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Incorrectly Assigned Packages

If a smart package is assigned to the wrong patient, that package's records will appear on the wrong patient details page, and there won't be any records on the intended patient's page.

To fix an incorrectly assigned package:

  • Identify the patient who was incorrectly assigned a package.

  • Go to that patient details page.

  • In the Patient Setup card, click “Smart Packages” tab, and scroll/page through until you find the incorrectly assigned package.

  • Click the package ID link to open the package details.

  • In the top-right of the package details, click the ellipsis (⋮) and then click “Re-Assign Package”.

  • Follow the instructions to fix the package-patient assignment.

Fix Faster with the CertiScan Reader​

Obtain the smart package that you think is incorrectly assigned and needs to be fixed. Then:

  • Click the “Reader” button in the top right of the screen to open the Reader Dialog.
  • Choose the “Re-Assign” tab and follow the instructions to ensure the package is assigned to the correct patient.