MTW IT Service Desk

Step

Tips/notes 

1

Note you only need to create your patient list once.   It will then be available for use when required. 

2

Left click on the ‘Patient List’ tab

3

Left click on ‘New Visit List’ icon

4

A pop-up appears with several tabs showing different criteria.   

5

Select the ‘Location’ tab to show patients at a particular location (i.e. Maidstone ED or Tunbridge Wells ED) 

6

Select ‘Include patients at selected locations only’ to show patients at a particular location (i.e. ED Maidstone or ED Tunbridge Wells Hospital).

Note:  The other options are detailed as follows:-

7

In the table below, click on the ‘+’ icon to open ‘MTW NHS Trust’ and then the relevant ‘+’ icon(s) to open the selected venue(s) (i.e. ED Maidstone Hospital or ED Tunbridge Wells Hospital).

8

Highlight the appropriate venue and click the ‘Add’ button to move the venues into the ‘Selected Locations’ in the right hand column.      Left click ‘OK’ when complete. 

9

A box will appear to provide a name for your new patient list.   Type a suitable name in the ‘List Name’ box and left click ‘OK’

10

The new patient list will be displayed in the ‘Current List’ selection

11

To add or remove columns, click on the ‘Select Visit List Column’ icon on the toolbar.  A pop-up table will be displayed.  The left hand panel shows the available column headings and the right hand panel lists the displayed columns.      

Highlight the chosen heading from the left and select the ‘Add’ button to move it into the box on the right.  Use the scroll arrows and the ‘Move Up/Move Down’ buttons to move your selection to your chosen position.  The same process can be used to remove columns using the ‘Remove’ button.   Click ‘OK’ to confirm.

12

To adjust the column width on your patient list, point your cursor to the edge of the column header and a double arrow will appear, now left click to drag the column left or right as appropriate. 

13

To edit/amend a patient list, ensure the appropriate list is displayed and click the ‘Modify Visit List’ button on the toolbar.     This will open the same pop-up table as before.  When the necessary changes have been made, you will be given the option to save the list with a new name (thus creating 2 lists) or to overwrite the existing list.

14

To delete a list, left click on the ‘Delete Visit List’ icon on the toolbar.   A box will appear containing your patient lists.   Left click the appropriate list to highlight it and then left click delete.   Sunrise will ask you to confirm this action, left click ‘OK’ to confirm.  

Alternatively, with the correct patient list showing, left click on the ‘Delete Current List’ button