MTW IT Service Desk

Step

Tips/notes

1

Note - you only need to create your patient list once. It will then be available for use when required

2

Select the ‘Patient List’ tab

3

Click the ‘New Visit List’ icon from the toolbar and select ‘New Visit List’ from the options

4

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 incoming referrals. 

Note:  There are other ‘Create Patient List’ Quick Reference Guides (QRGs) available which show the remaining tabs

5

Select the ‘Location’ tab and tick the radio button to ‘Include patients at selected locations only’. Click the + button to open ‘MTW NHS Trust’

Use the scroll bar to search for the required location from the ‘Available Locations’ list. Click the ‘+’ to open the hospital site (i.e. Tunbridge Wells and/or Maidstone)

If specific wards are required (i.e. TWH Ward 31 or Maid Cornwallis), 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. 

Tip:  To remove locations from the right-hand column, highlight the relevant entry and click the ‘Remove’ button below. 

6

Select the ‘Orders’ tab

7

Tick the check box to activate the 2 filters below

Note:  The filters work together, each specifying a different criteria

8

Click on the ‘Add New’ button to create a new ‘Order Selection Filter’

9

Give your filter a name, for example, the name of the referral and add a description

10

On the ‘Order Selection’, click the ‘Order Browse’ radio button. From the ‘Orders’ list, click the ‘+’ to expand ‘Other Disciplines’

11

Use the scroll bar to search for the relevant referral, such as ‘Diabetes’ and click the + button to expand the list. Select the referral and press the ‘Add’ button to move it to the ‘Selected’ column on the right hand side. 

Note:     If the department receives more than one type of referral, you can either add them all to the same patient list or create separate lists for each one.

Tip: To remove locations from the right-hand column, highlight the relevant entry and click the ‘Remove’ button below.

12

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 ‘Ref’. 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

13

Click ‘OK’ to return to the Client Selection Criteria screen

14

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.

15

The next step is to show the active referrals. Click the ‘Add New’ button to create a new Order Status Filter

16

Give your filter a name, for example, ‘Active Referrals’ and add a description

17

From the list of statuses, select ‘Active’

18

Click ‘OK’ and you will return to the Client Selection Criteria screen

19

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.

20

Click ‘OK’ to create your patient list. 

21

Give the list a name and click ‘OK’ to return to the Patient List screen

22

The new ‘Patient List’ will be displayed in the Current List selection. 

23

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

24

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

25

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

26

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

27

To delete a list, click the ‘Delete Visit List’ icon on the toolbar. Select the list you wish to remove, click ‘Delete’ and then ‘OK’ to confirm 

Alternatively, with the correct patient list showing, click the ‘Delete Current List’ button on the tab toolbar

28

To view the referral on a patient’s record, select the patient you require from the patient list. Check the details in the patient banner to ensure the correct patient is displayed.

29

Click on the ‘Orders’ tab

30

With the ‘Orders Summary’ displayed, under the ‘referrals’ section, double click on the referral.

31

The referral order form will display, read through the details and once you have reviewed the information, close the referral at the bottom right of the screen and you will return to the ‘Orders’ tab

32

Once you have dealt with the referral and no longer wish the patient to show on the patient list, right click on the referral and choose ‘Complete’ from the menu options.

33

The status of the referral will now display as ‘Completed’ with the current date and time as the stop date.

34

Finally, click on the ‘Patient List’ tab to check the patient is no longer listed on the relevant patient list.