This guide is for all users to provide an overview of the Screen and Patient Record in Sunrise to assist with the familiarisation and navigation of the system

 

Note: The view of the Sunrise screen and functionality of the system may differ depending on user rights. Access to patients’ clinical data is auditable and may be restricted by role




Step by step overview for read only Sunrise

 

This document is to outline the standard operating procedure for read only access using the Sunrise EPR system.

If you require any assistance when using Sunrise please contact a member of the team on

MTW-tr.sunrise@nhs.net or log a call with IT helpdesk on #35999


Logging On

 

Step

Tips/Notes

1

On the desktop, double click on the ‘Sunrise’ icon 

 

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2

The Sunrise login screen will show.  Enter your provided Windows login (Username and Password) 

 

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3

Click ‘Login’

 

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Logging Off

 

Step

Tips/Notes

1

Click the ‘Shutdown’ icon at the top right of the screen
 

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2

Do not use the ‘close’ icon in the very top right of the screen
 

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Help

 

Step

Tips/Notes

1

Click the ‘Help’ icon at the top right of the screen

 

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2

The Sunrise help functionality will open in a separate window.  This is context sensitive and will provide information about what is showing on the Sunrise screen at the time

 

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You can also search the contents or index if required

 

 

3

The Help icon, a Help button or a text link also appears within pop-up windows so you can access help on those topics

 

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4

There will also be a link to the Quick Reference Guides (QRGs) stored on the IT Service Desk Portal.

 

Click on the  dropdown menu at the top of the Sunrise screen and select the link

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Navigating Sunrise

 

Step

Tips / Notes

1

The top left of the screen displays the dropdown menus available in Sunrise.     Note:  The ‘Tools’ menu contains links to useful resources 

 

 

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2

Check the blue ‘Patient Banner’ across the top of the screen to ensure the correct patient is displayed. Information will be shown in the banner, such as address, telephone number, age, gender, location and NHS Number.

 

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3

‘Alerts’ added in PAS will be identified by a yellow warning triangle on the right of the ‘Patient Banner’.  Hover over the Alert triangle to view details of the Alert

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4

‘Allergies’ will be identified by a red warning sign, also on the far right of the ‘Patient Banner’
 

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5

Click the chevrons on the right-hand side of the ‘Patient Banner’ to expand the banner to view further details of the patient’s ‘Allergies’, ‘Infection Control’, ‘Weight and Height’ and additional demographic data.      To close the expanded banner, click the chevrons again 

 

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Note:   Click on the ‘More Header Info’ icon on the main toolbar for additional information re Admission Date, Expected Discharge Date, Weight and Height, Care Providers and Allergies and Intolerances.

 

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The main toolbar icons can be seen below the blue patient banner.  The icons displayed will be dependent on user rights/job role.

 

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Note: See Quick Reference Guide on ‘How to show icon names on toolbar’

 

 

 

 

 

 

7

The tabs containing the patient record are shown below the toolbar once the patient is selected in context and visible on the blue bar. 

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8

The tab icons can be seen underneath the patient tabs.   
 The icons displayed will be dependent on the user needs/job role

 

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The ‘Visit View’ icon on the main toolbar can be used to display the patient’s visit or attendance (e.g. ED, Outpatient and Inpatient).  With the patient in context in the blue patient banner click on the icon to open 

 

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‘Visit View’ will open in a separate window.   The ‘Selection Criteria’ can be filtered using the dropdown ‘Select View’ function and by choosing the appropriate timeframe from the centre tabs, for instance inputting a specific ‘Date Range’.

 

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Patient information will be shown in the centre panel and the scroll arrows on the right-hand side can be used to move up and down the page.  The categories shown on the left (e.g. Orders or Documents) can be selected individually and the chosen patient record will appear in the centre 

 

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Note:  The size and position of the ‘Visit View’ window can be changed to suit your needs by dragging the blue bar at the top of the window to your chosen position.  This will then be saved when you log off.   To ‘close’ the window, press the ‘x’ icon on the far right   

 

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10

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The ‘Tracking Board’ tab displays patients from the selected Department and View (use the dropdown arrows to change)  

 

 

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Note: Please see separate Quick Reference Guides (QRG) covering ‘Ward’ or ‘ED’ ‘Tracking Boards’ for further information

 

 

 

 

 

11

The ‘Patient List’ tab allows users to create, modify and view patient lists

 

 

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Note: Please see separate Quick Reference Guides (QRG) covering ‘Creating Patient Lists’ for further information

 

 

 

 

 

 

 

 

 

 

 

 

12

The ‘Orders’ tab allows you to view orders or requests for pathology, radiology medications and referrals

 

 

 

 

13

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The ‘Patient Info’ tab allows you to view information from the list below (depending on access rights) by clicking on the relevant link to the left of the screen.

  • Alerts
  • Allergies/Intolerances 
  • Comments
  • Care Providers (including GP and hospital doctors)
  • Health Issues (AKI, VTE and Dementia only)
  • Significant Events (Infection Control only)
  • Addresses/Phones/Contacts – (view only)
  • Demographics/Visit Data (including age, Religion, Length of Stay) 
  • Visit History (lists previous visits to MTW Trust including outpatient appointments, ED attendance, inpatient stays etc.)

 

Important Note: the demographic/address/phone/contact data is for information only and cannot be updated in Sunrise. Allscripts PAS must be used to update these patient details

 

Example of Allergies / Intolerances

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Example of Health Issues

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Example of Significant Events

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Example of Visit History

 

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For more information on an entry, select the row and click the ‘Details’ link on the bottom right hand side of the screen. Other links may be available, depending on the type of entry selected

 

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Note: Please see separate Quick Reference Guide (QRG) ‘Allergies - Viewing’

 

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The ‘Results’ tab allows you to view Pathology results and reports. There are different views and filter selections to optimise the display to your requirements

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15

The ‘Documents’ tab displays all documents that have been created in Sunrise. Documents are displayed based on filter selections in the ‘Options Panel’

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https://eucattachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NTAwMjk0ODk1NTUsImRvbWFpbiI6Im10dy5mcmVzaHNlcnZpY2UuY29tIiwidHlwZSI6MX0.l3I10u9OGHbw3M0cSBhu_3pUhVBQ_OIFx7ZSEIGMcnI 

Note: Please see separate Quick Reference Guide (QRG) ‘Documents Tab’ 

16

The ‘Flowsheets’ tab contains a range of clinical entries for the patient, entered during inpatient or ED attendances. The filters in the ‘Options Panel’ will determine what is displayed.

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https://eucattachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NTAwMjk0ODk1NDgsImRvbWFpbiI6Im10dy5mcmVzaHNlcnZpY2UuY29tIiwidHlwZSI6MX0.QeZoWIL0bZMwZEngYHX646Xz9itTi7KXZgSK2tMDf74 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note: Please see separate Quick Reference Guide (QRG) ‘Flowsheets Tab (Adults)’ for further information

 

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The ‘PACS’ tab allows you to view Radiology images and reports for the selected patient using the PACS viewer. The toolbar within the tab contains the usual PACS controls, subject to user rights. 

 

https://eucattachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NTAwMjk0ODk1NDksImRvbWFpbiI6Im10dy5mcmVzaHNlcnZpY2UuY29tIiwidHlwZSI6MX0.HhvCM1GIFXfctzJVNE1sMh88J76krQ13jDxPIWV3HuU  Tip:  The ‘Pop Out’ button will display PACS in full screen

 

 


  

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Note: PACS will still be available to use from the desktop as usual. See separate Quick Reference Guide (QRG) ‘Results Tab’ for further information

 

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The ‘eNotes’ tab can be used to access the patient’s record on eNotes. The folders shown below indicate the types of notes available to view, including correspondence, charts and investigation results. 

 

https://eucattachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NTAwMjk0ODk1NTAsImRvbWFpbiI6Im10dy5mcmVzaHNlcnZpY2UuY29tIiwidHlwZSI6MX0.9aEbGM9T2ulLiu8o7vofT6Um1_vE-C-yfWuWMrKsUw0  Tip:  As before, the ‘Pop Out’ button will display eNotes in full screen


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The ‘KMCR’ tab allows you to view the Kent and Medway Care Record depending on user rights or job role.  The screenshots below show examples of the type of patient information available on the KMCR 

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