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SCM User Manual

SCM Viewer

1. Logging onto the Computer

Login 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 Printer

You must add a printer before you log into Sunrise Clinical Manager (SCM) to be able to print

from SCM:

1. Click on Start then Printers and Faxes

2. Click Add a Printer

3. Click Next

4. Make sure a Network Printer, or Printer attached to another computer is selected

and click Next

5. Select Connect to this Printer and in the Name field type: \\Print\“printername” and

click Next

6. Select Yes to make it your default printer and click Next and Finish

Note: You will need to add a printer each time you log into a different computer that you have

not 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 the

Infonet > click on Tools > select Citrix)

2. Log into Citrix using your SHR username and password

3. Click on the Production Applications folder

4. Click on the SCM icon

5. At the Allscripts login screen, enter your SHR username and password

SCM User Manual

Note: If you are not able to login at this point, please ensure that you were the user

that logged onto the computer. If not, please log all the way off and back on as

yourself.

6. After 1 hour of inactivity in SCM, your SCM Citrix Session will time out and

disconnect. The disconnected Citrix session stays available on the server for 10

hours.

7. If you come back to your desk and SCM is “gone”:

a. Log into Citrix

b. From the Log Off drop-down menu choose Reconnect

c. 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 corner

NOTE: Users who use multiple computers throughout the day:

1. Log into Citrix

2. Log into SCM

3. When you are finished in SCM, hit “Shift” + “F3” and click OK to the disconnect

message.

4. When you log into another computer:

a. Log into Citrix

b. From the Log Off drop-down menu choose Reconnect

c. Your SCM session will be reconnected right where you left off.

SCM User Manual

4. Logging into SCM on an Emergency Department Computer

1. Please refer to the document titled “SHR Emergency ‘Tap & Go’ Documentation”

supplied to you by the Information Technology Services (ITS) Department for

detailed instructions on how to identify a ‘Tap and Go’ workstation, enrolling your

proximity 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 to

the 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 will

automatically 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 log

off 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 proximity

card on the card reader to log off temporarily.

5. How to Attach Labels to Icons

1. Click on Preferences, and then click on Toolbar… to open the Customize Toolbar

menu.

SCM User Manual

2. Within the Customize Toolbar menu, go down to Main Toolbar Preferences and Tab

Toolbar Preferences. Under these sections click on each drop down menu and select

Show Text Labels.

SCM User Manual

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 Icons

1. Click on Preferences, and then select Toolbar… to open the Customize Toolbar

menu.

2. Within the Customize Toolbar menu, go down to Main Toolbar Preferences and Tab

Toolbar Preferences. Under these sections click on each drop down menu and select

No Text Labels.

SCM User Manual

SCM User Manual

7. How to Add or Remove Toolbar Icons to the Main Toolbar

1. Click on Preferences, then select Toolbar… to open the Customize Toolbar menu

2. To add a button, select the item from Available Buttons and click the button.

3. This will move the button into the selected layout.

SCM User Manual

4. To change the order of the selected buttons, use the buttons.

5. To remove a button, select the item from the Selected Layout and click the

button.

6. This will move the button back into the available buttons menu.

SCM User Manual

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 while you are under different tabs (e.g. results, documents

etc.) 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 the

latest data for the visit or visit list. It is especially useful for populating new flags in

the new results and new documents columns in the patient list.

3. Find Patient button allows you to search for a patient. When selected the Find

Patient 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 patient

search. 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. last name, MRN, etc.)

c. Click Search d. Select the patient name in the search result area and then click Show Visits e. The Show Visits window opens. Select the appropriate visit and click Save To List

SCM User Manual

f. Select New List Name and name your list (i.e. today’s date) g. Click OK

4. More Header Info button enables you to view more patient and visit

information than is visible in the patient header at the top of the patient’s chart

5. Print Reports button allows you to print or preview various reports on demand

from 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 issues

provided your account has the security.

8. The eHealth Viewer icon (SK eHR) directs the end-user to a secure website

developed for Saskatchewan Health Care providers that enables access to patient

information regardless of where an individual seeks care or where they live in the

province. eHealth Viewer benefits patients when health providers have more timely

access to patient information in order to make care decisions. The eHealth Viewer

provides access to:

Clinical documents, including laboratory test results and medical imaging reports

Medication information, summarized from community pharmacy data

SCM User Manual

Chronic disease management information

Immunizations

Clinical interactions (e.g.acute care admission, discharge and transfer summary)

Standardized operating reports

End-users need to register for an account to eHealth Viewer by going to

https://services.ehealthsask.ca/myehealth/pages/selfService/register.xhtml

9. The Pharmaceutical Information Program (PIP) icon directs the end-user to a

secure website for the Pharmaceutical Information Program. PIP will ensure that

individuals and their health care providers have the information needed to make the

best decisions about their health care and drug therapy.

End-users need to register for an account to PIP by going to

https://pipidm.ehealthsask.ca/pipidm/Login.xhtml

10. The Disconnect icon “suspends” the Citrix session, but does not log the

end-user completely off so you will return to the same screen you were on when

you disconnected. There is a time limit of 2 hours, so if you have not logged on for 2

hours you will have to sign in from the beginning.

To Temporarily Disconnect from SCM:

Click the Disconnect Icon at the top of the page.

Disconnect from Citrix.

Go to the Citrix Main Folders Page and go to Log Off drop down menu and choose

Disconnect.

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 when disconnected.

https://services.ehealthsask.ca/myehealth/pages/selfService/register.xhtml

https://pipidm.ehealthsask.ca/pipidm/Login.xhtml

SCM User Manual

9. Patient Header

The Patient Header is similar to the spine of your patient’s chart and includes pertinent

information of your patient such as the:

Name of the patient

Hospital, unit and bed they are admitted to

Most Responsible Physician

Visit and Medical Record Number

Date of birth

Gender

Admission date and time (ADM)

Discharge date and time (DSC)

Infection Control information – MRSA, ESBL, VRE

And other Health Issues such as SBDP(Sask Bleeding Disorder Program), LTP (Lung

Transplant Program)

10. Viewing Chart Tabs

How to open a Chart Tab:

1. Highlight a patient name on the Patient List or ED Status Board

2. The patient’s visit information appears in the header

3. The chart tabs become active

4. The icons below the chart tabs will differ depending on what chart tab you are on

Note: Anytime you require more information regarding a chart tab, select the chart tab and

then click on the green question mark in the top right-hand side of the application. The Help

menu will display with information pertaining only to the current tab.

11. Patient List

The Patient List is the entry point for access to the online patient charts. Each instance of a

name on the patient list represents a patient visit and originates from registration.

SCM User Manual

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 you

wish to access

Understanding Patient List Columns

The Patient List columns display data information (captured during ADT registration) or flag alerts

related to the patient’s visit.

Patient Data Columns

Column Name Description

Patient Name Displays name of patient.

Confidential Person Indicates patient is private/VIP status

Patient ID/Visit Number Displays patient’s MRN and visit encounter number.

Current Location Displays the patient’s unit and bed location.

Age Age of patient

Provider Displays the name of the assigned attending provider.

Bed Assigned Information comes from Patient Flow

Bed Assigned Status Information comes from Patient Flow

Planned/Actual Discharge Date

Information comes from Patient Flow

12. Configuring Patient List Columns

You can manipulate the Patient List view to meet your display preferences.

SCM User Manual

Resizing Columns

You 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 Columns

You 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 been

sorted in ascending order. Click the column header again to change the sort to descending

order (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 button

on the Patient List Toolbar. Note: When you log off, the sort reverts back to the

default setting.

c. To change the Default Patient List Sort click the Define Sort Order icon on the

Patient List Toolbar. The List Sort Criteria window opens allowing you to make

adjustments. Note: The sort criteria are saved with the list, so the next time the list

appears, the new criteria are used.

Moving Columns

You can move columns around by clicking on a column header and dragging it to a desired

location.

SCM User Manual

Adding/Removing Columns

You can add or remove columns within your patient list by doing the following:

a. Choose the desired patient list

b. From the tab toolbar menu click on the Select Visit List Column... icon

c. From the Available Columns list , select desired column and click Add

d. You may sort the order of the column by selecting a column and clicking the Move

Up or Move Down buttons

Locking/Unlocking Columns

You can lock selected columns so they remain visible when you scroll horizontally across the

patient list. Columns remain locked from one logon session to another. To lock a column right-

SCM User Manual

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 Flag

Flags may appear on the Patient List in various columns to indicate that new information is

available and/or an action to be taken for a patient’s chart. You must turn the flags on to view

them on your patient list. Flag alert columns should be managed based on defined workflow

procedures. Unlike the ED Status Board, Patient Lists are user based, so what you do on your

lists does not affect anyone else.

Column Flag Alert Definition Action

New Results Indicates new results have been

received for this patient's chart since

you last acknowledged reviewing this

patient’s results.

A triangular GREEN flag ( ) indicates

all numeric results are within the

normal range.

A rectangular RED flag ( ) indicates at

least one numeric result falls outside

the normal range.

A rectangular YELLOW flag ( ) indicates

textual results exist (cannot be

determined as normal or abnormal).

Double-click the flag to open

the New Results window.

Click the Clear Flag button to

remove the flag or click the

Don’t Clear Flag button to

close the window and not

remove the flag.

Note: Clearing the flag does

NOT clear the flag for other

users within a Patient List.

New

Documents

A triangular green flag ( ) indicates

new documents have been completed

since you last acknowledged reviewing

documents for this patient.

Documents include:

Operative Reports

Discharge Summaries

Consultations

Double-click the flag to open

the New Document Details

window. Click the Mark as

Read and Close button to

remove the flag or click the

Don’t Mark and Close button

to close the window and not

remove the flag.

Note: Clearing the flag does

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Column Flag Alert Definition Action

Clinic Reports

History and Physical

Post-Anesthetic Notes

Vascular Lab

ED Clinical Documentation

NOT clear the flag for other

users.

Flag New An (X) in this column indicates that you

are tracking new information for

orders, results, and documents for the

patient’s chart.

You can turn the tracking on

or off:

For individual patients -

double-click the column

cell.

For multiple patients –

select the patients and

click either the Flag New

On button ( ) or the

Flag New Off button

( ).

14. Types of Patient Lists

There are three different types of Patient Lists:

1. Special List

A special list is a list of patients that you have chosen. You can use this list to follow patients

you want and add and delete patients as you wish. The patient will remain on this list until

you remove them and will not be updated like a Criteria Based List.

List is not updated automatically

You can add or remove patients as you like

Pre-fixed with an asterisk “*”

Can change the columns

Saved when you log off

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2. Temporary List

Are not saved after you log off

Named “Temporary List”

Columns provided are system based and cannot be changed

Note: The above lists appear in the Current List drop-down menu when you are on the

Patient List tab.

Special and Temporary Lists Setup

You can set up Special and Temporary Lists using a Pre-existing List (i.e. Logon Location List) or by using

the 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 ctrl

key 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 OK

SCM User Manual

Please note: At the end of your week or as you deem appropriate, delete your old special lists by clicking

on 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 icon in the main toolbar

Enter in some patient information (e.g. first and last name) and click on Search

Select the patient that you are looking for and click Show Visits

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A list of the patient’s visits since December 2010 will be listed. Select the desired

visit and either:

o Click Save To List – to save visit to a Special List

o Click OK to save visit to a Temporary List

Override Chart Access

You may get a screen asking you to choose a valid reason for why you are looking up a patient if

they are not assigned to your unit. Audits are done on the reasons provided and if the reason is

not valid you will be contacted and questioned. When overriding the patient’s chart, access is

available for 14 days. You can add them to another list if needed.

3. Criteria Based List

A Criteria-Based List displays patients according to values or criteria you specify. These

lists automatically update based on when the criteria you specify changes.

List is updated dynamically by what is sent from Sunrise Enterprise Registration (SHR

Registration System)

You cannot add or remove patients on a Criteria Based List

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Can change the columns

Saved when you log off

How 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 in the Patient List tab toolbar.

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.

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Note: This tab is only applicable to care providers who have an assigned care role to the

patient (e.g., Attending, Consulting, etc.)

Click the checkbox: Check this box if you want to create a list that includes patients

where 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 select

the 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.

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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 providers

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Please Note: For most hospital sites (except RUH), orders only show up in Sunrise Clinical Manager AFTER there is a result. Therefore if you use these criteria, patient will 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.

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How to modify a Criteria Based List

To modify your Criteria Based list, select the list you want to modify and from the

Actions file menu select Modify Visit List…

OR

Click on the Modify Visit List icon in 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 list

name, the following window appears. Select the appropriate option.

SCM User Manual

15. How to create a Patient Admissions List

1. From the Logon Location, select the Modify Visit List icon.

2. The Client Selection Criteria window opens. Click on Visit Status Tab.

3. Deselect the box titled “List currently admitted/registered patients”.

4. Select “List patients with the specified event on the date or date range”.

5. Open the drop-down list and choose Admitted

6. Select Yesterday.

7. Select OK.

8. Name the new list.

9. Click on New List.

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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 List

1. From the Logon Location, select the Modify Visit List icon.

2. The Client Selection Criteria window opens. Click on Visit Status Tab.

3. Deselect the box titled “List currently admitted/registered patients”.

4. Select “List patients with the specified event on the date or date range”.

5. Open the drop-down list and choose Discharged.

6. Select Yesterday.

7. Select OK.

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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 logon

location.

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 List

for <User’s Name> menu appears. Select the lists to remove. Click Delete. On the

message confirmation window, click OK.

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18. Orders Tab

With the implementation of Order Entry at Royal University Hospital, the orders tab displays

orders that have been processed according to department (e.g. Laboratory Services, Non-

invasive 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) and

within the category by Order Entry Date (newest at the top). Each order has the details of the

order for information purposes.

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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 Tab

The Results tab displays all lab and medical imaging test results that have been completed for the

patient. The Results tab allows you to view test result details.

Options Panel

Provides the ability to customize (filter) the view of results.

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Expand/Collapse Options Panel – Click the arrow in the Options Panel to expand or

collapse the panel view for additional screen real-estate.

The default Chart Selection is All Available Charts

o This allows you to see all results/documents for the patient that have been

ordered against other visits

o Select This Chart if you only want to view results/documents for the current visit

The default Date Range is set to One Month Ago

o Received: allows you to view results that have been received in the resulting

area.

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 for

a relevant date range (e.g. Three days ago).To view results/documents older

than one month as set by the default, click on the arrow to the right of the date

and select a different date range.

Retain selections for next patient: select this check box when you change filter

settings and you want to retain those selections for a different patient you select

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from the Patient List. Please note that if you do not select this check box, and you

select a new patient from the Patient List, the filters will revert back to the default

filter settings.

Filters: Result Selection- If you created a custom filter of this type, it will be available

for selection from the drop-down QuickPick list. From the drop-down, you also have

the 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 result

view filter preferences by:

Clicking the Preferences button in the Results tab Options Panel (Display Format

section)

Or

From the Main menu, select Preferences > Results

The Personal Result View Options window appears. Please note that the ‘lock’ icon next to a filter description indicates that this filter is system-supplied and cannot be be modified, copied or deleted.

SCM User Manual

How to Add a Result Selection Filter

1. Select the appropriate Personal Result View tab description.

2. From the Personal Result View Options window, click the Add New button on

the toolbar.

3. 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 (to search using the browse tree) or Result Item (to manually enter the name of the result 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 Options

Panel, click the Include in QuickPick check box.

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To set as the default for the Result Selection filter in the Options Panel, click the

Set 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 that

not all of the buttons are functional yet and utilized with SCM.

Name Button Description

Display Format

From the drop-down, provides a list of defined display formats and allows you to create custom display views. You can perform the following actions:

Add New Display Format – launches the function to add a new display format option

Save Display Format As – allows you to save the current filters and display options to a new display format

Reset Current Display Format - resets the current display format to the default setting

Display View

Use to switch to different display views.

Note: Provides same functionality from the Options Panel Display View section (Summary, Report).

Reset

Allows you to reset the display view back to the default.

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Name Button Description

View

Provides options allowing you to view new, updated, and expanded result details. It also allows you to view additional information about results and images associated with the selected result using the Media option.

Note: Certain options are only available if enabled by your hospital.

Modify Time Scale

Provides options to modify a time scale based on a daily, weekly, monthly and yearly interval. You can also save or clear a time scale using this option.

Display Views

The default view in the Results Tab is the Summary View which is organized in a grid

format by date and category. There will be a flag in the grid pertaining to the date

and category if a result is available. When you double-click on the flag it will open

the result in Report by Order View.

Results:

Lab results post against their collection date/time

Medical Imaging results post against their procedure date/time

Flags will appear as results are sent from the ancillary departments

The flags are color coded:

Yellow: indicates that the abnormality for at least one of the results is either

unknown 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 shown

Double-click a single result flag to view the results for that date and specific result

category (e.g. Pathology)

Double-click on a specific date to view all categories of results for that date

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Double-click a result category to view all results specific to that category (e.g. click

on Pathology to view only Pathology results, or click on Laboratory Medicine to view

results 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 reverse

chronological order (most current at the bottom of the list). Arrows indicate

whether the result is above or below the normal range.

Textual results will have a + button to click on to open a window with the textual

content.

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 values

Double red arrows (up/down) indicate critical high/low numeric values

The Trend Results View is the most useful for viewing and comparing numeric results

and will only work for numerical results. It will show you the results in a grid style view

to easily track changes in values. Abnormal results appear in red and the arrows indicate

whether the result is above or below the normal range.

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The Trend & Graph View shows the Trend view in the top half of the grid and a

graph in the bottom half. Click on the row of the test you want to graph. You can

right-click on the graph to select graphing options.

Viewing ECHO Reports

ECHO reports are located in the Results Tab under the Non-Invasive Cardiology department within the

subcategory of Cardiac Ultrasound. To view a completed ECHO report double click on the yellow flag.

The ECHO will open into the Report by Order View where you need to click on the media link as seen

below.

SCM User Manual

Note: Lab exams that are sent to the Provincial Lab will not be resulted in SCM. Paper results

will still be provided. When a lab exam is sent to the Provincial Lab you will see this message:

Lab exams that are sent away to places other than the Provincial Lab will be manually entered

in SCM by lab staff when the results are available. Blood bank results are not resulted in SCM.

20. Patient Info Tab

This tab will allow you to view the personal information regarding the patient that has been

entered into Sunrise Enterprise Registration.

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SHR does not currently use Allergies, Alerts, Comments

Care Providers is a list of current providers for that patient visit. You may click on

the Show Inactive check box to show inactive care providers. From here you can also

add or update the patient’s care providers.

How to Add or Update a Care Provider (Physicians)

Currently, only Physicians are assigned as Care Providers for patients in SCM. The following

steps outline how to assign a new provider to a patient, or to update an existing provider

through SCM.

1. Highlight the patient on the Patient List or the ED Status Board so the patient is

populated in the Patient Header.

2. Select the Patient Info tab and Care Provider under the “Data Entry” section.

3. In the Care Providers (Adding New) window select:

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a. Type - Physician b. Role. c. Name – Select after typing last name in box.

4. Select OK.

5. A warning box will appear when a Care Provider already exists for types - Admitting, Attending, Family, or Referring.

Choose Continue or Cancel as appropriate.

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6. The Care Provider will be updated in both SCM and Sunrise Enterprise Registration.

Please Note: Update Attending Physicians as close to the actual handover time as

possible as this affects Patient Lists, Order Entry (at RUH only), and is considered

legal documentation of who is the Most Responsible Physician.

How to Remove a Consulting Provider

1. Go to the Patient Info tab

2. Select Care Providers under Summary Views

3. Double click on the Consulting Provider that you want to remove

4. The Care Providers window will open

5. Enter in the current End Date and Time

6. Select OK.

7. The Consulting Provider will be removed from the list of Care Providers.

Health Issues is where the medical and surgical history of the patient can be

found.

o Entered by Emergency Department nursing staff and physicians

o Some of the Health Issues are populated by other services outside of the

Emergency Department (Infection Control-VRE, MRSA, ESBL; SBDP – Sask

Bleeding Disorder Program, and LTP – Lung Transplant Patient)

Significant Events are any event that may affect your patient’s care and will be

entered by Emergency Department staff.

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Addresses/Phone/Contacts –self explanatory

Demographics/Visit Data – can click on button and then Other ID’s

in the demographics window to view the patients HSN

Visit History will provide a complete list of the patients visits since December

2010

o Select a visit from this list and click to open that visit to a

Temporary list

21. Documents Tab

The Documents Tab default Display View is the Report View and includes all documents that

would be entered on a patient. Click on Summary to see a grid view of available documents.

Types of Documents

Documents that have been dictated and transcribed through the SHR transcription

application, MModal, which post against the procedure date and time:

o Operative Reports

o Discharge Summaries

o Consultations

o Clinic Reports

o History and Physical

o Post-Anesthetic Notes

o Vascular Lab

Documents that are created in SCM – they post against the date they were created:

o Emergency Department clinical documentation (e.g. Triage Note, ED Nurse

Assessment, ED MD Assessment, etc.)

o Clinic Notes such as Assessments and Follow-ups from some outpatient clinics

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Scanned documents:

o As of June 1, 2017, the health record department at Royal University Hospital is

scanning discharged patient records. This means patient records for RUH

patients discharged on or after June 1, 2017 will only be available for viewing in

SCM.

When 100 or more documents are brought into view, you will need to select the Next Tile

Panel icon to proceed in viewing the next page of documents.

How to Open Dictated, Transcribed or Electronic SCM Documents

Double-click on a document to open it

To close, click the red “x” in the top right corner

How to Open Scanned Documents

To open a scanned document, double click on the yellow clipboard to the left of the

document. This will open the scanned image.

To learn more about viewing scanned documents including filter set up, please go to

the website (http://infonet.sktnhr.ca/healthrecords/Pages/News.aspx) or Infonet >

Departments >Health Records > News and Updates

22. Flowsheets Tab

This is where you will find all the flowsheets that were completed on the patient in the

Emergency Department.

Flowsheets include:

ED Assessment and Cares

Vital Signs

Intake & Output

Triage Reassessment

http://infonet.sktnhr.ca/healthrecords/Pages/News.aspx

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If you only want to view Vital Signs click on ED Vital Signs and you will be able to view more

specific information.

To expand or collapse individual areas click the , or buttons. To expand or collapse all

areas click the button.

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23. Visit Record Review Tab

The Visit Record Review Tab provides another option to review a patient’s information. Available on the

tab are care provider information, orders entered in SCM, results, and clinical documents (structured

notes, flowsheets, health issues, transcribed documents).

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View Options available:

Acute Clinical – Displays non-ED documentation at the top of the review page

ED Clinical – Displays ED Documentation at the top of the review page

Summary – Displays ED Vital Signs flowsheet entries, insurance information, and Patient Health History

The “Visit Record Filtering” option defaults to the past 5 days of patient information but this can be

changed by the user.

Please note that at this time, scanned documents are not viewable on the Visit Record Review tab when

reviewing historical visits.

24. Clinical Summary Tab

The Clinical Summary Tab pulls info from the current visit all into one summary based on the

available tiles (e.g. Vital Signs, Health Issues, etc.).

ED Visit Summary

The ED Visit Summary View is used as a base for a handover document between the

Emergency Department and inpatient units/other Emergency Departments.

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The information that is displayed includes:

o ED Lab Results

o ED Last Vital Signs

o ED Medical Imaging Results

o Health Issues

o Significant Events

o ED Triage Information

o ED Clinical Documents

o Care Providers

o Visit History

Patient Information

The Patient Information View provides patient information (i.e. HSN, admit date,

phone numbers, address), next of kin information and insurance information (i.e.

Treaty Number). This view can be saved as your default view by selecting the “Save

Display Format” icon.

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25. eHR Viewer Tab

The eHR Viewer Tab allows care providers who have an eHR Viewer account to launch the Viewer directly from SCM. The eHR Viewer makes the currently selected patient’s eHR Viewer information available directly from the SCM tab. On the first login only, users will enter their password for SCM, then their username (must be

all lowercase) and password for eHR Viewer. This step will prevent other users logging in to

their eHR Viewer account on another user’s SCM login.

Once successfully logged in, users can switch between client records and the eHR Viewer records will display for the patient selected. If you do not have an eHR Viewer account, go to the eHeath Saskatchewan website and follow the directions to register: https://www.ehealthsask.ca/services/ehr-viewer. For any problems with the eHR Viewer, call the eHealth Saskatchewan help desk at 1-888-316-

7446.

Appendix A: How to Print Results and Reports from SCM

How to Print a Single Lab Result for the Current Visit

1. Select patient and click on the Results Tab

2. Find the result you wish to print and right-click on it and choose Print Results for

Order from the drop-down menu

3. Select Results for Selected Orders

4. Click Print

https://www.ehealthsask.ca/services/ehr-viewer

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How to Print all Lab Results for the Current Visit

1. Select patient and click on the Results Tab

2. In Options Panel on left-hand side select This Chart (you may have to also change

the date selection to Start of this Chart) and change the display view to Report by

Order

3. Click the Print Reports icon from the toolbar or use the <F7> function key

4. Select Patient Result Report Visit from the Report Selection menu

5. Click Print

How to Graph Results and Print

1. Select patient and then click on the Results Tab

2. In the Options Panel on the left-hand side – change the date range if needed and

select the Display View to Trend & Graph (at the bottom of the Options Panel)

3. Select the test you would like to trend – graph will appear on the bottom of the

screen

4. Right-click on the graph and choose “Print/Export”

5. Select “Printer” and click “Print”

6. Choose the printer you want to print to and click OK

How to Print a Patient List

1. Choose the Patient List you would like to print from the Current List drop-down and

click the Print Reports icon from the toolbar or use the <F7> function key

2. Ensure that “Patient Lists” is selected for the Report Category

3. Choose either report – the report for Location sorts by Location and the one for

Patient sorts the patients alphabetically.

4. Click Print

How to Print Census Lists

Current Census List Report

1. Select the Print Reports icon from the top toolbar.

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2. In the Report Selection window choose the category of Registration and then

Current Census from the available selections.

3. Select the Options button at the bottom of the window.

4. In the Report Submission Information window, enter your Facility.

5. Select the Unit.

6. Select the Print or Preview button. The report prints to a default desktop printer of

the workstation or it previews on the screen with an option to print if desired.

Please Note: Hitting the Enter key instead of Print or Preview button will result in

the following error and will require having to repeat Steps 3-7.

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7. This is an example of a Current Census.

8. Press OK on “Report has been submitted” box.

9. Select Close on the Report Selection window.

Census Summary List for Facility


2. In the Report Selection window choose the category of Registration and then Census

Summary for Facility from the available selections.





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6. This is an example of a Census Summary List for Facility.

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Facility Census with Diagnosis


2. In the Report Selection window choose the category of Registration and then Facility

Census with Diagnosis from the available selections.



5. Select the Unit.





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7. This is an example of a Facility Census with Diagnosis.



How to Print Physician Lists


2. In the Report Selection window choose the category of Patient Lists and then

Physician List from available selections.


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4. In the Report Submission Information window, enter the Professional Code

(Physcian ID number).

5. Optional: The Group Code may be used to print a group list.

6. Enter the Facility, or leave <ALL> selected if desired.

7. Type ‘attending’ in the Professional Mode if you want to view the Physician List with

the physician or physician group only in the attending role otherwise leave ‘all’

selected if desired. The ‘all’ option will print a physician list with the physician in any

role.

8. Select the Print or Preview button. The report prints to default desktop printer of

the workstation or it previews on the screen with the option to print if desired.

Please Note: Hitting the Enter key instead of Print or Preview button will result in the

following error and will require having to repeat Steps 3-7.

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9. The registration-entered Admitting Dx and Infection Control alerts appear on the

document.

10. Press OK on “Report has been submitted” box


How to Print Patient Labels

When you have selected the patient, single click on Registration in the main menu, then hover over Registration Tasks and then single click Registration Forms when the menu opens.

The Registration Forms menu will open. All four report type registration labels will come up as preselected. Deselect all but the FullSheetLabels by clicking on the check marks in the checkboxes.

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To increase or decrease the number of sheets of labels printed out, click under the Copies column next to the FullSheetLabels row and type in how many copies that you want.

Make sure that you have the correct printer selected under the Print Policy - Printer column.

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To change the printer, hover over the Default Desktop Printer until an arrow appears. Click on the arrow and that will open a drop down menu. From this drop down menu select the printer that you want to print to.

Once you have entered the number of copies that you need and have the correct printer selected click OK.

SCM User Manual

For computer related issues, to reset your password, or to add an asset to SCM, call the IT

Support Desk at 8200.

For questions regarding SCM, email: [email protected]

Appendix B: Specialized Functions within SCM

How to Find Patient Location History

1. When you have selected the patient, single click on Registration in the main menu, then hover over Visit Location and then single click Location History when the menu opens.

2. The Location History menu will open and you can see the patient’s location history under

the Location column.

3. The Location History provides information on the current and past locations of the

patient, as well as the start and end dates/times in those locations.

mailto:[email protected]

SCM User Manual

How to Print a Registration Face Sheet

Please Note: This is applicable to the Health Records Clerks, HIM Analysts and CPAS Staff only.

1. When you have selected the patient, single click on Registration in the main menu, then hover over Registration Tasks and then single click Registration Forms when the menu opens.

2. The Registration Forms menu will open. All four report type registration labels will come up as preselected. Deselect all but the IPFacesheet by clicking on the check marks in the checkboxes.

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3. To increase or decrease the number of IPFacesheets to print out, click under the Copies column next to the IPFacesheet row and type in how many copies that you want.

4. Make sure that you have the correct printer selected under the Print Policy - Printer column.

5. To change the printer, hover over the Default Desktop Printer until an arrow appears. Click on the arrow and that will open a drop down menu. From this drop down menu select the printer that you want to print to.

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6. Once you have entered the number of copies that you need and have the correct printer selected click OK.

Finding Family MD Address in SCM

Please note: This is applicable to Infection Control Practitioners, ACAS and Patient Placement Clerks only.

1. On your patient, select from the top left menu: Registration>Tab Sequence>Patient Sequence

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2. From window that appears, select tab labelled 3-PCP 3. Family MD address information is available on this tab.

How to Update Primary Service Category (PSC) on a Visit in SCM

Please Note: This information sheet is applicable to Patient Placement Clerks only.

1. When you have selected the patient, click on Registration in the main menu, click on Tab Sequence and then Visit Sequence.

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2. The Visit Demographics window will open. In the Service (PSC) field, click on the drop-down list to update the primary service category. Click OK.

How to Discharge and Transfer from SCM Acute Care

Please Note: This is applicable to Maternal Services Registration Clerks and Patient Placement

Clerks only.

Transferring a Patient

1. When you have selected the patient, click on Registration in the main menu, click on

Visit Location and then Change Location/Accommodation.

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2. The Location menu will open. Within the Assigned box, click on the button.

3. From within the Location Search window, check off all three Location Census Types and then single click on the dropdown arrow beside Unit:

4. Click in the box beside the new location to select it and then click twice on the

Search command button.

5. Click on the location the patient will be transferred to and then click on OK. The new

location will appear in the patient header.

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Discharging a Patient

1. Bring the patient into context either by selecting the patient within the patient list or

by using the Find Patient icon.

2. When you have selected a patient, click on the Patient Info tab.

3. Once you are in the Patient Info tab, select Discharge under the Data Entry Box.

4. The Visit Discharge menu will open up. From the Visit Discharge window, click on the

dropdown arrow for Actual Date and click on the date the patient was discharged.

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5. Click in the Actual Time textbox and type in the time of discharge.

6. Click on the dropdown arrow for Disposition and select the disposition

7. Click on the dropdown arrow for Discharge Location and select the location the

patient was discharged to.

Click on the Discharge command button.

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Discharging a Deceased Patient

1. Follow steps 1-3 outlined above in Discharging a Patient. Once done, the Visit

Discharge menu will open. From the Visit Discharge window, click on the dropdown

arrow for Actual Date and click on the date the patient expired.

2. Click in the Actual Time textbox and type in the time the patient expired.

3. Click on the dropdown arrow for Disposition and select expired.

4. Click on the dropdown arrow for Discharge Location and select expired. Once

expired is selected click on the Discharge command button.

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Cancelling a Discharge

1. Bring the patient into context by using the Find Patient icon. When you select the

correct visit make sure that it is the discharged visit that you select. Click on the OK

command.

2. When you have selected the correct patient visit, click on the Patient Info tab.

3. Once you are in the Patient Info tab, select Discharge under the Data Entry Box.

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4. Within the Discharge Visit window, click on the Cancel Discharge command button.