Staff members can remove individual assignments from a bundle before assigning it to a patient. This gives the flexibility to use existing bundles while ensuring the content is tailored to the patient's needs.
Steps:
- Navigate to the patient record and click on “Add Assignment”.
- Within the add assignment flow, select the “Bundle” you want to assign.
- After selecting the Bundle, it shows up on the right side of the screen under “Selected Assignments”.
- Click on the drop-down “v” next to the Bundle name to show all assignments within that Bundle.
- Select the red “x” to the right an assignment to remove it from the Bundle before assigning.
- Select “Next” on the top right once the Bundle is ready to be assigned.
Note: If all assignments are removed from the Bundle, the Bundle disappears from the Selected Assignments list and will not be assigned to the patient. If you accidentally remove a task from a Bundle during assignment, use the red X to remove the entire Bundle from Selected Assignments, then reselect the Bundle to continue editing.
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