Sunrise QRG - Place Request for Referrals : MTW IT Service Desk

This guide will show how to place orders for referral requests to services on Sunrise

Step	Tips/Notes
1	Referral Requests to Services e.g. Cardiology or Outpatient appointments, work in the same way as ordering Pathology or Radiology tests. Requests can be made from Inpatients, Outpatients or Emergency Department (A&E).
2	With the patient selected and displayed in the Patient Banner, click the ‘Enter Order’ icon on the toolbar Alternatively, left click the same button to the left of the patient’s name on the blue Patient Banner
3	The ‘Order Entry Worksheet’ is displayed. This is the starting point of creating your order The ‘Requested By’ options are shown at the top of the screen To select another option, click the ‘Other’ radio button to open the Requested By window
4	The options available will depend on your access: ‘Me’ will add your name as the person requesting the referral ‘Current Providers’ will display a list of clinicians involved in the patient’s care. Select the one you require from the list displayed. ‘Other’ will allow you to freetext the name of the requestor. This can be used to add a request on behalf of someone who doesn’t appear on the list. Make the required selection
5	If using ‘Current Providers’ or ‘Other’ to select the name of a doctor or other care provider, the ‘Source’ will also need to be selected from the drop down If ‘Verbal’ or ‘Phone’ is selected, there may be a warning message when clicking ‘OK’. If this appears, read the message (read back the order to the requestor to ensure it is correct) and click ‘Proceed’
6	Once the relevant fields on the ‘Requested by’ window are complete, click ‘OK’ at the bottom of the screen
7	Note: to show the folders on the ‘Order Entry Worksheet’, the dropdown box must be showing ‘Start of Browse’ Click the ‘+’ icon on ‘Other Disciplines’ to expand the list
8	Select the relevant Service from the list to see all available referrals on the right side Note: some Services offer a single referral whilst others will have multiple options Alternatively, in the Search box, type the name of the referral
9	Highlight the required referral and click the ‘Add’ button
10	Complete the ‘Referral request form’ with all the relevant details (the contents of the form will vary depending on the option selected). All mandatory fields must be completed, which are shown as a red square The following is an example: Once the form is completed, click ‘OK’
11	The Referral is added to the bottom of the ‘Order Entry Worksheet’
12	The Referral order form can be modified or the request removed before the order is placed by selecting the ‘Edit’ or ‘Delete’ buttons
13	Once all the tests and requests have been added, click the ‘Submit Orders’ button
14	The referral request will print in the nominated location for action by that team. Note: some areas are working paperless. They will monitor their Patient List in Sunrise to see the referrals come in