instruction manual · urgent audio transcription ... global transcription services 1300 551 568 43...
TRANSCRIPT
© Copyright 2019 [email protected]
1300 551 568
INSTRUCTION MANUAL
CONTENTS
WORKFLOW 1. URGENT AUDIO TRANSCRIPTION ........................................................................................................................................................... 2-32. TO DELETE UNWANTED TRANSCRIPTIONS ............................................................................................................................................43. QUERIES/MISSING INFO FOLDER ............................................................................................................................................................ 5-64. CHANGING THE DICTATING CLINICIAN ON LETTERS TRANSCRIBED ........................................................................................ 75. PRIOR LETTER - ASSOCIATE CHANGE .................................................................................................................................................. 8-96. USING THE SEARCH ALL / ARCHIVE ICON .............................................................................................................................................107. SEARCH FOR PATIENTS IN THE DATABASE .....................................................................................................................................11-128. RETURNING LETTERS TO THE WORKFLOW ......................................................................................................................................... 13 9. CHANGING THE LOCATION AND DOCUMENT TYPE ........................................................................................................................... 14
E-FAX10. FAILED FAXES ...............................................................................................................................................................................................15-1611. FAXING FROM AWAITING PRINT FOLDER ............................................................................................................................................... 1712. FAXING FROM THE FOLDER CALLED FAX .............................................................................................................................................. 18
PASSWORDS13. FORGOT PASSWORD ......................................................................................................................................................................................... 19
MOBILE APP14. INSYNC MOBILE APP .................................................................................................................................................................................20-2115. DOCUMENT TYPE SELECTION SET UP ............................................................................................................................................ 22-23
REPORTS16. MONTH END REPORTS ............................................................................................................................................................................24-25
PRINTING17. PRINTING INSTRUCTIONS ...................................................................................................................................................................... 26-32
ELECTRONIC DOCUMENT DELIVERY18. ADDING ARGUS ASSOCIATES ................................................................................................................................................................33-3719. TO SEND LETTERS VIA ARGUS ................................................................................................................................................................... 38
USER GUIDE20. USER INQUIRY GUIDE ............................................................................................................................................................................... 39-4221. ADDING ASSOCIATES OR SEARCH ASSOCIATE DATABASE ....................................................................................................43-4522. ASSOCIATE UPDATING AND EDITING ................................................................................................................................................46-50
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1300 551 568GLOBAL TRANSCRIPTION SERVICES
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1. Log into Inquiry using your username, password, client code
2. Click the words “Dictation Sent” under the Workflow Summary section…..(right hand side of the screen)
INSTRUCTIONS FOR GETTING URGENT FILES DONE
1. Log into Inquiry using your username, password, client code
!
2. Click the words “Dictation Sent” under the Workflow Summary section…..(right hand side of the screen)
!
3. On the left hand side of the screen under the heading “Actions” you will see a speaker icon that says ‘dictation’ below the icon
!
3. On the left hand side of the screen under the heading “Actions” you will see a speaker icon that says ‘dictation’ below the icon
INSTRUCTIONS FOR GETTING URGENT FILES DONE
1. Log into Inquiry using your username, password, client code
!
2. Click the words “Dictation Sent” under the Workflow Summary section…..(right hand side of the screen)
!
3. On the left hand side of the screen under the heading “Actions” you will see a speaker icon that says ‘dictation’ below the icon
!
4. Click the speaker icon to listen to the audio…….once the correct audio file has been found, mouse over the speaker icon and make a note of the “transcription number”
PLEASE NOTE – if the doctor has dictated more than one letter on the audio file, please email us the time point in the audio file where the urgent letter begins.
4. Click the speaker icon to listen to the audio…….once the correct audio file has been found, mouse over the speaker icon and make a note of the “transcription number”
PLEASE NOTE – if the doctor has dictated more than one letter on the audio file, please email us the time point in the audio file where the urgent letter begins
!
5. Please email this number to :
[email protected] as well as to [email protected]
6. The letter will be done within the hour after the email has been sent.
7. USEFUL TIP – if your practice has more than one dictating clinician you can use the filters at the top of the screen to refine your search eg: use the drop down list next to the heading called “Clinician”. Select the clinicians name from the list and click SEARCH on the far right.
!
!
If you need any help with the above please call Mark on 1300 551568 / 0411 212121
5. Please email this number to :[email protected] as well as [email protected]
6. The letter will be done within the hour after the email has been sent.
1. GETTING URGENT FILES DONE
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7. USEFUL TIP – if your practice has more than one dictating clinician you can use the filters at the top of the screen to refine your search eg: use the drop down list next to the heading called “Clinician”. Select the clinicians name from the list and click SEARCH on the far right.
4. Click the speaker icon to listen to the audio…….once the correct audio file has been found, mouse over the speaker icon and make a note of the “transcription number”
PLEASE NOTE – if the doctor has dictated more than one letter on the audio file, please email us the time point in the audio file where the urgent letter begins
!
5. Please email this number to :
[email protected] as well as to [email protected]
6. The letter will be done within the hour after the email has been sent.
7. USEFUL TIP – if your practice has more than one dictating clinician you can use the filters at the top of the screen to refine your search eg: use the drop down list next to the heading called “Clinician”. Select the clinicians name from the list and click SEARCH on the far right.
!
!
If you need any help with the above please call Mark on 1300 551568 / 0411 212121
1. GETTING URGENT FILES DONE
(continued)
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
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WORKFLOW
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1. Open up the letter in the “viewer mode”
To delete or invalidate a letter:
1. Open up the letter in the “viewer mode”
!
2. In the viewer click the “Info” icon on the top toolbar
!
3. Click the drop down list on the heading “Change To”: (top left)
!
4. Select “Invalidated” and then press “save & close” (top right)
!
!
5. The letter will now be invalidated.
2. In the viewer click the “Info” icon on the top toolbar
To delete or invalidate a letter:
1. Open up the letter in the “viewer mode”
!
2. In the viewer click the “Info” icon on the top toolbar
!
3. Click the drop down list on the heading “Change To”: (top left)
!
4. Select “Invalidated” and then press “save & close” (top right)
!
!
5. The letter will now be invalidated.
3. Click the drop down list on the heading “Change To”: (top left)
To delete or invalidate a letter:
1. Open up the letter in the “viewer mode”
!
2. In the viewer click the “Info” icon on the top toolbar
!
3. Click the drop down list on the heading “Change To”: (top left)
!
4. Select “Invalidated” and then press “save & close” (top right)
!
!
5. The letter will now be invalidated.
4. Select “Invalidated” and then press “save & close” (top right)
To delete or invalidate a letter:
1. Open up the letter in the “viewer mode”
!
2. In the viewer click the “Info” icon on the top toolbar
!
3. Click the drop down list on the heading “Change To”: (top left)
!
4. Select “Invalidated” and then press “save & close” (top right)
!
!
5. The letter will now be invalidated.
5. The letter will now be invalidated.
To delete or invalidate a letter:
1. Open up the letter in the “viewer mode”
!
2. In the viewer click the “Info” icon on the top toolbar
!
3. Click the drop down list on the heading “Change To”: (top left)
!
4. Select “Invalidated” and then press “save & close” (top right)
!
!
5. The letter will now be invalidated.
2. TO DELETE A LETTER
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3. QUERIES/MISSING INFO FOLDER
1. Login to Inquiry
2. Click on “Queries / Missing Info”
INSTRUCTIONS FOR THE QUERIES / MISSING INFO FOLDER
1. Login to Inquiry
2. Click on “Queries / Missing Info”
!
3. Click on the patient name to open up the viewer
4. Click on the “Edit’ icon on the toolbar
!
5. Click on the “comment” icon on the toolbar
!
6. Please read the comment carefully as it will guide you to what needs fixing
7. Patient name – if the patient name needs fixing please ensure its also fixed in the body of the letter.
8. Referring doctors and CC’s
To add another referring doctor or CC, click on the “add associate” icon on the toolbar – scroll all the way to the end and fill in the details needed.
3. Click on the patient name to open up the viewer
4. Click on the “Edit’ icon on the toolbar
INSTRUCTIONS FOR THE QUERIES / MISSING INFO FOLDER
1. Login to Inquiry
2. Click on “Queries / Missing Info”
!
3. Click on the patient name to open up the viewer
4. Click on the “Edit’ icon on the toolbar
!
5. Click on the “comment” icon on the toolbar
!
6. Please read the comment carefully as it will guide you to what needs fixing
7. Patient name – if the patient name needs fixing please ensure its also fixed in the body of the letter.
8. Referring doctors and CC’s
To add another referring doctor or CC, click on the “add associate” icon on the toolbar – scroll all the way to the end and fill in the details needed.
5. Click on the “comment” icon on the toolbar
INSTRUCTIONS FOR THE QUERIES / MISSING INFO FOLDER
1. Login to Inquiry
2. Click on “Queries / Missing Info”
!
3. Click on the patient name to open up the viewer
4. Click on the “Edit’ icon on the toolbar
!
5. Click on the “comment” icon on the toolbar
!
6. Please read the comment carefully as it will guide you to what needs fixing
7. Patient name – if the patient name needs fixing please ensure its also fixed in the body of the letter.
8. Referring doctors and CC’s
To add another referring doctor or CC, click on the “add associate” icon on the toolbar – scroll all the way to the end and fill in the details needed.
6. Please read the comment carefully as it will guide you to what needs fixing
7. Patient name – if the patient name needs fixing please ensure its also fixed in the body of the letter.
8. Referring doctors and CC’s
To add another referring doctor or CC, click on the “add associate” icon on the toolbar – scroll all the way to the end and fill in the details needed.
PLEASE FOLLOW THESE RULES WHEN ADDING A REFERRING DOCTOR OR CC
1. Prefix before First name
PLEASE FOLLOW THESE RULES WHEN ADDING A REFERRING DOCTOR OR CC
1. Prefix before First name
!
2. Greeting – either FIRSTNAME only or Dr Surname eg: Dr Smith
!
3. Please leave the following fields EMPTY - Prefix - Business name - Speciality
4. Use ONLY address lines 1 to 3 – see above
5. Fill in the Suburb, State, Post Code – as shown above……Suburb in uppercase.
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2. Greeting – either FIRSTNAME only or Dr Surname eg: Dr Smith
PLEASE FOLLOW THESE RULES WHEN ADDING A REFERRING DOCTOR OR CC
1. Prefix before First name
!
2. Greeting – either FIRSTNAME only or Dr Surname eg: Dr Smith
!
3. Please leave the following fields EMPTY - Prefix - Business name - Speciality
4. Use ONLY address lines 1 to 3 – see above
5. Fill in the Suburb, State, Post Code – as shown above……Suburb in uppercase.
3. Please leave the following fields EMPTY
- Prefix- Business name- Speciality
4. Use ONLY address lines 1 to 3 – see above
5. Fill in the Suburb, State, Post Code – as shown above……Suburb in uppercase.
ONCE ALL THE CHANGES HAVE BEEN MADE – click “save & close” on the toolbar followed by “Queries / Missing info done’
!
PLEASE CHECK the “Queries / Missing Info” folder regularly as the Doctors do NOT have access to the folder
If you have any questions or need help please email / call Mark.
[email protected] 1300551568
ONCE ALL THE CHANGES HAVE BEEN MADE – click “save & close” on the toolbar followed by “Queries / Missing info done’ Searching for patients in the database.
3. QUERIES/MISSING INFO FOLDER
(continued)
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
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WORKFLOW
© Copyright 2019 [email protected]© Copyright 2019 [email protected]
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1. Login to Inquiry
Click on the Search All / Archive tab
INSTRUCTIONS FOR CHANGING THE DICTATING CLINCIAN ON LETTERS TRANSCRIBED
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ edit “ icon
!
2. Enter the patient name in the Patient Name box
INSTRUCTIONS FOR CHANGING THE DICTATING CLINCIAN ON LETTERS TRANSCRIBED
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ edit “ icon
!
3. Click the Search icon on the right hand side
INSTRUCTIONS FOR CHANGING THE DICTATING CLINCIAN ON LETTERS TRANSCRIBED
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ edit “ icon
!
4. Click on the “ edit “ icon
INSTRUCTIONS FOR CHANGING THE DICTATING CLINCIAN ON LETTERS TRANSCRIBED
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ edit “ icon
!
5. Scroll to the top of the edit screen and you will see a heading called “Clinician”……use the drop down menu arrow to select the correct Clinician’s name.
5. Scroll to the top of the edit screen and you will see a heading called “Clinician”……use the drop down menu arrow to select the correct Clinician’s name.
!
6. After selecting the correct name click “save & close”
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
6. After selecting the correct name click “save & close”
5. Scroll to the top of the edit screen and you will see a heading called “Clinician”……use the drop down menu arrow to select the correct Clinician’s name.
!
6. After selecting the correct name click “save & close”
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
4. CHANGING THE DICTATING CLINCIAN ON LETTERS TRANSCRIBED
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
7
WORKFLOW
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1. Login to Inquiry
Click on the Search All / Archive tab
INSTRUCTIONS FOR CHANGING THE ASSOCIATES ON PRIOR LETTERS
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ patient name” from the list that appears once the “search” completes.
5. Click on the “edit” icon, which appears on the toolbar
!
2. Enter the patient name in the Patient Name box
INSTRUCTIONS FOR CHANGING THE ASSOCIATES ON PRIOR LETTERS
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ patient name” from the list that appears once the “search” completes.
5. Click on the “edit” icon, which appears on the toolbar
!
3. Click the Search icon on the right hand side
INSTRUCTIONS FOR CHANGING THE ASSOCIATES ON PRIOR LETTERS
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ patient name” from the list that appears once the “search” completes.
5. Click on the “edit” icon, which appears on the toolbar
!
4. Click on the “ patient name” from the list that appears once the “search” completes.
5. Click on the “edit” icon, which appears on the toolbar
INSTRUCTIONS FOR CHANGING THE ASSOCIATES ON PRIOR LETTERS
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ patient name” from the list that appears once the “search” completes.
5. Click on the “edit” icon, which appears on the toolbar
!
6. Scroll to the very end until you see the associate section.
- Delete the incorrect associate – using the “delete icon on the right”
6. Scroll to the very end until you see the associate section. - Delete the incorrect associate – using the “delete icon on the right”
!
- Using the “search” icon on the right – search for the associate that has been updated in the database. – Please ensure the correct associate is chosen – it should match the associate that was updated.
!
PLEASE NOTE – if you have fixed the primary addressee please ensure that the Primary option on the right is ticked or flagged.
!
7. When the associate has been updated please click “save & close”
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
- Using the “search” icon on the right – search for the associate that has been updated in the database. – Please ensure the correct associate is chosen – it should match the associate that was updated.
6. Scroll to the very end until you see the associate section. - Delete the incorrect associate – using the “delete icon on the right”
!
- Using the “search” icon on the right – search for the associate that has been updated in the database. – Please ensure the correct associate is chosen – it should match the associate that was updated.
!
PLEASE NOTE – if you have fixed the primary addressee please ensure that the Primary option on the right is ticked or flagged.
!
7. When the associate has been updated please click “save & close”
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
5. CHANGING THE ASSOCIATES ON PRIOR LETTERS
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PLEASE NOTE – if you have fixed the primary addressee please ensure that the Primary option on the right is ticked or flagged.
6. Scroll to the very end until you see the associate section. - Delete the incorrect associate – using the “delete icon on the right”
!
- Using the “search” icon on the right – search for the associate that has been updated in the database. – Please ensure the correct associate is chosen – it should match the associate that was updated.
!
PLEASE NOTE – if you have fixed the primary addressee please ensure that the Primary option on the right is ticked or flagged.
!
7. When the associate has been updated please click “save & close”
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
7. When the associate has been updated please click “save & close”
6. Scroll to the very end until you see the associate section. - Delete the incorrect associate – using the “delete icon on the right”
!
- Using the “search” icon on the right – search for the associate that has been updated in the database. – Please ensure the correct associate is chosen – it should match the associate that was updated.
!
PLEASE NOTE – if you have fixed the primary addressee please ensure that the Primary option on the right is ticked or flagged.
!
7. When the associate has been updated please click “save & close”
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
5. CHANGING THE ASSOCIATES ON PRIOR LETTERS
(continued)
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
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9
WORKFLOW
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1. Login to Inquiry
Click on the Search All / Archive tab
Searching for patients in the database.
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box OR click on the patient name in the list that appears.
!
3. Click the Search icon on the right hand
!
4. The patient names will appear under the heading called “patient name” after the “search” icon is pressed
!
5. Click on the patient name to view or print the letter
6. Additional Search options
- Use date range only - Use Clinician name - Show by – can select “appointment date” or “Date Dictated”
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
2. Enter the patient name in the Patient Name box OR click on the patient name in the list that appears.
Searching for patients in the database.
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box OR click on the patient name in the list that appears.
!
3. Click the Search icon on the right hand
!
4. The patient names will appear under the heading called “patient name” after the “search” icon is pressed
!
5. Click on the patient name to view or print the letter
6. Additional Search options
- Use date range only - Use Clinician name - Show by – can select “appointment date” or “Date Dictated”
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
3. Click the Search icon on the right hand
Searching for patients in the database.
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box OR click on the patient name in the list that appears.
!
3. Click the Search icon on the right hand
!
4. The patient names will appear under the heading called “patient name” after the “search” icon is pressed
!
5. Click on the patient name to view or print the letter
6. Additional Search options
- Use date range only - Use Clinician name - Show by – can select “appointment date” or “Date Dictated”
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
4. The patient names will appear under the heading called “patient name” after the “search” icon is pressed
Searching for patients in the database.
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box OR click on the patient name in the list that appears.
!
3. Click the Search icon on the right hand
!
4. The patient names will appear under the heading called “patient name” after the “search” icon is pressed
!
5. Click on the patient name to view or print the letter
6. Additional Search options
- Use date range only - Use Clinician name - Show by – can select “appointment date” or “Date Dictated”
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
5. Click on the patient name to view or print the letter
6. Additional Search options
- Use date range only- Use Clinician name- Show by – can select “appointment date” or “Date Dictated”
6. SEARCH ALL/ARCHIVE
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
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WORKFLOW
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1. Login to Inquiry
Click on the Search All / Archive tab
Searching for patients in the database.
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box OR click on the patient name in the list that appears.
!
OR
!
3. Click the Search icon on the right hand side OR click on the patient name in the list
!
OR
2. Enter the patient name in the Patient Name box OR click on the patient name in the list that appears.
Searching for patients in the database.
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box OR click on the patient name in the list that appears.
!
OR
!
3. Click the Search icon on the right hand side OR click on the patient name in the list
!
OR
OR
Searching for patients in the database.
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box OR click on the patient name in the list that appears.
!
OR
!
3. Click the Search icon on the right hand side OR click on the patient name in the list
!
OR
3. Click the Search icon on the right hand side OR click on the patient name in the list
Searching for patients in the database.
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box OR click on the patient name in the list that appears.
!
OR
!
3. Click the Search icon on the right hand side OR click on the patient name in the list
!
OR OR
!
4. When the letter opens in the viewer – click on the “edit” icon
!
5. Scroll to the top of the edit screen and you will see a heading called “Patient Name”……click on the magnifying glass icon
!
6. Enter the patient name…either firstname or firstname surname or surname. Click search…..the patient name will appear – select the name and all the details will load.
7. Once the patient info has loaded click on the icon “save & close”
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
4. When the letter opens in the viewer – click on the “edit” icon
!
4. When the letter opens in the viewer – click on the “edit” icon
!
5. Scroll to the top of the edit screen and you will see a heading called “Patient Name”……click on the magnifying glass icon
!
6. Enter the patient name…either firstname or firstname surname or surname. Click search…..the patient name will appear – select the name and all the details will load.
7. Once the patient info has loaded click on the icon “save & close”
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
5. Scroll to the top of the edit screen and you will see a heading called “Patient Name”……click on the magnifying glass icon
!
4. When the letter opens in the viewer – click on the “edit” icon
!
5. Scroll to the top of the edit screen and you will see a heading called “Patient Name”……click on the magnifying glass icon
!
6. Enter the patient name…either firstname or firstname surname or surname. Click search…..the patient name will appear – select the name and all the details will load.
7. Once the patient info has loaded click on the icon “save & close”
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
7. SEARCHING FOR PATIENTS IN THE DATABASE
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6. Enter the patient name…either firstname or firstname surname or surname. Click search…..the patient name will appear – select the name and all the details will load.
7. Once the patient info has loaded click on the icon “save & close”
!
4. When the letter opens in the viewer – click on the “edit” icon
!
5. Scroll to the top of the edit screen and you will see a heading called “Patient Name”……click on the magnifying glass icon
!
6. Enter the patient name…either firstname or firstname surname or surname. Click search…..the patient name will appear – select the name and all the details will load.
7. Once the patient info has loaded click on the icon “save & close”
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
7. SEARCHING FOR PATIENTS IN THE DATABASE
(continued)
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
12
WORKFLOW
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1. Login to Inquiry
Click on the Search All / Archive tab
INSTRUCTIONS FOR RETURNING LETTERS INTO THE WORKFLOW
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the patient name to open the letter in the viewer mode (not the edit mode)
5. Click on the “Info” icon on the toolbar
!
6. A new window will open up…..top left is a heading called “Change To:”….use the drop down menu arrow and select the workflow phase that you would like to restore the letter back to.
!
2. Enter the patient name in the Patient Name box
INSTRUCTIONS FOR RETURNING LETTERS INTO THE WORKFLOW
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the patient name to open the letter in the viewer mode (not the edit mode)
5. Click on the “Info” icon on the toolbar
!
6. A new window will open up…..top left is a heading called “Change To:”….use the drop down menu arrow and select the workflow phase that you would like to restore the letter back to.
!
3. Click the Search icon on the right hand side
INSTRUCTIONS FOR RETURNING LETTERS INTO THE WORKFLOW
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the patient name to open the letter in the viewer mode (not the edit mode)
5. Click on the “Info” icon on the toolbar
!
6. A new window will open up…..top left is a heading called “Change To:”….use the drop down menu arrow and select the workflow phase that you would like to restore the letter back to.
!
4. Click on the patient name to open the letter in the viewer mode (not the edit mode)
5. Click on the “Info” icon on the toolbar
INSTRUCTIONS FOR RETURNING LETTERS INTO THE WORKFLOW
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the patient name to open the letter in the viewer mode (not the edit mode)
5. Click on the “Info” icon on the toolbar
!
6. A new window will open up…..top left is a heading called “Change To:”….use the drop down menu arrow and select the workflow phase that you would like to restore the letter back to.
!
6. A new window will open up…..top left is a heading called “Change To:”….use the drop down menu arrow and select the workflow phase that you would like to restore the letter back to.
INSTRUCTIONS FOR RETURNING LETTERS INTO THE WORKFLOW
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the patient name to open the letter in the viewer mode (not the edit mode)
5. Click on the “Info” icon on the toolbar
!
6. A new window will open up…..top left is a heading called “Change To:”….use the drop down menu arrow and select the workflow phase that you would like to restore the letter back to.
!
7. Click “Save & Close” on the top right to save the change.
8. RETURNING LETTERS INTO THE WORKFLOW
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
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WORKFLOW
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1. Login to Inquiry
Click on the Search All / Archive tab
INSTRUCTIONS FOR CHANGING THE LOCATION and DOCUMENT TYPE
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ edit “ icon
!
2. Enter the patient name in the Patient Name box
INSTRUCTIONS FOR CHANGING THE LOCATION and DOCUMENT TYPE
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ edit “ icon
!
3. Click the Search icon on the right hand side
INSTRUCTIONS FOR CHANGING THE LOCATION and DOCUMENT TYPE
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ edit “ icon
!
4. Click on the “ edit “ icon
INSTRUCTIONS FOR CHANGING THE LOCATION and DOCUMENT TYPE
1. Login to Inquiry
Click on the Search All / Archive tab
!
2. Enter the patient name in the Patient Name box
!
3. Click the Search icon on the right hand side
!
4. Click on the “ edit “ icon
!
5. Scroll to the top of the edit screen and you will see a heading called “Location as well as Document type”……use the drop down menu arrow to select the correct Location and correct Document type.
5. Scroll to the top of the edit screen and you will see a heading called “Location as well as Document type”……use the drop down menu arrow to select the correct Location and correct Document type.
!
6. After selecting the correct name click “save & close”
!
7. The letter can now be printed
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK or GTS Support
1300551568 [email protected] [email protected]
6. After selecting the correct name click “save & close”
5. Scroll to the top of the edit screen and you will see a heading called “Location as well as Document type”……use the drop down menu arrow to select the correct Location and correct Document type.
!
6. After selecting the correct name click “save & close”
!
7. The letter can now be printed
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK or GTS Support
1300551568 [email protected] [email protected]
7. The letter can now be printed
5. Scroll to the top of the edit screen and you will see a heading called “Location as well as Document type”……use the drop down menu arrow to select the correct Location and correct Document type.
!
6. After selecting the correct name click “save & close”
!
7. The letter can now be printed
!
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK or GTS Support
1300551568 [email protected] [email protected]
9. CHANGING THE LOCATION AND DOCUMENT TYPE
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
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WORKFLOW
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10. CLEARING FAILED FAXES
1. Click on “Failed Faxes”
INSTRUCTIONS FOR CLEARING FAILED FAXES
1. Click on “Failed Faxes”
!
2. Click on “Edit fax associate” under the Actions column
!
3. Add in or fix the fax number – NOTE the fax number must have 612 before the number, no spaces (613 for Victoria, 617 for Queensland etc….)
!
2. Click on “Edit fax associate” under the Actions column
INSTRUCTIONS FOR CLEARING FAILED FAXES
1. Click on “Failed Faxes”
!
2. Click on “Edit fax associate” under the Actions column
!
3. Add in or fix the fax number – NOTE the fax number must have 612 before the number, no spaces (613 for Victoria, 617 for Queensland etc….)
!
3. Add in or fix the fax number – NOTE the fax number must have 612 before the number, no spaces (613 for Victoria, 617 for Queensland etc….)
INSTRUCTIONS FOR CLEARING FAILED FAXES
1. Click on “Failed Faxes”
!
2. Click on “Edit fax associate” under the Actions column
!
3. Add in or fix the fax number – NOTE the fax number must have 612 before the number, no spaces (613 for Victoria, 617 for Queensland etc….)
!
4. Put a “tick” next to Update All Outstanding Faxes as well as Update Associate in Database
4. Put a “tick” next to Update All Outstanding Faxes as well as Update Associate in Database
!
5. Click “save and fax”
!
6. If you are unable to fax the letter for whatever reason, you can print or clear the failed fax by using the icons on the right hand side. Mouse over the icon to see the icons description
!
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
15
E-FAX
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19
10. CLEARING FAILED FAXES
(continued)
5. Click “save and fax”
4. Put a “tick” next to Update All Outstanding Faxes as well as Update Associate in Database
!
5. Click “save and fax”
!
6. If you are unable to fax the letter for whatever reason, you can print or clear the failed fax by using the icons on the right hand side. Mouse over the icon to see the icons description
!
6. If you are unable to fax the letter for whatever reason, you can print or clear the failed fax by using the icons on the right hand side. Mouse over the icon to see the icons description
4. Put a “tick” next to Update All Outstanding Faxes as well as Update Associate in Database
!
5. Click “save and fax”
!
6. If you are unable to fax the letter for whatever reason, you can print or clear the failed fax by using the icons on the right hand side. Mouse over the icon to see the icons description
!
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
16
E-FAX
© Copyright 2019 [email protected]© Copyright 2019 [email protected]
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20
11. FAXING FROM THE AWAITING PRINT FOLDER
1. Open up the Awaiting Print folder
2. Click on the “patient name” to view the letter
3. Click on the “edit” icon.
INSTRUCTIONS FOR FAXING FROM THE AWAITING PRINT FOLDER
1. Open up the Awaiting Print folder
2. Click on the “patient name” to view the letter
3. Click on the “edit” icon.
!
4. Scroll all the way to the end so that you can see the Associate box
5. Add in the fax number in the correct format eg: 612xxxxxxxx – no spaces. (2 for NSW, 3 for VIC, 618 for SA…..etc)
6. Put a tick in both Add/Update Database and Autofax Associate
!
7. Put the word FAX after the Associate code for example:
!
8. Click “save & close”
!
9. Click “Printing Done/Next”…..this will fax off the letter
4. Scroll all the way to the end so that you can see the Associate box
5. Add in the fax number in the correct format eg: 612xxxxxxxx – no spaces. (2 for NSW, 3 for VIC, 618 for SA…..etc)
6. Put a tick in both Add/Update Database and Autofax Associate
INSTRUCTIONS FOR FAXING FROM THE AWAITING PRINT FOLDER
1. Open up the Awaiting Print folder
2. Click on the “patient name” to view the letter
3. Click on the “edit” icon.
!
4. Scroll all the way to the end so that you can see the Associate box
5. Add in the fax number in the correct format eg: 612xxxxxxxx – no spaces. (2 for NSW, 3 for VIC, 618 for SA…..etc)
6. Put a tick in both Add/Update Database and Autofax Associate
!
7. Put the word FAX after the Associate code for example:
!
8. Click “save & close”
!
9. Click “Printing Done/Next”…..this will fax off the letter
7. Put the word FAX after the Associate code for example:
INSTRUCTIONS FOR FAXING FROM THE AWAITING PRINT FOLDER
1. Open up the Awaiting Print folder
2. Click on the “patient name” to view the letter
3. Click on the “edit” icon.
!
4. Scroll all the way to the end so that you can see the Associate box
5. Add in the fax number in the correct format eg: 612xxxxxxxx – no spaces. (2 for NSW, 3 for VIC, 618 for SA…..etc)
6. Put a tick in both Add/Update Database and Autofax Associate
!
7. Put the word FAX after the Associate code for example:
!
8. Click “save & close”
!
9. Click “Printing Done/Next”…..this will fax off the letter
8. Click “save & close”
INSTRUCTIONS FOR FAXING FROM THE AWAITING PRINT FOLDER
1. Open up the Awaiting Print folder
2. Click on the “patient name” to view the letter
3. Click on the “edit” icon.
!
4. Scroll all the way to the end so that you can see the Associate box
5. Add in the fax number in the correct format eg: 612xxxxxxxx – no spaces. (2 for NSW, 3 for VIC, 618 for SA…..etc)
6. Put a tick in both Add/Update Database and Autofax Associate
!
7. Put the word FAX after the Associate code for example:
!
8. Click “save & close”
!
9. Click “Printing Done/Next”…..this will fax off the letter 9. Click “Printing Done/Next”…..this will fax off the letter
!
10. PLEASE NOTE – if there is more than one associate listed and one or more DO NOT have a fax number, please print the letter before clicking “Printing Done/Next”……you only need to print the letters to the recipient with no fax number as the ones with a fax number will autofax when “Printing Done/Next” is clicked.
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK 1300551568 [email protected]
10. PLEASE NOTE – if there is more than one associate listed and one or more DO NOT have a fax number, please print the letter before clicking “Printing Done/Next”……you only need to print the letters to the recipient with no fax number as the ones with a fax number will autofax when “Printing Done/Next” is clicked.
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
17
E-FAX
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21
To send the letters in the fax folder please use the icons shown below
Faxing from the folder called “Fax”
Tosendthele+ersinthefaxfolderpleaseusetheiconsshownbelow
6
12. FAXING FROM THE FOLDER CALLED “FAX”
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
18
E-FAX
© Copyright 2019 [email protected]© Copyright 2019 [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
22
13. FORGOT PASSWORD
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
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19
PASSWORDS
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23
1. Install the app from the app store (search Emdat mobile in the app store) ...tap to launch it
Instructions on using the Insync application on your mobile
1. Install the app from the app store (search Emdat mobile in the app store)…tap to launch it.
!
2. You will then need to login……your login details have been sent in the “letter review instructions”
!
3. Once you have logged in click on “settings”…..at the bottom of the screen
!
4. Next – click on Document Type and select “Letter”
!
2. You will then need to login……your login details have been sent in the “letter review instructions”
Instructions on using the Insync application on your mobile
1. Install the app from the app store (search Emdat mobile in the app store)…tap to launch it.
!
2. You will then need to login……your login details have been sent in the “letter review instructions”
!
3. Once you have logged in click on “settings”…..at the bottom of the screen
!
4. Next – click on Document Type and select “Letter”
!
3. Once you have logged in click on “Settings”…..at the bottom of the screen
Instructions on using the Insync application on your mobile
1. Install the app from the app store (search Emdat mobile in the app store)…tap to launch it.
!
2. You will then need to login……your login details have been sent in the “letter review instructions”
!
3. Once you have logged in click on “settings”…..at the bottom of the screen
!
4. Next – click on Document Type and select “Letter”
!
4. Next – click on Document Type and select “Letter”
Instructions on using the Insync application on your mobile
1. Install the app from the app store (search Emdat mobile in the app store)…tap to launch it.
!
2. You will then need to login……your login details have been sent in the “letter review instructions”
!
3. Once you have logged in click on “settings”…..at the bottom of the screen
!
4. Next – click on Document Type and select “Letter”
!
5. Next – click on Location and select “Default Location”
!
5. Next – click on Location and select “Default Location”
!
6. Click on the Patients tab – bottom left
!
7. Now click on the + sign to begin dictations
!
8. You can type in the patient name under the heading called Patient ID or simply dictate the name (spell if necessary). The “red” button will start and stop the recording
6. Click on the Patients tab – bottom left
!
5. Next – click on Location and select “Default Location”
!
6. Click on the Patients tab – bottom left
!
7. Now click on the + sign to begin dictations
!
8. You can type in the patient name under the heading called Patient ID or simply dictate the name (spell if necessary). The “red” button will start and stop the recording
7. Now click on the + sign to begin dictations
!
5. Next – click on Location and select “Default Location”
!
6. Click on the Patients tab – bottom left
!
7. Now click on the + sign to begin dictations
!
8. You can type in the patient name under the heading called Patient ID or simply dictate the name (spell if necessary). The “red” button will start and stop the recording
8. You can type in the patient name under the heading called Patient ID or simply dictate the name (spell if necessary). The “red” button will start and stop the recording
!
9. When the dictation is complete click this icon to begin uploading…..top right
!
10.Select the document type called “letter”
!
11. Select the Location called “Default Location”
14. INSYNC MOBILE APP
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MOBILE APP
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1300 551 568GLOBAL TRANSCRIPTION SERVICES
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9. When the dictation is complete click this icon to begin uploading ...top right
!
9. When the dictation is complete click this icon to begin uploading…..top right
!
10.Select the document type called “letter”
!
11. Select the Location called “Default Location”
10. Select the document type called “letter”
!
9. When the dictation is complete click this icon to begin uploading…..top right
!
10.Select the document type called “letter”
!
11. Select the Location called “Default Location”
11. Select the Location called “Default Location”
!
12.The audio file will now be uploaded
!
If you need more detailed instructions please download the manual (this will also explain how to review your letters on the phone app.
(https://www.emdat.com/software/mobile.asp)
If you need any help please call Mark on 1300 551568 / 0411212121
12. The audio file will now be uploaded
!
12.The audio file will now be uploaded
!
If you need more detailed instructions please download the manual (this will also explain how to review your letters on the phone app.
(https://www.emdat.com/software/mobile.asp)
If you need any help please call Mark on 1300 551568 / 0411212121
If you need more detailed instructions please download the manual (this will also explain how to review your letters on the phone app).
https://www.emdat.com/software/mobile.asp
14. INSYNC MOBILE APP
(continued)
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
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21
MOBILE APP
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16
MOBILE APP
1. Click the cog wheel at the bottom of the screen once you have logged in.
2. Click on “Document Type”
Mobile App – document type selec3on set up
1. Click the cog wheel at the bo<om of the screen once you have logged in. 2. Click on “Document Type”
E
1. Ensure that “Prompt on Upload” is 3cked.
!
PLEASE ensure that the correct document type is selected prior to uploading.
1. Ensure that “Prompt on Upload” is ticked.
Mobile App – document type selec3on set up
1. Click the cog wheel at the bo<om of the screen once you have logged in. 2. Click on “Document Type”
E
1. Ensure that “Prompt on Upload” is 3cked.
!
PLEASE ensure that the correct document type is selected prior to uploading. PLEASE ensure that the correct document type is selected prior to uploading.
15. DOCUMENT TYPE SELECTION SET UP
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22
MOBILE APP
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17
15. DOCUMENT TYPE SELECTION SET UP
(continued)
INSYNC / PC MIC
1. Please select the correct document type from the drop down menu in the recording screen.
2. PLEASE ensure that the correct document type is selected.
Insync / PC mic – document type selec3on set up
1. Please select the correct document type from the drop down menu in the recording screen.
2. PLEASE ensure that the correct document type is selected.
E
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
23
MOBILE APP
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25
1. Login to Inquiry
2. Click on the “Reports” icon under the User menu
Instructions for running a month-end detailed billing report breakdown
1. Login to Inquiry
2. Click on the “Reports” icon under the User menu
!
3. Select the report type eg: Client Billing Detail Report or Fax Billing Report (if using our fax service)
!
4. Leave Location as - ALL Leave Document as – ALL Leave Provider as – ALL Start Date – use the Calendar icon to select first day of month End Date - use the Calendar icon to select last day of month Sorting and Grouping – use the drop down to select your preference Hide Detail – leave unticked to get details, tick if you only want the summary
3. Select the report type eg: Client Billing Detail Report or Fax Billing Report (if using our fax service)
Instructions for running a month-end detailed billing report breakdown
1. Login to Inquiry
2. Click on the “Reports” icon under the User menu
!
3. Select the report type eg: Client Billing Detail Report or Fax Billing Report (if using our fax service)
!
4. Leave Location as - ALL Leave Document as – ALL Leave Provider as – ALL Start Date – use the Calendar icon to select first day of month End Date - use the Calendar icon to select last day of month Sorting and Grouping – use the drop down to select your preference Hide Detail – leave unticked to get details, tick if you only want the summary
4. Leave Location as - ALL Leave Document as – ALL Leave Provider as – ALL Start Date – use the Calendar icon to select first day of month End Date - use the Calendar icon to select last day of month Sorting and Grouping – use the drop down to select your preference Hide Detail – leave unticked to get details, tick if you only want the summary
!
Sorting and Grouping – options
!
5. Select the format you would like…select using the drop down menu
!
Format options
!
6. Notification – leave as On-screen
7. Schedule Options – leave as Queue Now
8. Click Submit – bottom left of screen
16. RUNNING A MONTH-END DETAILED BILLING REPORT BREAKDOWN
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
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24
REPORTS
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26
Sorting and Grouping – options
!
Sorting and Grouping – options
!
5. Select the format you would like…select using the drop down menu
!
Format options
!
6. Notification – leave as On-screen
7. Schedule Options – leave as Queue Now
8. Click Submit – bottom left of screen
5. Select the format you would like…select using the drop down menu
!
Sorting and Grouping – options
!
5. Select the format you would like…select using the drop down menu
!
Format options
!
6. Notification – leave as On-screen
7. Schedule Options – leave as Queue Now
8. Click Submit – bottom left of screen
Format options
!
Sorting and Grouping – options
!
5. Select the format you would like…select using the drop down menu
!
Format options
!
6. Notification – leave as On-screen
7. Schedule Options – leave as Queue Now
8. Click Submit – bottom left of screen
6. Notification – leave as On-screen
7. Schedule Options – leave as Queue Now
8. Click Submit – bottom left of screen
!
!
9. After click on “submit”…a pop up window will appear.
!
Click on Client Detail Report – and the report will open.
TO SCHEDULE THE REPORT TO RUN AUTOMATICALLY EACH MONTH:
1. Notification – tick Email and put YOUR email address into the field
2. Schedule Options – tick Monthly
3. Put “third” in field or every 1 month
4. Choose the time of day you would like the report to run
5. Click SUBMIT
9. After click on “submit”…a pop up window will appear.
!
!
9. After click on “submit”…a pop up window will appear.
!
Click on Client Detail Report – and the report will open.
TO SCHEDULE THE REPORT TO RUN AUTOMATICALLY EACH MONTH:
1. Notification – tick Email and put YOUR email address into the field
2. Schedule Options – tick Monthly
3. Put “third” in field or every 1 month
4. Choose the time of day you would like the report to run
5. Click SUBMIT
Click on Client Detail Report – and the report will open.
16. RUNNING A MONTH-END DETAILED BILLING REPORT BREAKDOWN
(continued)
1300 551 568GLOBAL TRANSCRIPTION SERVICES
25
REPORTS
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1300 551 568GLOBAL TRANSCRIPTION SERVICES
27
TO SCHEDULE THE REPORT TO RUN AUTOMATICALLY EACH MONTH:
1. Notification – tick Email and put YOUR email address into the field
2. Schedule Options – tick Monthly
3. Put “third” in field or every 1 month
4. Choose the time of day you would like the report to run
5. Click SUBMIT
!
6. After clicking SUBMIT you will see a pop up window
!
Click OK and the report will be scheduled to run each month.
If you need help or have any questions please call / email Mark 1300551568 or [email protected]
6. After clicking SUBMIT you will see a pop up window
!
6. After clicking SUBMIT you will see a pop up window
!
Click OK and the report will be scheduled to run each month.
If you need help or have any questions please call / email Mark 1300551568 or [email protected]
Click OK and the report will be scheduled to run each month.
16. RUNNING A MONTH-END DETAILED BILLING REPORT BREAKDOWN
(continued)
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
26
REPORTS
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1300 551 568GLOBAL TRANSCRIPTION SERVICES
28
Log into Inquiry with the username / password / client code supplied
URL: https://aus.emdat.com/inquiry/
INSTRUCTIONS
Log into Inquiry with the username / password / client code supplied
URL: https://aus.emdat.com/inquiry/
!
Once logged in to InQuiry you will see the folders in your Workflow Summary. Printing is generally done from the “Awaiting Print” folder
!
TO PRINT LETTERS
Letters are printed from the folder called “Awaiting Print”.
Click on the words “awaiting print” to access the letters that require printing Printing can be managed using the icons on the right hand side of the screen – see below
The icons below can be used to either perform a task for “selected documents” or for “all documents”.
If using the function for selected documents, please place a “tick” in the box next to the document. See below.
Once logged in to InQuiry you will see the folders in your Workflow Summary. Printing is generally done from the “Awaiting Print” folder
INSTRUCTIONS
Log into Inquiry with the username / password / client code supplied
URL: https://aus.emdat.com/inquiry/
!
Once logged in to InQuiry you will see the folders in your Workflow Summary. Printing is generally done from the “Awaiting Print” folder
!
TO PRINT LETTERS
Letters are printed from the folder called “Awaiting Print”.
Click on the words “awaiting print” to access the letters that require printing Printing can be managed using the icons on the right hand side of the screen – see below
The icons below can be used to either perform a task for “selected documents” or for “all documents”.
If using the function for selected documents, please place a “tick” in the box next to the document. See below.
TO PRINT LETTERS
Letters are printed from the folder called “Awaiting Print”.
Click on the words “awaiting print” to access the letters that require printing
Printing can be managed using the icons on the right hand side of the screen – see below
The icons below can be used to either perform a task for “selected documents” or for “all documents”.
If using the function for selected documents, please place a “tick” in the box next to the document. See below.
17. PRINTING INSTRUCTIONS
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
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Left column = SelectedRight column = AllMouse over to see descriptions
Left column = Selected Right column = All Mouse over to see descriptions
For example:
!
!
Print selected or all transcrip/ons–thiswillprintsingle
copiesietotheprimaryaddresseeonlyPrint selected or all cover le1ers–thisisusedtoprintacopyfortheprimaryaswellasallcc’s-pleaseseeinstruc8onsbelowPrint selected or all envelopes / labels–pleasenotethe
defaultisenvelopesunlesslabelshavebeenrequestedPrin/ng done selected or all–usedtocleartheawai8ngprintfolderonceallthele<ershavebeenprintedFax selected or all–usedtosendle<ersviaautofax–pleasenotethisrequiresaddi8onalsetup
!
Print Selected Transcriptions
Once the letters have printed click on the “Printing Done / Selected” icon to move the Letters from the Final / Print folder into the EMDAT Archive and often a copy to your practice management software.
For example:
Print Selected Transcriptions
Left column = Selected Right column = All Mouse over to see descriptions
For example:
!
!
Print selected or all transcrip/ons–thiswillprintsingle
copiesietotheprimaryaddresseeonlyPrint selected or all cover le1ers–thisisusedtoprintacopyfortheprimaryaswellasallcc’s-pleaseseeinstruc8onsbelowPrint selected or all envelopes / labels–pleasenotethe
defaultisenvelopesunlesslabelshavebeenrequestedPrin/ng done selected or all–usedtocleartheawai8ngprintfolderonceallthele<ershavebeenprintedFax selected or all–usedtosendle<ersviaautofax–pleasenotethisrequiresaddi8onalsetup
!
Print Selected Transcriptions
Once the letters have printed click on the “Printing Done / Selected” icon to move the Letters from the Final / Print folder into the EMDAT Archive and often a copy to your practice management software.
Once the letters have printed click on the “Printing Done / Selected” icon to move the Letters from the Final / Print folder into the EMDAT Archive and often a copy to your practice management software.
Left column = Selected Right column = All Mouse over to see descriptions
For example:
!
!
Print selected or all transcrip/ons–thiswillprintsingle
copiesietotheprimaryaddresseeonlyPrint selected or all cover le1ers–thisisusedtoprintacopyfortheprimaryaswellasallcc’s-pleaseseeinstruc8onsbelowPrint selected or all envelopes / labels–pleasenotethe
defaultisenvelopesunlesslabelshavebeenrequestedPrin/ng done selected or all–usedtocleartheawai8ngprintfolderonceallthele<ershavebeenprintedFax selected or all–usedtosendle<ersviaautofax–pleasenotethisrequiresaddi8onalsetup
!
Print Selected Transcriptions
Once the letters have printed click on the “Printing Done / Selected” icon to move the Letters from the Final / Print folder into the EMDAT Archive and often a copy to your practice management software.
17. PRINTING INSTRUCTIONS
(continued)
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! 1 2 3 4 5 6
1. Tick these boxes to print selected letters. The Blue Diamond at the top if clicked on will select all 10 transcriptions. 2. Click on this icon to see the basic layout of the letter. 3. Click on this icon to Edit the letter – letters in the print folder SHOULD NOT NEED EDITING 4. Please IGNORE cover letters 5. This green icon – indicates a comment / note from the typist or doctors. To read the comment please click on the green icon. 6. Click on this icon to listen to the stored audio
TO PRINT COPIES FOR All DOCTORS INCLUDING THOSE CC’d
Please follow these steps:
1. Click the icon called “print all cover notes or print selected cover notes – second from the top
Left column = Selected Right column = All Mouse over to see descriptions
1. Tick these boxes to print selected letters. The Blue Diamond at the top if clicked on will select all 10 transcriptions.
2. Click on this icon to see the basic layout of the letter.
3. Click on this icon to Edit the letter – letters in the print folder SHOULD NOT NEED EDITING
4. Please IGNORE cover letters
5. This green icon – indicates a comment / note from the typist or doctors. To read the comment please click on the green icon.
6. Click on this icon to listen to the stored audio
TO PRINT COPIES FOR All DOCTORS INCLUDING THOSE CC’d
Please follow these steps:
1. Click the icon called “print all cover notes or print selected cover notes – second from the top
Left column = SelectedRight column = AllMouse over to see descriptions
For Example:
!
2. After clicking the selected or all cover letters this pop-up window will appear – CLICK OK
!
Print selected or all transcrip/ons–thiswillprintsingle
copiesietotheprimaryaddresseeonlyPrint selected or all cover le1ers–thisisusedtoprintacopyfortheprimaryaswellasallcc’s–pleaseseeinstruc8onsbelowPrint selected or all envelopes / labels–pleasenotethe
defaultisenvelopesunlesslabelshavebeenrequestedPrin/ng done selected or all–usedtocleartheawai8ngprintfolderonceallthele<ershavebeenprintedFax selected or all–usedtosendle<ersviaautofax–pleasenotethisrequiresaddi8onalsetup
!
Print Selected Cover Letters
17. PRINTING INSTRUCTIONS
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For example:For Example:
!
2. After clicking the selected or all cover letters this pop-up window will appear – CLICK OK
!
Print selected or all transcrip/ons–thiswillprintsingle
copiesietotheprimaryaddresseeonlyPrint selected or all cover le1ers–thisisusedtoprintacopyfortheprimaryaswellasallcc’s–pleaseseeinstruc8onsbelowPrint selected or all envelopes / labels–pleasenotethe
defaultisenvelopesunlesslabelshavebeenrequestedPrin/ng done selected or all–usedtocleartheawai8ngprintfolderonceallthele<ershavebeenprintedFax selected or all–usedtosendle<ersviaautofax–pleasenotethisrequiresaddi8onalsetup
!
Print Selected Cover Letters
2. After clicking the selected or all cover letters this pop-up window will appear – CLICK OK
For Example:
!
2. After clicking the selected or all cover letters this pop-up window will appear – CLICK OK
!
Print selected or all transcrip/ons–thiswillprintsingle
copiesietotheprimaryaddresseeonlyPrint selected or all cover le1ers–thisisusedtoprintacopyfortheprimaryaswellasallcc’s–pleaseseeinstruc8onsbelowPrint selected or all envelopes / labels–pleasenotethe
defaultisenvelopesunlesslabelshavebeenrequestedPrin/ng done selected or all–usedtocleartheawai8ngprintfolderonceallthele<ershavebeenprintedFax selected or all–usedtosendle<ersviaautofax–pleasenotethisrequiresaddi8onalsetup
!
Print Selected Cover Letters
3. The next pop-up window will appear - Please click CANCEL when this box appears3. The next pop-up window will appear - Please click CANCEL when this box appears
!
4. This is the last pop-up window to appear – CLICK OK
!
The printer dialog window will open – choose the printer and print the letters
ENVELOPES / LABELS
Please use the icon 3rd from the top to print envelopes or labels. Labels require separate set-up. Please use labels that come as 30 per page (64mm x 26.7mm)
Left column = Selected Right column = All Mouse over to see descriptions
4. This is the last pop-up window to appear – CLICK OK
3. The next pop-up window will appear - Please click CANCEL when this box appears
!
4. This is the last pop-up window to appear – CLICK OK
!
The printer dialog window will open – choose the printer and print the letters
ENVELOPES / LABELS
Please use the icon 3rd from the top to print envelopes or labels. Labels require separate set-up. Please use labels that come as 30 per page (64mm x 26.7mm)
Left column = Selected Right column = All Mouse over to see descriptions
The printer dialog window will open – choose the printer and print the letters
17. PRINTING INSTRUCTIONS
(continued)
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ENVELOPES / LABELS
Please use the icon 3rd from the top to print envelopes or labels. Labels require separate set-up. Please use labels that come as 30 per page (64mm x 26.7mm)
Left column = SelectedRight column = AllMouse over to see descriptions
To clear the printing folder and move documents to the archive – please use the 4th icon down from the top.
Left column = Selected Right column = All Mouse over to see descriptions
Faxing – requires separate set-up
Left column = Selected Right column = All Mouse over to see descriptions
Print selected or all transcrip/ons–thiswillprintsingle
copiesietotheprimaryaddresseeonlyPrint selected or all cover le1ers–thisisusedtoprintacopyfortheprimaryaswellasallcc’s–pleaseseeinstruc8onsbelowPrint selected or all envelopes / labels–pleasenotethe
defaultisenvelopesunlesslabelshavebeenrequestedPrin/ng done selected or all–usedtocleartheawai8ngprintfolderonceallthele<ershavebeenprintedFax selected or all–usedtosendle<ersviaautofax–pleasenotethisrequiresaddi8onalsetup
!
Print selected or all transcrip/ons–thiswillprintsingle
copiesietotheprimaryaddresseeonlyPrint selected or all cover le1ers–thisisusedtoprintacopyfortheprimaryaswellasallcc’s–pleaseseeinstruc8onsbelowPrint selected or all envelopes / labels–pleasenotethe
defaultisenvelopesunlesslabelshavebeenrequestedPrin/ng done selected or all–usedtocleartheawai8ngprintfolderonceallthele<ershavebeenprintedFax selected or all–usedtosendle<ersviaautofax–
pleasenotethisrequiresaddi8onalsetup!
To clear the printing folder and move documents to the archive – please use the 4th icon down from the top.
Left column = SelectedRight column = AllMouse over to see descriptions
To clear the printing folder and move documents to the archive – please use the 4th icon down from the top.
Left column = Selected Right column = All Mouse over to see descriptions
Faxing – requires separate set-up
Left column = Selected Right column = All Mouse over to see descriptions
Print selected or all transcrip/ons–thiswillprintsingle
copiesietotheprimaryaddresseeonlyPrint selected or all cover le1ers–thisisusedtoprintacopyfortheprimaryaswellasallcc’s–pleaseseeinstruc8onsbelowPrint selected or all envelopes / labels–pleasenotethe
defaultisenvelopesunlesslabelshavebeenrequestedPrin/ng done selected or all–usedtocleartheawai8ngprintfolderonceallthele<ershavebeenprintedFax selected or all–usedtosendle<ersviaautofax–pleasenotethisrequiresaddi8onalsetup
!
Print selected or all transcrip/ons–thiswillprintsingle
copiesietotheprimaryaddresseeonlyPrint selected or all cover le1ers–thisisusedtoprintacopyfortheprimaryaswellasallcc’s–pleaseseeinstruc8onsbelowPrint selected or all envelopes / labels–pleasenotethe
defaultisenvelopesunlesslabelshavebeenrequestedPrin/ng done selected or all–usedtocleartheawai8ngprintfolderonceallthele<ershavebeenprintedFax selected or all–usedtosendle<ersviaautofax–
pleasenotethisrequiresaddi8onalsetup!
17. PRINTING INSTRUCTIONS
(continued)
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PRINTING
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Faxing – requires separate set-up
Left column = SelectedRight column = AllMouse over to see descriptions
Support
If you have any queries please either call or e-mail at any time.
T: 0411 212121 or 1300 551 568 E: [email protected] / [email protected]
Print selected or all transcrip/ons–thiswillprintsingle
copiesietotheprimaryaddresseeonlyPrint selected or all cover le1ers–thisisusedtoprintacopyfortheprimaryaswellasallcc’s–pleaseseeinstruc8onsbelowPrint selected or all envelopes / labels–pleasenotethe
defaultisenvelopesunlesslabelshavebeenrequestedPrin/ng done selected or all–usedtocleartheawai8ngprintfolderonceallthele<ershavebeenprintedFax selected or all–usedtosendle<ersviaautofax–pleasenotethisrequiresaddi8onalsetup
!
17. PRINTING INSTRUCTIONS
(continued)
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
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PRINTING
© Copyright 2019 [email protected]© Copyright 2019 [email protected]
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18. UPDATING DOCTORS ADDRESSES IN THE DATABASE
1. Login to Inquiry
2. Click “Maintenance” under the User Menu on the left hand side
INSTRUCTIONS FOR UPDATING DOCTORS ADDRESSES IN THE DATABASE
1. Login to Inquiry
2. Click “Maintenance” under the User Menu on the left hand side
!
3. Click on the “Maintenance” drop down menu
!
4. Choose “Associates”
!
5. Type in the doctors surname in box that appears on the top left and click search
!
3. Click on the “Maintenance” drop down menu
INSTRUCTIONS FOR UPDATING DOCTORS ADDRESSES IN THE DATABASE
1. Login to Inquiry
2. Click “Maintenance” under the User Menu on the left hand side
!
3. Click on the “Maintenance” drop down menu
!
4. Choose “Associates”
!
5. Type in the doctors surname in box that appears on the top left and click search
!
4. Choose “Associates”
INSTRUCTIONS FOR UPDATING DOCTORS ADDRESSES IN THE DATABASE
1. Login to Inquiry
2. Click “Maintenance” under the User Menu on the left hand side
!
3. Click on the “Maintenance” drop down menu
!
4. Choose “Associates”
!
5. Type in the doctors surname in box that appears on the top left and click search
!
5. Type in the doctors surname in box that appears on the top left and click search
INSTRUCTIONS FOR UPDATING DOCTORS ADDRESSES IN THE DATABASE
1. Login to Inquiry
2. Click “Maintenance” under the User Menu on the left hand side
!
3. Click on the “Maintenance” drop down menu
!
4. Choose “Associates”
!
5. Type in the doctors surname in box that appears on the top left and click search
!
6. On the top right you will see this set of icons6. On the top right you will see this set of icons
!
The first one says “Choose Columns”
!
Click on “Choose Columns” and this will appear
!
Drag this box away from the top right so that you can see the columns
Click on CITY and drag it to column that says Business Name ie. You want to replace Business Name with CITY (suburb)…..once done close the “Field Chooser” box
The first one says “Choose Columns”
6. On the top right you will see this set of icons
!
The first one says “Choose Columns”
!
Click on “Choose Columns” and this will appear
!
Drag this box away from the top right so that you can see the columns
Click on CITY and drag it to column that says Business Name ie. You want to replace Business Name with CITY (suburb)…..once done close the “Field Chooser” box
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Click on “Choose Columns” and this will appear
6. On the top right you will see this set of icons
!
The first one says “Choose Columns”
!
Click on “Choose Columns” and this will appear
!
Drag this box away from the top right so that you can see the columns
Click on CITY and drag it to column that says Business Name ie. You want to replace Business Name with CITY (suburb)…..once done close the “Field Chooser” box
Drag this box away from the top right so that you can see the columns
Click on CITY and drag it to column that says Business Name ie. You want to replace Business Name with CITY (suburb)…..once done close the “Field Chooser” box
!
After dragging and dropping you will see these columns:
!
7. THIS IS VERY IMPORTANT
The address you want to update must have:
- First name column – Prefix before the First name ie: Dr / Prof / A/Prof - City column – the suburb must be capitalised or shown in uppercase - If the associate code doesn’t have an “X” before the number – place an X before the
number and type “argus” after the number, as this will prevent it from being overwritten.
!
After dragging and dropping you will see these columns:
!
After dragging and dropping you will see these columns:
!
7. THIS IS VERY IMPORTANT
The address you want to update must have:
- First name column – Prefix before the First name ie: Dr / Prof / A/Prof - City column – the suburb must be capitalised or shown in uppercase - If the associate code doesn’t have an “X” before the number – place an X before the
number and type “argus” after the number, as this will prevent it from being overwritten.
!
18. UPDATING DOCTORS ADDRESSES IN THE DATABASE
(continued)
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7. THIS IS VERY IMPORTANT
The address you want to update must have:- First name column – Prefix before the First name ie: Dr / Prof / A/Prof- City column – the suburb must be capitalised or shown in uppercase- If the Associate Code doesn’t have an “X” before the number – place an X
before the number and type “Argus” after the number, as this will prevent it from being overwritten.
!
After dragging and dropping you will see these columns:
!
7. THIS IS VERY IMPORTANT
The address you want to update must have:
- First name column – Prefix before the First name ie: Dr / Prof / A/Prof - City column – the suburb must be capitalised or shown in uppercase - If the associate code doesn’t have an “X” before the number – place an X before the
number and type “argus” after the number, as this will prevent it from being overwritten.
! ! For example:
!
8. TO EDIT THE ADDRESS
- Click on the “edit” icon
!
- Update the address accordingly
- PLEASE NOTE o ONLY USE ADDRESS LINES 1 to 3 o PLEASE DO NOT USE SPECIALITY OR BUSINESS NAME FIELDS o ENSURE YOU HAVE A PREFIX before the Firstname ie: Dr / Prof / A/
Prof o LEAVE the PREFIX box empty o SHOW THE GREETING as it needs to be – DO NOT USE THE WORD
“DEAR” in the greeting field. o Ensure the suburb is capitalised o If the associate code doesn’t have an “X” before the number – place an X
before the number and type “argus” after the number, as this will prevent it from being overwritten.
o Enter the “argus” email address in the “Email” field o Under the heading “Method of Deilvery” ensure Mail and Autofax are
unticked and Emdat Inquiry is ticked…..(if you get pop up message saying “Please specify a valid Referral User” – click Ok to remove the pop up
o Select “Argus” for the Referral User o Referral From – leave as Local Client o Click OK (bottom right once done)
For example:
! For example:
!
8. TO EDIT THE ADDRESS
- Click on the “edit” icon
!
- Update the address accordingly
- PLEASE NOTE o ONLY USE ADDRESS LINES 1 to 3 o PLEASE DO NOT USE SPECIALITY OR BUSINESS NAME FIELDS o ENSURE YOU HAVE A PREFIX before the Firstname ie: Dr / Prof / A/
Prof o LEAVE the PREFIX box empty o SHOW THE GREETING as it needs to be – DO NOT USE THE WORD
“DEAR” in the greeting field. o Ensure the suburb is capitalised o If the associate code doesn’t have an “X” before the number – place an X
before the number and type “argus” after the number, as this will prevent it from being overwritten.
o Enter the “argus” email address in the “Email” field o Under the heading “Method of Deilvery” ensure Mail and Autofax are
unticked and Emdat Inquiry is ticked…..(if you get pop up message saying “Please specify a valid Referral User” – click Ok to remove the pop up
o Select “Argus” for the Referral User o Referral From – leave as Local Client o Click OK (bottom right once done)
8. To edit the address
- Click on the “edit” icon
! For example:
!
8. TO EDIT THE ADDRESS
- Click on the “edit” icon
!
- Update the address accordingly
- PLEASE NOTE o ONLY USE ADDRESS LINES 1 to 3 o PLEASE DO NOT USE SPECIALITY OR BUSINESS NAME FIELDS o ENSURE YOU HAVE A PREFIX before the Firstname ie: Dr / Prof / A/
Prof o LEAVE the PREFIX box empty o SHOW THE GREETING as it needs to be – DO NOT USE THE WORD
“DEAR” in the greeting field. o Ensure the suburb is capitalised o If the associate code doesn’t have an “X” before the number – place an X
before the number and type “argus” after the number, as this will prevent it from being overwritten.
o Enter the “argus” email address in the “Email” field o Under the heading “Method of Deilvery” ensure Mail and Autofax are
unticked and Emdat Inquiry is ticked…..(if you get pop up message saying “Please specify a valid Referral User” – click Ok to remove the pop up
o Select “Argus” for the Referral User o Referral From – leave as Local Client o Click OK (bottom right once done)
- Update the address accordingly
PLEASE NOTE (see image overpage)
• ONLY USE ADDRESS LINES 1 to 3• PLEASE DO NOT USE SPECIALITY OR BUSINESS NAME FIELDS• ENSURE YOU HAVE A PREFIX before the Firstname ie: Dr / Prof / A/Prof• LEAVE the PREFIX box empty• SHOW THE GREETING as it needs to be – DO NOT USE THE WORD “DEAR” in
the greeting field.• Ensure the suburb is capitalised• If the Associate Code doesn’t have an “X” before the number – place an X
before the number and type “Argus” after the number, as this will prevent it from being overwritten.
• Enter the “Argus” email address in the “Email” field• Under the heading “Method of Deilvery” ensure Mail and Autofax are
unticked and Emdat Inquiry is ticked…..(if you get pop up message saying “Please specify a valid Referral User” – click OK to remove the pop up
• Select “Argus” for the Referral User• Referral From – leave as Local Client• Click OK (bottom right once done)
18. UPDATING DOCTORS ADDRESSES IN THE DATABASE
(continued)
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!
9. Please delete all other entries if not needed – either use the “delete” icon
9. Please delete all other entries if not needed – either use the “delete” icon
!
Or select the ones you want to delete and use “Delete Selected Associates”
!
!
10. If you need to create a new associate please add a new one to the database
Click “Add New Associate”
!
When adding please ensure
- Add and X before the associate code - Add a prefix before the First name - Leave the Prefix box empty - Show the greeting as it should be (don’t use the word DEAR) - Use only address lines 1 to 3 - Leave the Business name and Speciality fields empty - Capitalise the Suburb (City) - SEE POINT 8 above for the rest of the rules / instructions
18. UPDATING DOCTORS ADDRESSES IN THE DATABASE
(continued)
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6
Or select the ones you want to delete and use “Delete Selected Associates”
!
Or select the ones you want to delete and use “Delete Selected Associates”
!
!
10. If you need to create a new associate please add a new one to the database
Click “Add New Associate”
!
When adding please ensure
- Add and X before the associate code - Add a prefix before the First name - Leave the Prefix box empty - Show the greeting as it should be (don’t use the word DEAR) - Use only address lines 1 to 3 - Leave the Business name and Speciality fields empty - Capitalise the Suburb (City) - SEE POINT 8 above for the rest of the rules / instructions
!
Or select the ones you want to delete and use “Delete Selected Associates”
!
!
10. If you need to create a new associate please add a new one to the database
Click “Add New Associate”
!
When adding please ensure
- Add and X before the associate code - Add a prefix before the First name - Leave the Prefix box empty - Show the greeting as it should be (don’t use the word DEAR) - Use only address lines 1 to 3 - Leave the Business name and Speciality fields empty - Capitalise the Suburb (City) - SEE POINT 8 above for the rest of the rules / instructions
10. If you need to create a new associate please add a new one to the database
Click “Add New Associate”
!
Or select the ones you want to delete and use “Delete Selected Associates”
!
!
10. If you need to create a new associate please add a new one to the database
Click “Add New Associate”
!
When adding please ensure
- Add and X before the associate code - Add a prefix before the First name - Leave the Prefix box empty - Show the greeting as it should be (don’t use the word DEAR) - Use only address lines 1 to 3 - Leave the Business name and Speciality fields empty - Capitalise the Suburb (City) - SEE POINT 8 above for the rest of the rules / instructions
When adding please ensure
- Add an X before the associate code- Add a prefix before the First name- Leave the Prefix box empty- Show the greeting as it should be (don’t use the word DEAR)- Use only address lines 1 to 3- Leave the Business name and Speciality fields empty- Capitalise the Suburb (City)- SEE POINT 8 above for the rest of the rules / instructions
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
18. UPDATING DOCTORS ADDRESSES IN THE DATABASE
(continued)
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1. Click on the word “Argus” in the Workflow Summary. Please note the workflow folder descriptions might be slightly different in your workflow summary.
To Send le)ers via Argus
1. Click on the word “Argus” in the Workflow Summary. Please note the workflow folder descripCons might be slightly different in your workflow summary.
F
2. On the far right of the screen you will see 8 icons…..please click on the one that says “Send to Argus All TranscripCons”
F
3. A pop up will appear….click OK
F
2. On the far right of the screen you will see 8 icons…..please click on the one that says “Send to Argus All Transcriptions”
To Send le)ers via Argus
1. Click on the word “Argus” in the Workflow Summary. Please note the workflow folder descripCons might be slightly different in your workflow summary.
F
2. On the far right of the screen you will see 8 icons…..please click on the one that says “Send to Argus All TranscripCons”
F
3. A pop up will appear….click OK
F
3. A pop up will appear….click OK
To Send le)ers via Argus
1. Click on the word “Argus” in the Workflow Summary. Please note the workflow folder descripCons might be slightly different in your workflow summary.
F
2. On the far right of the screen you will see 8 icons…..please click on the one that says “Send to Argus All TranscripCons”
F
3. A pop up will appear….click OK
F
19. TO SEND LETTERS VIA ARGUS
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
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© Copyright 2019 [email protected]© Copyright 2019 [email protected]
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Email Notification
24 hours after recording you will receive an email notifying you that your letters are ready for review. You can then log into your secure web page to review, edit and print your letters.
Managing transcriptions via your personal Secure Web Page
Web Address: https://aus.emdat.com/inquiry/ https://www.escription-one.com/inquiry/
PLEASE BOOKMARK THE SITE FOR FUTURE USE
User name: xxxxx
Password: xxxxx
Client: XXXX
If you are logging in for the first time you will be prompted to run some software. Just below the log in area there will be some narrative, with a “click here” option. Please click and run the software.
“In order for Emdat software to run properly, all users must install the Emdat Updat-er component. Please “click here” to install this software and select Open or Run.”
Please run the software – it will allow you to log in.
TO REVIEW YOUR LETTERS – My Transcriptions Folder
Once logged in you will see a folder called “My Transcriptions” on the right hand side of the screen. Please note the folder called “My Transcriptions” may also be called “Document Review”.
INSTRUCTIONS AND USER GUIDE
Email Notification
24 hours after recording you will receive an email notifying you that your letters are ready for review. You can then log into your secure web page to review, edit and print your letters.
Managing transcriptions via your personal Secure Web Page
Web Address: https://aus.emdat.com/inquiry/ https://www.escription-one.com/inquiry/ PLEASE BOOKMARK THE SITE FOR FUTURE USE User name: xxxxx Password: xxxxx Client: XXXX
If you are logging in for the first time you will be prompted to run some software. Just below the log in area there will be some narrative, with a “click here” option. Please click and run the software. “In order for Emdat software to run properly, all users must install the Emdat Updater component. Please “click here” to install this software and select Open or Run.”
Please run the software – it will allow you to log in.
TO REVIEW YOUR LETTERS – My Transcriptions Folder
Once logged in you will see a folder called “My Transcriptions” on the right hand side of the screen. Please note the folder called “My Transcriptions” may also be called “Document Review”
! !
1. Double click on “My Transcription” / “Document Review” folder to open. 1. Double click on “My Transcription” / “Document Review” folder to open.
2. When the folder is open you will see all your letters. Please click on the
INSTRUCTIONS AND USER GUIDE
Email Notification
24 hours after recording you will receive an email notifying you that your letters are ready for review. You can then log into your secure web page to review, edit and print your letters.
Managing transcriptions via your personal Secure Web Page
Web Address: https://aus.emdat.com/inquiry/ PLEASE BOOKMARK THE SITE FOR FUTURE USE User name: xxxxx Password: xxxxx Client: XXXX
If you are logging in for the first time you will be prompted to run some software. Just below the log in area there will be some narrative, with a “click here” option. Please click and run the software. “In order for Emdat software to run properly, all users must install the Emdat Updater component. Please “click here” to install this software and select Open or Run.”
Please run the software – it will allow you to log in.
TO REVIEW YOUR LETTERS – My Transcriptions Folder
Once logged in you will see a folder called “My Transcriptions” on the right hand side of the screen.
!
1. Double click on “My Transcription” folder to open. 2. When the folder is open you will see all your letters. Please click on the ! to view the document. This is under the heading “VIEW”, on the left hand side.
Please note it will take a few seconds to open the first document as you are now working online.
to view the document. This is under the heading “VIEW”, on the left hand side.
PLEASE NOTE – it will take a few seconds to open the first document as you are now working online.
At the top of the viewer you will see some icons, ie print, preview, edit, play etc.
2. When the folder is open you will see all your letters. Please click on the ! to view the document. This is under the heading “VIEW”, on the left hand side.
Please note it will take a few seconds to open the first document as you are now working online.
At the top of the viewer you will see some icons, ie print, preview, edit, play etc.
!
!
If the document requires no editing use the “Complete/next” or “Review done/next” icon to move the document into the printing folder and to bring up the next document for review.
If the document requires editing – see next point
TO EDIT YOUR LETTERS - Document Edit
1. Click on the “edit” icon and edit patient details by scrolling to the top of the screen and edit referring doctor details by scrolling to the bottom of the screen.
2. The body can be edited in the “body of the document” 3. The audio can be played by clicking the “play” icon.
!
Green Comment Box – VERY IMPORTANT Please click on the box to read the message from the typist
!
Please click on this to view the comment
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If the document requires no editing use the “Complete/next” or “Review done/next” icon to move the document into the printing folder and to bring up the next document for review.
2. When the folder is open you will see all your letters. Please click on the ! to view the document. This is under the heading “VIEW”, on the left hand side.
Please note it will take a few seconds to open the first document as you are now working online.
At the top of the viewer you will see some icons, ie print, preview, edit, play etc.
!
!
If the document requires no editing use the “Complete/next” or “Review done/next” icon to move the document into the printing folder and to bring up the next document for review.
If the document requires editing – see next point
TO EDIT YOUR LETTERS - Document Edit
1. Click on the “edit” icon and edit patient details by scrolling to the top of the screen and edit referring doctor details by scrolling to the bottom of the screen.
2. The body can be edited in the “body of the document” 3. The audio can be played by clicking the “play” icon.
!
Green Comment Box – VERY IMPORTANT Please click on the box to read the message from the typist
!
Please click on this to view the comment
If the document requires editing – see next point
TO EDIT YOUR LETTERS - Document Edit1. Click on the “edit” icon and edit patient details by scrolling to the top of the
screen and edit referring doctor details by scrolling to the bottom of the screen.
2. The body can be edited in the “body of the document”3. The audio can be played by clicking the “play” icon.
Green Comment Box – VERY IMPORTANTPlease click on the box to read the message from the typist.
2. When the folder is open you will see all your letters. Please click on the ! to view the document. This is under the heading “VIEW”, on the left hand side.
Please note it will take a few seconds to open the first document as you are now working online.
At the top of the viewer you will see some icons, ie print, preview, edit, play etc.
!
!
If the document requires no editing use the “Complete/next” or “Review done/next” icon to move the document into the printing folder and to bring up the next document for review.
If the document requires editing – see next point
TO EDIT YOUR LETTERS - Document Edit
1. Click on the “edit” icon and edit patient details by scrolling to the top of the screen and edit referring doctor details by scrolling to the bottom of the screen.
2. The body can be edited in the “body of the document” 3. The audio can be played by clicking the “play” icon.
!
Green Comment Box – VERY IMPORTANT Please click on the box to read the message from the typist
!
Please click on this to view the comment Please click on this to view the comment
Internal Mail Folder
Once logged in you will see a folder called “Internal Mail” on the right hand side of the screen. Please note – you may not have this in your workflow.
Internal Mail Folder
Once logged in you will see a folder called “Internal Mail” on the right hand side of the screen. Please note – you may not have this in your workflow.
!
- Double click to open the folder - When the folder is open you will see all your letters. Please click on the ! to view the document - Once the letter has been read, click on the “complete/next” icon.
!
Additional Associates to be CC’d
If you need to add an additional associates to be cc’d – please click on the “add associate icon” when in the EDIT screen. Then scroll all the way to the bottom and either search for the associate in the database or add the FULL address in.
!
When editing has been done, click the “SAVE & CLOSE” icon to save changes. Use the “Review done / next” icon to move to the next document.
!
- Double click to open the folder
- When the folder is open you will see all your letters. Please click on the
Internal Mail Folder
Once logged in you will see a folder called “Internal Mail” on the right hand side of the screen. Please note – you may not have this in your workflow.
!
- Double click to open the folder - When the folder is open you will see all your letters. Please click on the ! to view the document - Once the letter has been read, click on the “complete/next” icon.
!
Additional Associates to be CC’d
If you need to add an additional associates to be cc’d – please click on the “add associate icon” when in the EDIT screen. Then scroll all the way to the bottom and either search for the associate in the database or add the FULL address in.
!
When editing has been done, click the “SAVE & CLOSE” icon to save changes. Use the “Review done / next” icon to move to the next document.
!
to view the document
- Once the letter has been read, click on the “complete/next” icon.
Internal Mail Folder
Once logged in you will see a folder called “Internal Mail” on the right hand side of the screen. Please note – you may not have this in your workflow.
!
- Double click to open the folder - When the folder is open you will see all your letters. Please click on the ! to view the document - Once the letter has been read, click on the “complete/next” icon.
!
Additional Associates to be CC’d
If you need to add an additional associates to be cc’d – please click on the “add associate icon” when in the EDIT screen. Then scroll all the way to the bottom and either search for the associate in the database or add the FULL address in.
!
When editing has been done, click the “SAVE & CLOSE” icon to save changes. Use the “Review done / next” icon to move to the next document.
!
Additional Associates to be CC’d
If you need to add an additional associates to be cc’d – please click on the “add associate icon” when in the EDIT screen. Then scroll all the way to the bottom and either search for the associate in the database or add the FULL address in.
Internal Mail Folder
Once logged in you will see a folder called “Internal Mail” on the right hand side of the screen. Please note – you may not have this in your workflow.
!
- Double click to open the folder - When the folder is open you will see all your letters. Please click on the ! to view the document - Once the letter has been read, click on the “complete/next” icon.
!
Additional Associates to be CC’d
If you need to add an additional associates to be cc’d – please click on the “add associate icon” when in the EDIT screen. Then scroll all the way to the bottom and either search for the associate in the database or add the FULL address in.
!
When editing has been done, click the “SAVE & CLOSE” icon to save changes. Use the “Review done / next” icon to move to the next document.
!
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When editing has been done, click the “SAVE & CLOSE” icon to save changes. Use the “Review done / next” icon to move to the next document.
Internal Mail Folder
Once logged in you will see a folder called “Internal Mail” on the right hand side of the screen. Please note – you may not have this in your workflow.
!
- Double click to open the folder - When the folder is open you will see all your letters. Please click on the ! to view the document - Once the letter has been read, click on the “complete/next” icon.
!
Additional Associates to be CC’d
If you need to add an additional associates to be cc’d – please click on the “add associate icon” when in the EDIT screen. Then scroll all the way to the bottom and either search for the associate in the database or add the FULL address in.
!
When editing has been done, click the “SAVE & CLOSE” icon to save changes. Use the “Review done / next” icon to move to the next document.
!
TO PRINT LETTERS
When all documents are in the “Awaiting Print” folder, they can all be printed by selecting the icons on the right hand side.
The icons below can be used to either perform a task for “selected documents” or for “all documents”. If using the function for selected documents please place a “tick” in the box next to the document.
TO PRINT LETTERS
When all documents are in the “Awaiting Print” folder, they can all be printed by selecting the icons on the right hand side.
The icons below can be used to either perform a task for “selected documents” or for “all documents”. If using the function for selected documents please place a “tick” in the box next to the document.
!
Print selected (place a tick in the box) or Print All:
!
TO PRINT COPIES FOR DOCTORS CC’d
Please follow these steps:
1. Click the icon called “print all cover notes or print selected cover notes
!
2. Please click YES when this box appears
!
3. Please click CANCEL when this box appears
Print selected (place a tick in the box) or Print All:
TO PRINT LETTERS
When all documents are in the “Awaiting Print” folder, they can all be printed by selecting the icons on the right hand side.
The icons below can be used to either perform a task for “selected documents” or for “all documents”. If using the function for selected documents please place a “tick” in the box next to the document.
!
Print selected (place a tick in the box) or Print All:
!
TO PRINT COPIES FOR DOCTORS CC’d
Please follow these steps:
1. Click the icon called “print all cover notes or print selected cover notes
!
2. Please click YES when this box appears
!
3. Please click CANCEL when this box appears
TO PRINT COPIES FOR DOCTORS CC’D
Please follow these steps:
1. Click the icon called “print all cover notes or print selected cover notes
TO PRINT LETTERS
When all documents are in the “Awaiting Print” folder, they can all be printed by selecting the icons on the right hand side.
The icons below can be used to either perform a task for “selected documents” or for “all documents”. If using the function for selected documents please place a “tick” in the box next to the document.
!
Print selected (place a tick in the box) or Print All:
!
TO PRINT COPIES FOR DOCTORS CC’d
Please follow these steps:
1. Click the icon called “print all cover notes or print selected cover notes
!
2. Please click YES when this box appears
!
3. Please click CANCEL when this box appears
2. Please click YES when this box appears
TO PRINT LETTERS
When all documents are in the “Awaiting Print” folder, they can all be printed by selecting the icons on the right hand side.
The icons below can be used to either perform a task for “selected documents” or for “all documents”. If using the function for selected documents please place a “tick” in the box next to the document.
!
Print selected (place a tick in the box) or Print All:
!
TO PRINT COPIES FOR DOCTORS CC’d
Please follow these steps:
1. Click the icon called “print all cover notes or print selected cover notes
!
2. Please click YES when this box appears
!
3. Please click CANCEL when this box appears
3. Please click CANCEL when this box appears
!
4. Please click OK when this box appears
!
To print selected or all envelopes:
!
To clear the printing folder and move documents to the archive:
Please click the icon called “Printing done selected or Printing done all”
!
Support
If you have any queries please either call or e-mail at any time.
T: 0411 212121 or 1300 551 568 E: [email protected] E: [email protected]
Kind regards Mark Silbermann
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4. Please click OK when this box appears
!
4. Please click OK when this box appears
!
To print selected or all envelopes:
!
To clear the printing folder and move documents to the archive:
Please click the icon called “Printing done selected or Printing done all”
!
Support
If you have any queries please either call or e-mail at any time.
T: 0411 212121 or 1300 551 568 E: [email protected] E: [email protected]
Kind regards Mark Silbermann
To print selected or all envelopes:
!
4. Please click OK when this box appears
!
To print selected or all envelopes:
!
To clear the printing folder and move documents to the archive:
Please click the icon called “Printing done selected or Printing done all”
!
Support
If you have any queries please either call or e-mail at any time.
T: 0411 212121 or 1300 551 568 E: [email protected] E: [email protected]
Kind regards Mark Silbermann
To clear the printing folder and move documents to the archive:
Please click the icon called “Printing done selected or Printing done all”
!
4. Please click OK when this box appears
!
To print selected or all envelopes:
!
To clear the printing folder and move documents to the archive:
Please click the icon called “Printing done selected or Printing done all”
!
Support
If you have any queries please either call or e-mail at any time.
T: 0411 212121 or 1300 551 568 E: [email protected] E: [email protected]
Kind regards Mark Silbermann
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1. Open up the letter in EDIT MODE – scroll all the way to the end. If there are no fields / boxes to add a referring doctor or CC doctor - click on the “add associate” icon on the toolbar. This will create a box to add info into.
INSTRUCTIONS FOR ADDING A REFERRING DOCTOR OR CC DOCTOR
1. Open up the letter in EDIT MODE – scroll all the way to the end. If there are no fields / boxes to add a referring doctor or CC doctor - click on the “add associate” icon on the toolbar. This will create a box to add info into.
!
!
PLEASE FOLLOW THESE RULES WHEN ADDING A REFERRING DOCTOR OR CC
The first step is to search the database to see if the associate exists in the database.
1. Click the “search” icon on the right of the associate box.
!
PLEASE FOLLOW THESE RULES WHEN ADDING A REFERRING DOCTOR OR CC DOCTOR
The first step is to search the database to see if the associate exists in the database.
1. Click the “search” icon on the right of the associate box.
INSTRUCTIONS FOR ADDING A REFERRING DOCTOR OR CC DOCTOR
1. Open up the letter in EDIT MODE – scroll all the way to the end. If there are no fields / boxes to add a referring doctor or CC doctor - click on the “add associate” icon on the toolbar. This will create a box to add info into.
!
!
PLEASE FOLLOW THESE RULES WHEN ADDING A REFERRING DOCTOR OR CC
The first step is to search the database to see if the associate exists in the database.
1. Click the “search” icon on the right of the associate box.
! 2. Look to see if the referring doctor is in the list…..always choose the name that has the following
- Prefix before the first name
- Suburb in uppercase / caps
2. Look to see if the referring doctor is in the list…..always choose the name that has the following
- Prefix before the first name - Suburb in uppercase / caps
!
PLEASE NOTE – if the associate is the Primary please enable the associate as “primary”
!
IF the associate doesn’t exist or there is an associate but its unformatted (ie. No prefix before the firstname and suburb in sentence case) please follow the instructions below.
1. Prefix before First name
!
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PLEASE NOTE – if the associate is the Primary please enable the associate as “Primary”
2. Look to see if the referring doctor is in the list…..always choose the name that has the following
- Prefix before the first name - Suburb in uppercase / caps
!
PLEASE NOTE – if the associate is the Primary please enable the associate as “primary”
!
IF the associate doesn’t exist or there is an associate but its unformatted (ie. No prefix before the firstname and suburb in sentence case) please follow the instructions below.
1. Prefix before First name
!
If the associate doesn’t exist or there is an associate but its unformatted (ie. No prefix before the firstname and suburb in sentence case) please follow the instructions below.
1. Prefix before First name
2. Look to see if the referring doctor is in the list…..always choose the name that has the following
- Prefix before the first name - Suburb in uppercase / caps
!
PLEASE NOTE – if the associate is the Primary please enable the associate as “primary”
!
IF the associate doesn’t exist or there is an associate but its unformatted (ie. No prefix before the firstname and suburb in sentence case) please follow the instructions below.
1. Prefix before First name
!
2. Greeting – either FIRSTNAME only or Dr Surname eg: Dr Smith2. Greeting – either FIRSTNAME only or Dr Surname eg: Dr Smith
!
3. Please leave the following fields EMPTY - Prefix - Business name - Speciality
4. Use ONLY address lines 1 to 3 – see above
5. Fill in the Suburb, State, Post Code – as shown above……Suburb in uppercase.
6. Once the info has been filled in please add to the database
!
ONCE ALL THE CHANGES HAVE BEEN MADE – click “save & close” on the toolbar
3. Please leave the following fields EMPTY
- Prefix - Business name- Speciality
4. Use ONLY address lines 1 to 3 – see above
5. Fill in the Suburb, State, Post Code – as shown above……Suburb in uppercase.
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6. Once the info has been filled in please add to the database
2. Greeting – either FIRSTNAME only or Dr Surname eg: Dr Smith
!
3. Please leave the following fields EMPTY - Prefix - Business name - Speciality
4. Use ONLY address lines 1 to 3 – see above
5. Fill in the Suburb, State, Post Code – as shown above……Suburb in uppercase.
6. Once the info has been filled in please add to the database
!
ONCE ALL THE CHANGES HAVE BEEN MADE – click “save & close” on the toolbar
ONCE ALL THE CHANGES HAVE BEEN MADE – click “save & close” on the toolbar
!
If you have any questions or need help please email / call Mark. [email protected] 1300551568
21. ADDING A REFERRING DOCTOR OR CC DOCTOR
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1. Login to Inquiry
2. Click “Maintenance” under the User Menu on the left hand side
INSTRUCTIONS FOR UPDATING DOCTORS ADDRESSES IN THE DATABASE
1. Login to Inquiry
2. Click “Maintenance” under the User Menu on the left hand side
!
3. Click on the “Maintenance” drop down menu
!
4. Choose “Associates”
!
5. Type in the doctors surname in box that appears on the top left and click search
!
3. Click on the “Maintenance” drop down menu
INSTRUCTIONS FOR UPDATING DOCTORS ADDRESSES IN THE DATABASE
1. Login to Inquiry
2. Click “Maintenance” under the User Menu on the left hand side
!
3. Click on the “Maintenance” drop down menu
!
4. Choose “Associates”
!
5. Type in the doctors surname in box that appears on the top left and click search
!
4. Choose “Associates”
INSTRUCTIONS FOR UPDATING DOCTORS ADDRESSES IN THE DATABASE
1. Login to Inquiry
2. Click “Maintenance” under the User Menu on the left hand side
!
3. Click on the “Maintenance” drop down menu
!
4. Choose “Associates”
!
5. Type in the doctors surname in box that appears on the top left and click search
!
5. Type in the doctors surname in box that appears on the top left and click search
INSTRUCTIONS FOR UPDATING DOCTORS ADDRESSES IN THE DATABASE
1. Login to Inquiry
2. Click “Maintenance” under the User Menu on the left hand side
!
3. Click on the “Maintenance” drop down menu
!
4. Choose “Associates”
!
5. Type in the doctors surname in box that appears on the top left and click search
!
6. On the top right you will see this set of icons6. On the top right you will see this set of icons
!
The first one says “Choose Columns”
!
Click on “Choose Columns” and this will appear
!
Drag this box away from the top right so that you can see the columns
Click on CITY and drag it to column that says Business Name ie. You want to replace Business Name with CITY (suburb)…..once done close the “Field Chooser” box
The first one says “Choose Columns”
6. On the top right you will see this set of icons
!
The first one says “Choose Columns”
!
Click on “Choose Columns” and this will appear
!
Drag this box away from the top right so that you can see the columns
Click on CITY and drag it to column that says Business Name ie. You want to replace Business Name with CITY (suburb)…..once done close the “Field Chooser” box
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Click on “Choose Columns” and this will appear
6. On the top right you will see this set of icons
!
The first one says “Choose Columns”
!
Click on “Choose Columns” and this will appear
!
Drag this box away from the top right so that you can see the columns
Click on CITY and drag it to column that says Business Name ie. You want to replace Business Name with CITY (suburb)…..once done close the “Field Chooser” box
Drag this box away from the top right so that you can see the columns
Click on CITY and drag it to column that says Business Name ie. You want to replace Business Name with CITY (suburb)…..once done close the “Field Chooser” box
!
After dragging and dropping you will see these columns:
!
7. THIS IS VERY IMPORTANT
The address you want to update must have:
- First name column – Prefix before the First name ie: Dr / Prof / A/Prof - City column – the suburb must be capitalised or shown in uppercase - If the associate code doesn’t have an “X” before the number – place an X before the
number as this will prevent it from being overwritten.
!
After dragging and dropping you will see these columns:
!
After dragging and dropping you will see these columns:
!
7. THIS IS VERY IMPORTANT
The address you want to update must have:
- First name column – Prefix before the First name ie: Dr / Prof / A/Prof - City column – the suburb must be capitalised or shown in uppercase - If the associate code doesn’t have an “X” before the number – place an X before the
number as this will prevent it from being overwritten.
!
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7. THIS IS VERY IMPORTANT
The address you want to update must have:
- First name column – Prefix before the First name ie: Dr / Prof / A/Prof- City column – the suburb must be capitalised or shown in uppercase- If the associate code doesn’t have an “X” before the number – place an X
before the number as this will prevent it from being overwritten.
!
After dragging and dropping you will see these columns:
!
7. THIS IS VERY IMPORTANT
The address you want to update must have:
- First name column – Prefix before the First name ie: Dr / Prof / A/Prof - City column – the suburb must be capitalised or shown in uppercase - If the associate code doesn’t have an “X” before the number – place an X before the
number as this will prevent it from being overwritten.
!
!
!
8. TO EDIT THE ADDRESS
- Click on the “edit” icon
!
- Update the address accordingly
- PLEASE NOTE o ONLY USE ADDRESS LINES 1 to 3 o PLEASE DO NOT USE SPECIALITY OR BUSINESS NAME FIELDS o ENSURE YOU HAVE A PREFIX before the Firstname o LEAVE the PREFIX box empty o SHOW THE GREETING as it needs to be – DO NOT USE THE WORD
“DEAR” in the greeting field. o Ensure the suburb is capitalised
!
!
8. TO EDIT THE ADDRESS
- Click on the “edit” icon
!
- Update the address accordingly
- PLEASE NOTE o ONLY USE ADDRESS LINES 1 to 3 o PLEASE DO NOT USE SPECIALITY OR BUSINESS NAME FIELDS o ENSURE YOU HAVE A PREFIX before the Firstname o LEAVE the PREFIX box empty o SHOW THE GREETING as it needs to be – DO NOT USE THE WORD
“DEAR” in the greeting field. o Ensure the suburb is capitalised
8. TO EDIT THE ADDRESS
- Click on the “edit” icon
!
!
8. TO EDIT THE ADDRESS
- Click on the “edit” icon
!
- Update the address accordingly
- PLEASE NOTE o ONLY USE ADDRESS LINES 1 to 3 o PLEASE DO NOT USE SPECIALITY OR BUSINESS NAME FIELDS o ENSURE YOU HAVE A PREFIX before the Firstname o LEAVE the PREFIX box empty o SHOW THE GREETING as it needs to be – DO NOT USE THE WORD
“DEAR” in the greeting field. o Ensure the suburb is capitalised
- Update the address accordingly
PLEASE NOTE (see image overpage)
• ONLY USE ADDRESS LINES 1 to 3• PLEASE DO NOT USE SPECIALITY OR BUSINESS NAME FIELDS• ENSURE YOU HAVE A PREFIX before the Firstname• LEAVE the PREFIX box empty• SHOW THE GREETING as it needs to be – DO NOT USE THE WORD “DEAR” in
the greeting field.• Ensure the suburb is capitalised
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!
9. Please delete all other entries if not needed – either use the “delete” icon
!
Or select the ones you want to delete and use “Delete Selected Associates”
!
!
10. If you need to create a new associate please add a new one to the database
9. Please delete all other entries if not needed – either use the “delete” icon
!
9. Please delete all other entries if not needed – either use the “delete” icon
!
Or select the ones you want to delete and use “Delete Selected Associates”
!
!
10. If you need to create a new associate please add a new one to the database
Or select the ones you want to delete and use “Delete Selected Associates”
!
9. Please delete all other entries if not needed – either use the “delete” icon
!
Or select the ones you want to delete and use “Delete Selected Associates”
!
!
10. If you need to create a new associate please add a new one to the database
!
9. Please delete all other entries if not needed – either use the “delete” icon
!
Or select the ones you want to delete and use “Delete Selected Associates”
!
!
10. If you need to create a new associate please add a new one to the database 10. If you need to create a new associate please add a new one to the
database
Click “Add New Associate”Click “Add New Associate”
!
When adding please ensure
- Add and X before the associate code - Add a prefix before the First name - Leave the Prefix box empty - Show the greeting as it should be (don’t use the word DEAR) - Use only address lines 1 to 3 - Leave the Business name and Speciality fields emplty - Capitalise the Suburb (City)
ANY QUESTIONS OR NEED HELP CALL / EMAIL MARK
1300551568 [email protected]
22. UPDATING DOCTORS ADDRESSES IN THE DATABASE
(continued)
1300 551 568GLOBAL TRANSCRIPTION SERVICES
49
USER GUIDE
© Copyright 2019 [email protected]© Copyright 2019 [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
14
When adding please ensure
- Add an X before the associate code- Add a prefix before the First name- Leave the Prefix box empty- Show the greeting as it should be (don’t use the word DEAR)- Use only address lines 1 to 3- Leave the Business name and Speciality fields empty- Capitalise the Suburb (City)
22. UPDATING DOCTORS ADDRESSES IN THE DATABASE
(continued)
ANY QUESTIONS OR NEED HELP CALL OR EMAIL
1300 551 568 • [email protected]
1300 551 568GLOBAL TRANSCRIPTION SERVICES
50
USER GUIDE
© Copyright 2019
1300 551 568
Medical transcription, anytime, anywhere, on-line and on time