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.
EHR User GuideQuestions?
Email us at [email protected] or call (317) 927-8444
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
EHR User GuideQuestions?
Email us at [email protected] or call (317) 927-8444
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.
Questions? Email us at [email protected] or call (317) 927-8444
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)
Questions? Email us at [email protected] or call (317) 927-8444
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.
Questions? Email us at [email protected] or call (317) 927-8444
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.
Questions? Email us at [email protected] or call (317) 927-8444
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.
Questions? Email us at [email protected] or call (317) 927-8444
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
Questions? Email us at [email protected] or call (317) 927-8444
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.
Questions? Email us at [email protected] or call (317) 927-8444
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”.
Questions? Email us at [email protected] or call (317) 927-8444
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
Questions? Email us at [email protected] or call (317) 927-8444
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.
Submitting and Signing an Order
Questions? Email us at [email protected] or call (317) 927-8444
EHR User Guide
After authorizing the electronic signature, the detailed written order will need signed through
a simple, three-step process.
Submitting and Signing an Order
Check the
“I agree…” box
1
Click
“Sign Document”
3
Questions? Email us at [email protected] or call (317) 927-8444
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.
Questions? Email us at [email protected] or call (317) 927-8444
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.
Questions? Email us at [email protected] or call (317) 927-8444
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
Questions? Email us at [email protected] or call (317) 927-8444
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
Questions? Email us at [email protected] or call (317) 927-8444
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
Questions? Email us at [email protected] or call (317) 927-8444
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?