How to manage the progress of your equipment trial using the MRES App.
Points to note
Simple and standard list equipment cannot be trialled.
Complex and non-list equipment can be trialled for up to 20 working days. A 20 day extension can be actioned. Complete trials as soon as possible so that trial equipment is available for the next client and suppliers are paid for successful trials
The trial starts when all equipment has been delivered to the client and set up for use. Edit the auto-populated trial start date if all equipment has not been delivered for trial to commence.
1. Open your order in 'Edit' mode
2. Scroll down to the ‘Trial – Pending Start’ area
3. Amend the ‘Trial Start Date’. The trial end-date auto-populates
4. Scroll down and click ‘Update’ to save changes
In the MRES App you will need to:
Record the outcome for each trial item (successful/unsuccessful). Successful trials will go to ACC for Review and approval of final recommendation. If ACC approve order, a purchase order is automatically generated. Please do not create a new order to purchase successful trial items. This creates duplicate orders
Find orders with open trials
Click ‘trial in progress’ on your dashboard will bring up all your open trials
Add items to trial package (if required)
You can add similar or related items to the trial package order after you've entered a start date. Do this before you update the trial outcome as 'unsuccessful', otherwise the order closes and equipment lines may not trigger the next process.
For example, if:
the trial outcome was unsuccessful and there is a similar alternative item you'd now like to trial
you want to do a comparison trial of a similar product
you identify the need for another item related to the existing trial package.
If trialling a bed package and you want to trial another mattress, or you identify the need for bed rails, you can add these items to the original trial order.
However, if you wish to trial any new items unrelated to the original trial package, eg, a wheelchair, you'd need to create a new trial order.
What to do
Open your order in 'Edit' mode
Scroll down to 'Trial Items' section and select 'Add New'
Add the item(s). Make sure you select the correct supplier, and provide the quote number in the 'Quote Ref' field.
Upload the quote.
Add a ‘request note’ to provide a rationale for new items to be trialled (or upload an updated assessment report).
Scroll down and select ‘Update’ to save your changes.
Update trial outcome (required)
You must update the trial outcome for each item (successful or unsuccessful). Unsuccessful must be selected even if the item has not been trialled to ensure the order is closed. If 'unsuccessful', the MRES App closes the order and no more equipment lines can be added.
Include a final quote for all successful trials. This confirms the equipment items to be purchased.
What to do
Open your order in 'Edit' mode
Scroll down to the ‘Trial in Progress’ section
Select ‘Trial Outcome’ successful or unsuccessful for the item(s). Please ensure you select the right outcome per line.
Add ‘Trial Outcome Note’ to explain why the trial was successful or unsuccessful. For example: ‘Unsuccessful: Cushion didn’t provide sufficient stability’. Or ‘Successful: Hoist enabled safe transfers’ .
If successful, add a final quote.
If other equipment needs to be purchased, create a new order so there is no delay with Trial lines needing ACC Approval.
Scroll down and select ‘Update’.
Trial reminder emails
Assessors will be sent an automatic reminder that the equipment trial will be ending in 10 days and on the last day of trial.
If the trial hasn't started or an extension is needed, the trial dates in the MRES equipment app need to be amended by assessors.
Indicate if a trial extension is required (optional)
Open your order in 'Edit' mode
Scroll down to the ‘Trial – In Progress’ area
Tick the ‘Trial Extension Required’ box (the extension end date defaults to +20 days from current date)
Select ‘Extension Notes’ from the ‘Add/Edit Notes’ field
Enter a reason for the extension in the ‘Trial Notes’ field and select ’Submit’
Scroll down and select ‘Update’.