MTW IT Service Desk

Step

Tips/Notes

IMPORTANT

You must log off Sunrise once finished and log in again when needed. Entries on the documents and flowsheets will automatically show the name of the logged in user. It is essential, for Information Governance reasons, not to share login details

1

Within the documents

There are a number of documents that will auto populate fields in other documents when created.

For example, when you complete the ED Triage document and then open the ED Clinical Documentation, certain information will have pulled across, which will be identified by a ‘stack of books’ icon in the tab heading.  When the tab is opened, certain fields will have data already in, see below

1a

Many documents contain radio button selections.  If you need to remove a selection, right click on the radio button and select ‘Delete Data’ from the menu options.     This will clear all the data entered

1b

Majority of the documents contain free text fields, this is where you can either write what you require into the field or use the copy and paste feature, see Step 2e

1c

Some documents will contain sections with a ‘Refresh’ button

Observations (NEWS2 or PEWS)

Investigations Requested

Allergies

Note – Be sure to click the ‘Refresh’ button even if the field is already populated, to ensure you are viewing the most up-to-date data

1d

Some documents will contain a question ‘Do you require a body map?’

Click on the ‘Yes’ radio button to activate the body map underneath and use the toolbar above the images to annotate as necessary

For example, you can add a circle with an X, add an arrow and insert text to point out important information or highlight an area on the image

Tip - once you have clicked on a symbol from the body map toolbar and have inserted the information required, make sure you click the symbol again to deactivate it.

If you wish to delete an annotation, right click on the annotation and from the menu options select ‘Delete’

Alternatively select the annotation and press the delete key on the keyboard

1e

On all the documents created, at the top of the document, you will find document icons

If you need to place an order for the patient, rather than having to come out of the document and click onto the ‘Enter Order’ icon from the main toolbar, you can click on ‘Orders’ from the document icons

This will bring up the Order Entry Worksheet, ready for you to place your request

1f

If you need to save an unfinished document, tick the ‘Incomplete’ check box at the bottom of the screen, then click the ‘Save’ button.

The document will display the status ‘Incomplete’ in the Documents tab

1g

If you have not completed all the mandatory fields required within a document and are saving without ticking ‘Incomplete’, the following message displays

‘Submit as Incomplete’ will tick the ‘Incomplete’ check box and save the document. ‘Chart Significant Fields’ will return you to the document to complete the mandatory fields.

2

To view or re-open an existing document, with the patient in context, click on the ‘Documents’ tab

2a

With the documents screen displayed, select the document you require and check the date

2b

To preview the document, you can either – 

2c

You can review a document at the same time as entering data into another document.

Either re-open an existing document or create a new document then, in the Documents tab, select the document you wish to preview on the right-hand side of the screen. Resize the open document window and layer it over the Sunrise window so you can see the older document previewed below.

2d

You can use the ‘Copy Forward’ document icon, at the top of the document. This is only required where the data is not copied across automatically

Use this button to transfer data from one document to the other, where both documents contain the same field. This might be two different document types or the same document from a previous date.

To do this, open the document you want the information to go into and then click the ‘Copy Forward’ document icon at the top. The below screen will appear.

From the 1^st column, click on the + sign for the date you require and select which document you wish to copy from. In the 2^nd column, click the + signs to open each section and then tick the section you wish to copy. The information to be copied across will appear in the 3^rd column.  If you are happy with the selection, click on the ‘Copy Items into Current Note’ button at the bottom of the screen.

2e

You can also ‘Copy and Paste’ from the previewed document into the open document. This method is useful where the open document does not contain the same field as the previewed document, so the copy forward functionality will not work.

Highlight the information you wish to copy from the previewed document in the Documents tab. Right click and select ‘Copy to clipboard’. In the open document, right click in the field you wish to insert the information into and select ‘Paste’.

2f

If you need to modify the document, with the document selected,

either right click and select ‘Modify Document’

Or click on the ‘Modify’ icon from the tab toolbar

Or double-click on the document to open the preview screen and click the ‘Modify’ tab

2g

You can see the history of the document, which shows all the amendments to the document and who made those changes.

Right click on the document you wish to review and select ‘View Status History’

The ‘Document Status History’ screen will appear, showing the amendments made in the box at the bottom

Note - Management can use this to audit documents, to see if a document has been amended and who has made that amendment. Sunrise also contains a full audit feature

2h

Note – once the Preview section has been selected on the documents tab, this becomes the default.  Every time you log into the system and open the Documents tab, the preview section will be available, until it is removed.

To close the Preview section on the Documents tab, select the ‘Preview’ icon from the tab toolbar and select ‘Close’ from the menu options.

The Preview section will no longer be displayed

3

When a document has been opened, in the bottom right-hand corner, you have the ‘Save’ and ‘Cancel’ buttons.  If you click on the ‘Cancel’ button, a pop-up window will appear

If you click on the ‘Delete’ button, it will cancel the document, including the data entered, if any.

If you click on the ‘Return’ button, you can continue with entering data required onto the document