Sunrise QRG - Create Dementia Patient List : MTW IT Service Desk

This guide is for the Dementia CNS. It provides an overview on how to create Dementia patient list on Sunrise.

Step	Tips/Notes
	Note - you only need to create your patient list once. It will then be available for use when required. The list will show inpatients admitted with an active ‘dementia screen’ referral on their record.
1	Select ‘Patient List’ tab.
2	Select ‘New Visit List’ icon from the toolbar and select ‘New Visit List’.
3	The ‘Client Selection Criteria’ screen will display.
	Note - Don’t forget the inbuilt help is available by selecting at the bottom right of the ‘Client Selection Criteria’ screen. Selecting on each of the tabs will show how the criteria work for that particular tab.
4	Select ‘Orders’ tab.
5	Tick
6	Within ‘Order Selection Filter’, select
7	Complete the ‘Add New Order Selection Filter’ pop up screen as illustrated below. Enter Name and Description field Search for ‘dementia screen’ order Select Select
8	Within ‘Order Status Filter’, select
9	Complete the ‘Add New Status/Priority Filter’ pop up screen. Enter Name and Description field Scroll down and select ‘Active’ from the status list Select OK.
10	Update the Order Selection Filter and Order Status Filter to the ones created.
11	Select ‘Location’ tab.
12	Select
13	From ‘Available Locations’ section, select to expand the list
14	Select desired inpatient location and use ‘Add’ button to transfer to the ‘Selected Locations’ on the right of the screen.
15	Select ‘OK’ button at the bottom of the screen
16	Name your patient list and select OK.
17	‘Current List’ will reflect the newly created patient list.