END USER REFERENCE GUIDE

INTO TO ED

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 GRMC Vision

To be the premier healthcare network of Guam and

the Micronesia Region, leading in service delivery,
innovation, training and research founded on the
principles of patient partnership; and in so doing,
achieve sustainability and growth as an institution,
while driving the broader societal aims of
development and equity.

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Audience
The suggested audience for this training guide is the following:

ED Nurses

Prerequisite
Knowledge of Basic Windows

Estimated Training Time

2 Hours

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Contents
1. SYSTEM ACCESS ............................................................................................................................................. 6

LEARNING OBJECTIVES .....................................................................................................................................................6

LOG ON ........................................................................................................................................................................6
LOG OFF .......................................................................................................................................................................7
SUSPEND/UNSUSPEND SESSION ........................................................................................................................................7
CHANGE PASSWORD .......................................................................................................................................................8
ACCESS ON-LINE HELP ....................................................................................................................................................9
SETTING TOOLBAR PREFERENCES .....................................................................................................................................10

2. ED REGISTRATION ........................................................................................................................................ 12

LEARNING OBJECTIVES ...................................................................................................................................................12

EMERGENCY CARE REGISTRATION WORKFLOW...................................................................................................................12
TO ASSIGN AN ED LOCATION: ..........................................................................................................................................12

3. ED STATUS BOARD ....................................................................................................................................... 13

LEARNING OBJECTIVES ...................................................................................................................................................13

SCREEN LAYOUT AND NAVIGATION...................................................................................................................................13
ED Status Board ...................................................................................................................................................14
Department .........................................................................................................................................................14
View .....................................................................................................................................................................15
ED Dash Board .....................................................................................................................................................16
Toggle Button ......................................................................................................................................................17
Refresh Status ......................................................................................................................................................17
ED PATIENT LIST ..........................................................................................................................................................18
SELECT PATIENT VISITS ..................................................................................................................................................18
Select a Single Visit ..............................................................................................................................................19
Select Multiple Visits ............................................................................................................................................19
Patient Header Information .................................................................................................................................19
DISPLAY OPTIONS .........................................................................................................................................................20
Toolbar Preferences .............................................................................................................................................20
Patient List Columns ............................................................................................................................................21
Resizing Columns .................................................................................................................................................21
Locking/Unlocking Columns .................................................................................................................................22
Moving Columns in the Patient List .....................................................................................................................22
Sorting the ED Patient List ...................................................................................................................................23
USER FILTER MAINTENANCE ...........................................................................................................................................23

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 ED STATUS BOARD COLUMN DEFINITIONS AND WORKFLOW ................................................................................................26

4. PATIENT LISTS TAB ....................................................................................................................................... 31

LEARNING OBJECTIVES ...................................................................................................................................................31

PATIENT LIST TOGGLE ....................................................................................................................................................31
USING THE PATIENT LIST ................................................................................................................................................32
Personal List .........................................................................................................................................................32
To find a patient and add to a personal list ...................................................................................................32

5. NURSING DOCUMENTATION ........................................................................................................................ 33

LEARNING OBJECTIVES ..................................................................................................................................................33

Access Documents .............................................................................................................................................33
Additional Nurse Notes ........................................................................................................................................34

6. INACTIVE PATIENTS ...................................................................................................................................... 35

LEARNING OBJECTIVES ...................................................................................................................................................35

MOVING A PATIENT TO/FROM THE INACTIVE PATIENT VIEW .................................................................................................35

6. PRINTING REPORTS ...................................................................................................................................... 38

RESOURCES AND HELP ......................................................................................................................................... 40

DOWNTIME PROCEDURES ................................................................................................................................... 40

PATIENT CONFIDENTIALITY .................................................................................................................................. 40

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 1. System Access
Learning Objectives
After completing this section, you will be able to:
 Log on and off Acute Care Gateway
 How to use the Suspend Session feature
 Change your password
 Access the On-Line Help
 Set user preferences
 Navigating and screen layout

When logging on to Allscripts/SCM Gateway, the access to patients and functions are controlled by the
security and configuration related to your organizational role. This system controls what you may do
within the system and whose charts you may select for viewing. Each time you log on to the system, the
patient charts that is accessed and any changes made to the patient data are logged to an audit file.

REMEMBER: DO NOT share username and password with others.

Log On
To log on to SCM, complete the following:

1. Double-click the Allscripts/Sunrise Enterprise icon on the desktop

2. Enter <User name and password

NOTE: Passwords are case sensitive

3. The message screen is used to communicate anything important to you. It’s a good idea to get
into habit of checking this every time you log in.

4. Click LOGIN

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Log Off
When you shut down Sunrise Gateway, all the applications hosted in Gateway automatically shut down,
and Gateway is logged off.

To log off SCM, click the Shutdown Allscripts Gateway icon (in the upper right corner).

Allscripts Gateway closes immediately, regardless of which function you are in, unless there is unsaved
data, which may be indicated by a prompt.

NOTES: Do not use the X in the upper right corner as this may not give you a “clean” logoff

Suspend/Unsuspend Session
Suspending a session allows you to temporarily suspend your logged on session if you are in the middle
of an action and you get called away and want to return to the screen where you left off.

To suspend an active session, click the Suspend Allscripts Gateway icon (in the upper right
corner).

Your suspended session displays on the Task Bar at the bottom of the screen.

To unsuspend a suspended session, complete the following:

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1. Click the suspended session icon on the Task Bar.

2. Enter your password in the Password field.

3. Click Resume to continue your session.

Note: After a period of inactivity, your session is auto-suspended

and/or automatically logs you off from the session. A warning will
display, and you can take action to avoid auto-log off.

When the application automatically logs you off, the unsaved

data is lost.

Be sure to save your work and log off before you leave a workstation!

Change Password
• The first time you login, the Change Password dialog box opens.

• In the Old Password field, enter the password given to you by your system administrator.

• In the New Password field, enter a new password chosen by you.

• In the Confirm Password field, reenter your new password.

• Click OK to store your new password.

Note: You can change your password anytime using the Preferences menu.

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To change your password, complete the following:

1. From the menu bar, click the User Preferences icon (in the upper right corner).

2. From the Account Settings tab, click the Change Password link.

3. Enter your current password in the Current Password field.

4. Enter your new password in the Current Password and Confirm New Password fields.

5. Click the Change Password button.

Note: If configured by your hospital, the password will expire in a determined number of days. The system will
prompt you to change your password. You will have to set a different password. Passwords must meet your
hospital’s requirements.

NOTE: Passwords are case sensitive!

Access On-Line Help

On-line Help is available from any screen within the SCM application. Acute Care comes with context-
sensitive help to provide quick, search-by-topic capabilities.
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To launch the SCM on-line help, click the Launch Active Application Help icon (in the upper
right corner).

Search for help topic using Contents, Index, or Search tabs.

Setting Toolbar Preferences

You can define preferences to determine which buttons appear on the Sunrise Clinical Manager
application toolbar.

To set toolbar preferences, complete the following:

1. From the Preferences menu option, select Toolbar. The Customize Toolbar window displays.

2. To add or remove a button from the application toolbar, select the button in the Available Buttons list
or the Selected Layout list and click the Add or Remove button.
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3. To change the order in which a toolbar button appears on the application toolbar, select the Up or
Down button.

4. In the Text Options field, indicate whether text labels display under each button in the application
toolbar and tab toolbars by selecting Show Text Labels or No Text Labels.

5. In the Icon Options field, indicate the button size for all buttons in the application toolbar and tab
toolbars by selecting Small Icons or Large Icons.

6. To display buttons in the application toolbar and tab toolbars with a reflection below the button, select
the Reflection Enabled checkbox.

7. Click OK.

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2. ED Registration
Learning Objectives
After completing this lesson, you will be able to:
 Understand the patient ED registration process

 Understand how patients are assigned to an ED location

The process discussed in this section pertains to the activities performed by Registration. However, ED
staff will need to understand this process and how ED patients will display on either the ED (ALL) or
Triage/Waiting location views.

Emergency Care Registration Workflow

 Patients who present to the ED are registered via the ADT Registration System by the
Registration Clerk.

 The patient is assigned to the Emergency department to the location of either Waiting Room or
Triage.

 If the patient presents to the ED with a situation requiring Triage and the patient is only able to
provide minimal or no information, the patient is registered via Quick Registration and
immediately sent to Triage.

 Once the patient has been registered, the ED Charge Nurse will assign the appropriate ED
room/bed location.

To assign an ED location:
1. From the View drop-down, select Triage/Waiting.

2. Select your patient.

3. Double-click the Location column.

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 4. Select an ED bed location.

5. Click Refresh.

6. Click the View drop-down and select ED ALL.

7. Locate your patient on the ED Status Board view.

3. ED Status Board

Learning Objectives
After completing this section, you will be able to:

 Describe the components of the ED Status Board

 Navigate the ED Status Board views

 Create display filters

 Describe the components of the ED Status Board

 Understand ED Status board Column definitions

Screen Layout and Navigation

When you log on to Sunrise Emergency Care application, you will be presented with the ED Status
Board with your default status View.

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ED Status Board
Displays the patient’s registered to the ED Department.

 Each row contains information for a single patient or location.

 Information about the patient or location is displayed by columns (to be discussed later in
detail)

Department
Display the Emergency Department patient list.

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View
Provides a list of pre-configured views that allow you to select the appropriate view based on the order of
care of the patient. The following views are available:

Triage/Waiting Displays a list of ED patients who are currently in the Triage or Waiting Room
locations.

ED All Displays a list of all ED patients who are receiving or to receive treatment
(includes patients on the Triage/Waiting view).

Expected Patients Patients who have been pre-registered who are expected to present to the ED
at a future time (e.g. EMT patient who is to arrive via ambulance).

Inactive Patients Displays a list of patients who have been manually removed from the ED
Status Board. Currently set to remain on Inactive list for 72 hours.

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 ED Dash Board
The ED Dash Board is the row of numeric fields displaying current status information. The Dash Board
summary information will change based on the specific view you have displayed.

The chart below displays the different Summary Information across each ED View.

Name Description ED All ED Registration Triage/Waiting

view? Display view? view?
Board
view?

Active Patients Displays the total number of

actively registered patients in the Y Y Y Y
ED.

Waiting Room Displays the total number of

patients with a location of Waiting Y Y Y Y
Room (WR).

Ready Displays the total number of

room/bed locations with a status of Y Y Y Y
Ready.

Dirty Displays the total number of

room/bed locations with a status of Y Y N Y
Dirty.

OOS Displays the total number of

room/bed locations with a status of Y Y N Y
Out of Service.

Reserved Displays the total number of

room/bed locations with a status of Y Y N Y
Reserved.

WTBS Total number of patients with a

status of Waiting to be Seen Y N N N
(WTBS).

TIP Total number of patients with a

status of Treatment in Progress Y Y Y N
(TIP).

PD Total number of patients with a

status of Pending Discharge Y Y N N
(PD).

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Toggle Button
Depending on your user role and/or security access, this feature provides the ability to toggle between
the:

 ED Status Board
 Patient List – toggles to the Sunrise Clinical Manager (SCM) inpatient chart
 Inbox - allows you to manage:
o Acknowledgment of ED patient results after discharge
o Transmission errors for patient prescriptions submitted discharge via ePrescribe

Refresh Status
The Refresh Status displays the last auto-refresh time of the Status Board. The current auto-refresh
period is set for every 30 sconds. A consistent refresh of the board ensures that you are viewing the
most current up-to-date information.

You can also manually refresh the Status Board at any time by:

 Clicking the Refresh Screen button on the main toolbar.

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  Clicking the Refresh button at the bottom of the ED Status Board.

ED Patient List
The Status Board displays a list of the patients currently assigned to the ED location. Each row in the
grid contains information for a single patient and the information about the patient displayed by columns.

If a location is empty (does not have a patient assigned to it), the row does not display info in any of the
visit-specific columns.

Select Patient Visits

Before viewing or charting information on a patient, you must first select the patient whose chart you want
to access. Do this by simply highlighting (single-click) the patient’s name.
Note that the Patient Header is active whenever you log on and a patient is selected from the Patient
List.

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Select a Single Visit
To select a single visit, complete the following:

1. In the Patient List, click on a patient.

2. To see chart information for the selected visit, select the tab for the chart section to view.

3. To select the next or previous visit in the list, click Next Patient or Previous Patient
in the application toolbar.

Select Multiple Visits

To select a multiple visits, complete the following:

1. In the Patient List, click on a patient.

2. Hold down the Ctrl or Shift key to select additional patients (non-consecutive or consecutive
patients in the list, respectively).

Patient Header Information

The Patient Header contains key data for the patient whose name is highlighted on the patient list such as
patient name; patient’s assigned location, patient ID/visit number, patient provider, age (birth date) and
sex.

The following information (populated from ADT Registration) is displayed in the Patient Header.

Patient Name Displays name of the selected patient in the visit list.

Displays the patient’s assigned MRN (Patient ID) and Encounter Number
Patient ID/Visit ID
(Visit ID).

Age (DOB) Displays the patient’s age and date of birth.

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Gender Displays the patient’s sex.

Assigned Location Displays the patient’s assigned unit location.

Displays in red text if allergies, intolerances and adverse events have not
“Unreviewed Allergy” been reviewed for this visit.

Once marked as reviewed, the text is removed.

Provider Displays the assigned attending provider name (Inpatient only).

The following information is populated from charted data:

Allergy Displays allergy information documented using the Add Allergy function.

WT, HT, BSA, BMI, IW Displays the initial admission vital sign data documented in the Admission
(Ideal Weight), AIW Profile.
(Adjusted Ideal Weight) Note: Daily weights are documented on the Vital Signs Flowsheet.

ADM Displays the date of admission.

DSC Displays the discharge date.

Displays the patient’s code status (e.g., DNR) via entry of a Code Status
Code Status
order.

Isolation Precautions and any related Multi-Drug Resistant Organism

(MDRO) will display on the Patient Header.
Isolation / MDRO
Isolation Comment Type will populate from Isolation order item submission.
Precautions
Note: Any changes to the Isolation orders will be updated on the Patient
Header.

Display Options
Various options are available for you to display or filter the information based on your preference.

Toolbar Preferences
For the toolbar buttons, you have the ability to display the description name of the icon, if preferred.

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To set toolbar preferences:

1. From the menu, select Preferences > Toolbar. The Customize Toolbar window displays.

2. From this dialog window, you have the option to:

a. Add/Remove toolbar buttons on the main toolbar.

b. Main Toolbar Preferences – select the option to show or not show text and to
display small or large icons.

c. Tab Toolbar Preferences - select the option to show or not show text and to display
small or large icons (applies to the Chart tabs to be discussed in detail later)

d. Global Preferences – option to enable reflection display of icons.

Patient List Columns

The Patient List Columns display data information or flag alerts related to the patient’s visit.

Resizing Columns
You can manually change the width of columns to display more or less data information.

1. Hover the cursor on the line separating the column headers until a ‘cross’ symbol displays.

2. Scroll to left or right to make the column narrow or wider.

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Locking/Unlocking Columns
You may lose view of some pertinent column information while scrolling (e.g., Patient Name) when you
have a large number of columns added to your patient list view. Therefore, you have the ability to lock a
column to hold it in view while scrolling and to unlock, if needed.

To lock columns

 Right-click the last column to keep locked, and select Lock Column.
The shaded columns indicate the locked columns.

To unlock columns
 Right-click a specific column and select UnLock Columns.

Moving Columns in the Patient List

1. Select the column to move and click the left mouse button.

2. Drag the column (while holding the left mouse button) to the desired position in the Patient List. A
red arrow points to the current position of the column.

3. Release the mouse button when the red arrow is where you want the column to be located. The
column is moved.

Changes are saved between sessions.

You cannot move locked columns, nor can other columns be moved into a locked region. To move
columns in and out of a locked region, you must unlock the columns first.

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Sorting the ED Patient List
You can change the sort view of the ED Patient List (ascending or descending) by clicking on the column
header name.

User Filter Maintenance

The User Filter Maintenance function provides the ability to filter the ED Status Board Patient List to
view only the information you wish to see. There are two types of filters:

 General Filters – system-supplied filters that allow you to define what you wish to view on the
Status Board.
 My Filters – displays user-defined custom filters.

To create filters:

1. Ensure the ED All view is displayed.

2. Click the User Filter Maintenance link.

The User Filters dialog window displays.

 Clear Currently Applied Filters – clears all applied filters.

 Hide Empty Locations – Hides all locations from the view that are not occupied by a
patient.
 My Patients – displays only the patients who you have assigned yourself as a care
provider.

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  Show Only Empty Locations – displays only locations that are not occupied by a
patient.

3. Click Close to close the Filters window.

Scenario 1: You want to create a list of only the patients on the ED Status Board that you will be working
with.

4. Right click on the Patient column.

5. Select Filter Column.

6. Click the checkbox next to <your assigned training patient> and one additional patient.

7. Ensure the radio button Add to Current Filters is selected. Note: The Override Current
Filters option will replace any current filters with the new filter being created.

8. Click OK. Only the patients selected display.

Note: A funnel icon displays on the column header indicating that column has been
filtered.

Note: The ‘link’ name on the Dash Board changes to Filter Applied.

9. To save this filter:

a. Click the Filter Applied link.
b. Ensure the Currently Applied Filter(s) heading is highlighted.
c. Click Save As.
d. In the User Filter Name field, type a name for the custom filter: ‘My Working Patients’.
e. Click OK.
The saved filter is applied to the My Filters list in the dialog window.

Scenario 2: You want to remove 1 of the patients from the My Working Patients list.

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 10. On the User Filters window, ensure the My Working Patients > Patients filter that you
previously created is expanded.

11. Uncheck the <additional patient> that you added.

12. Do one of the following:

a. Apply Filter – retains the saved filter, but changes the view to the modifications made.
b. Save As – allows you to save the modifications to a new filter.

13. Click Save As and type in a new filter name: My New Working Patients. A new list with ONLY
your assigned training patient is created.

Scenario 3: Now, you want to delete the old filter list so that it will not display in your My Filters list.

14. In the User Filters window, highlight the My Working Patients filter heading.

15. Right-click and select Delete.

16. Select Yes on the confirmation window.

To remove an applied filter:

17. Under the General Filters heading, click the Clear Currently Applied Filters link.

18. Click Apply Filter.

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ED Status Board Column Definitions and Workflow
The table below provides a description of each configured column and its functionality.
Column rules, alerts and workflow information may be adjusted as configuration changes may apply
based on hospital’s ED-specific design decisions.

Location - Displays the ED room/bed location. As the patient’s location changes, staff will update as
appropriate. Double-click the column cell and select a location from the drop-down list.
When a patient is registered to the ED, the default location is Triage or Waiting Room.

LOS - Displays a continuous ticking timer from start of patient in the ED location until discharged. Auto-
timer calculation.

Age/Sex - Displays the age/gender of the patient. Populates from ADT registration.

Patient - Displays the name of the ED patient. Populates from ADT registration. Cell turns GREEN when
the patient’s vitals need to be reassessed. The following rules apply when reassessment is required:
 Acuity Level 3 – after 2 hours
 Acuity Level 4 or 5 – after 4 hours
 Acuity Level 1 or 2

Name Alert - Displays the name of the patient on the ED Status Board who has a similar sounding name
as the ED patient assigned to the location row. Auto-displays based on the similar names of the
registered patients. Displays a Similar Name icon and the name of the patient with the similar name.

Chief Complaint - Displays the patient’s descriptive complaint for presenting to the ED. Auto-displays
based on the Chief Complaint documented in the ED Triage Note.

Acuity - Displays the patient’s acuity assessment level (1 - 5). Auto-displays based on the Acuity Level
documented in the ED Triage Note.

STS (Status) - Indicates the status of the patient or if no patient assigned, the status of the room/bed
location. Double-click in the cell and select the appropriate status from the drop-down list.

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PATIENT STATUS CODES:
 WTBS (Waiting to be seen) – default status assigned to the patient when assigned to either the
Waiting Room or Triage locations. A GREEN ‘cross’ symbol will also display.
 TIP (Treatment in Progress) – auto-changes to this status when MD assigns him/herself to the
MD column. A ‘red cross’ symbol will also display.
 PD (Pending discharge) – manually changed to this status by MD when patient is to be
discharged from ED.
 WFT (Waiting for transport) – manually change to this status when the patient is awaiting
transport for transfer to inpatient or procedure.
 C2C (Consult Pending) – manually change to this status when patient is awaiting a consult. A
‘sheath of paper’ symbol will also display.

 ELOP (Elopement) – manually change to this status when the patient has been seen by the
physician and treatment has been completed, but the patient leaves without officially being
discharged.
Note: The system will generate a message asking if you wish to move the patient to the Inactive
Patients view.

 AMA – (Left against medical advice) – manually change to this status when patient left the ED on
his/her own recognizance against advice of the clinician. This also assumes the patient has
signed an AMA form.
Note: The system will generate a message asking if you wish to move the patient to the Inactive
Patients view.
 TBADM (To be admitted inpatient) – ED Physician manually changes to this status when the
patient is waiting to be admitted to Inpatient.
Note: The system will generate a message asking if you wish to move the patient to the Inactive
Patients view.
 TRN (Transfer) – manually change to this status when the patient is to be transferred to
surgery/procedure.
Note: The system will generate a message asking if you wish to move the patient to the Inactive
Patients view.
 MOR (Coroner) – manually change to this status when patient has deceased.
Note: The system will generate a message asking if you wish to move the patient to the Inactive
Patients view.
 LWBS (Left without being seen) – manually change to this status when the patient left the ED on
his/her own recognizance without being seen.

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 Note: The system will generate a message asking if you wish to move the patient to the Inactive
Patients view.

ROOM STATUS CODES:

 Ready – indicates room is clean and ready for patient occupancy. The row displays the color
GREEN.
 Dirty – auto-defaults to this status when a patient is removed from the location and indicates
room is not clean. The row displays the color GRAY.
 OOS (Out of Service) – indicates room is not available for use. The row displays the color DARK
RED. Purple.
 Reserved – indicates room is reserved at administrative discretion or EMT patient arrival. The
row displays the color Dark RED.

STS TIMER - Displays a continuous ticking timer from start of the current patient Status (STS column).
The timer resets to zero when the status is changed. Auto-timer calculation.

Prov - Displays the name of the assigned ED Physician. ED Physician manually updates with his/her
name as assigned to patient.

Nurse - Displays the name of the assigned ED Nurse. ED Nurse manually updates with his/her name as
assigned to patient.
 Double-click the cell and select the Nurse name from the drop-down list; OR
 Select <More Providers> to select a Nurse other than one assigned to the ED department
for the current facility.
 To remove a Nurse name, double-click the cell and select the blank option.

Check Orders - Displays a green or red flag to alert staff when new orders have been placed on the
patient. ED Nurse acknowledges review of the orders to be carried out on the patient.
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 Double-click the flag to display the Orders to be Acknowledged dialog. Note: Clearing the flag
will clear the flag alert for all viewers.
 GREEN flag indicates routine orders.
 RED flag indicates STAT orders. (Note: If multiple orders exist and only one is STAT, the flag
will display red.)

Meds - Displays information to indicate the status of existing medication orders. Auto-populates from
entry of medication orders via the Order Entry function. Double-click in the cell to auto-advance to the
Orders tab.
Displays icon when medication order is active. Icon is removed when all active orders have been marked
done in eMar.

ECG - Displays the status of EKG test order(s). Auto-populates data based on interfaced results from
radiology.
Labs- Displays the status of lab test order(s). Auto-populates data based on interfaced results from the
lab. Double-click in the cell to auto-advance to the Orders tab.
Urine – Displays the status of Urine Orders. Auto-populates data based on interfaced results from Lab.
Double-lick in the cell to auto-auto-advance to the Orders tab.
Rad - Displays the status of Radiology test order(s). Auto-populates data based on interfaced results
from radiology. Double-click in the cell to auto-advance to the Orders tab.
RT - Displays icon when Resp order status is Active. Icon is removed when order is
discontinued/canceled.
Dsp - Displays icon when Status column changes for disposition (Pending Discharge, LBT, WTBS,
Eloped, AMA, Transferred, Admit, Expired).
Communications – Displays other icons.
New Results - Displays a RED or GREEN flag alert staff when new results are available for the patient.
Auto-populates data based on interfaced results from the lab. Double-click the flag to display the New
Results dialog window. Optionally, click the Clear Flag button to remove the checkmark and indicate
orders have been reviewed and acknowledged OR click the Don’t Clear Flag button to leave the
checkmark displayed.

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 Note: Clearing the flag will clear the flag alert for all viewers.
 GREEN flag indicates normal numeric results.
 RED flag indicates abnormal numeric results.
 YELLOW flag indicates text results (radiology) exist and cannot be determined as normal
or abnormal.

Bed Status - Displays the bed/room location for inpatient bed request when assigned by registration.
Auto-populates upon bed/room assignment by registration.

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 4. Patient Lists Tab
Learning Objectives
This section introduces the use of the Patient List tab for accessing clinical chart information for
inpatients.

 Toggle between the ED Status Board and the SCM Patient List

 Use the SCM Find Patient feature to locate an admitted patient to access chart information
 Create a Temporary List
 Create a Personal List

Patient List Toggle

From the ED Status Board, if needed, you have the ability to toggle to the Inpatient side of the application
to access chart information for an admitted patient.
For example, there may be an instance in which a patient has been admitted to an inpatient unit, and you
have removed the patient from the ED Status Board, you can toggle to the patient list and use the Find
Patient function to add the patient to a list to access the chart information.

On the ED Status Board, click the Patient List Toggle Button.

If you have security access to the Inbox, you will need to click the Toggle drop-down and select Patient
List.

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Using the Patient List
When you toggle to the Patient List, you are now displaying the list of patients in the Inpatient areas.
Note: You may or may not have pre-configured lists that display by default; however, you have the ability
to create your own custom lists.

Personal List
When a patient has been admitted from the ED, there may be a timeframe in which you need to follow-up
on a patient(s) and/or complete chart information after the patient has been removed from the ED Status
Board.

Once the patient has been removed from the ED Status Board, you will need to use the above mentioned
Find Patient feature. However, if you need to return the patient for any reason, you can save the patient
to a Personal List and avoid having to ‘find’ the patient each time

To find a patient and add to a personal list:

1. Ensure the previously created Temporary List is displayed with the patient highlighted.

2. Click the Save Selected Patients button.

The Save Selected Patients window displays.

There are three options for saving the selected patients:

 Add Patient to Selected List – allows you to add a patient to an existing list
 Replace Patient on Selected List – allows you to replace patients on an existing list
with all newly selected patients
 New List Name – allows you to create a new list

3. For this example, click the New List Name radio button. In the free-text field, type the name
of your list.
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 4. Click OK. The patient is added to the created list. Your new list displays as one of the
choices in the Current List preceded by an asterisk (*).

5. Nursing Documentation
Learning Objectives
After completing this section, you will be able to:

 Enter document notes as specific to nursing workflow

 Use the Document Entry Worksheet to access and enter notes
 Use the Copy Forward feature
 Edit, sign and cancel documents

Clinical documentation is the method by which clinicians’ record and communicate information specific to
patient diagnosis, treatment and progress.

Sunrise Clinical Manager documentation supports the care providers’ ability to quickly and accurately
document essential facts about all aspects of patient care.

Clinical notes are most commonly used for:

 Procedures
 Treatments with extensive text
 Any patient event or treatment that is considered a one-time occurrence or has an unpredictable
frequency

Access Documents
To access documents using the Quick Launch function:

1. With your assigned patient selected, click the Quick Launch Docs button at the bottom of the ED
Status Board. The documents that you use on a regular basis have been configured here for quick
access.

You can also access your documents by clicking the Enter Documents button on the main
toolbar.

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 On the Document Entry Worksheet, you will need to search to find the document you want to
access.

2. Select the Triage Note, ED.

The Structured Notes Entry window displays.

Additional Nurse Notes

Note: Based on hospital’s workflow, you may want to review the following additional documents and how
they may be used at our facility. The functionality of how to use the document does not change, however,
the observation parameters will differ.

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6. Inactive Patients
Learning Objectives
After completing this section, you will be able to:
 Understand the purpose and use of the Inactive Patients view.

 Remove a patient from the ED Status Board view to the Inactive Patients view.
 Return a patient from the Inactive Patients view to the ED Status Board view.

You can move a patient from the Active Patients view in the Status Board to the Inactive Patients view
without canceling or discharging the patient visit.
Use the Inactive Patients view to see patients who were removed from the Status Board or to correct an
accidental removal of a patient from the Status Board.

Moving a Patient to/from the Inactive Patient View

The following applies when a patient will be placed on the Inactive Patients view and removed from the
ED Status Board:
 When patient’s status (STS column) is changed to the following:
o ELOP – Elopement
o AMA – Left against medical advice
o TBADM – To be admitted inpatient
o TRN – Transfer
o MOR – Coroner
o LWBS – Left without being seen
o DISCH - Discharge

 The patient has been discharged from the ED and all documentation has been completed.

Note ► Patients remain on the Inactive Patients view for 72 hours after
discharge to allow users to access the patient’s chart after they have
left the ED.

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 Note ► After 72 hours, the ED visit is ‘Closed/Discharged’ from the Inactive
view.

IMPORTANT! If an ED patient is admitted as inpatient and has been assigned an inpatient bed
assignment and you remove the patient from the active Status Board view, the patient WILL NOT be
placed on the Inactive Patients view. You will need to call Registration to have the patient placed back in
the ED Department if removed in error.

Note ► The system will not allow you to remove a patient from the ED Status Board
that has an Incomplete registration.

If a patient was moved to the Inactive Patients view in error, you have the ability to ‘return’ the patient to
the active Status Board view.

To move a patient to the inactive view:

1. Right-click on your assigned patient on the Status Board.

2. Select Remove Patient.

The Remove Patient confirmation window displays.

3. Select Yes. The patient is removed from the Status Board.

4. To view the patient on the Inactive view:

 Click the View drop-down.
 Select Inactive Patients.

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To remove a patient from the inactive view:

1. Right-click on your patient in the Inactive Patients view.

2. Select Return Patient.

The Return Patient confirmation window displays with the defaulted previous ED location.
Optionally, change the location, if needed.

3. Click OK. The patient is returned to the Status Board view.

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6. Printing Reports
There will be various customized reports that will be available for printing for required workflow purposes
and/or during downtime. Each chart tab has reports specific to the data that it contains, such as Patient
List Reports, Orders Reports, etc. In addition, there are other reports such as ED Reports,
Registration Reports, etc.
All reports are accessed by clicking the Print Reports button on the main toolbar which can be accessed
from any chart tab that you are currently viewing. Note: Whatever chart tab you are currently viewing,
you will default to that tabs reports. However, you can change the Report Category to access other
reports.

To print or view reports:

1. Click the Print Reports button on the main toolbar.

The Report Selection window displays.

2. Select the report you wish to view/print.

3. Click Print to print to a local printer or click Preview to print to your desktop for viewing prior to
printing (recommended option prior to printing).

Note: Some reports will require you to complete print detail options prior to printing.

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o Complete the required parameters (indicating by an asterisk) and any optional parameters.
o Click OK.

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Resources and Help
Subject Matter Expert on each Unit – if you have questions, ask a co-worker or
SME in your area.

 Quick Reference Guides – at the Nursing pods

 If you continue to have a problem, call the Help Desk.

Downtime Procedures
If Allscripts is down, revert to paper system for all orders and results. Additional
procedures are outlined in detail in the GRMC Emergency Plans.

Patient Confidentiality

Remember you signed a confidentiality agreement to protect the privacy of

patients records. Be sure to properly destroy any printed patient information
that is no longer needed by shredding it or putting it in a locked confidential
recycle container.

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