Sunrise Clinical Manager (SCM)

Transcription

1 Sunrise Clinical Manager (SCM)

2 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.

3 Launching a New DME Order Within the eordersplus tab, clicking the Create Order button will launch the ordering portal. 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. 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.

4 Launching a New DME Order 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. 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.

5 Launching a New DME Order > Importing Patient Documents Once the application has been launched from the EHR/EMR, review and complete any necessary information within the ordering portal.

6 Launching a New DME Order > Add/Edit Product(s) To add products, use the search box to find the equipment needing prescribed. Products can be searched by general text or by HCPCS code. Alternatively, select to view and choose any of the 10 most recent products an order has been placed for in the past.

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

8 Launching a New DME Order > Add/Edit Diagnosis Code(s) 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. Any diagnosis codes pre-populated by the EHR may also be added or changed as needed.

9 Launching a New DME Order > Add/Edit Document(s) 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. Once the Documents tab has been visited, a green checkmark will display indicating it s okay to proceed to the next tab.

10 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. 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.

11 Launching a New DME Order > Add/Edit Payer Information 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. If type is commercial insurance, the name of the insurance company is also required.

12 Launching a New DME Order > Add/Edit Prescriber Information 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. 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.

13 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. Once a supplier has been selected, they will be displayed in the Selected Supplier area. 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. 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.

14 Launching a New DME Order > Mark Order for Colleague Review 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. 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.

15 Submitting and Signing an Order 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.

16 Submitting and Signing an Order 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.

17 Submitting and Signing an Order After authorizing the electronic signature, the detailed written order will need signed through a simple, three-step process. 1 Check the I agree box 3 Click Sign Document 2 Check box for patient consent

18 View Order Dashboard 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. 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.

19 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. 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-Order Order has been initiated and EHR information is transferred Open Order has not yet been submitted by the practice Pending Order has been submitted and is awaiting supplier fulfillment Closed Order has been fulfilled by the supplier

20 Managing Submitted Orders > Add/Edit/View Documents 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.

21 Managing Submitted Orders > Order Messaging 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.

22 Accessing Existing DME Orders 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. 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).

23 Support QUESTIONS? We can be reached for support by or phone. Phone: # Jhason Newman, VP of Solution Sales Contact Info: / #