If you wish to request a set of patients to be moved from one performer to another performer Log into Compass Select Activity from the Left hand menu options
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If you wish to request a set of patients to be moved from one performer to another performer
Log into Compass
Select Activity from the Left hand menu options
Select Request Bulk Transfer of Patients for a Prototype Contract
Enter in the contract number and Execute
This will generate a list of Performers that are attached to the contract.
Existing Performer Number -select the line of the Performer whose list of patients that you wish to move to another Performer
New Performer – enter the number of the Performer that you wish the patients to be moved to
If you wish to move the full patient list from one performer to another
o Match surname start – enter Ao Match Surname End – enter Z
If you wish to split the list with multiple performers you will need to complete a new request for each split in the alphabet (see example below).
o Match Surname Start - enter the first letter of the surname for the start of the range of patients that you wish to move
o Match Surname End - enter the first letter of the surname for the end of the range of patients you wish to move
Date change to be effective – enter the date you wish the change to be effective from. (Please note the reporting cut-off is the 18th of each month)
Save a copy for your records Email a copy of this form to [email protected]
This example would move the range of patients with surnames that start with A to all patients with surnames that start with J to the new performer.
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