This guide is aimed at showing you how to create a patient list for Therapy referrals (i.e. Physio, OT, Dietetics, SALT etc.)
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Note - you only need to create your patient list once. It will then be available for use when required.
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To start, click on the ‘Patient List’ tab
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Click on the ‘New Visit List’ icon from the toolbar and select ‘New Visit List’ from the options.
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The Client Selection Criteria window opens, containing a selection of tabs. This guide will only cover the tabs required to make a list of patients for therapy referrals.
Note: There are other ‘Create Patient List’ Quick Reference Guides (QRGs) available which show the remaining tabs
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Select the ‘Location’ tab and tick the radio button to ‘Include patients at selected locations only’. Click the + button to open ‘MTW NHS Trust’
If specific wards are required (i.e. Hedgehog paediatric ward), click the + button to open ‘Inpatient(s)’ and use the scroll bar to search and select the chosen wards. However, if all inpatients are required, select ‘Inpatient(s)’ from the list. Click the ‘Add’ button below to move your selection into the ‘Selected Locations’ column on the right-hand side. Note: This process can be repeated to add multiple locations.
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Select the ‘Orders’ tab
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Tick the check box to activate the 2 filters below
Note: The filters work together, each specifying criteria from a different source. |
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Click on the ‘Add New’ button to create a new ‘Order Selection Filter’
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Give your filter a name, for example, the name of the referral and add a description
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On the ‘Order Selection’, click the ‘Order Browse’ radio button. From the ‘Orders’ list, click the + button to expand ‘Other Disciplines’
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Use the scroll bar to search for the relevant referral, such as ’Physiotherapy’ and click the + button to expand the list. Select the referral and press the ‘Add’ button below to move it to the ‘Selected’ column on the right hand side. Note: If the department receives more than one type of referral, for example OT Adults and OT Paediatrics you can either add them all to the same patient list or create separate lists for each one.
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Alternatively, you can search for referrals by clicking ‘Order Item’ from the ‘Order Selection’. In the ‘Enter Order’ search field, type in the referral you are looking for, such as ‘SALT’. Referrals will be displayed in the ‘Orders’ section. Highlight the appropriate referral and click the ‘Add’ button to move it to the right-hand side
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Click ‘OK’ to return to the Client Selection Criteria screen
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Next select the filter you have created from the ‘Order Selection Filter’ dropdown box. Note: This will show all patients with the specified orders, no matter what the status of the order.
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The next step is to show the active referrals. Click the ‘Add New’ button to create a new Order Status Filter
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Give your filter a name, for example, ‘Active Referrals’ and add a description
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From the list of statuses, select ‘Active’
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Click ‘OK’ and you will return to the Client Selection Criteria screen
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From the ‘Order Status Filter’ dropdown box, select the filter you have just created
Note: You can use your filters for more than one patient list. For example, if your team receives 2 different referrals you could set up 2 separate patient lists with each one using the same ‘Active’ filter.
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Click ‘OK’ to create your patient list.
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Give the list a name and click ‘OK’ to return to the Patient List screen
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The new ‘Patient List’ will be displayed in the Current List selection. In this example the list contains all active physiotherapy referrals for inpatients at TWH.
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To adjust the column widths on the patient list, move the cursor to the line between the columns and a double headed arrow will appear. Click and drag the arrow to make the column wider or narrower, as required
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To sort the columns, click on the relevant column heading and an arrow will appear to indicate whether the column has been sorted in ascending or descending order. Click again to change the order. Alternatively select the ‘Define Sort Order’ button on the tab toolbar
Note: To save this change for future use, select the ‘Save Sort Order’ button on the tab toolbar, otherwise Sunrise will automatically default to sorting patient lists alphabetically by the first column when you next log in
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To add and remove columns displayed on the patient list, select the ‘Select Visit List Column’ icon on the tab toolbar.
Select the appropriate column heading from the ‘Available Columns’ list on the left and click ‘Add’ to move it into the ‘Displayed Columns’ list on the right. With your selection highlighted in the ‘Displayed Columns’ list, you can move it to your chosen position by using the ‘Move Up’ and ‘Move Down’ buttons. Click ‘OK’ to confirm
To remove columns, select the column to be removed from the ‘Displayed Columns’ list on the right and click the Remove button, as shown above. The heading will be returned to the ‘Available Columns’ list on the left. Click ‘OK’ to confirm
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To edit or amend a patient list, ensure the appropriate list is displayed in the ‘Patient List’ tab and click the ‘Modify Visit List’ button on the toolbar. This will open the Client Selection Criteria window as before.
Amend the criteria as necessary and click ‘OK’. Enter a new name for the Patient List if required
This message gives the option to save the list with a new name (thus creating 2 lists) or to overwrite the existing list
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To delete a list, click the ‘Delete Visit List’ icon on the toolbar. Select the list you wish to remove and click ‘Delete’ and click ‘OK’ to confirm
Alternatively, with the correct patient list showing, click the ‘Delete Current List’ button on the tab toolbar
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