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 the ‘New Visit List’ icon on the toolbar

4

A pop-up appears with several tabs showing different criteria

5

If the patients are all at a particular location, select the ‘Location’ tab

6

Select the ‘Include patients at any location’ to display both inpatients, outpatients and ED patients

7

Select ‘Include patients at selected locations only’ to specify the locations, then click on the relevant ‘+’ icons to open the selected venues

8

Left click on the ‘Add’ button to move the venues into the ‘Selected Locations’

9

To select the service, left click on the ‘Service’ tab

10

Left click the relevant Speciality from the list

11

Left click on ‘OK’

12

Give the list a name and left click on ‘OK’

13

The new patient list will show in the ‘Current List’ selection and the relevant patients will be displayed

14

To add or remove columns on the patient list, 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. 

15

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. 

16

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.

17

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 in the ‘Current List’ selection, left click on the ‘Delete Current List’ button