Sunrise Clinical Manager (SCM) - Allscripts Library/Product... · from SCM, it is important to review and complete any necessary information on each tab within the ordering portal

Sunrise Clinical Manager

(SCM)

EHR User GuideQuestions?

Email us at [email protected] or call (317) 927-8444

Accessing eOrdersPlus in SCM

To place a new

HME/DME order

using the

eOrdersPlus

application, a patient

visit record must first

be selected.

This will cause

the eOrdersPlus

tab to be enabled

for selection.

Within the eOrdersPlus tab, clicking the Create Order button will launch

the ordering portal.



Launching a New DME Order

Important!

Please note that additional documents will not be able to be chosen from the EHR once the order has been

launched. Documents are still able to be removed from an order inside the eOrdersPlus application, so it is

recommended during this selection step to choose more documents than may actually be needed for the final order.

After clicking to create an

order, select which patient

documents from SCM should

be imported into the DME

order and click the Continue

button to launch the order.

If the order was not meant to

be created, simply click the

Cancel button on this screen.

Once documents have been successfully selected for import, the order will be launched

from SCM into a separate browser window that displays the eOrdersPlus application.

Launching a New DME Order



Although most patient visit data can be auto-populated into the eOrdersPlus application

from SCM, it is important to review and complete any necessary information on each tab

within the ordering portal.

For additional guidance on how to optimize data within SCM so that it is automatically

populated into the DME order, please see the Automated Data Population Guide.

Once the application has been launched from the EHR/EMR, review and complete any

necessary information within the ordering portal.

Launching a New DME Order > Importing Patient Documents

EHR User GuideQuestions? Email us at [email protected] or call (317) 927-8444

EHR User Guide

To add products, use the search box to find the

equipment needing prescribed. Products can be

searched by general text or by HCPCS code.

Launching a New DME Order > Add/Edit Product(s)

Alternatively, select

to view and choose any of the

10 most recent products an

order has been placed for in

the past.

Questions? Email us at [email protected] or call (317) 927-8444

EHR User Guide

Launching a New DME Order > Add/Edit Product(s)

Once all questions have been addressed, a green

checkmark will appear on both the tab and under

the product indicating that all answers for the item

are complete.

For each product line item on

the order, answer the questions

completely. Answer N/A when

necessary. Also ensure that

the appropriate Length of

Need is indicated for

each item.


EHR User Guide

To add diagnosis codes, use the search box to find the code(s) that apply to the order.

These can be searched by description text or by diagnosis code.

Launching a New DME Order > Add/Edit Diagnosis Code(s)


Any diagnosis codes pre-populated by the EHR may also be added or changed as needed.

EHR User Guide

The Documents tab will display all documents that have been imported from the EHR when

creating the order, and indicates all additional document types that will need to be sent to

the supplier (via upload here or fax) in order to fulfill and bill the order.

Launching a New DME Order > Add/Edit Document(s)

Once the Documents tab has been visited, a green checkmark

will display indicating it’s okay to proceed to the next tab.


EHR User Guide

The Patient tab will be

pre-populated from

available information

within the patient’s

EHR record.

Please check all fields

to ensure accuracy

and fill in any missing

required fields outlined

in red.

Launching a New DME Order > Add/Edit Patient Information

Move to the next tab once a checkmark appears indicating all required

information has been entered.


EHR User Guide

The Payer tab will pre-populate from information in the patient’s chart. Payer information

can be modified or added if need be. At least one set of payer information is required, and

secondary information is recommended.

If the patient does not have insurance, please ensure the type is marked as “Self-pay.”

Launching a New DME Order > Add/Edit Payer Information

If type is commercial insurance,

the name of the insurance

company is also required.


EHR User Guide

The Prescriber tab

will pre-populate with

information from the

patient’s chart.

Please verify the

accuracy of the

information and fill in

any missing required

fields outlined in red.

Launching a New DME Order > Add/Edit Prescriber Information


Information for the order submitter cannot be changed.

If the submitter information is incomplete or to specify a different

signing physician for the order, please check the box to

“Differentiate submitter and signer” and fill in signer details.

EHR User Guide

Launching a New DME Order > Add/Edit Supplier(s)

The Supplier tab is where the supplier to fulfill the DME order should be selected.

If there are no matching

suppliers already

displayed in the

Matching Suppliers box

at the bottom of the

screen, please use the

Search Suppliers box to

find other suppliers.

Suppliers can be

searched by name,

address, or zip code.

Preferred suppliers can

be marked by selecting

the star beside their

name.

In future searches, the

button can

be selected to view any

suppliers that have

been marked as

a “Favorite.”

Once a supplier has

been selected, they

will be displayed in the

Selected Supplier

area.

Suppliers that match on the product category, fulfillment area, and

payer type chosen for the order will automatically be displayed in

the Matching Suppliers box for selection.


EHR User Guide

At any time prior to submitting the order, the order

can be marked for physician or staff review utilizing

the toggle buttons on the right-side of the screen.

Launching a New DME Order > Mark Order for Colleague Review

Once an order has been marked “Yes”

for colleague review, it is flagged

accordingly on the Orders dashboard

until it is flagged back to “No”.


EHR User Guide

Once an order is ready to be sent, the Submit button will be highlighted green.

The Save, Preview, and Cancel buttons can also be used to manage the order at any time

before submission.

Submitting and Signing an Order


EHR User Guide

Once the green Submit

button has been clicked to

electronically sign and

submit the order, the

signing authorization

needs verified by selecting

the “I Accept” button on the

displayed attestation.



EHR User Guide

After authorizing the electronic signature, the detailed written order will need signed through

a simple, three-step process.


Check the

“I agree…” box

1

Click

“Sign Document”

3


Check box for

patient consent

2

EHR User Guide

Once an order has been

signed, the application will

display the orders dashboard

where a repository of all of

the practice’s orders can be

reviewed.

View Order Dashboard

This dashboard can also be reached to manage your

orders at any time by clicking “Orders” in the top-left

corner of any order page.


Available Site Actions by

Order Status

Transfer

EHR

Documents

Edit Order

Information

Upload/View

Additional

Documents

View DWO

or Signature

Report

Add Order

Notes

Send/Receiv

e Supplier

Messages

Pre-OrderOrder has been initiated and EHR information is transferred

OpenOrder has not yet been submitted by the practice

PendingOrder has been submitted and is awaiting supplier fulfillment

ClosedOrder has been fulfilled by the supplier

EHR User Guide

View Order Dashboard

The order dashboard can

be used to manage orders

that have been marked for

review, view which orders

are missing information,

view which orders have

messages from a supplier,

or check order status.


EHR User Guide

To send additional documents for “Pending” orders, or download any created documents

after placing an order (eg, DWO or Signature Report)—open the order from the dashboard

and click on the Documents tab.

Managing Submitted Orders > Add/Edit/View Documents


EHR User Guide

Once the order has been submitted and is in “Pending” status, messages can be sent to and

received from the supplier by using the "Supplier/Practice Messaging" box.

Managing Submitted Orders > Order Messaging


EHR User Guide

Once an order has been created, it can be accessed again at any time within SCM via the

eOrdersPlus tab, where a repository of all of the orders created can be reviewed.

Accessing Existing DME Orders


Clicking the order

hyperlink under the

Link heading next to

an order will launch

the eOrdersPlus

application where it

can be viewed or

edited (if not

yet signed).

EHR User Guide

We can be reached for support by email or phone.

Email: [email protected]

Phone: #317.927.8444

Jhason Newman, VP of Solution Sales

Contact Info: [email protected] / #317.688.1095

Support

QUESTIONS?