Suncoast V 8 New Desktop Presented By Hospice

Suncoast V 8: New Desktop Presented By Hospice of Southern Illinois www. hospice. org • 1 -800 -233 -1708

Home Screen Comparison V 7 Access to Desktop Functions Type in the Navigation field to search for functions V 8 Access to Desktop Functions

V 8 Role Your role gives you access to certain screens, and to certain tasks and forms in workflows. Most employees will have only one role, but some will have 2 or more roles. To change your role, click on the down arrow next to your name. Click “Change Role” Click the down arrow in the “Change To” field and choose the role you want to change to. **If you are unable to access certain items within Suncoast, always check your role first to ensure that you are logged in with the correct one**

Timesheet Entry Same functionality as in V 7 Click on Timesheet at the top of your Home screen **Only nonpatient related timesheet entries and patient related timesheet entries that don’t include a form need to be entered from your time sheet.

Timesheet Approval Same functionality as in V 7 1. Click on Activity Manger under the Desktop Functions 2. Click on Timesheet Approval (You can also find this by typing in the word time in the navigation field. ) The only difference from V 7 is that you can now click on the action bolt at the end of the row to approve that employee’s time sheet. **If you click the star at the top of the screen it will add this to your favorites for easy accessibility**

Reports Same functionality as in V 7. The only difference is how they are accessed. Type in the name of the report you want to run in the navigation field OR Click on the > in front of the category of reports

Dashboard Comparison Gives quick access to: ü Timesheet ü Communicator ü Client Search ü To Do Tasks ü Case Load

Client Search Same functionality as in V 7

To Do Tasks Unsigned Orders/POC/Unlocked Visits Clicking on the hyperlink opens the item that needs attention.

Client List Caseload list (if applicable) Clicking on the hyperlink opens the client’s chart

Communicator Same functionality as in V 7

My Favorites V 8 Favorites Function V 7 uses icons, V 8 is in list form. The only exception is reports. To add a function to the Favorites, click the star in the upper left corner of the screen. The star will turn yellow.

Today Console Comparable to a customizable option of the “Client Care Console” in V 7. Under My Dashboards in the function list, click on Today Console Customize with information that is useful for your role. ü Click the “x” to remove different items. ü Add different items with the Modules tab. ü Save your theme with the “Actions” button.

Workflows One of the best features of V 8!! Q: What is a workflow? A: A workflow is list of tasks that are needed to complete a certain visit in Suncoast. Q: What is the benefit of a workflow? A: A workflow puts the tasks in a row so there is no more memorizing a pathway to go between forms, orders, POC, etc. Q: How many workflows does each employee have access to? A: A workflow is assigned by “role. ” Depending on your discipline you may have more than one “role” and therefore access to multiple workflows. Changing your “role” changes your available workflows. Q: How do I access a workflow that I should have access to, but isn’t showing up? A: Check your role and change it if necessary. (Remember that slide way back towards the beginning? )

Workflows To access a workflow, open a client chart. How do you do this again?

Workflows Depending on the workflow you are in, the tasks underneath it will change. It’s important to think about why you are in the patient’s chart, so you can choose the correct workflow.

Quick Access to Chart Elements You can quickly access elements from the chart by clicking “Client Chart HSI” or “Change of Status HSI” once inside any chart. This will change the Tasks list to Client Chart or Change of Status tasks. You can also type in a search term in the Navigation bar for the area of the chart that you would like to access.

Breadcrumbs These allow you quick access to parts of the chart you have previously been in during your current session. New Buttons OR Opens a list of available “actions’ that you can perform related to that item Allows editing of the item Adds the item that is associated with the plus sign