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Introduction to SAC:Patient Lists, Results and

Patient Info Tabs

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Introduction

This slide show is designed to give you a basic overview of Patient Lists, Results and Patient Info tabs before attending class

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Background

Patient lists, Results, and Patient Info tabs are the basic functions of SAC (Sunrise Acute Care).

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SAC (Sunrise Acute Care) or as you may hear

Eclipsys

Sunrise Clinical Manager

SCM

Is an integrated electronic medical record that presents a global view of the patient’s medical status and course of treatment.

What is SAC?

Where do you start?

•This is the entry point into SAC. The Login Screen.

•You will be assigned a user name and password after attending your first training class.

•Your user name will be “e” followed by your team member number (e123456)

•Type in User Name and Password then click OK

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Changing Your Password The first time you login , the Change Password dialog box

opens.

In the Old Password field, enter the password given 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.

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Password Rules

At least 7 characters in length

Minimum of:

1 alpha character

1 numeric

1 capital Letter

Example:

abcDef8

123a45B

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Once you log in, you will be presented with a list of patients.

8

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Patient List Tab

Patient List Tab: The Patient List displays when you start Sunrise Clinical Manager. It provides easy access to patient charts and notifies you about new information regarding those patients.

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Common terms used when talking about Patient Lists

Current List: The first time that you logon, the name of the list that appears in this box will be the Default Patient List which has been assigned to you according to your job function and security privileges. Click the arrow to see any additional lists available

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Tool Bar

Patient HeaderTabs

Columns

What do all the terms mean?

Tool Bar - row of Icons. The icons perform various functions. Hover the mouse over an icon to see what it’s function is.

Patient Header Bar - Blue/Purple bar that contains patient information

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Tabs - Sections of the selected patient’s chart, click on each to see relevant information about the selected patient

Columns on the Patient List Tab- Order is the same on all similar departments’ screens

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FLAGS!!!

Flags appear on the Patient List Tab and the Result tabs

These alert you to new orders and results

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GREEN FLAG

Green Flags indicate

New Orders: New “routine” orders have been written

New Results: New “normal” lab results have been posted or a new Text result is available.

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RED FLAG

Red Flags Indicate:

New Results: “Abnormal” Test Results are posted

• New Orders: “STAT” Orders have been written

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Customize a Patient List for yourself!

Why do I need a Criteria based or Personal list?

A nurse on a unit with 30 patients, but is only providing care for 10 of them

A Respiratory therapist has a certain group of patients to provide therapy to.

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How to create a Criteria Based List

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From the Default Patient List, click on File, Maintain List and click on New.

2. This will open up the Client Selection Criteria dialogue box

3. Click on the Location tab

4. Decide whether you want to view patients at the workstation where you are logged on or patients at other locations.

Where logged on only –select “include patients at logon location only”.

Other locations – select “include patients at selected locations only

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**Other Criteria can be used such as providers and

orders

Building a Criteria-based List - based on Location (cont.)

If choosing “selected location only”, you will see two lists displayed: Available Locations and Selected Locations.

6. Highlight and then click Add or Remove to add locations to, or remove locations from, the Selected Locations list.

7. Then click OK, enter a name for your list and

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This is the list based on locations 2NW and 3SE

Creating a Personal List

A personal list is one based on your personal patient selections. It differs from the Criteria based list in several ways.

The criteria list gave you all patients in a certain location, or if you choose by order you can just see patients who have certain orders, for example those who need nutrition consults or who need certain respiratory treatments.

Patients will remove from criteria based lists when they no longer meet the criteria to be on there. For example the list is patients on 2NW, a patient transferred from 2NW will “fall” off the list

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Personal Lists

With personal lists you select specific patients to be on your list. For example you are an RN on 2NW, you have patients in

2401-1, 2403-1, 2403-2, 2404-1 and 2410-1

You want to only see these patient so that it is quick for you to see new orders, results and other information without seeing all the patients on the unit.

This list you will maintain, meaning if the patient is transferred or discharged, or no longer in your care, you must remove the patient from your list.

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How do I make a personal list? First you will select/highlight the patients you want added to your list by

clicking the name of the patient, and using the shift or Ctrl keys to select more than one at a time. Below I have selected the rooms from the previous slide: 2401-1, 2403-1, 2403-2, 2404-1 and 2410-1

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Next click Save Selected Patients

Name the list thenClick OK

Your personal list now is in the Current List drop down, only you can see this list.

The (*) beside the list name lets you know it is a personal list.

How do I remove a patient from my Personal List??

Highlight the patient you wish to remove

Go to the tool bar and click to remove the patient

Columns

The columns on patient lists tell you additional information about your patient. Some columns can be sorted by clicking on the header. Example; sort by Current Location

Tabs

Tabs divide the sections just like a paper chart. Orders are under the Order Tab, Results under the Results tab, ect.

To click on a Tab you first must select a patient.

For this presentation we will focus on 2 tabs: Patient Info and Results

Patient Info Tab

After selecting a patient, select the Patient Info tab.

Data Entry.you can change or

add data here based on your

security

Summary Views.you can not

Change any data here only view, based on

your security

What would I add to Patient Info?

As a licensed care provider (RN, LPN, RT ect) you may need to add a patient allergy. If you are unlicensed (PCA, UC, Tech), you would need to let a licensed care provider know, so they could enter the information.

1. Select from Type, type of allergy: ex: Food, Drug, environment

2. Select Allergen, Penicillin

3. Add Reaction(s)

4. Onset date enter as much information as

available, not required

5. Confidence Level, Information Source and Confirmed By, enter information as

available.

This icon on the Tool bar, can also

Be used to view/enterAllergies.

What else may I add to the Pt Info Tab?

Significant events Code previous or during current visit

Surgery

Various procedures

Care Providers To add additional care providers to patient

Then they can make a criteria based list by providers

This icon on the tool bar can also be used toenter care providers.

Results Tab Select your patient then select Results tab to review your

patient's results.

Results are grouped by performing department by default, however there are ways to customize the view to your preferences using the View Control panel.

View Control Panel

You can filter the results you are viewing based on settings in the View Control.

In the Since area you can modifythe time frame you want to see

Results. You can change the date use the drop down to get a range

of choices.

Also, you can filter the results by specific tests

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Result Selection allows youto create a temporary filter

to quickly find specificResults.

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After selecting Temporary Selection from the drop down, the Temporary Result Selection dialog opens up. From here you canEnter the test name or multiple tests you are looking for. This Filters the Results to only those tests. This filter is temporary,

however, you can create permanent filters, that will be Discussed during class and available in online resources

Select Test, click add thenSelect additional tests or just

Click OK

More information about the Results Tab

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You can graph results

Check for only abnormal results

Options for various ways to display the results so that you can view them the way easiest for you.

Any time you apply a filter this will display to alert you are not looking at all available results

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Conclusion

This ends the introduction to SAC and Patient Lists, Patient Info and Results tabs

This slide show is not intended to replace classroom training or practice, it is only to serve as preview of the system prior to attending class.