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 Occupational Therapy Moving & Handling Risk Assessment open in a separate window, complete the fields required through the document

Note – any fields that have a red square with an asterisk in are mandatory fields and must be completed.

7

In the document there are four specific areas that are covered Person, Task, Environment and Carer.  Under each section is a number of questions, all answered by either ‘Yes or No’ radio buttons.

If the ‘Yes’ radio button is clicked, then the question will evolve with more fields to complete.  Example below – 

The Comments, Action/Recommendations and Therapist fields are free text box fields.

8

To insert the Date and Time, click on the ‘Clock’ icon and use the arrows if the time needs to be adjusted.

9

If the Comments box becomes full and you need more space, click on the ‘Additional Space’ radio button to open a new Further Comment box underneath

10

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

If more information for this visit 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

11

To return to the TH Occupational Therapy Moving & Handling Risk Assessment to continue entering information, with the patient in context, click on the ‘Documents’ tab

12

With the documents screen displayed, select the TH Occupational Therapy Moving & Handling Risk Assessment, for the visit you require (check the date)

13

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

14

Continue data entry

15

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

16

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

17

To print the report, with the patient in context, click on the ‘Print Reports’ icon from the main toolbar

18

From the Report Category dropdown box, select ?????

19

Select from the list displayed, the document you require

20

Click on the ‘Preview’ button, to see the document before printing

21

With the document displayed in a separate window, check the information is complete and correct

22

Use the toolbar at the top of the screen to scroll through the pages and to print the report