeb. Click the Take Quiz button below to take the Delete a Patient Quiz; or Click the Bypass Quiz button to skip the quiz and advance to the end of the tutorial. Take Quiz Bypass Quiz End Tutorial Help on Pop-up Blocker Page 11

12 Delete a Patient Quiz 1. A Facility Administrator can delete a patient in CROWNWeb. True / False Answer: False. 2. You cannot delete a patient that is associated with (select all that apply): A. Clinicals B. CMS-2728 C. Treatment D. CMS-2746 E. CMS-2744 ANSWER: B. CMS-2728 and D. CMS In order to open a patient s record for editing, you must have over the patient s facility. [Move the correct answer to the blank bubble] A. Role B. Scope C. Attributes D. Admin rights ANSWER: B. Scope Page 12

13 Pop-up Blocker Instructions To turn off pop-up blocker for your web browser when you get the Pop-up blocked. message Go to the top menu bar and select: Tools > Pop-up Blocker > Always Allow Pop-ups from This Site Return to Quiz Page 13

14 For More Information Quick Start Guides The CROWNWeb Quick Start Guides provide short and simple instructions on tasks users can perform in CROWNWeb, including how to delete a patient. Click the link below to access the CROWNWeb Quick Start Guides. GO TO QUICK START GUIDES Online Help The CROWNWeb Online Help is a resource that contains instruction on all facets of the CROWNWeb system, including how to delete a patient. Click the link below to access the CROWNWeb Online Help. GO TO ONLINE HELP Field-by-Field Descriptions The CROWNWeb Field-by-Field Descriptions are an online resource that contains details on every field on screens in the CROWNWeb system. Click the link below to access the Delete Patient Field-by-Field Descriptions. FIELD-BY-FIELD DESCRIPTIONS Thank you for taking this tutorial! This material was prepared by FMQAI, the CROWNWeb Outreach, Communication, and Training contractor, under contract with the Centers for Medicare & Medicaid Services (CMS), an agency of the U.S. Department of Health and Human Services. The contents presented do not necessarily reflect CMS policy. COCT contract # HHSM G. Publication Number: FL-OCT-2012OTCT Page 14

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