MTW IT Service Desk

Step

Tips/Notes

Note – You are able to add your most frequently used documents to access all in one place, for easy use. For more details, please refer to the Quick Reference Guide ‘Set Favourite Documents and Default Display’.

1

Select the patient you require from the patient list and check the details in the patient banner.

2

Click on the ‘Enter Document’ icon on the main toolbar. This is how to start a new document.

3

With the Enter Document screen displayed, from the ‘Start of Browse’ list, showing all the document categories, select ‘Therapies’ to display the Therapy documents available on the right-hand side

4

Or you can alternatively use the search box by typing in ‘TH’

5

From the Therapies document list, double-click on the required document to open it.

Alternatively select the document and click the ‘Open’ button

6

With the TH SALT Initial Dysphagia Assessment open in a separate window, you will notice that a few of the fields at the top of the document have auto-populated from the information already been entered in various IP Documents.

Complete the required fields necessary through the document

7

In the Oral Trials section - Oral Prep Stage, Oral Stage and Pharyngeal Stage, the fields available all have dropdown boxes, use the arrow to the side of the field and choose from the list.  For example

8

Note - As you go through the document, depending on what you mark, the form may evolve with more questions

9

Once you have finished entering the details required, click the ‘Save’ button at the bottom of the document

If more information for this referral is to be added later, ensure the ‘Incomplete’ check box is ticked in the bottom left corner before saving and the status of the document will show as ‘Incomplete’ on the Documents tab

10

To return to the TH SALT Initial Dysphagia Assessment to continue entering information, with the patient in context, click on the ‘Documents’ tab

11

With the documents screen displayed, select the TH SALT Initial Dysphagia Assessment, for the visit you require (check the date)

12

Either right click and select ‘Modify Document’

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

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

13

Continue data entry

14

Once completed, ensure the check box for ‘Incomplete’ at the bottom of the document is unticked and then click the ‘Save’ button

The status of the document will show as ‘Complete’ on the Documents tab

15

For further information about working with documents in Sunrise, please see the Quick Reference Guide on ‘Creating Documents – Key Points’.