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1. 8 Any changes have not been saved 7 3 Editor Window The Editor Window allows the provider to make changes to the body of the document All of the formatting tools that are available to the Medical Transcriptionist are also available to client staff and healthcare providers The tools in the tool bar will allow users to create and modify tables change font and size and add Bulleted or Numbered lists Additionally the spell check button is available on the editor toolbar amp pelo c x IJ BE 41 100 v Default Times New Roman iv Default 3 12 pt v A F B 7 U 8 Sent Via InScribe 7 4 Associates Referred Associates are people or organizations who received copies of the transcription After a Referred Associate section has been added using the Add Associate button in the Transcription Editor the Associate s contact information can be entered into the left hand side Referred Associates Q No Primary Associate Code U82942 optional 9 Primary Associate Name Bones McCoy Greeting Add Update in Database Business Name O Fax This Transcription Specialty Address Line 1 E Patient s PCP Address Line 2 Address Line 3 search 2 delete City State ZIP Phone Number E mail Associate Type InQuiry Emdat Proprietary Page 23 October 17 2012 InQuiry In the right section are some check
2. Every __ Day s The report will run every X days depending on the value entered Maximum entry is every 6 days Every Weekday The report will run every weekday InQuiry Emdat Proprietary Page 35 October 17 2012 InQuiry Schedule KI Once Every i B day s 8 Daily Weekly Monthly Run report at 12 00 AM o Weekly The report will run every week based on schedule criteria report will appear in Saved Reports each time the report is run You can select what time the report will run on the days scheduled Every Weeks s The report will run every X week depending on the value entered Maximum entry is every 52 weeks On Thereport will run on the selected day s of the week Schedule LJ Once Every 1 week s Daily On On ICH Monday E Friday d Tuesday Saturday mr Wednesday Weekly Sunday F Thursd ay Run report at 12 00 AM o Monthly The report will run every month based on schedule criteria report will appear in Saved Reports each time the report is run You can select what time the report will run on the days scheduled Day s of every month s User can select that the report run on a certain day or days comma delimited list of days of every X months Maximum entry is every 12 months The of even month s User can select that the report run during a specific week on a specific day of every X months Maxi
3. Chart Chart Note QV Personal Templates Assigned to Some Locations Blank Blank Test E No Personal Templates Assigned Image Image Test Letter Letter Problem Problem List At the top of the window the Document Type and Location are indicated in red On the left locations that have document template associated with them are listed Selecting a location in this window will open the associated template in the edit window e Add Select to add a location to the list of available templates e Copy Select to copy the document template of one location to another e Remove Deletes the location and the template associated with it e Choose Template from Global Library Opens the template library associated with the specialty selected if any on the Welcome sub tab Choosing a template will overwrite any existing text Document templates in the Library can be previewed before updating the existing template The Document Template can be further modified by using the editor window All of the tools available in the Transcription Editor are available to use when modifying a Document Template wr dv ep Xf Emdat InCommand af Emdat Inquiry y ih Page Z Tools Bones McCoy M D Problem List Facsimiles My Templates Welcome Document Templates Dictation Templates Print Your Templates Below are the locations with templates Editing Blank for Location All Locations assigned for
4. The Engine That Powers Medical Transcripti InQuiry User s Guide October 17 2012 ONLINE SUPPORT emdat com emdatsupport htm PHONE SUPPORT 608 270 6400 ext 1 Table of Contents E Tei CONE NU OU OT mmm i MOUTON EE 1 KA UEA c EE 2 1 Installing The Runtime COMPOMCING ecco iiber ENER SER ERER sin a a a a 3 P ee le r U EE 4 2 en TE o RREETUm 5 3 1 Iettetgte EI Ol tt T OO 5 3 2 c m 5 3 3 La Tela diio SUI EY E 9 ES appe S 9 4 1 scs riESgcii mtT T T 10 4 2 EE EE 11 EB ed e E 12 5 1 De ON a ENDE RO T t 14 5 2 Mared FOr i c HH 15 5 3 Weitere Em 15 5 4 aur e 16 5 5 Repository Searc MA m m 17 5 6 ES EE 17 CSR ee d det ge fue VISWOP EE 17 EMEN o eigene EE 21 7 1 Wiele dein CID de 21 7 2 Russ Tele 22 7 3 ETOT IN NOON e C 23 7 4 EES 23 7 5 EE EE 24 Ge et Eed eieiei Te e mme 25 8 1 Side C Y eee 25 8 2 Append ahd iPrevigus e EE 25 8 3 jeu Tid Esc e Tr 26 9 Comments and Comm
5. Patient ID Birthdate Patient Name Date Edited Date Printed View Problem List 8 Patient 4444 1 1 2010 Problem List Problem List Viewer Windows Internet Explorer E 2 5 HI print preview edit complete exit Problem List for Problem List 4444 DOB 1 1 2010 History 1 Headache 2 Contusion 3 Appendectomy Allergies 1 Tylenol 2 Asprin InQuiry Emdat Proprietary Page 28 October 17 2012 InQuiry 11 Facsimiles or Services Facsimiles or faxes are generated through Fax on Demand or by utilizing the EMDAT AutoFax feature To track faxes or to resend faxes the Facsimiles tab is available The Facsimiles tab looks similar to the Search All but the search fields have been optimized for searching through faxes and recipients By default users do not have access to the Facsimiles tab Using the Search button or pressing the Enter key on your keyboard will initiate the search Pressing the Clear button will clear the criteria to begin a new search Lake Qo amp F https www emdat com InQuiry default frame asp D A amp s3c0x Af Emdat InCommand 2 Welcome to Emdat Inquiry DEE f Y Y d zt Services Y Log Out Emdat Administrator Summary Faxes ShadowPrint Manage Faxes Recipient Name Fax Number Location Any Transcription ID Date Faxed 7 thru E Status Any E Error Description Any EI Dictator Any clear Patient ID Last Signature Any el Patient Name Results Pe
6. 8 31 10 2 28 PM T e e e B M Bones McCo Letter Fitchburg WI 10 12 19 PM transcription dictation cCoy y rg 8 5 T LJ transcription dictation B McCoy Bones McCoy Fitchburg WI 8 5 10 1 02 PM Patient ID Patient Name Date Dictated E E E E Download All Download Selected In the Preliminary Folder there is a new button in the workflow screen that allows the user to download a PDF or Word copy of the document and save it to the PC Viewing 1 through 4 of 4 records custom T E B 123456 Test Patient B McCoy L Jenkins Letter Fitchburg WI 8 5 10 12 19 PM transcription edit comments wu Sc 654321 Demonstration Patient B McCoy L Jenkins Letter Fitchburg WI 8 5 10 1 02 PM transoiption edit L dei B B McDictator B McDictator Chart Fitchburg WI 3 24 11 1 22 PM transcnpton edit comments ge RS SR mo T L test test12333 B B McDictator M Talker Fitchburg WI 11 1 22 PM transciphon edit l ld l i us S e I m 5 4 Legend Final Transcriptions in the Final folders have been typed by the transcription company and if the electronic signature option is being used authenticated by the provider Documents in the Final folder are prepared to print for the chart paper record or to send to referring associates who receive their copies by mail Transcriptions in the Final folders print without a watermark by default Play Dictation Pressing the dictation button will download and pla
7. Pressing the transcription button will open up a preview of the typed document This button is unavailable for documents that have not been typed More information about the transcription button is available in Section 6 Transcription Viewer Edit Pressing the edit button will open up the editing screen for the transcription This button will not be available for TIDs that have not been typed or have already been authenticated or signed electronically More information about the edit button is available in Section 7 Transcription Editor Cover Letter Pressing the cover letter button will open a preview of the document cover letter Cover letters are not generated for transcriptions without associates who receive documents by mail Note that specific dictators or document types may not generate cover letters Envelope Pressing the envelope button will open a preview of the document envelope Envelopes are not generated for transcriptions without associates who receive documents by mail Note that specific dictators or document types may not generate envelopes A detailed article explaining InQuiry Icons can be found here http www emdathelp com activekb questions 280 Explanation Of InQuiry lcons InQuiry Emdat Proprietary Page 11 October 17 2012 InQuiry 5 Workflow The contents of the Workflow tab are highly customizable and can be configured to the specific needs of the client The Dictation status folder is always active
8. If Configure Schedule is selected at the top of the window this section will be available e Schedule Name Use this field to give the report a unique name that will be recognizable in the list of saved reports e Format The following formats are available o CSV Comma separated values reports contain the raw report data in comma separated fields These reports can be opened in Excel o MHTML MIME HTML reports will open using Internet Explorer when viewed o PDF Portable Document Format reports will open using your default PDF viewer o XML Extensible Markup Language reports contain the raw report data in XML format e Active Use this checkbox to determine if the scheduled report will be active Inactive reports will still be added to the scheduled reports tab but will not run automatically They can still be run manually e Schedule Select how often the report will run o Once The report will run a single time and be added to the user s Saved Reports Now The report will run immediately On Thereport will run at the specified date and time Schedule amp Once Daily cd Weekly Monthly o Daily The report will run every day based on schedule criteria report will appear in Saved Reports each time the report is run Also select the time the report will run on the days scheduled
9. but all other folders in the workflow may not be in use by the client or can be made unavailable to specific users Folders that are not in use are labeled Not Used Folders that the user does not have access to are grayed out Accessible folders are displayed as links or sub tabs below the standard navigation tabs The names of the workflow folders can also be renamed but their function and place in the work flow will remain unchanged Home Search Al Workflow Problem List Faxes Services InVision My Temp ates Log Out Emdat Administrator Summary To Be rond To Be Reviewed To Be Signed My Referrals To Be Printed To Be Coded My Referrals To Be Reviewed _ Di EO a WE m m tum DW e p To Be Typed To Be Signed A To Be Printed Not Used Ka Repository Search All To Be Coded Search All Invalidated The following Workflow buttons are available in each folder except the Dictation Status Folder j vi search clear e Custom The custom check box is used to specify customized print settings for documents that are printed while the check box is active The user can specify Top Bottom Left and Right margins and line spacing percentage e Transcription Selection Boxes The check boxes on the left side of the results window are used in conjunction with the Print Selected Print Selected Cover Letters Print Select
10. com activekb questions 132 Restore A Previous Version Of A Transcribed Docume nt Append Information 45414115 Preliminary info 45412084 Preliminary Prior Versions of Transcription Body questions about versioning X4 Action on File Date Date Changed 9 1 10 2 35 PM 9 1 10 2 43 PM 9 1 10 2 32 PM 9 1 10 2 35 PM 9 1 10 1 21 PM 9 1 10 2 32 PM 9 1 10 1 20 PM 9 1 10 1 21 PM 8 5 10 1 18 PM 9 1 10 1 20 PM 8 3 Activity Log The activity log tracks what activities have been performed for the transcription and the associated user There are four columns in the Activity Log table Older activity entries may be hidden but can be revealed using the View Archived link The activity log can be sorted by clicking on the heading e Date The Activity Log tracks the date and time that the action was performed e Action A brief description of the action performed by the user e Action By The user ID or name of the individual who performed the action e Type The type of login that was used to execute the action Note that some types of logins like Associate are used to indicate automated functions that are carried out by the EMDAT server Activity Date 1 Action tion By ype o o 8 31 10 2 28 PM Received warren InQuiry User 8 31 10 2 32 PM Checked Out 19798 Transcriptionist 8 31 10 2 34 PM Promoted 19798 Transcriptionist 8 31 10 2 34 PM Selected for QA 19798 Transcriptionist 8 31 10 2 35 PM Manager Deliv
11. file type is specified in the schedule e Delete Selected All buttons Use these buttons to delete selected schedules or all schedules in the current filtered list Use the checkbox located in the report information to select specific reports for use with the Delete Selected button ie i InQuiry Emdat Proprietary Page 39 October 17 2012 InQuiry 14 My Templates My Templates navigation tab allows dictating users to create and modify document templates to suit specific needs Creating document templates assists the Medical Transcriptionists in creating completed documents quickly and accurately Additionally it helps ensure that documents are uniform and complete The My Templates navigation tab consists of four sub tabs and is inactive by default Ki d SS g Emdat InCommand e Emdat Inquiry fp B mh v b Page 9 Tools The Engine That Powers Medical Transcription i T s d Y Saye AUD Log Qut Workflow IR the ba besteet T Ze rss Geet LA Dictation Templates Print Your Templates assigned for Blank Document Type Choose a location to edit corresponding template Ae en BEE ABC abi pemmumem add a new location template d e s 100 ae Locations Ak New R m 3 12 pt v Normal iv 9 AF BZ U 8 zm xm All Locations P Add dg Copy 2 Re e Choose Template from Global Library 14 1 Welcome The Welcome tab is intended for new
12. is Auto Select o All Other Pages Tray For printers with multiple trays this setting will determine which tray the paper for Page 2 and all subsequent pages comes from The default setting is Auto Select o Complete All after Print All When checked documents printed using the Print All button will also be completed from that folder The default setting is unchecked o Complete Selected after Print Selected When checked documents printed using the Print Selected button will also be completed from that folder The default setting is unchecked o Popup Batch Log after Print If checked after either Print All or Print Selected function has been executed InQuiry will display a summary of the transcriptions printed The default setting is unchecked o Print Batch Log after Print If checked after either Print All or Print Selected buttons has been executed InQuiry will also print a summary of the transcriptions printed The default setting is unchecked InQuiry Emdat Proprietary Page 7 October 17 2012 InQuiry o Complete After Download If checked after either Download All Transcriptions or Download Selected Transcriptions function has been executed a prompt will appear asking the user if those transcriptions should be completed from the current workflow folder o Auto Print and Complete every 5 minutes If checked allows a user to go to any workflow screen and Activate this feature This w
13. to see a description of recent updates to the system Queued Faxes Emdat User Guide Failed Faxes Click here to see InQuiry Manual 3 1 Information The Information section allows users to see a history of the improvements additions and updates to the system It also contains a link to this user manual Additionally other important news may be displayed in this section on a situational basis 3 2 User Menu The links under the User Menu section allow access to preferences maintenance functions and information customized for the user and client Not all links in the User Menu will be available to all users e Help Desk Support This link provides contact information for the transcription company that manages the Client account If contact information has not been provided this link will direct the user to the EMDAT helpdesk number and support websites Home SA Problem List Faxes Services InVision H Welcome Emdat ag User Menu Cc Help Desk Support Ej Reports iJ Telephone Dictation Instructions LA Maintenance t Folder Notification Options 4 Change Password EZ Preferences 3 Information https www emdat com Username Emdat Administrator 28admin 29 Help Desk Support c 23 For Help Desk support please dial our help desk number 608 270 6400 or submit an issue electronically at https www emdat com ticket InQuiry Emdat Proprietary Pag
14. user who performed the action or summary information It can be sorted by date delivered or date B we kflow Monitor dictated This report also displays a Faxing Detail Report which shows rrihnin seit E B a summary of faxes as well as the cost Use this report to verify the This report will show the times and lengths of time that reports are in transcription company invoice various stages of the workflow BP Client Transcription Listing Report iB Dictation Upload Summary This report is used to view all transcription production within a This report will list all of the dictations uploaded in a given date range specified time period arnuned hw user and sorted hv receint cade Clicking on a report will take you to the New Report tab 13 2 New Report Run Now Configure Schedule Run now Configure Schedule Reports can be run immediately or scheduled to run once or on a reoccurring basis e Runnow Select this option to run the selected report now without the results going to the Scheduled Reports tab Once completed the report will be presented in a new Internet browser window Reports can be saved as a file after they are complete e Configure Schedule Select this option for reports that take longer to run need to be run on a reoccurring basis or need to run at a specific time in the future Reports that are scheduled will appear in the Scheduled Reports tab Scheduled reports are saved as f
15. users and provides a brief overview of the My Templates tab Users can select a specialty on this page or leave it unchanged from the default of General Choosing a specialty allows the user to select from a library of sample or default document templates in the Document Templates and Dictation Templates sub tabs we dr 8 ke Le Emdat Inquiry The Engine That Powers Medical Transcription rM COAT Gong te Oe EIN oblem List Eacsimiles My Templates Welcome Welcome to the Template Design Wizard This wizard will help you create templates for use while performing dictation Templates can be associated with a particular document type Document Templates or can be triggered from a key word such as a norma Dictation Templates You will have the opportunity to define both types of templates during this wizard You will also be able to use global templates as a starting point or start from templates that already exist for your client To begin select the specialty under which you will most often be creating templates You will be able to create templates outside of this specialty this is simply a starting point to make the selection of existing templates easier M 4 HIH M F Ww R u E 0 00 0 00 Specialty General Note that on most My Templates screens a Silverlight audio player is available to guide users through the functionality of the page Users
16. 14 AM 9 a gt be Failed 123 Happy Gilmore Bones McCoy M D Test Failure 5555551234 5 17 2012 8 33 AM 5 18 2012 3 03 AM Error Detected on Line o Succeeded Leroy Jenkins M D test test 3128961577 6 22 2012 11 39 AM 6 22 2012 11 40 AM 9 Succeeded Leroy Jenkins M D tes test 3128961577 6 22 2012 12 59 PM 6 22 2012 1 02 PM aye X e Grouping Section Click and Drag an available column to this area to group reports by that column s criteria Drag a column header here to group by that column e Column Names Click on a column to sort by that column Columns can be added or removed using the Choose Column button The available columns are Status Patient ID Patient Name Author Fax Recipient Fax Number Date Created Date Faxed Error Description Signer Tran Associate ID Tran Fax ID Transcription ID and Workflow Folder mn 4 Page of1 p va Drag a column header here to group by that column d Status Patient ID Patient Name Author Fax Recipient Date Created Date Faxed Error Description e x g e el I 2l EA Client Do Not Call rj o BH Failed 123456 Test Patient Bones McCoy M D test seven 6085741744 4 13 2012 9 11 AM 7 Field Chooser geek Failed 123 Happy Gilmore Bones McCoy M D Test Failure 5555551234 5 17 2012 8 33 AM or Detected on Line Succeeded Leroy Jenkins M D test test 3128961577 6 22 2012 11 39 AM 6j n Succeeded Leroy Jenkins M D te
17. 2 9 11 AM Tale Failed 123 Happy Gilmore Goen m p Test Failure 5555551234 5 17 2012 8 33 AM ge Leroy Lulu Succeeded Jenkins test test 3128961577 6 22 2012 11 39 6 22 2012 M D AM 11 40 AM Leroy 2 j rig Succeeded Jenkins tes test 3128961577 erent ee M D Total Jobs 4 e Info Display the Info screen detailed in section 8 e Download Download the TIFF image generated that is sent through the fax service Actions ei Status Patient ID Patient Name Author Fax Recipient Fax Number Date Created Date Faxed Error Description Any ll H IL dl d Failed 123456 Test Patient Bones test seven 6085741744 4 13 2012 9 11 AM 2113 2012 9 14 ce DO Nor McCoy M D Bones 2 S 3 03 Error Detected on McCoy M D Test Failure 5555551234 5 17 2012 8 33 AM Kier Leroy Succeeded Jenkins test test 3128961577 M D Leroy Succeeded Jenkins tes test 3128961577 M D Failed 123 Happy Gilmore 6 22 2012 11 39 6 22 2012 11 40 AM 6 22 2012 12 59 6 22 2012 1 02 PM PM Total Jobs 4 Do you want to open or save 62841719 tiff 3 63 KB from www emdat com Cancel InQuiry Emdat Proprietary Page 32 October 17 2012 InQuiry 12 Shadow Print Also under the Services Tab Shadow Print is service that automatically prints transcriptions to a specified printer after the document has passed a trigger point in the workflow Shadow Print is managed throu
18. Blank Document Type Choose a location to edit corresponding template or RCM ABC add a new location template m fbi T 100 Locations imes New F Iw 3 250 e Noma m SAF Brus 14 3 Dictation Templates Dictation Templates are similar to Document Templates except that they are not associated with any particular Document Type or Location Dictation Templates are also sometimes called Normals and can be inserted at any time into any document At the top of the window the Dictation Template selected is indicated in red InQuiry Emdat Proprietary Page 41 October 17 2012 InQuiry gt we ae gg Xf Emdat InCommand X Emdat Inquiry E duh Page j Tools e MDAT The Engine That Powers Medical Transcription Home Search Ai Workflow Problem List Eacsimiles My Templates Welcome Document Templates Dictation Templates Print Your Templates Below are the dictation templates assigned Editing Red Shirt Dictation Template for Bones McCoy M D EE Dictation Templates 5 B PE T xt x CC 5 fbi 4I 100 Lee M Now Roman em nes ti REVIEW OF SYSTEMIS CONSTITUTIONAL Patient denies any night fever chills or sweating Denies any loss of appetite or weight Lgs Copy KI Remove HEENT Head Denies any headache trauma injury or lumps Choose Template from Global Library Eyes No visu
19. InQuiry Emdat Proprietary Page 18 October 17 2012 InQuiry e Download The Download button appears in the Transcription viewer and allows users to save a copy of the Dictation in Word or PDF format to their PC This button is only available for files in the Preliminary folder when it is enabled pes B DES l gege Al e Transcription Viewer Windows Internet Explorer provided by EMDAT md x Y L fo B r 7 Y SE IR PS eg Z u Preliminary Transcription Bones McCoy M D Fitchburg Demonstrators 2940 Chapel Valley Rd Suite 2 Fitchburg WI 53711 Phone 630 555 0500 Fax 630 555 0500 RE Demonstration Patient IMRE 654321 Select Format x Marked for QA Delivered from Manager m I Please select format to download transcription in M Sincerely Ok Cancel lectronically Approved by Bones McCoy M D Leroy Jenkins M D Date Dictated 08 05 2010 Date Transcribed 08 05 2010 e Previous Next The Previous and Next buttons allow users to page through the Transcriptions searched for in the workflow folders e Info The Info button contains information about the transcription including demographic information and an activity log It is also where a transcription can be invalidated by InQuiry users or returned to a previous state in the workflow The Info button is covered comprehensively in Section 8 Transcription Info e Edit The Edit button shifts the Transcription Viewer into edit mode The Edit button is co
20. al changes diplopia or ocular pain No redness or excessive tearing Ears No hearing problems tinnitus pain or discharge Nose No epistaxis obstruction sinusitis or discharge Mouth and Throat No dental caries sores or bleeding gums No sore throat NECK No masses pain or stiffness Existing Dictation Templates are listed on the left Selecting a Dictation Template will open the template in the editor window e Add Select to add a new Dictation Template e Copy Copy an existing Dictation Template to a new name e Remove Deletes the Dictation Template Note that dictation templates that are available to all dictating users cannot be deleted The Dictation Template can be further modified by using the editor window All of the tools available in the Transcription Editor are available to use when modifying a Dictation Template My Templates cument Templates Dictation Templates Print Your Templates Editing Red Shirt Dictation Template 5 e PB x t3 ABS i T 100 v Times New Roman aa 3 12 pt a Normal Lee 9 A F e zu sl 222 REVIEW OF SYSTEMS CONSTITUTIONAL Patient denies any night fever chills or sweating Denies any loss of appetite or weight HEENT Head Denies any headache tauma injury or lumps Eves No visual changes diplopia or ocular pain No redness or excessive tearing Ears No hearing problems tinnitus pain or discharge Nose No ep
21. ally granted access to the Search All folder Note that the name of the Search All folder is customizable Searches can be generated using some or all of the following criteria Using fewer criteria may allow a wider range of matching transcriptions but an insufficiently restricted search can return more transcriptions than are useful Conversely narrowing the search criteria too far may exclude documents unintentionally There are three possible sub tabs for the Search All folder e Basic Search Allows the user to search for transcriptions in the Workflow and in the Search All repository e invalidated Allows the user to search for transcriptions that have been removed from the workflow or deleted By default users do not have access to this sub tab e Facsimiles This is a link to the Navigation tab Facsimiles By default users do not have access to this sub tab T Eu CE Rane ee aU Dus V DATE gt the VU IRE Tube PET War ene Search all amp orkflow Problem List Faxes Services I Sson Templates Log Out Emdat Administrator Basic Search Invalidated Faxes refresh Patient Name Patient ID Clinician All Y Location All e teg Additional Authenticator All Y Document Type All Y sence Dates 7 thru El TID E clear Show by Date Dictated v Order Num Receipt 7 Vi
22. boxes that affect how the associate is handled in the Associate Database Referred Associates E top No Primary Associate Code U82942 optional Associate Name Bones II Mecoy Greeting IDr McCoy Prefix Suffix M D Add Update in Database Business Name E um Fax This Transcription Specialty Doctor Address Line 1 Address Line 2 Patient s PCP Address Line 3 search City State ZIP S Ki z 2 delete Phone Number Fax Number E mail Associate Type _ Test e The Primary radial button indicates which associate is the primary associate for the Transcription Typically the primary associate is the one to whom the letter is addressed Other associates have been CC d or Carbon Copied Only one associate can be made the primary associate Additionally if no primary associate is required there is a radial button at the top of the first Referred Associate labeled No Primary e Add Update in Database If the associate is new this check box will add the associate to the Associate Database when the Transcription is saved If the associate already exists in the Associate Database the associate record will be updated with any changes or new information provided e Fax This Transcription This check box indicates that an auto fax will be generated for this associate for 7 5 Referred Associates this transcription If both Add Update in Database and Fax This Transcriptio
23. cribe Sincerely Bones McCoy M D e Cumulative The cumulative button combines all transcriptions from the search results into one document This feature was designed for Sticky Paper or Roll Paper as a method of conserving the expense Printing cumulated transcriptions removes the white space between dictations e Patient Info This button allows users to edit patient contact information Trans ription Viewer Windows Internet Explorer amp ls 9 9 23 9 de d f iy z Te print custom preview fax previous next info edit play Complete next Complete comment cumulative patient info J exit Bones McCoy M D ay E Update Patient Letter Information Windows Internet Explorer Patient Name Test Patient Address 1 Bones McCoy M D Address 2 Heart Surgeon City State Zip Home Phone Work Phone RE Test Patient Pat Letter All iv MR 123456 Update Patient in Database E Dear Dr McCoy di Cancel Bones McCoy M D e Exit Closes the Transcription Viewer InQuiry Emdat Proprietary Page 20 October 17 2012 InQuiry 7 Transcription Editor The Transcription Editor is where users can make adjustments to the demographics of the patient and document Additionally the body of the document can be edited to correct mistakes or to make other adjustments By default only documents that are in the Marked for Revie
24. d to e Actions Filtering Row The following actions are available in the filtering row Actions o Clear Filters This button is only available if there are current filters This button will clear out all filters that are specified o Refresh This button will refresh search results using the selected filtering criteria o Choose Columns This button to add or remove columns from the Report List e Report Information Use the Plus and Minus buttons to expand or contract information about individual reports or groups Information about the report schedule and specified parameters are available when clicking on an individual report s row Lal e men DPI em rsinghga Singh Raj rsinghqa InQuiry Emdat Proprietary Page 37 October 17 2012 InQuiry o Check Box Use this checkbox to mark the report as Selected All checkboxes are selected with the button to the left of the Actions column name o Edit Button Clicking this button opens a new window with options that are the same as InVision New Report Changes that are saved will modify the report in the row of the edit button clicked o Copy Button Clicking this button opens a new window with options that are the same as InVision New Report Changes that are saved will create a new report row in the scheduled reports list o Delete Button This button deletes the scheduled report To keep a scheduled report edit it so that it is inactive rather tha
25. documents in various stages of the workflow Only active folders are displayed in the workflow summary Active folders the user does not have access to will be displayed with disabled gray links and graphic bars Only Documents the user has access to will be counted in the Summary e Clicking on the name of a workflow folder in the summary will automatically link the user to the Workflow Navigation Tab and the chosen folder Note that the names of workflow folders are customizable It is possible to count individual document types or groups of document types separately in addition to displaying a total if the hospital or clinic utilizes the document groups feature T Workflow Summary Tota Dictation Status 3 Marked For Review 18 Preliminary m2 Referral ZEE Final 4 Search All The Search All folder allows users to search for transcriptions in the system without knowing specifically where that document is in the workflow It is also the only way to locate transcriptions that have been completed from all the workflow folders and into the Search All repository Documents located with the Search All feature can be interacted with normally Users are not automatic
26. e 5 October 17 2012 InQuiry e Telephone Dictation Instructions This link will provide detailed information to dictating users who are using the InTouch Telephone dictation service to record dictations This link will not be available to non dictating users or users at hospitals and clinics who are not using the InTouch telephone dictation system Home Search All Workflow Problem List Faxes Services InVision Welcome Emd ag User Menu Help Desk Support Ca Reports Telephone Dictation Instructions L Maintenance a Change Password EZ Preferences e atium t 4 HIE FEICDIIOGIIC L AUOT TSLIUCTIONS sia BEES SS ce z Lom Gen PESON Eech WELY me C ws State Je vu 4 an p D Ess InTouch Telephone Dictation Instructions g a E E e 5 A D y 5e CES SN ve een TE d T T St E Horer provided D E ADAT 1 f E wr spon amp ae t P Vet be OATI D ET Chicago Hope Emdat Administrator 3 Dial In Instructions 1 Dial 608 824 3783 2 When prompted enter your user ID 2853 and press 3 Enter a document type below and press A Press 2 to Record 1 to Pause Stop and to finish the report and start another e Folder Notification Options This will allow InQuiry users to receive email notifications about dictations in the workflow Notifications inform the recipient of the number of dictations that are awaiting review in the Preliminary folder and Referral folder Real T
27. e custom margins and custom line spacing and hit Print This will Fax 630 555 0500 change your current margins settings and line spacing for this printing job First Page All Other Pages Top Margin lo s inches inches F morts Patient Bottom Margin 0 75 inches inches MR Left Margin 1 0 75 inches inches Marked for QA Delivered from Manager Right Margin 0 75 inches inches Sincerely Line Spacing 120 default e lectronically Approved by a SERM Bones McCoy M D Date Dictated 08 05 2010 Date Transcribed 08 05 2010 BM fqt ob amp 45414115 c Warren Craft Emdat User e Print Preview The Print Preview button will open the print preview screen displaying how the document will appear on paper after it is printed e Fax The fax button will open the Fax on Demand dialog box e Transcription Viewer Windows Internet Explorer provided by EMDAT a id i E gt E o d 3 Ke imi ipti IS print p ER eg RB previaus next id L Ts Peat i SE E sc exit Preliminary Transcription Bones McCoy M D Fitchburg Demonstrators 2940 Chapel Valley Rd Suite 2 Fitchburg WI 53711 Phone 630 555 0500 Fax 630 555 0500 ical toi ash atii irai e e f Associate Name RE Demonstration Patient B rax Number E MR 654321 Comment Marked for QA Delivered from Mana Sincerely _ Add to Database A search lectronically Approved by di fax B exit Bones McCoy M_D Date Dictated s Date Transcribed 08 05 2010
28. e searches can be for Appointment Dates or for Date Dictated Entering a value in the first field will perform a search from the specified date to present If a value is also entered into the second field only dictations between the two dates will be returned o Show by Date Dictated The date dictated is determined by the InTouch server if the dictating clinician uses InTouch telephone dictation service The timestamp is created when the dictator completes a dictation If the dictating clinician uses InSync to upload dictations via a hand held recorder the timestamp is created by the recorder when the dictation begins Note that hand held recorders that have inaccurate date and time values in their configurations will return inaccurate dates of dictation o Show by Appt Date Appointment Date Selecting this option will search instead by appointment dates This option is helpful if the appointment is known but the dictator created the dictation at an unknown time e View In Patient Listings for Check this box and provide a date to view Patient appointments for that day e Receipt Search by receipt codes given from the InTouch server after completing a dictation or from the InSync dictation log e Patient ID Search by Patient ID or Medical Record Number MRN Note that the name of the Patient ID field is customizable e Location Search by Location valid Locations can be selected in the drop down box e Document Type Sea
29. ed e Print Selected Transcriptions Prints the Transcriptions as they appear in InQuiry e Print Selected Cover Letters Prints the Cover Letters for selected Transcriptions e Print Selected Envelopes Prints the Envelopes for selected Transcriptions m 4 Page jof1 p pa ogg Drag a column header here to group by that column Actions ell Status Patient ID Patient Name Author Fax Recipient Fax Number Date Created Date Faxed Error Description any ei EEC A 4 13 2012 9 14 On Client Do Not AM Call List 5 18 2012 3 03 Error Detected on AM Line o Failed 123456 Test Patient Bones test seven 6085741744 4 13 2012 9 11 AM McCoy M D Failed 123 Happy Gilmore McCoy M D Test Failure 5555551234 5 17 2012 8 33 AM Leroy Succeeded Jenkins test test 3128961577 M D Leroy Succeeded Jenkins tes test 3128961577 M D 6 22 2012 11 39 6 22 2012 11 40 AM 6 22 2012 12 59 6 22 2012 1 02 PM PM 11 4 Grouping and Sorting The listed search results are very customizable so that users can easily find the report based on specific criteria m 4 Pagel jof1 p po di e e Drag a column header here to group by that column Status Patient ID Patient Name Fax Recipient Fax Number Date Created Date Faxed any il ii f f SI i On Client Do Not Call List Failed 123456 Test Patient Bones McCoy M D test seven 6085741744 4 13 2012 9 11 AM 4 13 2012 9
30. ed Envelopes Complete FEI ai aper ka even piin Selected and Fax Selected buttons Using the Blue n i4 9 j transcrpbon edit dictation Diamond select all buttons will select all T E e transcriptions in the results window transcription edit dictation n e transcnpton edit dictation InQuiry Emdat Proprietary Page 12 October 17 2012 InQuiry Show Labels This button toggles between displaying the labels for the icons in the results window Advanced users or users with limited NU NE OE ONE e A screen resolutions can toggle off icon labels to ae ora E E conserve screen space tp dictation e Oh Print Selected Print All Prints the selected Giu cca dt transcriptions only without cover letters or E e envelopes Selecting the Print All button will dictation print all transcriptions in the results window T ex E Print Selected Cover Letters Print All Cover Letters Prints the selected transcriptions with cover letters Selecting the Print All Cover Letters button will print all transcriptions in the results window with cover letters Print Selected Envelopes Print All Envelopes Prints the selected transcriptions with envelopes and cover letters Selecting the Print All Envelopes button will print all transcription envelopes in the results window with envelopes Complete Selected Print All Completes the selected files from the folder moving them to the next stage in the workflow Selecti
31. ed before other transcriptions and may have a higher cost per line Transcriptions that appear in pink have been marked STAT Note that the color of STAT dictations is customizable Play Dictation Pressing the dictation button will download and play the audio file in your browser s default media player Emdat Proprietary Dictation Status i Patient Name Clinician Craft Warren Dates Show by Date Dictated Receipt li Viewing 1 through 2 of 2 records gd Patient ID Patient Name Warren Craft Warren Craft Chart Fitchburg WI STAT dictation x JEU x Transcription ID 46216030 hd save play cancel Make Dictation a STAT Changing a dictation to a STAT may increase the price for this transcription please contact your transcription company for more information we dw a Welcome to Emdat Inquiry B Dictation status f Patient Name Clinician Craft Warren T Dates Es Show by Date Dictated Receipt i m SS Viewing 1 thre ERIT ee j 9 Warren Craft STAT dictation Si Craft B d Warren STAT dictation B a Page 14 October 17 2012 InQuiry 5 2 Marked For Review Transcriptions in the Marked for Review and Marked for Review 2 folders have been typed by the transcription company Transcriptions in the Review folders have been completed but may require additional edits from Staff memb
32. ent Tagging cccsscccssscccssecccsccccesccccsscccesceceeeceseneceeeneceeegeeseegcessesceseuecessuecensueeeeees 27 9 1 EEN 27 9 2 elu NT eS 27 iE PODE RE 28 e Fa MES ORS NCES EE 29 InQuiry Emdat Proprietary Page i October 17 2012 InQuiry bh E Wei e m c 29 T2 ele 30 11 3 Facsitmles Gei de E 31 TL4 MERCI UO UN ANN SO pu ET m 31 ELS e ee E m m m 32 12 Shadow lg e E 33 DEI MCN E UU UU Qu c ee ee 34 UM MEM vel UO Rs 34 MEE M cloro mm 34 US Ee e EN aT 37 Umi SAC ROIS MER 38 ir NTEP Tm mom 40 UM eon RN crscrc E E E E tapers E cote docn macnn eatepeaensncrn cents 40 12 2 Document TOO E 40 12 5 Dictaton FCA eS ee 41 EE PEG VOU Ke a 42 T5 REMOVING Ve tte li EE 43 1 SUDDO T cree 44 InQuiry Emdat Proprietary Page ii Introduction InQuiry is a highly customizable HIPAA compliant web based application with various features that allows health care providers to review edit search and electronically authenticate transcribed dictation InQuiry integrates a patient demographic database referring physician information a medical spell check and the facilities Electronic Medical Records system This allows health care providers to quickly and easily complete a quality document Over the course of many years InQuiry has grown into a tool that helps to produce a more reliable and consisten
33. ered 15475 Transcriptionist 8 31 10 2 35 PM Viewed warren InQuiry User 9 1 10 12 24 PM Moved to Reviewl 15475 Transcriptionist 9 1 10 12 50 PM Moved to Preliminary 15475 Transcriptionist 9 1 10 2 48 PM Viewed ryadmin InQuiry User 9 1 10 2 49 PM Viewed ryadmin InQuiry User view archived InQuiry Emdat Proprietary Page 26 October 17 2012 InQuiry 9 Comments and Comment Tagging 9 1 Comments Comments are used to provide information about a transcription that is not intended to show up on the printed transcription itself The comment can be used by Medical Transcriptionists or staff members to convey information to providers or vice versa The comments can be viewed or edited by clicking on the comment buttons in the Transcription Viewer and Editor or by using the Comments Icon in the workflow Transcription 7034470 Comment Note double quotes lt and gt characters are not allowed Transcription Tags Available Tags gI add all Good Ti a add Multiple dictations Urgent QA 30 remove li remove all E aa Cancel 9 2 Comment Tags Comment tags are an optional feature that is used to quickly identify and sort transcriptions in the Review1 and Review2 folders that have common issues Comment tag names and colors are customizable Transcriptions with Comment Tags are identified with a unique icon Transcriptions with multiple Comment Tags will appear with a tri color icon pri
34. ers A search of transcriptions in Marked for Review can be made using most of the fields described in Section 4 Search All Transcriptions in the Marked for Review folders print with a Preliminary watermark by default Documents in the Review folder commonly have comments from the Transcription Company detailing why the document was selected for the Marked for Review folder Viewing 1 through 2 of 2 records Kai Patient 1D Patient Name Lingen Signature Type Location Date Dictat T Eg 123456 Test Patient B McCoy B McCoy Letter Fitchburg WI 8 5 10 12 19 PM transcipbon edit coverletter envelope comments dictaton P Se T L e 654321 Demonstration Patent B McCoy B McCoy Letter Fitchburg WI 8 5 10 1 02 PM ranscniption edit dictation e Play Dictation Pressing the dictation button will download and play the audio file in the browser s default media player e Transcription Pressing the transcription button will open up a preview of the typed document More information about the transcription button is available in Section 6 Transcription Viewer e Edit Pressing the edit button will open up the editing screen for the transcription More information about the edit button is available in Section 7 Transcription Editor e Cover Letter Pressing the cover letter button will open a preview of the d
35. ew In Patient Listing for m S help Please enter search criteria and press the Enter key InQuiry Emdat Proprietary Page 9 October 17 2012 InQuiry Using the Search button or pressing the Enter key on your keyboard will initiate the search Pressing the Clear button will clear the criteria to begin a new search Users must specify at least one search criterion to initiate a search T KC Re men Search UB M Patient Name Clinician All Additional Authenticator All Dates Show by Date Dictated Receipt 7 View In Patient Listing for 4 1 Search All Criteria Basic Search t Fax A Log Qut Emdat Administrator Invalidated Faxes refresh Patient ID Y Location All Y v Document Type All y 3 Sunrei 7 thru m TID clear hd Order Num S help Please enter search criteria and press the Enter key e Patient Name Search by a patient s last name first name or both Partial name searches are possible and the system will look for exact matches as well as names that contain the value entered into this field For example entering a value of John will locate transcriptions for patients John Adams and Adam Johnson Note that the name of the patient name field is customizable e Clinician Search by Dictating Clinician The drop down list contains all users at the Client who are dictating users e Dates Dat
36. gh the InQuiry application and has a manual for installation configuration and maintenance The Shadow Print manual can be found here https www emdat com software shadowprint asp s 8 a wood e Emdat Client Maintenance fe B e v Page Of Tools MDAT The Engine That Powers Medical Transcription Workflow Maintenance Advanced Maintenance ShadowPrint Workflow 2 i E int gt Workflow 22m m o m 8 E Services LF Rules T v ru Create Printer Service Download amp Install Printer Service Configure Printer Options Configure Rules Manage Print Jobs InQuiry Emdat Proprietary Page 33 October 17 2012 InQuiry 13 InVision The InVision tab contains the administrative reporting tools By default InQuiry users do not have access to the InVision tab Access to the InVision tab does not indicate that the user has access to all reports 13 1 Reports Gg E e v Page J Tools ZS TU doWwPrinE Invision MY Templat Log Out Emdat Administrator Reports Scheduled Reports Saved Reports E Production Reports Wu Workflow Reports E Client Billing Detail Report E Action Monitor This repot is used to view all transcription production within a For a given date range and action type lists all reports that have had specified time period This report can show detail each transcription that action performed grouped by the
37. he next transcription in the Viewer This is helpful for completing multiple dictations in a row Note that the names of the Complete next and Complete buttons are customizable e Add Authenticator This will allow the user to add an additional authenticator to the document Fellows and Resident doctors are frequently required to add an additional authenticator but this feature can be used any time multiple signatures are required or desired The Additional Authenticators section will appear beneath any Referred Associates Authenticators are covered comprehensively in Section 7 5 Authenticators e Comment The Comment button allows users to read or leave comments and update comment tags d 9 d l 2 Modifying Transcription 45412084 Appended to Transcription 45414115 E Patient Name eet Patient Bones McCoy M D Patient ID 123456 Birthdate Transcription 45412084 Comment Save Fitchburg WI Type Letter Letter test comment c Clear We HU cancel ate 8 5 2010 Note double quotes lt and gt characters are not allowed HI HE amp Gender Order Num e Patient Info This button allows users to edit patient contact information e Exit Closes the Transcription Editor Any changes will not be saved InQuiry Emdat Proprietary Page 21 October 17 2012 InQuiry e Append Appends the opened transcription to a specific Transcription ID VTewelt Window nternet Explorer WI dd associate save amp close
38. iles and once complete can be downloaded in the Saved Reports tab Report Parameters The options in this section change depending on what report is selected Parameters with a red asterisk beside the name are required Below are some guidelines for date fields Report Parameters Start Date M D Y Y or variable End Date M D YY Y or variable e For Reports to be run immediately enter a date as m d yyyy such as 2 25 2010 Or click the Calendar control button and select the date from the pop up calendar e For Scheduled Reports Click the down arrow to select relative system dates All relative dates are dependent on the date when the report actually runs After selecting a relative system date it can be modified by entering plus or minus and the number of days InQuiry Emdat Proprietary Page 34 October 17 2012 InQuiry e The available relative dates are o Today Today Yesterday Today 1 First Day of Current Month FirstOfMonth First Day of Previous Month FirstOfPreviousMonth Last Day of Previous Month LastOfPreviousMonth First Day of Current Quarter FirstOfQuarter First Day of Previous Quarter FirstOfPreviousQuarter o Last Day of Previous Quarter LastOfPreviousQuarter Report Schedule le Report Schedu Schedule Name Format
39. ill make that screen and whatever search criteria were selected perform the auto print complete functions In order for this feature to work properly the InQuiry web page must be left open The default settings are unchecked and 5 minutes o Always Show Confirmation Dialog When using the Print Complete Fax All or Selected buttons the user will be prompted to confirm they want to perform the selected action Because there is no undo button for these actions the default setting is checked on o Auto Spellcheck If checked anytime a change is made in the editor in Edit mode and a save is requested the spellcheck of the editor is activated The default setting is checked on o Auto Refresh Search every 0 minutes This will make the selected workflow and whichever criteria are entered automatically refresh at a specified interval The default setting is zero never o Always Maximize InQuiry Windows If checked anytime a new Internet Explorer window opens it will automatically stretch to the maximum available screen size The default setting is checked on o Always Confirm Job Completion If checked after Complete or Complete Next is clicked in the Transcription Viewer the user will be prompted to confirm Transcription Completion e User Preferences Windows Internet Explorer provided by EMDAT lc mm H View Edit User Preferences Printer HP LaserJet Professional CP1520 Series PCL6 v Fir
40. ill unlink the last transcription Do you want to continue R no 7 2 Demographics Demographics include patient information but also include health care provider and appointment information Additionally any custom fields requested by the client can be updated in the demographics section Users can search the Patient Database for patients by using the Magnifying Glass button next to the Patient Name field Patients can be located in the database by Name or Patient ID or Medical Record Number e Patient Information includes Patient Name Patient ID and Birth date Gender and Order number Note that the Patient Name Patient ID and Order Number fields are customizable e Clinician Indicates the healthcare provider who dictated the document e Location Indicates where or in what department the patient was seen e Document Type Indicates which work type the transcription is formatted as A letter work can appear very differently from a Chart Note when printed e Appt Date The appointment date indicates the date the patient was seen InQuiry Emdat Proprietary Page 22 October 17 2012 InQuiry save addassociate save amp close play Complete next Complete add authenticator comment patientinfo exit append Modifying Transcription 45412084 Patient Name Test Patient Clinician Bones McCoy M D Patient ID 123456 Location Birthdate Gender Appt Date Order Num Dictation Date 8 5 2010
41. ime Notification will update the Provider via email in real time as transcriptions become available in the Preliminary folder Otherwise providers can choose which days and at what times to receive email notifications for the Preliminary folder Notifications for the Referral folder are always sent at 7 AM in the client s time zone and are generated for the days that are selected Note that the names of workflow folders are customizable Home Search All Workflow Problem List Faxes Services InvVision Welcome Emd Ca Reports Len Maintenance Change Password EZ Preferences The address entered here will be sent an e mail on the specified days of the week if there are any transcriptions in the user s To Be Signed or My Referrals folder fake amp emdat com 7 Real Time Notification Notification Week Days for To Be Signed Notification Week Days for My Referrals Select All Sunday Thursday Monday Friday e Tuesday Saturday ap Add New Notification Time Wedibbday ES Remove Notification Time S ok Mi cancet_ InQuiry Emdat Proprietary Page 6 October 17 2012 InQuiry Reports This is an additional link to the InVision Navigation Tab Maintenance This is a link to the maintenance section of the client Access to this link will allow users to modify client setup Associates and Patients Documents Users Templates Shadow Print options and other advanced features Access to this link does not necessarily confe
42. int Thank you for creating the templates that will be used in your dictations K E InQuiry Emdat Proprietary Page 42 October 17 2012 InQuiry 15 Removing InQuiry Components Remove InQuiry components by accessing the Control Panel and Add Remove Programs Windows XP or Programs and Features Windows Vista and 7 Section Locate the application EMDAT Runtime Components and choose the option to Uninstall InQuiry el Control Panel Programs Programs and Features e hdi Pug g och Control Panel Home Uninstall or change a program View installed updates ki Turn Windows features on or e 1 2d Organize e i Uninstall Change Install a program from the network Name m To uninstall a program select it from the list and then click Uninstall Change or Repair Rb lisher m eFax Messenger j2 Global Emdat InScribe Version 4 111 485 Emdat Emdat InScribe Utilities Version 4 92 3 Emdat Emdat Runtime Components Version 1 4 691 Se Emdat ShadowPrint Emdat Emdat Spellcheck Component Version 1 2 72 Admin J GIMP 2 6 10 The GIMP Team Google Chrome Google Inc Google Talk remove only Ss GoToMeeting 5 1 0 880 CitrixOnline fe HD FWiIndateFN2 Hewlett Packard Comnanw a Emdat Proprietary Page 43 October 17 2012 InQuiry 16 Support We offer the following support options in the event that you need fur
43. istaxis obstruction sinusitis or discharge Mouth and Throat No dental caries sores or bleeding gums No sore throat NECK No masses pain or stiffness 14 4 Print Your Templates Print Your Templates will allow users to print out their dictation and document templates for review or personal records Document Templates Dictation Templates or both can be printed If a user selects multiple documents to edit in the Document Templates sub tab the user has the option of printing only those templates D gt We ak E 4 Emdat InCommand X Emdat Inquiry fn gt deh Page x look The Engine That Powers Medical Transcription Home Search All Workflow Problem List Facsimiles My Templates Welcome Document Templates Dictation Templates Print Your Templates These are the customized templates you have crested and the savings each time your customized template is used Blank All Locations 0 12 For your reference you may print a copy of your Document and Dictation Templates Please select which templates you want to print Templates can be printed one to a page or we can fit many templates onto a single page Document Templates CO All Document Templates Only Document Templates Selected In The Current Session Dictation Templates e 0 00 0 00 Print One Template per page Print Multiple Templates per page M 9 DOW D ll back es preview pr
44. l address to receive their InQuiry passwords by email if it is lost or forgotten Username Password forgot password Client Once successfully logged in InQuiry will display the user s Home tab and Workflow Summary The Navigation Tabs appear at the top of the InQuiry website These tabs are persistent at all times throughout the InQuiry application and allow users to quickly navigate to the most commonly accessed destinations Each Navigation Tab is explored individually as each has a unique function in the overall application Not all Navigation Tabs will be available to all users InQuiry Emdat Proprietary Page 4 October 17 2012 InQuiry 3 Home Tab The Home tab allows users to perform various administrative tasks set up various preferences and to see a general summary and graph of the workflow Note the user who is currently logged in is greeted at the top of the page If the User ID currently logged in is incorrect the Log Out link is located at the upper right corner g D amp https www emdat com inquiry _default_frame asp P a BCX Welcome Emdat Administrator di User Menu jjj Workflow Summary Cc Help Desk Support Ca Reports To Be Typed Telephone Dictation Instructions K Maintenance To Be Reviewed ff Folder Notification Options 4 Change Password we REN DS Preferences To Be Printed E D To Be Coded Fax Summary Information InQuiry Updates 6 30 11 Click here
45. lt 9 Microsoft XPS Document Writer RE Demonstration Patient R 654321 4 n j arked for QA Delivered from Manage Status Ready Print to file Location Sincerely Comment Page Range lectronically Approved by Al Number of copies 1 Zi Bones McCoy M_D Selection Current Page Pages 1 Collate 0 2 2 38 Date Dictated AV Enter either a single page number or a single Date Transcribed 05 page range For example 5 12 BM fat ob amp 45414115 cc Warren Craft Emdat User InQuiry Emdat Proprietary Page 17 October 17 2012 InQuiry e Custom The custom button will allow a user to specify customized print settings for the document The user is allowed to specify Top Bottom Left and Right margins and line spacing percentage Transcription Viewer Windows Internet Explorer provided by EMDAT fol el sx aha ia e B ap P m T m amp eS he2 e Hz previous next z L SE Complete Eu Ser E 4 Preliminary Transcription Boom Mo oe UD L Fitchburg Demonstrators Cu nt Settings Webpage Dialog a 2940 Chapel Valley Rd SE EE Kan AE Suite 2 Custom Print settings o 8 amp Fitchburg WI 53711 EE M d I Phone 630 555 0500 Please updat
46. m the failed fax list Failed faxes that have been selected for refax are automatically cleared Last Signature Search for the last authenticator listed on the Transcription Pending Faxes Use the Pending Faxes page to search for TIDs that will queue up for AutoFax but that have not passed the AutoFax trigger point Pending Faxes is located in the Services Tab under the pull down menu Faxes Summary Faxes ShadowPrint Manage Faxes Pending Faxes Date Faxed thru Error Description Patient ID Patient Name The Search Criteria are similar to those in the standard Faxes tab Recipient Name Search by name for the associate that the fax was sent to Location Search for the Location that the fax originated from Patient ID Search by Patient Medical Record Number Patient Name Search by Patient Name or partial Fax Number Search by the fax number the transcription was sent to Transcription ID Search by the Transcription ID of the sent fax Dictator Search by the Clinician that dictated the TID Last Signature Search for the last authenticator listed on the Transcription Results Per Page Specify the number of TIDs that will display per page InQuiry Emdat Proprietary Page 30 October 17 2012 InQuiry 11 3 Facsimiles Functions e Refax Selected Faxes Queues up selected faxes to send to the same fax number again e Print Selected Faxes Prints the Transcription as it would appear when fax
47. matically added to the Client Do Not Call List InQuiry users with access to the Facsimiles tab can remove numbers from the Client Do Not Call list with the Remove DNC button o On Server Do Not Call List A fax recipient has called in and requested that EMDAT place the fax number on the Do Not Call list Numbers on the Server do not call list affect every client Only EMDAT may remove a number from the Server Do Not Call List o Transmission Error The fax server was interrupted or lost the connection while transmitting the fax o Voice Answered A human voice answered the fax server s connection attempt InQuiry Emdat Proprietary Page 29 October 17 2012 InQuiry 11 2 Patient ID Search by Patient Medical Record Number Patient Name Search by Patient Name or partial Fax Number Search by the fax number the transcription was sent to Transcription ID Search by the Transcription ID of the sent fax Status Search by faxes in a specific status o AllFaxes if this field is blank the search will look for all faxes regardless of the status o Pending Authorization Faxes that are waiting for approval to send This includes faxes that are waiting to pass the auto fax trigger o Queued Faxes that are created and waiting in the fax server queue to be faxed o Failed Faxes that were created but failed to successfully send Oo Succeeded Faxes that were successfully sent to the recipient o Cleared Faxes that were removed fro
48. mation see Section 4 Search All Repository Search All 5 6 Invalidated The Invalidated folder is where discarded transcriptions are kept in case they need to be retrieved or restored to the workflow This link will open the Search All navigation tab in the invalidated sub tab By default Users do not have access to the Invalidated sub tab For more information see Section 4 Search All Invalidated 6 Transcription Viewer The Transcription Viewer is a preview of the typed document In addition to providing a large preview of the document at the top of the Transcription Viewer are several function buttons The question mark button in the upper left corner will toggle hiding and showing the function button labels In the far right the Workflow folder the transcription is currently in is displayed e Print This button will open Internet Explorer s Print Dialog 8 Transcription Viewer Windows Internet Explorer provided by EMDAT e JL E uw e a dud xd 9 g EE i ene a ARE suem a rcp ds H Preliminary Transcription print Custom preview fax download previous next info edit Complete next Complete comment cumulative patientinfo exit Bones McCoy M D Fitchburg Demonstrators 2940 Chapel Valley Rd Suite 2 Fitchburg WI 53711 Phone 630 555 0500 Fax 630 555 0500 General Options Select Printer a HP LaserJet P2050 Series PCL6 on FADMASTERT e Send To OneNote E HP LaserJet Professional CP1520 Series PCL6 e Snag
49. mum entry is every 12 months Once S 2 SES SE 8 Day s of every 1 month s Daily Weekly Monthly Run report st 12 00am 5 InQuiry Emdat Proprietary Page 36 October 17 2012 InQuiry 13 3 Scheduled Reports This lists the reports scheduled in InVision The list is very customizable so that a report can be found based on specific criteria Category Last Modified Modified By Owner Owner ID m Report Client Production Report Production 8 27 2010 dnm TEN A 2 E E bs m cds Reports 11 21 AM reinghqa Singh Raj reinghqa Cp n WR db Production 8 27 2010 e Grouping Section Click and drag an available column to this area to group reports by that column criteria Drag a column header here to group by that column e Column Names Click on a column to sort by that column Columns can be added or removed using the Choose Column button discussed below The available columns are Category Last Modified Modified By Owner Owner ID Is Active Description Format Last Run Next Run Status and Report Category Last Modified Modified By Owner ID Is Active Description Format Last Run Status e Filtering Row This row allows you to input specific information into the available columns to limit results by those criteria To enter search criteria type the information or use the pull down menu in the appropriate column The results will automatically refresh when another field is selected or tabbe
50. n are both checked future documents where this associate is added will also be auto faxed Patient s PCP When checked the copied associate is indicated as the Patient s Primary Care Provider or PCP The Primary Care Provider is automatically copied on all transcriptions associated with a specific patient Primary Care Providers can still be removed from the Referred Associate list Search Search the Associate Database for available associates to add Associates can be located by Last Name First Name and or Associate Code No Primary Associate Code us2942 i optional Primary Associate Name Bones ll McCoy C Add Update in Database E Fax This Transcription Last or Business Name C Patient s PCP First Name Associate Code Phone Number Fax Number E mail Associate Type Delete The Delete button will remove the Associate Authenticators The Additional Authenticators section is added using the function button in the Transcription Editor This section consists of a drop down box with a list of all the available additional authenticators If an authenticator is no longer required the red X button will remove the authenticator Additional Authenticators 26 delete Signing Order Date signed Not Signed InQuiry Emdat Proprietary Page 24 October 17 2012 InQuiry 8 Transcription Info The Transcription Info button displays informatio
51. n deleting it o Run Button This button will run the scheduled report immediately in the same way that selecting Run Now in InVision New Report would do e Delete Selected All buttons Use these buttons to delete selected schedules or all schedules in the current filtered list Use the checkbox located in the report information to select specific reports for use with the Delete Selected button 13 4 Saved Reports KS 3 c BESSEELLLLLLEIEELEL ss RR GI V EE LLLLLLLLLLLLLLLLLLLL LLLLLLBLLLLLLLEL LLLEEELZXXXXMEEI RE UU UL UL i AA Management Maintenance InVision Client Maintenance InQuiry Reports Scheduled Reports Saved Reports Viewing 1 through 1 of 1 Drag a column header here to group by that column 8 27 2010 11 25 2010 12 21 PM 12 21 PM succeeded This lists the reports that have run based on the schedule in InVision The list is very customizable so that you can easily find the report based on specific criteria e Grouping Section Click and drag an available column to this area to group reports by that column criteria Drag a column header here to group by that column e Column Names Click on a column to sort by that column Columns can be added or removed using the Choose Column button discussed below The available columns are Category Owner Owner ID Scheduled Subscription Ran Expires Description Format Status and Report e Filtering Row This row allows users to input specific information in
52. n pertinent to the transcription It also allows users with access rights to move a transcription back to a previous state in the workflow or to invalidate unwanted transcriptions E KA Be fax ext gdit ay Complete next cumulative patient info e dum a P Bones McCoy M D Cardiology Department 2940 Chapel Valley Rd Suite 2 Fitchburg WI 53711 Phone 630 555 0500 Fax 630 555 0500 8 1 Current Status e The Current status of the Transcription is displayed at the top of the Transcription Information this indicates the stage of the workflow the transcription is currently in To the right there is a Change To section with a drop down menu that has up to three selections No Change Invalidated and Marked for Review Choose the save option in the upper left to finalize your selection Note that not all users will have access to all three options e No Change The transcription will maintain its current status in the workflow e invalidated The transcription is removed from the standard workflow Incomplete or unwanted dictations are often invalidated Invalidating a transcription is similar to moving a file to the Recycle Bin in Windows The file is deleted but could be retrieved There is no time limit on retrieving invalidated files e Review When a user chooses this option the selected transcription is returned to the Marked for Review 1 or Marked for Review2 folders Typically only dictating users have access
53. ng the Complete All button will complete all transcriptions in the results window Fax Selected Fax All Faxes the selected transcriptions to a specified associate Selecting the Fax All button will fax all transcriptions in the results window to one associate Legend Displays definitions for color coded transcriptions Viewing 1 through 4 of 4 records NENNT ationt ID Patient Name Date Dictated 123456 Test Patient B McCoy L Jenkins Letter Fitchburg WI 8 5 10 12 19 PM transcipton edit comments transcription edit Se e transcnption edit comments transciphon edit Demonstration Patient B McCoy B B McDictator test test12333 B B McDidator L Jenkins B McDictator M Talker Letter Chart Fitchburg WI Fitchburg WI Fitchburg WI 8 5 10 1 02 PM 3 24 11 1 22 PM 3 24 11 1 22 PM InQuiry Emdat Proprietary Page 13 October 17 2012 5 1 Dictation Status InQuiry Transcriptions in the Dictation Status folder have recently been uploaded to the transcription company and have not been delivered as completed documents A search of transcriptions in Dictation Status can be made using most of the fields described in Section 4 Search All Two actions can be performed on Dictations that are in the Dictation Status workflow folder InQuiry Mark a Transcription STAT A Transcription can be marked as a higher priority STAT dictation Transcriptions marked STAT are complet
54. ocument cover letter Cover letters are not generated for transcriptions without associates who receive documents by mail or fax Note that specific dictators or document types may not generate cover letters e Envelope Pressing the envelop button will open a preview of the document envelope Envelopes are not generated for transcriptions without associates who receive documents by mail or fax Note that specific dictators or document types may not generate envelopes Viewing 1 through 4 of 4 records Kiem em To Patient 1D Patient name Clinician Signature Type Location Date Dictated El p m R el dree 123 W Craft Warren Craft Image Fitchburg WI 8 31 10 2 27 PM edt coverietter envelope dicaton Denon dk Pee W Craft Warren Craft Image FitchburgWI 8 31 10 2 28 PM H 9 e E 5 4 a B McCoy Bones McCoy Letter Fitchburg WI 8 5 10 12 19 PM transcnpuon edit dictaion CT if bi B McCoy BonesMcCoy Letter Fitchburg WI 8 5 10 1 02 PM transcrpbon edit dictation 5 3 Preliminary Transcriptions in the Preliminary folder have been typed by the transcription company and are now ready for provider review If the Provider is using the electronic signature option completing individual documents from the Preliminary folder using the Transcription viewer is the action that applies the electronic signature to the document The preliminary folder is the last folder in the workflow that user
55. onents have not been installed they can be downloaded manually from the website http www emdat com runtime EmdatComponents exe Alternately upon reaching the login screen if the runtime components have not been installed the login fields will be disabled and the user will be presented with the following screen InQuiry ELECTRONIC MEDICAL DICTATION AND TRANSCRIPTION Clicking on the red Click Here link will begin the download and installation of the EMDAT runtime components required to access the InQuiry application An explanation of what the Runtime Components do can be found here http www emdathelp com activekb questions 190 Explanation Of Runtime Components During the installation process when prompted please select the Run option each time Some network security setups do not allow users to run executable files downloaded from the internet In these situations it may be necessary to manually install the application save the file to the Hard Disk or contact the system administrator Do you want to run or save this file Mame EmdatComponents exe Type Application 2 18MB From waat emdat Com F While files from the Internet can be useful this file type can potentially harm your computer If you do not trust the source do not run or save this software hats the tisk After the successful installation of
56. or 10 nae e 9 transcnption edit comments didation n B M 2 transcription edit comments dictaton n B B 9 transcnption edit comments dicaton n Se RS transcription edit comments dictation InQuiry Emdat Proprietary Page 27 October 17 2012 InQuiry 10 Problem List Problem Lists are rarely used templates that pertain to a specific patient They are inserted into other dictations similarly to Dictation Templates However instead of being associated with a Clinician the Problem List belongs to a patient and can be inserted into the patient s documents regardless of the dictating provider They can be updated by dictating an update or via the Problem List tab Problem Lists can be divided into multiple categories with customizable headings Note that there is an additional monthly fee to maintain problem lists For additional information please contact your transcription company rr y dir SS xf Emdat InCommand Xf welcome to Emdat Inquiry X B EMDAT Knowledge Base E m EJ e v i p Page X G Tools Home Search All Workflow problem List Facsimiles My Templates Log Out Bones McCoy M D Patient Name Patient ID E search Keyword lt Keyword Category iv clear Date Updated E thru TC C view New Changed Problem Lists kd help Viewing 1 through 1 of 1 records
57. play Complete next Complete add authenticator comment patientinfo exit append Modifying Transcription 245412084 Patient Name Test Patient z t Clinician Bones McCoy M D Patient ID 123456 E Location Fitchburg WI Birthdate E Document Type Letter Letter Gender Appt Date Order Num Dictation Date 8 5 2010 89 Changes last saved at 9 1 10 2 35 PM PB s x E Defaut Times New Roman EN Default 3 12 pt sel Normal You have chosen to Append the current e transcription to an existing transcription The Sent Via InScribe Transcription you are editing will be appended to C the Transcription ID TID entered below Please seni enter the Transcription ID 4541 4119 e Unappend Unappending the Transcription will remove the link between the selected transcription and the transcription it was appended to comment patientinfo exit unappend Patient Name Test Patient Clinician Patient ID 123456 Location Fitchburg WI Birthdate Document Type Letter Letter Gender Appt Date i Order Num E Dictation Date 8 5 2010 Any changes have not been saved sey ee Sal Times New Roman el 3 12 pt v Normal B PB Sent Via InScribe The transcription you are editing is composed of two or more individual transcriptions linked by the Append feature By choosing Unappend you w
58. r Page 50 Le 11 1 Search Criteria e Recipient Name Search by name for the associate that the fax was sent to e Location Search for the Location that the fax originated from e Dates Faxed Search for a date range when the fax was created This field does not search for when the fax was received but when the fax was created Additionally the Dates Faxed field is only used in conjunction with a Status However it is not available with faxes that are pending authorization as they have not been created yet e Error Description Search for faxes with a specific error This field is only used in conjunction with the Failed Status o Answering Machine The fax server called an answering machine when attempting to establish a connection o Busy The fax server received a busy signal when attempting to establish a connection o Error Detected on Line The fax server encountered a large amount of interference attempting to establish a connection o FaxNumber Length Invalid The fax number submitted does not have the required number digits to successfully dial out All fax numbers must have the 10 digit phone number including area code Hyphens and dashes are not required o No Answer The fax server was unable to connect with any device o OnClient Do Not Call List The fax server has been attempting to contact a fax machine at the specified number and has repeatedly failed due to Voice Answered or Answering Machine errors and has been auto
59. r access to all of these features and is typically reserved for system administrators and advanced users Change Password This link allows a user to change his or her password Home Se Workflow blem List E _ Servi i E l Welcome Emda di User Menu fj Help Desk Support ET Reports ta Telephone Dictation Instructions i i ft Folder Notification Options Information Passwords are not case sensitive 8j Old Password New Password Verify New Password Preferences This link allows the user to modify the way InQuiry prints and behaves while the user performs various functions in the application Due to the nature of these settings they are saved to the local machine and not to the user login This means that users can have different Preferences selected when using different computers Using the Ok button will save setting changes and close the window Using the Restore button will set all options to default settings o Printer This is the printer that InQuiry will default to when printing transcriptions Unless otherwise specified this setting will default to the Computer s default printer A printer must be selected for the InQuiry application to work properly o First Page Tray For printers with multiple trays this setting will determine which tray the paper for Page 1 comes from This is helpful for clients who are using custom paper letterheads when printing documents The default setting
60. rch by Document Type valid Document Types can be selected in the drop down box e TID Search by Transcription Identification Number The TID number is a unique number assigned to only one transcription in the system InQuiry Emdat Proprietary Page 10 October 17 2012 InQuiry 4 2 Order Number Search by Order or Account number Note that the name of the Order Number field is customizable Comment Tags Comment Tags are custom defined identifiers for commonly encountered problems Transcriptions may have more than one Comment Tag Users can search for a specific Comment Tag Any Comment Tag or no Comment Tags Search All Icons Viewing 1 through 2 of 2 records ele O Patient 10 Patient Name Date Dictated S 2 e e F T 7 z E dretten 123456 Test Patient B McCoy B McCoy Letter Fitchburg WI 8 5 10 12 19 PM transcnp on edt coverlietter envelope diccauon H ie e 654321 Demonstration Patient B McCoy B McCoy Letter Fitchburg WI 10 1 02 PM C transcipbon edit dictation e d 9 D Play Dictation Pressing the dictation button will download and play the audio file in your browser s default media player Transcription
61. s are allowed to edit transcriptions Transcriptions in the Preliminary folder print with a Preliminary watermark by default e Play Dictation Pressing the dictation button will download and play the audio file in the browser s default media player e Transcription Pressing the transcription button will open up a preview of the typed document More information about the transcription button is available in Section 6 Transcription Viewer e Edit Pressing the edit button will open up the editing screen for the transcription More information about the edit button is available in Section 7 Transcription Editor e Cover Letter Pressing the cover letter button will open a preview of the document cover letter Cover letters are not generated for transcriptions without associates who receive documents by mail or fax Note that specific dictators or document types may not generate cover letters InQuiry Emdat Proprietary Page 15 October 17 2012 InQuiry Envelope Pressing the envelop button will open a preview of the document envelope Envelopes are not generated for transcriptions without associates who receive documents by mail Note that specific dictators or document types may not generate envelopes Viewing 1 through 4 of 4 records T E i a 123 W Craft Warren Craft Image Fitchburg WI 98 31 10 2 27 PM transcription edit coverletter envelope dictation a transcription SE W Craft Warren Craft Image Fitchburg WI
62. s test 3128961577 6 22 2012 12 59 PM 6 Total Jobs 4 P yg Ceann Workflow Folder InQuiry Emdat Proprietary Page 31 October 17 2012 InQuiry e Filtering Row The Filtering is used to further refine a search for a specific value To search for a specific value type or use a pull down menu in the appropriate column The results will automatically refresh when another field is selected or tabbed to id 4 Page jof1 p po Drag a column header here to group by that column vA Nia ID Patient Name Author Fax Recipient Date Created 4 Date Faxed Err e Actions Filtering Row The following actions are available in the filtering row o Clear Filters Available only when filters have been chosen this button will clear out all specified filters o Refresh Refresh search results using newly specified filters o Choose Columns Add or remove columns from the Report list Actions e Refax Queue the fax to resend to the same fax number 11 5 Facsimiles Icons 4 4 Pageh ofi p po os Drag a column header here to aroup by that column Actions 0 Status Patient ID Patient Name Author Fax Recipient Fax Number Date Created 4 Date Faxed Error Description A Jl sl GI Bones TUNE 9 14 On Client Do Not McCoy M D Call List 5 18 2012 3 03 Error Detected on Line r 9 Failed 123456 Test Patient test seven 6085741744 4 13 201
63. st Page Tray Automatically Select v All Other Pages Tray Automatically Select se Select the printer you wish to use within Emdat This selection will override your default printer For multi tray printers you may also select which tray you wish to use for the first page of a transcription exe Letterhead or you may choose a tray you wish to use for all transcriptions and reports Note these features do not apply when printing from the Search Tab d Complete All After Print All 7 Complete Selected After Print Selected If checked after Print All Transcriptions feature If checked after Print Selected Transcriptions feature executes you will be prompted with a message asking executes you will be prompted with a message asking you if you would like to complete these printed you if you would like to complete these selected transcriptions transcriptions Popup Batch Log After Print Print Batch Log After Print If checked after either Print All Transcriptions or Print If checked after either Print All Transcriptions or Print Selected Transcriptions features have been executed Selected Transcriptions features have been executed a you will receive a summary window indicating what has summary Batch Log will print following the transcriptions just printed If this feature is used the batch log window will appear and quickly close after printed Complete After Download If checked after ei
64. t document than with traditional transcription services InQuiry Emdat Proprietary Page 1 October 17 2012 InQuiry Requirements For Emdat InQuiry software to work properly within your Windows environment Macintosh or Apple computers are NOT supported by Emdat you are required to meet the following software and hardware requirements Minimum Requirements Windows XP Note Windows 98 2000 and NT4 users Emdat does not support any versions of Windows prior to Windows XP please upgrade Windows before calling Emdat RAM 512 MB Hard Drive Free Space 1 GB Windows Internet Explorer 7 or higher Windows Media Player 7 or higher A monitor capable of displaying a resolution of 800 x 600 pixels Internet Connection Dial up Recommended Requirements Vista or Windows 7 RAM 1 GB or higher Hard Drive Free Space 1 GB Sound Card with Speakers or Stereo Headphones Windows Internet Explorer 7 or higher Windows Media Player 9 or higher A monitor capable of displaying a resolution of 1024x768 pixels or higher Internet Connection High Speed Cable or DSL Microsoft Silverlight 4 or better InQuiry Emdat Proprietary Page 2 October 17 2012 InQuiry 1 Installing The Runtime Components Note If you are on a network with multiple users please make sure your Windows Login ID has installing and uninstalling privileges If you are not sure please contact your PC support department If the EMDAT runtime comp
65. the Runtime Components enter a User Name Password and Client code to login to an account InQuiry Emdat Proprietary Page 3 October 17 2012 InQuiry 2 Starting InQuiry Note Obtain a username password and client code from your company s system administrator prior to logging into InQuiry Log into InQuiry at one of the following websites e https www mytranscriptions com e https www emdat com inquiry e www emdat com If the third option is used click the yellow Login button at the top of the web page to reach the login screen Co http www emdat com H BC x Emdat InCommand GZ EMDAT gt Home dl ni Wh 223 d so CES DELIVERING ON THE PROMISE OF YOUR EHR HEALTHCARE ORGANIZATIONS 7 TRANSCRIPTION PROVIDERS SOLUTIONS EXPLORE ABOUT CONTACT BLOG FOCUS ON CARE n DOCUMENT ANYWHERE 5 X Delivering on the Promise of Your EHR ae HEUS Emdat s hybrid approach heightens the productivity of clinicians working with EHRs BMNZ s Bots Log into InQuiry with the User Password and Client information provided by the Transcription Company or System administrators All three fields are required to access the InQuiry website EMDAT recommends that users keep login information confidential and not share login information with other users Note the Forgot Password link to the right of the password field Clicking on this link allows users who have submitted a valid emai
66. ther Download All Transcriptions or Download Selected Transcriptions features have been executed you will be prompted with a message asking you if you would like to complete downloaded transcriptions CT Auto Print and Complete every 5 e minutes V Always Show Confirmation Dialog If checked allows a user to go to any workflow screen and Activate this feature This will make that screen and whatever search criteria were selected perform the auto print complete function Auto Spellcheck Auto Refresh Search every Y minutes If checked anytime a change is made in the editor in Edit This will make workflow folder search results and mode and a save is requested the spellcheck of the whatever search criteria were selected perform the auto editor will be called first search function Select 0 to turn Off this functionality Always Maximize InQuiry Windows dl Always Confirm Job Completion If checked anytime a new Internet Explorer window If checked after Complete or Complete Next gets opens it will be automatically stretched to the maximum clicked in Transcription Viewer you will be prompted available screen size with a confirmation message asking you if you would like to complete the transcription v Ok Et restore InQuiry Emdat Proprietary Page 8 October 17 2012 InQuiry 3 3 Workflow Summary The Workflow Summary provides a graphical representation and numerical count of the
67. ther assistance with InQuiry Emdat Knowledge Base Home www emdathelp com Help Desk Request www emdat com ticket Phone Support 608 270 6400 ext 1 Help Desk support is provided weekdays 7AM 7PM CST InQuiry Emdat Proprietary Page 44
68. to the available columns to limit results by those criteria To enter search criteria type the information or use the pull down menu in the appropriate column The results will automatically refresh when a new field is selected or tabbed to Status e Actions Filtering Row The following actions are available in the filtering row InQuiry Emdat Proprietary Page 38 October 17 2012 InQuiry o Clear Filters This button is only available if there are current filters This button will clear out all filters that are specified o Refresh This button will refresh search results using the selected filtering criteria o Choose Columns This button to add or remove columns from the Report List e Report Information Use the Plus and Minus buttons to expand or contract information about individual reports or groups Clicking the report row will prompt you to download or open the report file The report file type is specified in the schedule e Ca E 8 27 2010 11 25 2010 H m M a E 12 21 PM 12 21 PM succeeded o Check Box Use this checkbox to mark the report as Selected You can select all checkboxes with the button to the left of the Actions column name o Delete Button This button will delete the scheduled report To keep the scheduled report edit it so that it is inactive rather than deleting it o Download Button This button will prompt you to download or open the report file The report
69. to this selection and use it to return a document to the review folder for additional staff editing Transcription Information Windows Internet Explorer Transcription ID 45412084 E Current Status In Preliminary Change To No Change v No Change Marked For Review Invalidated Document Infor Patient ID 123456 Patient Name Test Patient Gender 8 2 Append and Previous versions The Append section gives information on which if any Transcription IDs are appended to the selected transcription and what status in the workflow they are currently in Pressing the Info button next to each of the Transcription IDs on the list will redirect the user to the Information screen for that transcription InQuiry Emdat Proprietary Page 25 October 17 2012 InQuiry The Prior Versions section will allow users to see the previous versions of the Transcription s body Demographics are not saved in the prior versions although a prior version is created anytime changes are made and the save button is pressed in the Transcription Editor If a prior version is available clicking on it will open the text in another window If the user wants to revert to this prior version a restore button is available in the upper right hand corner of the screen By default users do not have access to the prior versions or restore functionality Additional information on restoring prior versions can be found here http www emdathelp
70. vered comprehensively in Section 7 Transcription Editor e Play Dictation Pressing the dictation button will download and play the audio file in your browser default media player e Complete next and complete Complete moves transcriptions forward in the workflow If the document is in the Preliminary folder and is completed by the dictating clinician or additional authenticator using the complete button also applies the electronic signature if the provider is using that feature The Complete button will complete the transcription selected and close the window The Complete next button will complete the transcription selected and open the next transcription in the Viewer This is helpful for completing multiple dictations in a row Note that the names of the Complete next and Complete buttons are customizable InQuiry Emdat Proprietary Page 19 October 17 2012 InQuiry e Comment The Comment button allows users to read or leave comments e Transcription Viewer Windows Internet Explorer T i ro E E B o amp A s gt iz 9 E b a dp rs H print custom preview fa previous next info edit play Complete next Complete cumulative patient info exit Bones McCoy A e Transcription Comment Webpage Dialog Transcription 45412084 Comment Save 1 ctear Heart Surgeon Gl cancel Note double quotes lt and gt characters are not allowed Dear Dr McCoy Sent Via InS
71. w and Preliminary Folders can be edited 7 1 Function Buttons The function buttons at the top allow users to modify the document The question mark button in the upper left corner will toggle hiding and showing the function button labels e Save This will save any changes made to the document but will allow the user to continue editing without reopening the editor window If the editor window is closed without saving any changes will be lost e Add Associate The Add Associate button will add an additional section beneath the Editor window where Referred Associates can be searched for created and added to the Associate Database The Associates section is covered comprehensively in Section 7 4 Associates e Save amp Close This will save any changes made to the document but will also close the editor window and return the user to the Transcription Viewer e Play Dictation Pressing the dictation button will download and play the audio file in your browser default media player e Complete next and Complete Complete moves transcriptions forward in the workflow If the document is in the Preliminary folder and is completed by the dictating clinician or additional authenticator using the complete button also applies the electronic signature if the provider is using that feature The Complete button will complete the transcription selected and close the window The Complete next button will complete the transcription selected and open t
72. who do not have Microsoft Silverlight installed will be prompted to install it before the audio tutorials can be played 14 2 Document Templates Document Templates establish a framework for the Medical Transcriptionist to work in When a typist first receives a dictation it is also downloaded with the associated document template After selecting a specialty from the Welcome sub tab a list of available Document Types are displayed Each document type can have multiple document templates one for each location Alternately a single document template can be created for all locations or any combination InQuiry Emdat Proprietary Page 40 October 17 2012 InQuiry To begin editing select one document type from the list and choose next Dem S m ge d d Emdat InCommand Le Emdat Inquiry d L ss Page M iS Tools The Engine That Powers Medical Transcription Search All Workflow Problem List facsimiles My Templates Une Document Templates Dictation Templates Print Your Templates Below are the document types to which you have access For each document type you may have a template from which you start This is called a Document Template You may create or edit templates for any of these document types Please select the document types for which you want to update your templates and then press the Next button Select All Status i Document Type ES 9 Personal Templates Assigned to All Locations
73. y the audio file in the browser s default media player Transcription Pressing the transcription button will open up a preview of the typed document More information about the transcription button is available in Section 6 Transcription Viewer Cover Letter Pressing the cover letter button will open a preview of the document cover letter Cover letters are not generated for transcriptions without associates who receive documents by mail or fax Note that specific dictators or document types may not generate cover letters Envelope Pressing the envelop button will open a preview of the document envelope Envelopes are not generated for transcriptions without associates who receive documents by mail Note that specific dictators or document types may not generate envelopes Viewing 1 through 4 of 4 records InQuiry n E E 5 123 W Craft Warren Craft Image Fitchburg WI 8 31 10 2 27 PM transcription edit coverletter envelope didation i SI Pit W Craft Warren Craft Image Fitchburg WI 31 10 2 28 PM transcription edit dictation ng 8 31 n B e UE Bones McCo Letter Fitchburg WI 10 12 19 PM transcpbon edit dictation E en D d s A dictation Bones McCoy Letter Fitchburg WI 8 5 10 1 02 PM Emdat Proprietary Page 16 October 17 2012 InQuiry 5 5 Repository Search All The Repository Search All folder is the final destination in the workflow This link will open the Search All navigation tab For more infor

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