SCM Viewer - Saskatoon Health Region
SCM Viewer1.Logging onto the ComputerLogin to the computer using your Saskatoon Health Region (SHR) username and password.Please call the Support Desk at 8200 if you cannot log in.2.Adding a PrinterYou must add a printer before you log into Sunrise Clinical Manager (SCM) to be able to printfrom SCM:1.2.3.4.Click on Start then Printers and FaxesClick Add a PrinterClick NextMake sure a Network Printer, or Printer attached to another computer is selectedand click Next5. Select Connect to this Printer and in the Name field type: \\Print\“printername” andclick Next6. Select Yes to make it your default printer and click Next and FinishNote: You will need to add a printer each time you log into a different computer that you havenot set up a printer on. The printer name is on a sticker on the front of the printer.3.Logging into SCM (outside of the Emergency Department)1. Double-click on the Citrix Icon on your desktop (or open Internet Explorer go to theInfonet click on Tools select Citrix)2. Log into Citrix using your SHR username and password3. Click on the Production Applications folder4. Click on the SCM icon5. At the Allscripts login screen, enter your SHR username and passwordSCM User ManualPage 1
Note: If you are not able to login at this point, please ensure that you were the userthat logged onto the computer. If not, please log all the way off and back on asyourself.6. After 1 hour of inactivity in SCM, your SCM Citrix Session will time out anddisconnect. The disconnected Citrix session stays available on the server for 10hours.7. If you come back to your desk and SCM is “gone”:a. Log into Citrixb. From the Log Off drop-down menu choose Reconnectc. Your SCM session will be reconnected right where you left off.8. To log off, click on the red power button located in the top right-hand cornerNOTE: Users who use multiple computers throughout the day:1. Log into Citrix2. Log into SCM3. When you are finished in SCM, hit “Shift” “F3” and click OK to the disconnectmessage.4. When you log into another computer:a. Log into Citrixb. From the Log Off drop-down menu choose Reconnectc. Your SCM session will be reconnected right where you left off.SCM User ManualPage 2
4.Logging into SCM on an Emergency Department Computer1. Please refer to the document titled “SHR Emergency ‘Tap & Go’ Documentation”supplied to you by the Information Technology Services (ITS) Department fordetailed instructions on how to identify a ‘Tap and Go’ workstation, enrolling yourproximity card, using ‘Tap and Go’, using ‘Tap and Go’ with PACS, ‘Tap and Go’features and “Tap and Go” support.2. At your workstation you will see the following screen. Tap your proximity card tothe card reader to begin the login process.3. Sign in using your network password.4. Click on the Sunrise Clinical Manager (SCM) icon on your desktop screen. SCM willautomatically log you in when the application is launched.5. Please note: You will be prompted for your password every 4 hours.6. To log off Sunrise Clinical Manager, tap your proximity card on the card reader to logoff and you can resume your work at any other workstation by using ‘Tap and Go’.7. Please remember to log off at the end of your shift – do not just tap your proximitycard on the card reader to log off temporarily.5.How to Attach Labels to Icons1. Click on Preferences, and then click on Toolbar to open the Customize Toolbarmenu.SCM User ManualPage 3
2. Within the Customize Toolbar menu, go down to Main Toolbar Preferences and TabToolbar Preferences. Under these sections click on each drop down menu and selectShow Text Labels.SCM User ManualPage 4
No Text Labels:Showing Text Labels:Note: Once the label changes are made to your account, they will remain for future log ins.6.How to Remove Text Labels from your Icons1. Click on Preferences, and then select Toolbar to open the Customize Toolbarmenu.2. Within the Customize Toolbar menu, go down to Main Toolbar Preferences and TabToolbar Preferences. Under these sections click on each drop down menu and selectNo Text Labels.SCM User ManualPage 5
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7.How to Add or Remove Toolbar Icons to the Main Toolbar1. Click on Preferences, then select Toolbar to open the Customize Toolbar menu2. To add a button, select the item from Available Buttons and click thebutton.3. This will move the button into the selected layout.SCM User ManualPage 7
4. To change the order of the selected buttons, use thebuttons.5. To remove a button, select the item from the Selected Layout and click thebutton.6. This will move the button back into the available buttons menu.SCM User ManualPage 8
7. To return the layout to the original layout, click the reset8.button.Main Toolbar Icons1.The Previous Patient and Next Patient buttons allow you to cyclethrough the patient list while you are under different tabs (e.g. results, documentsetc.) without having to navigate back to the patient list tab to select a new patient.2.Refresh Screen manually refreshes your screen and it allows you to see thelatest data for the visit or visit list. It is especially useful for populating new flags inthe new results and new documents columns in the patient list.3.Find Patient button allows you to search for a patient. When selected the FindPatient menu opens allowing users to enter in various patient information (e.g.patient’s last name, first name, visit number, HSN etc.) to narrow down the patientsearch. How to use the patient find button:a. Click on the Find Patient button.b. In the Find Patient window, enter the appropriate patient search criteria (i.e. lastname, MRN, etc.)c. Click Searchd. Select the patient name in the search result area and then click Show Visitse. The Show Visits window opens. Select the appropriate visit and click Save To ListSCM User ManualPage 9
f. Select New List Name and name your list (i.e. today’s date)g. Click OK4.More Header Info button enables you to view more patient and visitinformation than is visible in the patient header at the top of the patient’s chart5.Print Reports button allows you to print or preview various reports on demandfrom within SCM. See Appendix A on how to print various reports from SCM.6.Enter Document button allows you access to the structured notes (triage,EDNA, disposition etc.).7.Health Issues button allows you to view and maintain patient health issuesprovided your account has the security.8.The eHealth Viewer icon (SK eHR) directs the end-user to a secure websitedeveloped for Saskatchewan Health Care providers that enables access to patientinformation regardless of where an individual seeks care or where they live in theprovince. eHealth Viewer benefits patients when health providers have more timelyaccess to patient information in order to make care decisions. The eHealth Viewerprovides access to: Clinical documents, including laboratory test results and medical imaging reportsMedication information, summarized from community pharmacy dataSCM User ManualPage 10
Chronic disease management information Immunizations Clinical interactions (e.g.acute care admission, discharge and transfer summary) Standardized operating reportsEnd-users need to register for an account to eHealth Viewer by going selfService/register.xhtml9.The Pharmaceutical Information Program (PIP) icon directs the end-user to asecure website for the Pharmaceutical Information Program. PIP will ensure thatindividuals and their health care providers have the information needed to make thebest decisions about their health care and drug therapy.End-users need to register for an account to PIP by going 10. The Disconnect icon“suspends” the Citrix session, but does not log theend-user completely off so you will return to the same screen you were on whenyou disconnected. There is a time limit of 2 hours, so if you have not logged on for 2hours you will have to sign in from the beginning.To Temporarily Disconnect from SCM: Click the Disconnect Icon Disconnect from Citrix.Go to the Citrix Main Folders Page and go to Log Off drop down menu and chooseDisconnect.at the top of the page.To Reconnect to SCM: Log into Citrix. From the Log Off drop down menu, choose Reconnect. The SCM session will reconnect right where it was left wh en disconnected.SCM User ManualPage 11
9.Patient HeaderThe Patient Header is similar to the spine of your patient’s chart and includes pertinentinformation of your patient such as the: 10.Name of the patientHospital, unit and bed they are admitted toMost Responsible PhysicianVisit and Medical Record NumberDate of birthGenderAdmission date and time (ADM)Discharge date and time (DSC)Infection Control information – MRSA, ESBL, VREAnd other Health Issues such as SBDP(Sask Bleeding Disorder Program), LTP (LungTransplant Program)Viewing Chart TabsHow to open a Chart Tab:1. Highlight a patient name on the Patient List or ED Status Board2. The patient’s visit information appears in the header3. The chart tabs become active4. The icons below the chart tabs will differ depending on what chart tab you are onNote: Anytime you require more information regarding a chart tab, select the chart tab andthen click on the green question mark in the top right-hand side of the application. The Helpmenu will display with information pertaining only to the current tab.11.Patient ListThe Patient List is the entry point for access to the online patient charts. Each instance of aname on the patient list represents a patient visit and originates from registration.SCM User ManualPage 12
To Access Display of Patient Lists:Click the Current List drop-down and select the appropriate list name.Before viewing or charting information on a patient, you must first select the patient whose chart youwish to accessUnderstanding Patient List ColumnsThe Patient List columns display data information (captured during ADT registration) or flag alertsrelated to the patient’s visit.Patient Data Columns12.Column NameDescriptionPatient NameDisplays name of patient.Confidential PersonIndicates patient is private/VIP statusPatient ID/Visit NumberDisplays patient’s MRN and visit encounternumber.Current LocationDisplays the patient’s unit and bed location.AgeAge of patientProviderDisplays the name of the assigned attendingprovider.Bed AssignedInformation comes from Patient FlowBed Assigned StatusInformation comes from Patient FlowPlanned/Actual DischargeDateInformation comes from Patient FlowConfiguring Patient List ColumnsYou can manipulate the Patient List view to meet your display preferences.SCM User ManualPage 13
Resizing ColumnsYou can resize columns by placing your curser over the vertical gridline in the column header.Click and drag the column to the desired width.Sorting ColumnsYou can sort a patient list column by clicking on the column header that you want to sort (e.g.,Patient Name). An upward arrow appears, indicating the information in the column has beensorted in ascending order. Click the column header again to change the sort to descendingorder (column displays a downward arrow).a. To sort on multiple column headers, click the first column header (primary sort),then hold down the Shift key and select secondary columns to sort.b. To reset the sort order back to the default, click the Reset Sort Order buttonon the Patient List Toolbar. Note: When you log off, the sort reverts back to thedefault setting.c. To change the Default Patient List Sort click the Define Sort Order iconon thePatient List Toolbar. The List Sort Criteria window opens allowing you to makeadjustments. Note: The sort criteria are saved with the list, so the next time the listappears, the new criteria are used.Moving ColumnsYou can move columns around by clicking on a column header and dragging it to a desiredlocation.SCM User ManualPage 14
Adding/Removing ColumnsYou can add or remove columns within your patient list by doing the following:a. Choose the desired patient listb. From the tab toolbar menu click on the Select Visit List Column. iconc. From the Available Columns list , select desired column and click Addd. You may sort the order of the column by selecting a column and clicking the MoveUp or Move Down buttonsLocking/Unlocking ColumnsYou can lock selected columns so they remain visible when you scroll horizontally across thepatient list. Columns remain locked from one logon session to another. To lock a column rightSCM User ManualPage 15
click on the column you want to lock and then select Lock Columns. To unlock the column,right-click the column again and then select Unlock Columns.13.New Results FlagFlags may appear on the Patient List in various columns to indicate that new information isavailable and/or an action to be taken for a patient’s chart. You must turn the flags on to viewthem on your patient list. Flag alert columns should be managed based on defined workflowprocedures. Unlike the ED Status Board, Patient Lists are user based, so what you do on yourlists does not affect anyone else.ColumnFlag Alert DefinitionActionNew ResultsIndicates new results have beenreceived for this patient's chart sinceyou last acknowledged reviewing thispatient’s results.Double-click the flag to openthe New Results window.Click the Clear Flag button toremove the flag or click theDon’t Clear Flag button toclose the window and notremove the flag.A triangular GREEN flag ( ) indicatesall numeric results are within thenormal range.A rectangular RED flag ( ) indicates atleast one numeric result falls outsidethe normal range.Note: Clearing the flag doesNOT clear the flag for otherusers within a Patient List.A rectangular YELLOW flag ( ) indicatestextual results exist (cannot bedetermined as normal or abnormal).NewDocumentsA triangular green flag ( ) indicatesnew documents have been completedsince you last acknowledged reviewingdocuments for this patient.Documents include:SCM User Manual Operative Reports Discharge Summaries ConsultationsDouble-click the flag to openthe New Document Detailswindow. Click the Mark asRead and Close button toremove the flag or click theDon’t Mark and Close buttonto close the window and notremove the flag.Note: Clearing the flag doesPage 16
ColumnFlag Alert DefinitionFlag New Clinic Reports History and Physical Post-Anesthetic Notes Vascular Lab ED Clinical DocumentationAn (X) in this column indicates that youare tracking new information fororders, results, and documents for thepatient’s chart.ActionNOT clear the flag for otherusers.You can turn the tracking onor off: For individual patients double-click the columncell. For multiple patients –select the patients andclick either the Flag NewOn button ( ) or theFlag New Off button(14.).Types of Patient ListsThere are three different types of Patient Lists:1. Special ListA special list is a list of patients that you have chosen. You can use this list to follow patientsyou want and add and delete patients as you wish. The patient will remain on this list untilyou remove them and will not be updated like a Criteria Based List. List is not updated automaticallyYou can add or remove patients as you likePre-fixed with an asterisk “*”Can change the columnsSaved when you log offSCM User ManualPage 17
2. Temporary List Are not saved after you log offNamed “Temporary List”Columns provided are system based and cannot be changedNote: The above lists appear in the Current List drop-down menu when you are on thePatient List tab.Special and Temporary Lists SetupYou can set up Special and Temporary Lists using a Pre-existing List (i.e. Logon Location List) or by usingthe Patient Find Button.Current List (Special List only) Select patient(s) you would like to add to a Special list. Note: You can hold the ctrlkey down to choose more than one patient. Click on Save Selected Patients button. Choose an available list or create a new list name and click OKSCM User ManualPage 18
Please note: At the end of your week or as you deem appropriate, delete your old special lists by clickingon the Remove Selected Visits icon and selecting the dates you want deleted.Patient Find (Special and Temporary Lists) Click the File drop-down menu and select Find Patient OR Click on the Find Patient iconin the main toolbarEnter in some patient information (e.g. first and last name) and click on SearchSelect the patient that you are looking for and click Show VisitsSCM User ManualPage 19
A list of the patient’s visits since December 2010 will be listed. Select the desiredvisit and either:o Click Save To List – to save visit to a Special Listo Click OK to save visit to a Temporary ListOverride Chart AccessYou may get a screen asking you to choose a valid reason for why you are looking up a patient ifthey are not assigned to your unit. Audits are done on the reasons provided and if the reason isnot valid you will be contacted and questioned. When overriding the patient’s chart, access isavailable for 14 days. You can add them to another list if needed.3. Criteria Based ListA Criteria-Based List displays patients according to values or criteria you specify. Theselists automatically update based on when the criteria you specify changes. List is updated dynamically by what is sent from Sunrise Enterprise Registration (SHRRegistration System)You cannot add or remove patients on a Criteria Based ListSCM User ManualPage 20
Can change the columnsSaved when you log offHow to setup a Criteria Based List: From the Patient List tab, click the Actions file menu and select New Visit List OR Click on the New Visit List icon When you click on the New Visit List, the Client Selection Criteria window appears,letting you create patient lists based on one or all of the Tabs shown below.SCM User Manualin the Patient List tab toolbar.Page 21
Note: This tab is only applicable to care providers who have an assigned care role to thepatient (e.g., Attending, Consulting, etc.) Click the checkbox: Check this box if you want to create a list that includes patientswhere you are a provider.o Any Role—will create a list of patients where you are assigned any care role type(e.g., Attending, Consulting)o Selected Roles—will create a list of patients in which you specify a specific role(s)type (e.g., Attending) Click the Include patients at selected locations only option. This allows you to selectthe specific location(s) you prefer. Click the plus sign ( ) next to an Available Location to expand the sub-locations. Select the location name and click Add. Repeat to add multiple locations.The selected location(s) are added to the Selected Locations section.SCM User ManualPage 22
In the Provider Name field, begin typing the last name of a provider. From the search results window, select the name of the provider. Optionally, change the default role of ANY to a specific role (for example, Consulting)to specify the role type. Click Add. Repeat to add a group of providersSCM User ManualPage 23
Please Note: For most hospital sites (except RUH), orders only show up in SunriseClinical Manager AFTER there is a result. Therefore if you use these criteria, patientwill show up on this list once results come in. Once done selecting the above criteria, click OK.You will be prompted to name the list, and then click OK.SCM User ManualPage 24
How to modify a Criteria Based List To modify your Criteria Based list, select the list you want to modify and from theActions file menu select Modify Visit List OR Click on the Modify Visit List iconin the Patient List tab toolbar.Modify any criteria on the Client Selection Criteria window and click OK.The Name window appears. Name your list and click OK. Note: If you change the listname, the following window appears. Select the appropriate option.SCM User ManualPage 25
15.How to create a Patient Admissions List1. From the Logon Location, select the Modify Visit List icon.2.3.4.5.6.The Client Selection Criteria window opens. Click on Visit Status Tab.Deselect the box titled “List currently admitted/registered patients”.Select “List patients with the specified event on the date or date range”.Open the drop-down list and choose AdmittedSelect Yesterday.7. Select OK.8. Name the new list.9. Click on New List.SCM User ManualPage 26
10. The new list will show the admitted patients from yesterday.To return to your logon location list, click on the downward arrow and select logon location.16.How to create a Discharged Patient List1. From the Logon Location, select the Modify Visit List icon.2.3.4.5.6.The Client Selection Criteria window opens. Click on Visit Status Tab.Deselect the box titled “List currently admitted/registered patients”.Select “List patients with the specified event on the date or date range”.Open the drop-down list and choose Discharged.Select Yesterday.7. Select OK.SCM User ManualPage 27
8. Name the new list.9. Click on New List.10. The new list will show the discharged patients from yesterday.To return to your logon location list, click on the downward arrow and select logonlocation.17.Deleting Patient Lists Ensure the list you want to delete is displayed. From the Patient List tab toolbar,click the Delete Current List button . Click OK.To delete multiple patient lists click the Delete Visit List button. The Patient Listfor User’s Name menu appears. Select the lists to remove. Click Delete. On themessage confirmation window, click OK.SCM User ManualPage 28
18.Orders TabWith the implementation of Order Entry at Royal University Hospital, the orders tab displaysorders that have been processed according to department (e.g. Laboratory Services, Noninvasive Cardiology, Medical Imaging, etc.). The status of each order is displayed (e.g. pending,collected, resulted, etc.).For all other hospital sites, orders appear in SCM AFTER there is a result.In the Order Summary column the orders are displayed by category (alphabetically) andwithin the category by Order Entry Date (newest at the top). Each order has the details of theorder for information purposes.SCM User ManualPage 29
You can minimize the main category by clicking the (-) button beside the title.Then the categories will appear as below. Click the ( ) button to re-expand the categories.Please see the section on Order Entry for more detailed information on the Orders Tab.19.Results TabThe Results tab displays all lab and medical imaging test results that have been completed for thepatient. The Results tab allows you to view test result details.Options PanelProvides the ability to customize (filter) the view of results.SCM User ManualPage 30
Expand/Collapse Options Panel – Click the arrow in the Options Panel to expand orcollapse the panel view for additional screen real-estate. The default Chart Selection is All Available Chartso This allows you to see all results/documents for the patient that have beenordered against other visitso Select This Chart if you only want to view results/documents for the current visitThe default Date Range is set to One Month Agoo Received: allows you to view results that have been received in the resultingarea.o Performed: allows you to view results that have been acted upon (performed).o From: allows you to filter the display of results for a specific calendar date or fora relevant date range (e.g. Three days ago).To view results/documents olderthan one month as set by the default, click on the arrow to the right of the dateand select a different date range. Retain selections for next patient: select this check box when you change filtersettings and you want to retain those selections for a different patient you selectSCM User ManualPage 31
from the Patient List. Please note that if you do not select this check box, and youselect a new patient from the Patient List, the filters will revert back to the defaultfilter settings.Filters: Result Selection- If you created a custom filter of this type, it will be availablefor selection from the drop-down QuickPick list. From the drop-down, you also havethe option to create a Temporary Graph or Temporary Results filter.o Options- Click the check box to restrict the filter to the selected option (e.g.,Abnormal to display abnormal values only).How to Create a Results Tab Filter Preference Access the Personal Results View Options Window which allows you to define resultview filter preferences by: Clicking the Preferences buttonsection)in the Results tab Options Panel (Display FormatOr From the Main menu, select Preferences Results The Personal Result View Options window appears. Please note that the ‘lock’ iconnext to a filter description indicates that this filter is system-supplied and cannot bebe modified, copied or deleted.SCM User ManualPage 32
How to Add a Result Selection Filter1. Select the appropriate Personal Result View tab description.2. From the Personal Result View Options window, click the Add Newthe toolbar.button on3. The Add New Results Selection Filter window will open.4. In the Name field, type a unique name for the filter.Note: The Description field is optional.5. In the Result Selection section, search for the result category by Result Browse (tosearch using the browse tree) or Result Item (to manually enter the name of theresult item category).6. Click the plus sign ( ) next to the required category if needed.7. Highlight the required option, and then click the Add button.Note: You can optionally expand a sub-section and select individual items.8. Repeat steps 2-4 as required.9. Click OK (filter is added to the Result Selection list) To appear in the Quick Pick list for the Result Selection filter in the OptionsPanel, click the Include in QuickPick check box.SCM User ManualPage 33
To set as the default for the Result Selection filter in the Options Panel, click theSet as Default option.Toolbar Buttons: specific to actions you can perform on the Results tab.The following buttons and functions are available from the Results tab toolbar. Please note thatnot all of the buttons are functional yet and utilized with SCM.NameDisplay FormatButtonDescriptionFrom the drop-down, provides a list of defineddisplay formats and allows you to create customdisplay views. You can perform the followingactions: Add New Display Format – launches the function toadd a new display format option Save Display Format As – allows you to save thecurrent filters and display options to a new displayformat Reset Current Display Format - resets the currentdisplay format to the default settingDisplay ViewUse to switch to different display views.Note: Provides same functionality from the OptionsPanel Display View section (Summary, Report).ResetSCM User ManualAllows you to reset the display view back to thedefault.Page 34
NameButtonViewDescriptionProvides options allowing you to view new,updated, and expanded result details. It alsoallows you to view additional information aboutresults and images associated with the selectedresult using the Media option.Note: Certain options are only available if enabled byyour hospital.Modify TimeScaleProvides options to modify a time scale based ona daily, weekly, monthly and yearly interval. Youcan also save or clear a time scale using thisoption.Display Views The default view in the Results Tab is the Summary View which is organized in a gridformat by date and category. There will be a flag in the grid pertaining to the dateand category if a result is available. When you double-click on the flag it will openthe result in Report by Order View.Results:Lab results post against their collection date/timeMedical Imaging results post against their procedure date/timeFlags will appear as results are sent from the ancillary departmentsThe flags are color coded:Yellow: indicates that the abnormality for at least one of the results is eitherunknown or unspecified (e.g. Micro, Pathology, Medical Imaging).Red: indicates that at least one result (numeric) falls outside the normal range.Green: indicates results (numeric) are within normal range. Right click on the date header to change the date interval shownDouble-click a single result flag to view the results for that date and specific resultcategory (e.g. Pathology)Double-click on a specific date to view all categories of results for that dateSCM User ManualPage 35
Double-click a result category to view all results specific to that category (e.g. clickon Pathology to view only Pathology results, or click on Laboratory Medicine to viewresults from Gen Lab, Micro and Path)Note: Transfusion Medicine results do not currently post to SCM The Report by Order View displays results in a detailed list view by date in reversechronological order (most current at the bottom of the list). Arrows indicatewhether the result is above or below the normal range.Textual results will have a button to click on to open a window with the textualcontent.o Click the plus sign to display the Expanded Result window.o A result that has been corrected (re-resulted) will show an “H” symbol next to it.Click on the “H” to view the history.Single red arrows (up/down) indicate high/low numeric valuesDouble red arrows (up/down) indicate critical high/low numeric values The Trend Results View is the most useful for viewing and comparing numeric resultsand will only work for numerical results. It will show you the results in a grid style viewto easily track changes in values. Abnormal results appear in red and the arrows indicatewhether the result is above or below the normal range.SCM User ManualPage 36
The Trend & Graph View shows the Trend view in the top half of the grid and agraph in the bottom half. Click on the row of the test you want to graph. You canright-click on the graph to select graphing options.Viewing ECHO ReportsECHO reports are located in the Results Tab under the Non-Invasive Cardiology department wi
SCM User Manual Page 9 7. To return the layout to the original layout, click the reset button. 8. Main Toolbar Icons 1. The Previous Patient and Next Patient buttons allow you to cycle through the patient list wh
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