EditScript MT
Transcription
EditScript MT
EditScript MT User Guide for Version 10 Copyright and trademark information Copyright © 2015 Nuance Communications, Inc. All rights reserved. EMon® is a registered trademark of Nuance Communications, Inc. EditScript™, IntelliScript™, AutoScript™, NetScript™, and PrintScript™ are trademarks of Nuance Communications, Inc. All other trademarks are the property of their respective owners. U.S. Patent Number: 7,274,775. Content has been removed from some graphics to maintain patient and institution privacy. Send comments to [email protected] Document Version: v10.30 10022015 Contact information: Nuance Communications, Inc. 1 Wayside Road Burlington, MA 01803 Tel 781-565-5000 Fax 781-565-5001 Table of Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 About EditScript MT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Typical workflow for recognized data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Speech Recognition Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Chapter 1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 What’s New in Version 10? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Installing EditScript MT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Installation/upgrade instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Maximizing EditScript MT Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Starting and Exiting EditScript MT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Starting the program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Changing your password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Exiting the program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Foot Pedal Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 EditScript MT Profile Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Viewing/changing profile settings in EditScript MT . . . . . . . . . . . . . . . . . . . . 38 Autosave and File Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Chapter 2 Learning the Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Identifying the Interface Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Audio control bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 EditScript MT toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 3 Table of Contents Status bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Chapter 3 Learning the Microsoft Word Components . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Learning the Essential Word Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Reassigning shortcut keys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Using the AutoCorrect Feature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Importing your custom AutoCorrect lists. . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Moving AutoCorrect entries between computers . . . . . . . . . . . . . . . . . . . . . 83 Common AutoCorrect substitutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Using the AutoText Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Using Custom Dictionaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Updating Microsoft Word. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Chapter 4 Working in EditScript MT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Important EditScript MT Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Workflow shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Audio shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 EditScript MT voice cursor shortcuts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Editing shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Using the Foot Pedal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Pedal bounce-back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Understanding the Work Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Work queue permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Understanding document status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Building a work queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Retrieving and Uploading Dictations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Retrieving a dictation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Uploading a completed report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Understanding STAT dictations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Listening to a Dictation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Adjusting the audio controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Editing Header and Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Editing the header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Editing date fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Editing the visit grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Adding contact (CC) information to the header . . . . . . . . . . . . . . . . . . . . . 131 Header shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 Editing Dictation Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Voice and text cursor shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Basic editing shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138 Inserting contact names directly into the text . . . . . . . . . . . . . . . . . . . . . . 140 Inserting Normals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 4 EditScript MT User Guide V10 Table of Contents Default method of inserting normals . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 Normals Chooser method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Pending a Dictation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Adding a pending note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Understanding auto-pend messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Attaching Pending Reasons to a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 Pending Reason grid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 Attaching pending reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 Adding an in-text pending reason . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 Adding a pending reason in the header grid only . . . . . . . . . . . . . . . . . . . . 155 Splitting a Dictation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Splitting a speech-recognized draft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Splitting a non-recognized dictation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Creating a Report without Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160 Addenda and Amendments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Searching for a previous dictation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Taking a break from EditScript MT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 Viewing your Transcription Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167 Features Usage Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Searching for a Previously Uploaded Dictation . . . . . . . . . . . . . . . . . . . . . . . . . 171 MT Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174 MT Instructions and your eScriptionist profile . . . . . . . . . . . . . . . . . . . . . . 174 MT Instructions and the EditScript MT interface . . . . . . . . . . . . . . . . . . . . . 174 Instruction Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 MT Instructions dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 MT Instructions shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 Chapter 5 Working in MT Review Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179 MT Review v10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180 Getting Started (in EMon) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Enabling Enhanced MT Review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Setting up security permissions for MT Review . . . . . . . . . . . . . . . . . . . . . 181 Enabling new work modes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 Setting up grading criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186 Selecting documents for MT Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 Getting Started (in EditScript MT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193 Logging in to MT Review mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193 Constructing the work queue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193 QA Header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196 MT Review grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196 Grading a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 New menu items in v10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 EditScript MT User Guide V10 5 Table of Contents Adding an in-text error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199 Adding an error in the header grid only . . . . . . . . . . . . . . . . . . . . . . . . . . 201 Show or hide markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204 Reviewed Dictation Retrieval Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205 Logging in to RDR mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205 Working in RDR mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207 Getting the average score for a set of reviewed documents . . . . . . . . . . . . 212 Chapter 6 Working in Pending List Management Mode . . . . . . . . . . . . . . . . . . . . . . . . 215 Setting Up Pending List Management Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . 216 Security Group Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216 EditScript Profile Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216 Logging in to Pending List Management Mode . . . . . . . . . . . . . . . . . . . . . . . . . 218 Selecting Dictations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220 Sorting the work queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220 Building your work queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221 Working with a Pended Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223 Exiting Pending List Management Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227 Auto-pended Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229 Working with Pending Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230 Pending Reasons menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230 Logging in to PLM mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231 Resolving Pending Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232 Providing MT Review Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236 Chapter 7 Maximizing Productivity in EditScript MT . . . . . . . . . . . . . . . . . . . . . . . . . . 241 Using EditScript MT Mouse-free . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242 Productivity-enhancing Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247 Other Tips for MTs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249 Hide the EditScript MT feature icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249 Use the AutoCorrect feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250 Pay attention to direct MT feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251 Pause EditScript MT when you need a break . . . . . . . . . . . . . . . . . . . . . . . 254 Check spelling as you type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254 Edit documents for the same speaker. . . . . . . . . . . . . . . . . . . . . . . . . . . . 254 Chapter 8 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257 Troubleshooting EditScript MT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258 Troubleshooting Word . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269 Recommended AntiVirus Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271 6 EditScript MT User Guide V10 Table of Contents Appendix A: Common EditScript MT Messages . . . . . . . . . . . . . . . . . . . . . 279 Message Text / Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280 Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293 EditScript MT User Guide V10 7 Table of Contents 8 EditScript MT User Guide V10 Introduction The Dragon Medical 360 | eScription (formerly eScription) product line is designed to increase the productivity of medical transcriptionists, and is based on the simple premise that it is faster to edit than to type. Physicians dictate as usual, but rather than having their dictations typed from scratch, EditScript creates accurate and fully formatted first drafts that medical transcriptionists (MTs) — whether in-house or employed by an outsourced organization — quickly review and edit. As a result of using EditScript, health care organizations have doubled the productivity of medical transcriptionists, saved costs, and decreased turnaround time — without interfering with clinicians' workflow. Using unique, patent-pending features, four major components work together to deliver productivity results unequaled by any other technology vendor: Voice Capture Records, digitizes, and optimizes medical dictations for speech processing. Speech Processing Converts dictation to text while producing fully formatted draft documents. Transcription Tools Enables fast editing of draft documents. Document Management & Distribution Supports transcription management, document distribution, reporting, electronic signature, and more. About EditScript MT EditScript MT is Dragon Medical 360 | eScription’s transcription solution. Integrated with Microsoft Word, EditScript MT is a robust document editor, using intelligent speech processing technology to create formatted first draft documents that you can quickly review and edit. 9 Introduction EditScript MT contains audio manipulation tools that allow you to reset, rewind, fast forward and play-back dictation audio as necessary, and at a speed and volume that you are most comfortable with, putting you in complete control of the transcription process. Using EditScript MT, you can download dictations, perform editing or transcription, and upload your completed work efficiently. In addition to the standard transcription mode, EditScript MT features three additional modes: • • • MT Review mode (see Working in MT Review Mode in Chapter 5 on page 179). Reviewed Dictation Retrieval mode (allows you to review your marked-up documents, or the marked-up documents of other MTs, if you have the necessary permission). See Reviewed Dictation Retrieval Mode in Chapter 5 on page 205. Pending List Management mode (see Chapter 6: Working in Pending List Management Mode on page 215). Typical workflow for recognized data Dictation audio uploaded in IntelliScript (by telephone), IntelliScript Digital Voice Recorder (by handheld device) or a supported 3rd party system. Audio delivered by EDT/Audio or IntelliScript Digital Voice Recorder data transfer applications, and is ready for recognition. AutoScript fetches the audio and creates a draft known as a Word Alignment file. That draft is then marked Ready for editing. EditScript MT fetches the audio and Word Alignment file and creates a transcription file. The transcription is checked out for editing and transcribed by an eScriptionist (MT). The uploaded document is distributed based on institution-specified distribution rules, and eventually routed back to the dictating clinician. The clinician fetches the transcription and creates a signed document file using NetScript. The signed document is distributed based on institution-specified distribution rules, and sent to the Electronic Medical Records (EMR) system at your institution. 10 EditScript MT User Guide V10 1 2 3 4 5 6 7 Introduction Speech Recognition Overview The EditScript system uses speech recognition to produce document drafts that accurately reflect what was dictated by the clinician. This is done through AutoScript, a program that listens to recorded audio to learn how a clinician speaks. The speech patterns that result from this are used as a guide from which a voice model for a clinician is built. Before an institution goes live on the EditScript system, we obtain a collection of dictations made by the clinician. This collection is known as historical text. When the clinician is first introduced to the system, historical text is the only information we have on their specific dictation patterns. The data from their historical text is used along with transcriptions created in EditScript MT for the same clinician to build a language and formatting model for that clinician. The accuracy of a voice model depends largely on two variables: the amount and detail of the historical text from which the model is originally built, and the transcription work you perform for that clinician. From your consistent transcriptions, AutoScript will recognize when you make logical corrections and text substitutions and will eventually learn to make them for you! Workflow: 1 2 3 4 5 The clinician dictates. Medical transcriptionists transcribe a certain number of dictations for that clinician. AutoScript listens to the dictations and compares them with your transcriptions. AutoScript comes up with a model that accounts for what the doctor said and how his speech was transcribed. AutoScript improves the voice model using subsequent dictation-to-transcription analysis. Why is a Style Guide important? As you read above, the system learns to create an accurate draft document from close analysis of a clinician’s speech patterns and the patterns that evolve from the transcription work you perform of their dictations. For instance, if AutoScript sees that the phrase “murmurs, rubs and gallops” is always spelled “hot fudge sundae,” it will eventually recognize “murmurs, rubs and gallops” to mean “hot fudge sundae,” and will type it that way. Standardizations for how to type certain terms, phrases, conditions, and medications help to avoid this kind of confusion. During the EditScript installation process, your management staff met with Dragon Medical 360 | eScription personnel to develop a Style Guide, a manual that enforces consistent typing practices for particular terms, phrases, conditions, medications and formatting. Using the style guide, the transcription work by your MT staff will be consistent, allowing AutoScript to speech-recognize with heightened accuracy. With fewer changes to make in each draft, the task of editing will become easier, and your editing rate should increase as a result. EditScript MT User Guide V10 11 Introduction 12 EditScript MT User Guide V10 Getting Started This chapter contains detailed instructions for installing and starting EditScript MT. In addition, it discusses how to set up your foot pedal, profile options, autosave, and more. These are important topics to become familiar with before using EditScript MT in a production environment. 1 Topics discussed in this chapter: What’s New in Version 10? What’s New in Version 10.2? What’s New in Version 10.4? What’s New in Version 10.6? What’s New in Version 10.30? Installing EditScript MT Maximizing EditScript MT Performance Starting and Exiting EditScript MT Foot Pedal Setup EditScript MT Profile Options Autosave and File Recovery 13 Chapter 1: Getting Started What’s New in Version 10? EditScript MT version 10 contains several new features and enhancements with the shared purpose of improving your productivity and streamlining your transcription workflow: Enhanced MT Review Version 10 introduces an enhanced MT Review process that includes the ability to do a retrospective review of the latest unpended document, to let reviewers review the work of other reviewers, and to revise or correct already assigned scores in Reviewed Dictation Retrieval (RDR) mode. MTs with MT Review privileges can also review and grade others while in Pending List Management (PLM) mode. See descriptions below for more details. To enable these new features, EMon administrators select Enhanced MT Review Features in EMon’s Application Features dialog. See MT Review v10 in Chapter 5 on page 180. Note: EditScript MT v10 uses the term “MT Review” in place of “QA Review”. Support for Retrospective Review of Both Original and Current Versions of Documents EditScript MT v10 supports retrospective MT review of the original and current versions of unpended documents; documents must be in an unsigned, partially signed, or signed state. Two new options appear in the Workqueue Mode Specification dialog box. The “MT Review of Original Documents” option enables the reviewer to score the document originally uploaded by the MT, while the “MT Review of Current Documents” option enables the reviewer to score the document that was sent to distribution. See MT Review v10 in Chapter 5 on page 180. Providing Grading Feedback While in PLM Mode When EMon administrators enable Enhanced MT Review Features, users with MT Review privileges can review and grade other MTs while resolving pended documents in PLM mode. This is called pre-release MT Review. In previous versions of EditScript MT, it was necessary to resolve problems in PLM mode, log out, and then enter QA Review mode; in v10, users with MT Review privileges can provide grading feedback without leaving PLM mode. See Providing MT Review Feedback in Chapter 6 on page 236. Filtering Reviewed Documents By Reviewer While in RDR Mode When viewing the work queue in RDR mode, administrators can use the new Reviewer drop-down list to see documents that were reviewed by a particular transcriptionist or by all transcriptionists. The Reviewer drop-down list contains the names of all transcriptionists who are able to review documents. Administrators can select one specific name or select “All” to see documents reviewed by all transcriptionists. See Viewing the work queue in RDR mode (administrative users) in Chapter 5 on page 208. Users must belong to a security group with the Use EditScript to see reviewed documents of other transcriptionists permission to access this filter. Viewing Pending Reasons in RDR Mode In v10, reviewers can do an MT Review of a document while working in Pending List Management mode (called pre-release MT Review). As a result, such documents may also include pending reasons. These pending reasons will be displayed in the Pending Reason grid when viewing a downloaded document in RDR mode. Viewing them may provide users with contextual information relevant to the grades given when the document was reviewed. 14 EditScript MT User Guide V10 Chapter 1: Getting Started The Pending Reason grid will be read-only. See Viewing the work queue in RDR mode (transcriptionists) in Chapter 5 on page 207 and Viewing the work queue in RDR mode (administrative users) in Chapter 5 on page 208. Reviewing a Grading Mistake While in RDR Mode Review staff can now correct any grading mistakes that a reviewing transcriptionist might have made while reviewing a document. To revise scores, a user must belong to a security group with the Use EditScript to see reviewed documents for other transcriptionists security permission. Users will not be able to revise grading scores for their own reviewed documents. To revise a grading score, the user downloads a document in RDR mode and presses the “Revise Scores” button above the MT Review Codes grid. He or she deletes any existing MT Review codes and/or adds new MT Review codes, and the new score is reflected in the Accuracy/Line score in the grid. See Revising previously assigned scores in Chapter 5 on page 210. Attaching Standardized, Pre-Defined Pending Reasons to a Document When EMon administrators enable both the Enhanced MT Review Features and the Use Enhanced Pending List Management options in EMon, EditScript users can pend documents by attaching administrator-defined pending criteria (with optional, free-text comments) to a document instead of typing free-text descriptions. Each institution can customize their own pending criteria through EMon. Once a user selects a pre-defined pending criteria and attaches it to a document, that unique instance of the pending criteria is known as a pending reason. EditScript MT users can attach these pending criteria to documents via new shortcuts or menu items, in both Transcription mode and Pending List Management mode. The pending reasons are displayed in a grid above the document. In PLM mode, users can use shortcuts to navigate through the pending reasons and resolve them. When they resolve all the pending reasons and upload the document, the document is considered to be “unpended” (unless an additional validation rule is triggered on upload). See Attaching Pending Reasons to a Document in Chapter 4 on page 151. Note: If an institution does not to enable the “Use Enhanced Pending List Management” option, MTs use the existing Pending Note functionality. Displaying the Due Date for Dictations EditScript MT v10 displays two new columns in the work queue grid (in all modes) showing when a document is due to be completed. These columns are called: Local Due Date and Institution Due Date. Local Due Date is shown using the time zone of the transcriptionist’s PC and the Institution Due Date is shown using the time zone of the institution. If the current time is past the due dates shown, then the turnaround time (TAT) has been exceeded. What’s New in Version 10.2? The following feature has been added to version 10.2. Enhanced In-Text MT Review Interface EMon administrators can check this option in the Application Features console to enable Enhanced In-Text MT Review. This feature is intended for users who are providing MT Review feedback in Pending List Management mode. If enabled, a new dialog will open when adding an in-text error to a dictation. This dialog prompts the user for the corrected text, EditScript MT User Guide V10 15 Chapter 1: Getting Started the error criteria, and a comment. After clicking ‘OK’, the corrected text will be inserted into the dictation, replacing the original text. Both the incorrect and corrected text will be available for subsequent reporting. See Enhanced In-Text MT Review Interface option in Chapter 6 on page 238. What’s New in Version 10.4? The following feature has been added to version 10.4. Show or hide markup An new option called Toggle Track Changes appears on the Word Tools menu (shortcut: ALT+J) for the following modes: MT Review of Original Documents, MT Review of Current Documents, Reviewed Dictation Retrieval, and Pending List Management. This option is available for reviewers who, for instance, may not want to see changes made to speech-recognized drafts. When a user presses ALT+J, EditScript MT toggles all markup off, removing the color from the document. When the option is toggled back on, the color is added back for the current user and the previous user. See also: Show or hide markup in Chapter 5 on page 204. What’s New in Version 10.6? The following feature has been added to version 10.6. New Warning Message Alerts MTs if Contacts Will Not be Added to Header A message has been added in Transcription and Pending List Management modes that pops up if the MT clicks Cancel instead of OK after adding a CC. Previously, MTs would be returned to the header without any indication that the CC had not been added. (29291) What’s New in Version 10.30? The following features have been added to version 10.30. New ‘Hide the work queue’ eScriptionist Profile option A new eScriptionist Profile option called Hide the work queue has been added in EMon (eScriptionist tab> Profile> Login tab). If this option is selected, users will not be allowed to view the work queue in EditScript MT in any mode, with the exception of RDR mode. See also From the Login page: on page 45 and Setting work queue permissions through EMon (Administrators) in Chapter 4 on page 114. 16 EditScript MT User Guide V10 Chapter 1: Getting Started Prevent Dictation Skipping For administrators, a new option has been added that prevents MTs from repeatedly skipping documents that they do not want to work on (either by pressing Alt+F4, Alt+N, or clicking X). Administrators can access this option in EMon (via the eScriptionist tab> Profile button> Transcription tab), or in EditScript MT (Alt+O or Utilities menu> EditScript MT Options). See Prevent dictation skipping on page 51. EditScript MT User Guide V10 17 Chapter 1: Getting Started Installing EditScript MT In order to download and install EditScript MT, you will need the following: a working connection to the Internet, your institution short name, and your Dragon Medical 360 | eScription user name and password as assigned by your transcription manager. The types of users that can install and/or upgrade EditScript MT are listed below according to operating system: OPERATING SYSTEM PERMITTED TO INSTALL PERMITTED TO UPGRADE Windows XP Administrators Administrators Windows Vista, Windows 7 Administrators Administrators Standard Users with Administrator credentials Standard Users with Administrator credentials Installation/upgrade instructions Follow the steps below to manually install EditScript MT. IMPORTANT! Before installing EditScript MT, verify that your computer meets the hardware and software requirements listed in the Installation Component Requirements document found on EditScript Online> Support Center> Utilities & Manuals. Steps: 1 Enter your institution’s short name in the Customer Login field on www.escription.com, then click Log In. The Connect dialog appears. 2 18 Enter your user name and password, then click OK. EditScript MT User Guide V10 Chapter 1: Getting Started EditScript Online opens. 3 Click Administrators, then click Software Downloads. The Dragon Medical 360 | eScription programs available to your institution are displayed. 4 Click on the EditScript MT link. EditScript MT User Guide V10 19 Chapter 1: Getting Started The available installers are displayed. 5 Click on the EditScript MT Setup link. The File Download - Security Warning dialog appears. 6 Select Run to run the installer immediately, or Save to save the executable locally and run it from the save location. Note: A security warning may appear when you attempt to run the executable directly from the File Download dialog. It is safe to click RUN from this dialog. 7 20 Run the executable. (If you selected Run in Step 6, this will start automatically.) EditScript MT User Guide V10 Chapter 1: Getting Started The InstallShield wizard appears. 8 Click Next. The Destination Folder screen appears. 9 The default destination folder is specified. To install to the default destination folder, click Next. To browse for a folder, click Change. Note: We recommend that you install to the default location. EditScript MT User Guide V10 21 Chapter 1: Getting Started The Ready to Install screen appears. 10 Click Install to begin the installation. IMPORTANT! Installation will fail at this point if your system does not meet the requirements for memory, processor, disk space, monitor, operating system, and Microsoft Office version listed in the Installation Component Requirements document found on EditScript Online> Support Center> Utilities & Manuals. If your system does not meet one of the specified requirements, an error dialog listing the requirements that are not met will appear. The Installing EditScript MT dialog appears. If at any time you need to stop the installation process, click Cancel. 22 EditScript MT User Guide V10 Chapter 1: Getting Started The Installation Complete dialog appears. 11 Click Finish. Note: This install routine will also install the EditScriptProcMon service to your machine, a service that monitors when processes in EditScript MT are created and terminated. Installation/upgrade instructions (automatic updates) EditScript MT can be configured to update automatically on an institution-wide or per-MT basis. When set to auto-update, all of the files that are necessary for upgrade are downloaded to your computer while you work. A prompt will appear when you exit EditScript MT, asking that you install the update. Note: Depending on how auto-update has been configured for your institution, you may be allowed to skip the installation process a certain number of times. This is known as a grace period, and is configurable on a per-MT basis by your Dragon Medical 360 | eScription Support representative. If the update is not installed within your grace period, you will be locked out of EditScript MT. It is important to install program updates when you are first prompted to do so. EditScript MT User Guide V10 23 Chapter 1: Getting Started Steps: 1 If an update is available, a prompt will appear when you exit EditScript MT: 2 Click Yes to install the new release immediately (recommended) or No to install it at a later time if you are given the option to do so. If you select No, the prompt will indicate how many more times the software update may be refused. 3 After responding Yes, the prompt to install will appear. To install the update, follow the instructions under Installation/upgrade instructions on page 18, beginning with Step 6. The update is similar to a full install using the InstallShield wizard. Note that you will be instructed to close all Word-based programs, including EditScript MT before the install can proceed. Be sure to save any unsaved work before closing. The update should take a few minutes (with a typical broadband connection). Once the installation is complete, you may need to restart, depending on what version of EditScript MT was on your machine and what version you are upgrading to. IMPORTANT! If you do not install the update before your grace period elapses, you will no longer be allowed to log in to EditScript MT (until you update). You will receive the following message when you try to log in: ‘eScription has downloaded an EditScript MT upgrade to your machine. If you do not have Administrative privileges on this machine, please ask your transcription manager to contact your IT staff so that they can install this upgrade for you. You may no longer log in to EditScript MT until this upgrade has been installed.’ Navigating the installation directory The default EditScript MT installation directory will be one of the following, depending on whether the program was installed to a Windows Vista/Windows 7 or Windows XP operating system: OPERATING SYSTEM DEFAULT INSTALLATION DIRECTORY Windows Vista, Windows 7 \Users\<username>\AppData\Roaming\eScription\ EditScript MT Windows XP \Documents and Settings\<username>\Application Data\eScription\EditScriptMT Several folders in the installation directory contain content that can be useful to transcriptionists. These folders are highlighted below: 24 EditScript MT User Guide V10 Chapter 1: Getting Started Depository of files associated with a downloaded dictation (audio, dictation text, speech-recognized draft, etc.) Depository of upload, summary, AutoCorrect, and other log files Original copies of all the dictations worked on during a session of EditScript MT are stored here and purged when you sign out. Depository of pull templates saved locally to your machine Dictations that cannot be uploaded, due to a lost internet connection or any other interruption, are stored here and uploaded the next time you log into EditScript EditScript MT User Guide V10 Depository of autosaved documents When Save Word Docs is enabled in your EditScript Profile through EMon, saved documents will appear in this folder. 25 Chapter 1: Getting Started Maximizing EditScript MT Performance Following the system requirements for EditScript MT will ensure that the program runs efficiently. In addition, there are a few steps that can be taken to maximize the speed and overall performance of the program once it has been installed on your system. • • • • • • 26 Exclude all eScription folders from AntiVirus scans: In order to allow EditScript MT to access the files it requires from the installation directory without interruption, exclude the EditScript MT installation directory from your system-wide AntiVirus scanning. This can be set using the exclusion option available in most AntiVirus programs. Exclude www.eScription.com from firewall protection: For the same reasons mentioned above, the eScription.com site should be excluded from firewall interference. Many EditScript services require connection to the Internet, and to the eScription.com site specifically. Interruption by a firewall can negatively impact performance or access to these required resources. Avoid accessing EditScript MT through VPN: EditScript MT performance can be slowed considerably when accessed through VPN. Access through VPN should be limited, if possible. Use DSL or broadband: We recommend a DSL or broadband internet connection for increased speed and performance. If a user is limited to a dial-up connection, we recommend they notify their transcription manager before they begin working in EditScript MT, as their connection timeout setting (EMon) will most likely need to be adjusted. Update Word and Windows Media Player: For maximum performance when editing and transcribing in EditScript MT, make sure that Word and Windows Media Player are always up to date. Other: To resolve general speed issues, we recommend that you do not run any additional applications behind EditScript MT. In the event that your system is running slower than usual, try rebooting the computer. This will often improve overall system performance. EditScript MT User Guide V10 Chapter 1: Getting Started Starting and Exiting EditScript MT Follow the steps in this section to start a new session of EditScript MT (once it has been installed), or to exit the current session. Starting the program Once EditScript MT has been successfully installed, you can start the program by following the steps below. This is how you will launch the program at the beginning of each work day. Steps: 1 Double-click on the EditScript MT program icon on your desktop , or select Start> All Programs> eScription> EditScript MT 10. The initializing screen appears. If you are logging into EditScript MT for the first time, you will receive the following message about excluding certain directories from your antivirus scans. It is very important for performance of the EditScript MT program that you follow the instructions presented in this dialog. EditScript MT User Guide V10 27 Chapter 1: Getting Started 2 Click Ok. The Login dialog appears. 3 Enter your Login ID, Password, Institution (short name, assigned by Dragon Medical 360 | eScription) and System. Select Production (default) from the drop-down menu. If you have been granted access to a training or test system, a Test option will be available from this drop-down (as shown below). Be sure to select the appropriate system depending on your purpose in EditScript MT. Note: To log in mouse-free, use the TAB key to move from one field to the next. To go back and change any of the information you entered, use SHIFT+TAB. When finished, press TAB to jump to the Ok button, and press ENTER. 4 Once you have entered the required information, click Ok. Note: User names are unique between the Production and Test systems. You do not automatically have access to both. Note: If you are starting EditScript MT for the first time, and your institution is configured to require certificates for program access, you will be prompted to request a certificate after the Login screen appears. For more information on certificates, see Requesting a certificate on page 30. 5 If you have been given permission to use EditScript MT only for editing and transcription work, please proceed to Step 6. If you have been given permission to work in Pending List Management, MT Review, or Reviewed Dictation Retrieval modes, and the Prompt option has been selected in your EditScript MT profile in EMon, you will be prompted to specify the type of work queue you would like to work with in the current session. If the Prompt option is not selected in your profile, you will enter whatever work queue has been selected as the default for your profile in EMon. 28 EditScript MT User Guide V10 Chapter 1: Getting Started Select the work queue mode you wish to work in, and press ALT+O (OK). If you plan to work in only one of the listed modes, and you do not want to be prompted the next time you start EditScript MT, select the appropriate mode and un-check Always show this dialog. Note: You will not be able to deselect the Always show this dialog check box for Reviewed Dictation Retrieval mode. Transcription Select this option to use EditScript MT for editing and transcription. Pending List Management Select this option to view and manage the queue of documents that are currently pending. MT Review of Original Documents Select this option to compare dictation audio with edited or typed documents. Mark up documents using standard grading criteria. This option allows you to review the original version of the document, which represents the work of the MT who first edited and uploaded the document. MT Review of Current Documents Select this option to compare dictation audio with edited or typed documents. Mark up documents using standard grading criteria. This option allows you to review the current version of the document. The current version of the document is the latest unpended version, which may have been modified in EMon, in Pending List Management mode, or by a signing clinician. Reviewed Dictation Retrieval Select this option to download and review the marked-up documents scored by the reviewer. Users with additional security permissions can also see the reviewed documents of other transcriptionists. EditScript MT User Guide V10 29 Chapter 1: Getting Started 6 The Login dialog will remain visible until the various startup procedures have been accomplished. You can track the progress of these procedures directly from the dialog. Startup procedures appear here The following procedures may run at program startup: PROCEDURE NAME DESCRIPTION Logging In EditScript MT is attempting to log you into the institution site, using the login information you provided Downloading Templates EditScript MT is downloading pull templates from the institution library Downloading Latest Contacts Initial startup: EditScript MT is downloading all available contacts to your local machine Note: This process could take up to 60 minutes during initial startup if you have a slow connection. Subsequent startups: EditScript MT is downloading the new contacts that were added since your last session Downloading Speakers and Work types EditScript MT is downloading the speakers and work types for your institution Formatting Contact List EditScript MT is formatting your CC (contacts) list Initializing Dictation List EditScript MT is identifying the dictations in your work queue that are available for download Requesting a certificate If your institution is configured to require certificates for access to EditScript MT, you will be prompted to request a certificate the first time you start the program. You will not be able to use EditScript MT until your request has been accepted and processed by your administrator. Follow the steps below to request a certificate. Note: Certificates are assigned on a per-user, per-computer basis. If you intend to access EditScript MT from multiple computers, you will need to request a new certificate for each computer. 30 EditScript MT User Guide V10 Chapter 1: Getting Started Steps: 1 Enter the required information (shown in red) in the Request Certificate to Use EditScript MT dialog. To receive an email notification when your request has been processed, enter a valid email address in the Email Address field. 2 Specify a reason for the request, either by selecting a default reason from the Reason drop-down menu, or by selecting Other from the menu and specifying the reason in the details text field at the bottom of the dialog. 3 Press ALT+O (OK) to accept the entered information and send the request. Your request is then sent to the server, where it awaits processing by your administrator. EditScript MT User Guide V10 31 Chapter 1: Getting Started If you had specified an email address in the Request Certificate to Use EditScript MT dialog, you will receive an email notification when your request is processed. The notification they receive will look similar to the one shown in the following example, where a certificate for EditScript has been granted: When your request is approved, you will have immediate access to the system. In the instance that your request is denied, you will be prompted to request a certificate again the next time you attempt to log on. Background applications When EditScript MT is running, you will notice several additional applications in your Windows Task Manager dialog. These applications are necessary for the program and transcription workflow to operate without error. IMPORTANT! For EditScript to operate properly, and for your transcription work to be processed effectively, you must allow the tasks in the following table to run during your EditScript MT session. APPLICATION DESCRIPTION EditScriptClientMain The actual EditScript MT program. Ending this task will end your current EditScript session, and may prevent other transcriptionists from downloading dictations that you have not transcribed. You also may lose credit for some work done during the EditScript session. When this task is ended through the Windows Task Manager, a dialog will appear warning you of the potential dangers in ending the program this way. Selecting Yes from the dialog will restart EditScript automatically, and allow it to repair any problems (recommended). Document - EditScript MT The new word document that opens with EditScript. Ending this task will end your current EditScript session. TimeOutMonitor Monitors database requests. There will be several instances of this. EditScriptFileSaver Periodically saves Word’s auto recovery files to your Temp folder. These files can be retrieved in the event of a crash. DatabaseRequestServer Makes database requests. There will be several instances of this. EditScriptProcMon The EditScriptProcMon service monitors when processes in EditScript MT are created and terminated. It is mainly used for diagnostic purposes, as it can detect when an EditScript process has been closed through the Windows Task Manager. 32 EditScript MT User Guide V10 Chapter 1: Getting Started Changing your password If your password has expired, you will not be able to access the Dragon Medical 360 | eScription system until it is reset through EditScript Online. To do so, follow the steps below. Steps: 1 Log into EditScript MT. If your password has expired, the following dialog appears. 2 Click Yes. The eScription.com website opens. 3 Log in using your customer login (institution’s short name), user name, and password. Your institution’s home page opens. 4 Click on the Change Password link located on the left side of the page. EditScript MT User Guide V10 33 Chapter 1: Getting Started The Change Password page appears. 5 Enter a new password in the New password field. 6 Re-enter the new password in the Re-type new password field. 7 Click Save. A notice appears confirming that your password has been changed. Note: If your new password does not meet your institution’s password policy, you will receive an error message detailing the requirements your password must meet. 8 Return to the EditScript MT login dialog, and log in using your new password. Exiting the program Follow the steps below to exit EditScript MT. Steps: 1 Complete and upload the current dictation, but do not download another. To do this, press ALT+SHIFT+U, or click Dictations> Upload current file in the EditScript MT toolbar. 2 Click on the X at the top right side of the Windows screen. The following prompt appears: 34 EditScript MT User Guide V10 Chapter 1: Getting Started 3 Press ENTER or click Yes to exit EditScript MT. To return to EditScript MT, press the TAB key once (so that No is highlighted) and press ENTER, or click No. Exiting from an open document (not recommended): 1 Click on the X at the top right side of the Windows screen. EditScript MT automatically closes the open document. You will lose work on the current document, and the dictations in your queue will be returned to the general work queue. The following prompt appears: 2 Press ENTER or click Yes to exit EditScript MT. 3 Depending upon how the document was modified, a prompt may appear asking whether you would like to save a copy of your changes to the Normal.dot Windows template: This occurs when Microsoft Word is selected as the default editor. Press the TAB key once (so No is highlighted) and press ENTER, or click No. To avoid this message, disable Word as the default editor in Microsoft Outlook under Tools> Options> Mail Format> Message Format. Uncheck EditScript MT User Guide V10 35 Chapter 1: Getting Started Foot Pedal Setup EditScript MT supports two specific USB and serial port foot pedal devices: the IN-USB-1 (USB) and the IN-DB9 (serial). Both models are manufactured by Infinity. For detailed instructions on using these foot pedals in EditScript MT, see Chapter 4: Working in EditScript MT on page 99. Setting up the USB foot pedal The Infinity IN-USB-1 model connects to your computer’s USB port and requires no special software or drivers to work with EditScript MT. Steps: 1 Connect the device adaptor to the USB port on your computer. 2 Test the foot pedal in EditScript MT. Setting up the serial foot pedal The Infinity Model IN-DB9 model connects to your computer’s 9-pin serial port and requires no special software or drivers to work with EditScript MT. Steps: 1 Connect the device adaptor to the 9-pin serial port on your computer. 2 Test the foot pedal in EditScript MT. Using a USB/Serial Adaptor with a serial foot pedal In addition to the Infinity IN-USB-1 model, we have had success configuring the Belkin USB/ Serial Adaptor to work properly with a serial foot pedal on EditScript MT. Other adaptors may also work using this setup, but have not been tested. Note: We recommend using the Infinity IN-USB-1 model over the USB/Serial adaptor. Setting up the Belkin USB/Serial Adaptor: 36 1 Install the USB/Serial Adaptor using the instructions provided with the device. 2 Once installation has been completed, open the Windows Device Manager: 3 Right-click on My Computer and select Properties. 4 From the Hardware tab, click on Device Manager. 5 In the Device Manager window, click the + sign next to Ports (COM & LPT). You should see the USB/Serial Adaptor listed there with a COM port next to it. 6 Right-click on the Adaptor and select Properties. 7 From the Port Settings tab, click on Advanced. 8 From the COM Port Number drop-down, set the device to COM6 (any COM device higher than COM4 should also work). Be sure to remember what you set this to. 9 Click OK to close the Advanced window, then click OK to close the Properties window. 10 Close the Device Manager. 11 Launch EditScript MT and log in. 12 From the EditScript MT toolbar, click Options. EditScript MT User Guide V10 Chapter 1: Getting Started 13 From the Foot Pedal tab, change the CommPort setting to COM6 (or to whatever port was set in Step 8 above). 14 Click OK to close the Options dialog. EditScript MT User Guide V10 37 Chapter 1: Getting Started EditScript MT Profile Options Your EditScript MT profile contains various settings that directly impact your day-to-day transcription workflow. These settings can be configured by your administrator through the eScriptionist tab in EMon, the administration and monitoring tool. Many of these settings can also be set/changed directly through EditScript MT. Viewing/changing profile settings in EditScript MT Follow the steps below to view and/or change your profile settings in EditScript MT. Steps: 1 Log into EditScript MT. 2 Press ALT+O or click Utilities> EditScript MT Options to display your EditScript MT Profile Settings dialog. This dialog contains three tabs: QA (RDR mode), Transcription (workflow), and Foot Pedal (foot pedal-specific). 3 Click on the right-arrow key to navigate across the available dialog tabs. 4 To change an option from a dialog tab, hit the TAB key to toggle through the available settings. Configure the available profile settings as necessary, and press ALT+O to accept any changes and close the dialog. Before some changes can take effect, you must log out and log back into EditScript MT. QA page Enabled for RDR mode When checked, allows the user the option of working in Reviewed Dictation Retrieval mode when logging into EditScript MT. 38 EditScript MT User Guide V10 Chapter 1: Getting Started Transcription page Always Display Audio Dialog Select this setting to display the Audio control dialog whenever EditScript is open. When displayed, the Audio control dialog appears beneath the header. Manual Queue Refresh When checked, the work queue display can only be refreshed by pressing the Refresh button. When un-checked, the display is refreshed automatically. Prompt Before Exiting When checked, the following dialog will appear, prompting you to verify that you want to close EditScript. Select Yes to exit, or No to continue working in EditScript. AutoSave When checked, documents in EditScript are saved automatically in the event of a system crash or unexpected shutdown at the interval specified for the Minutes Between AutoSaves setting (see below). See Autosave and File Recovery on page 53 for more information on automatically saving your open documents. Note: By default, EditScript MT will autosave your open document every 1 minute. To avoid a repeated slowdown, set this option to save on a less frequent basis. EditScript MT User Guide V10 39 Chapter 1: Getting Started Seconds to Wait for Split Specify the number of seconds to wait before the Dictation ID of the next section of a dictation that has been split is downloaded. For more information, see Splitting a Dictation in Chapter 4 on page 157. MinutesBetweenAutoSave Specify a value, in minutes, for the interval at which an AutoSave will occur. Note that this setting will only apply when the AutoSave option is enabled (checked). Always Display Instructions When checked, the MT Instructions Control is automatically displayed when an MT downloads a dictation with associated instructions. If unchecked, the MT simply receives notification that there are instructions associated with the dictation. By default, this option is off. Note:This option should not be enabled often, but is useful for new transcriptionists. Days Instruction defined as new Specify the number of days (this number must be between 0 and 99) that MT Instructions are defined as new for the MT. The default is 3 days. When an instruction qualifies as new, the notification for the instruction indicates that. The MT then knows to view the instruction in order to see the new information. Note:Any time an instruction is changed in EMon, it qualifies as a new instruction. Tip: If you know that an MT will be gone for an extended period of time (e.g., on vacation), adjust this option accordingly. Foot Pedal page 40 EditScript MT User Guide V10 Chapter 1: Getting Started Pedal Bounce-Back Specify a value, in seconds, for the distance by which the voice cursor (audio) will rewind when the center foot pedal is released. Fractions of a second can be specified using a decimal point. Input Device When configuring a USB/Serial Adaptor with a serial foot pedal, this setting must match the CommPort setting that is set in the Windows Device Manager. For more information, see Using a USB/Serial Adaptor with a serial foot pedal on page 36. How profile settings are changed in EMon EMon is a program that allows administrators to monitor the entire dictation-to-transcription process. There are several profile settings in EMon that can affect how you work in EditScript MT. These settings are configured by your transcription manager through the eScriptionist tab or, through EditScript MT if you have Admin Privileges. The profile settings that are available for each page in this dialog are described in the following sections. Steps (Administrators or MTs with EMon access): 1 Log in to EMon. For instructions on installing EMon, see the EMon User Guide, available from your customer center or by request. 2 From the eScriptionist tab, search for the transcriptionist whose profile settings you wish to change. Select the transcriptionist’s name, and click the Profile button. The EditScript Profile dialog for that transcriptionist appears. This is a tabbed dialog, containing seven pages: Admin (administrative), Security (MT permissions), Files (MT file permissions), Login (login privileges), QA (EditScript MT Review, Pending List Management, and Reviewed Dictation Retrieval access), Transcription (workflow), and Foot Pedal (foot pedal specific). 3 Configure the profile settings as necessary, and click OK. Before some changes can take effect, the transcriptionist must log out and log back into EditScript MT. EditScript MT User Guide V10 41 Chapter 1: Getting Started From the Admin dialog page: Trap Deletes When checked, the delete/backspace key bug in Microsoft Word is corrected. If you are using a shortcut expander, such as ShortCut or SmarType, uncheck this setting. Display Long Contact Info When checked, the complete contact information is displayed in the header. When unchecked, only the eScriptionist’s first and last name are displayed. Allow System Wide Setting When checked, you can use the Apply System Wide setting (below) to apply an eScriptionist’s profile settings to all institutions for which she has a login. Apply System Wide When checked, the eScriptionist’s profile settings are used whenever she logs into any institution that she can access. Note: The Allow System Setting option (above) must be enabled for this setting to be active. Comm Timeout Minutes Specify a number, in minutes, for Internet response timeout. If a response from the Internet is not received within the number of minutes specified here, a communication warning will appear, and the request will restart. Failure to connect may indicate a network problem, firewall interference or problems with your ISP. Tip: If you connect to the Internet using a Dial-Up connection, increase this number to allow for the slower connection speed. 42 EditScript MT User Guide V10 Chapter 1: Getting Started Cache Size Warning Cache size represents the number of documents that should be kept downloaded on the computer at all times (including the one being transcribed). If the number of downloaded documents falls below the number specified in this setting, a warning will appear to the user. Seconds Between Retries Specify a number, in seconds, to determine the wait between Internet retries during communication lapses. This setting is seldom modified. High Priority Level Specify a number to determine the high priority level. Once set, any priority that is less than or equal to this number will be considered a high priority dictation capable of interrupting the current editing session with a “Higher Priority” prompt. Hours Before Unlock Specify a number, in hours, to determine the time before an untouched dictation is released back into the general work queue while EditScript MT is open. When the specified duration expires, any dictations that have yet to be worked on by an MT are released back into the work queue from where they can be pulled by another MT. From the Security page: Note: The settings available from this dialog page are enabled (checked) by default to comply with HIPAA (Health Insurance Portability Accountability Act) guidelines. Prevent SaveAs Check to disable the File> SaveAs, File> Send To, and File> SaveAs Web Page options when an EditScript MT document is loaded. Prevent Printing Check to prevent the MT from printing EditScript MT documents locally. Prevent Paste Check to prevent the MT from pasting text from the clipboard to a document outside of EditScript MT. EditScript MT User Guide V10 43 Chapter 1: Getting Started From the Files page: Save Word Docs When checked, uploaded documents are saved to the WordDocSave folder in the EditScript installation directory. IMPORTANT! Enabling this setting is not recommended. Keeping files on a user’s PC is a violation of HIPAA regulations in most circumstances. Remove Untouched Downloads When checked, downloaded dictations that are not edited during a session will be erased and unlocked after the session has ended. Release Edited Downloads When checked, downloaded dictations that are not pending uploads are erased and unlocked when you log out of EditScript MT. When this occurs, any changes that had been made will be lost. 44 EditScript MT User Guide V10 Chapter 1: Getting Started From the Login page: Note: Contact your Dragon Medical 360 | eScription Support representative with any questions you might have regarding the login privileges that can be specified through this tab page. Login Privileges These settings determine whether an MT will have the ability to edit her queue. Hide the work queue: do not allow the MT to view the work queue in any mode, with the exception of RDR mode. If the MT tries to open the work queue, a message is displayed stating: ‘You are not allowed to view the work queue. If you need access to the work queue, please contact your manager and ask them to change your permissions’. View the work queue - The MT can simply view her work queue, but cannot select dictations to work on. (EditScript places dictations in the queue based on the MT’s security group permissions and filters in the Properties dialog.) View and edit the work queue - In addition to viewing her work queue, the MT can manually add dictations to or release dictations from her queue. Note: This setting is generally enabled only for senior MTs and supervisors. Admin Privileges Check to grant the eScriptionist full access to her profile settings in EditScript MT. When enabled, all of the tabs and settings available from the Profile dialog in EMon (except the Login tab) are available from the Profile Settings dialog in EditScript MT (Utilities> EditScript MT Option). Note: This setting should only be enabled for users who are permitted to edit their work queues. EditScript MT User Guide V10 45 Chapter 1: Getting Started From the QA page: Work Queue mode Select the default work queue mode that you want open with EditScript MT. Enabled for Pending List Review Select to enable the transcriptionist to log in to Pending List Management mode of EditScript. This mode allows you to view and/or resolve the list of current pending documents. Enabled for MT Review Original Select to allow the user to work in MT Review mode of EditScript MT. This mode allows the user to review and score completed documents. Check this option to review the original version of the document, which represents the work of the MT who first edited and uploaded the document. Prompt for Work Queue Mode Check to always prompt the user to select the work queue they wish to work in when they log into EditScript MT. In order to be prompted, more than one work mode must be enabled for the user through this dialog. Tip: We recommend that you select this box for any MT or manager who will be working in more than one mode. Enable for RDR mode Check to allow the user to work in Reviewed Dictation Retrieval (RDR) mode of EditScript MT. This mode allows the user to download and review the marked-up documents scored by the reviewer. Users with additional security permissions can also see the reviewed documents of other transcriptionists. Enable for MT Review Current Select to allow the user to work in MT Review mode of EditScript MT. This mode allows the user to review and score completed documents. Check this option to review the current version of the document. The current version of the document is the latest unpended version, which may have been modified in EMon, in Pending List Management mode, or by a signing clinician. 46 EditScript MT User Guide V10 Chapter 1: Getting Started From the Transcription page: The settings in this dialog page more than any other affect your day-to-day transcription workflow in EditScript MT. It is important to understand each available setting and how it might affect your work. Note: We recommend that you contact your Dragon Medical 360 | eScription Support representative before changing the status of the settings available from this tab page. Note: Depending on your institution’s configuration, not all of the settings described below will appear in the Admin tab for your profile. Pend New Contacts Check to automatically pend a document when a new contact is added to the CC list. Hide buttons that have shortcuts Check to remove all buttons in EditScript MT that have shortcuts keys associated with them, encouraging MTs to use the shortcuts. Split Dictation Has Shortcut Check to allow the use of the Alt+Shift+6 shortcut to split a dictation. Create Dictation Has Shortcut Check to allow the use of the Alt+Shift+7 shortcut to create a new dictation without an audio file, and the use of Alt+Shift+8 to upload and create another. Load Dragon Medical 360 | eScription Medical Dictionaries Check to load and use the Dragon Medical 360 | eScription AutoCorrect dictionaries that are packaged with EditScript MT. See Using Custom Dictionaries in Chapter 3 on page 91 for more information. Always Display Audio Dialog Check to make the audio control dialog visible every time the MT downloads a dictation. EditScript MT User Guide V10 47 Chapter 1: Getting Started Hide Name Change Error Check to prevent a warning from being displayed when a document is pended following a change to the patient name in the header. When unchecked, a warning will be displayed in such an instance. Manual Queue Refresh Check to force the MT to manually refresh the work queue by pressing the Refresh button. When un-checked, the display is refreshed automatically. Prompt on Upload When checked, the MT receives a prompt to confirm every upload. Prompt on Unpend When checked, you receive a prompt before a document is unpended. Prompt Before Exiting When checked, the MT receives a prompt before exiting EditScript MT. Allow Automatic Bulleted Lists When checked, the Automatic Bulleted Lists option in Word will be set to on. When unchecked, this option will be turned off. Allow Automatic Numbered Lists When checked, the Automatic Numbered Lists option in Word will be set to on. When unchecked, this option will be turned off. High Priority Prompt When checked, the MT is prompted when a high-priority dictation is downloaded (recommended). Show Red Rectangle When checked, a red rectangle appears as the audio cursor. IMPORTANT! Unchecking this setting will turn off the voice cursor in EditScript MT. This is not recommended. AutoSave Check to automatically save documents at intervals specified in the Minutes Between AutoSaves option (see below). This will ensure that there is a recently saved version of the document in the event of a system crash or unexpected shutdown. Cache Size Specify a value for the number of dictations to keep downloaded on the local computer. For instance, if 3 were specified (default), 3 dictations in addition to the current dictation being transcribed would be downloaded on the local computer at all times. EditScript uses this parameter to load the next report more quickly. Note: This number should not be higher than 10. We recommend that this number be set to 1 or 2 for Radiology. Required Seconds Specify an amount of time, in seconds, for which a dictation must be downloaded before it can be uploaded without a warning. For instance, if 10 were specified (default), a warning would be issued if the MT were to upload a dictation that had been downloaded for LESS THAN 10 seconds. 48 EditScript MT User Guide V10 Chapter 1: Getting Started Seconds to Wait for Split Specify the number of seconds to wait before the Dictation ID of the next segment of a split dictation is downloaded. For more information, see Splitting a Dictation in Chapter 4 on page 157. Minutes Between AutoSaves Specify a value, in minutes, for the interval at which an AutoSave will occur. Note that this setting will only apply when the AutoSave option is checked. Note: By default, EditScript MT will autosave your open document(s) every 1 minute. If you experience performance delays, set this option to save on a less frequent basis. Unlock dictations closed by ALT-N If checked, when an MT presses ALT+N, the dictation will return to the general work queue, and no changes made to the document are saved. If not checked, the document will remain in the MT’s work queue, and will not be released to the general queue until the MT logs out of EditScript MT (clicks the X in the upper right corner of the screen). Always Display Instructions When checked, the MT Instructions Control is automatically displayed when an MT downloads a dictation with associated instructions. If unchecked, the MT simply receives notification that there are instructions associated with the dictation. By default, this option is off. Note: This option should not be enabled often, but is useful for new transcriptionists. Days Instruction defined as new Specify the number of days (this number must be between 0 and 99) that MT Instructions are defined as new for the MT. The default is 3 days. When an instruction qualifies as new, the notification for the instruction indicates that. The MT then knows to view the instruction in order to see the new information. Note: Any time an instruction is changed in EMon, it qualifies as a new instruction. Tip: If you know that an MT will be gone for an extended period of time (e.g., on vacation), adjust this option accordingly. Maximum WorkQueue Size Specify a value for the maximum number of dictations that will be displayed in the MT’s work queue. The size will be adjusted the next time the queue is refreshed. If no value is entered, it will default to 1500. EditScript MT User Guide V10 49 Chapter 1: Getting Started Always spell check before upload When checked, as an MT attempts to upload a document in transcription or pending list management mode, EditScript MT will automatically launch the Microsoft Word spell check dialog. When the MT finishes the spell check and closes the dialog, the document will continue to upload. If there are no spelling errors, the dialog will not appear. Note: To prevent unintentional uploads, for example, if an MT cancels the spell check to change a section of text, it is strongly recommended that the “Prompt on Upload” option (also on the Transcription tab) always be checked in conjunction with “Always spell check before upload”. If you change this option from within EditScript MT, the change takes effect immediately. If you make the change from within EMon, the change will be applied the next time you log in to EditScript MT. Force “Check spelling as you type” When checked, the next time EditScript MT is started, it will turn on the Microsoft Word “Check spelling as you type” option (if it is not already turned on). This setting will take effect once per session. On logging out, EditScript MT will set MS Word's “Check 50 EditScript MT User Guide V10 Chapter 1: Getting Started spelling as you type” option back to the value it had prior to logging in to EditScript MT (if necessary). This option is visible in the Word options dialog in ESMT (Word Tools >Options). Note: This setting could still be overridden if an MT changes this value in the Word options dialog while EditScript MT is running. Changes to this option take effect when EditScript MT is restarted. Prompt to view header in PLM mode Specify the type of prompt shown if the demographics header has not been viewed for a dictation in PLM mode. The choices are: No prompt – you are not prompted to view the demographics header; User Chooses – you are prompted with a message asking if you want to view the demographic header; User Forced – you are prompted with a message stating that you must view the demographic header (press ALT+E) before uploading the dictation. Validate Dates on Upload When checked, EditScript prompts you with a warning if the dates in the header are not in the proper sequence. This option is only available in version 11 and higher. Prevent dictation skipping When checked, prevents MTs from repeatedly skipping documents that they do not want to work on (either by pressing Alt+F4, Alt+N, or clicking X). This option is off by default. EditScript MT User Guide V10 51 Chapter 1: Getting Started From the Foot Pedal page: Pedal Bounce-Back Specify a value, in seconds, for the distance at which the voice cursor (audio) will rewind when the center foot pedal is released. Fractions of a second can be specified using a decimal point (see example above). Note: Changes to this setting will take effect when the next dictation is downloaded to your screen. 52 EditScript MT User Guide V10 Chapter 1: Getting Started Autosave and File Recovery EditScript MT includes an autosave feature that can be configured to save your documents in the background at a regular interval without causing interruption to your work. This feature can be enabled in EditScript MT through the EditScript MT Profile Settings dialog, or by your administrator in EMon, through your EditScript Profile>Transcription dialog page. When the autosave setting is checked (on), you or your administrator can specify a number, in minutes, for the interval at which your work will be automatically saved. Enabling AutoSave in EditScript MT: 1 From EditScript MT, press ALT+O, or click Utilities> EditScript MT Option to display the EditScript MT Profile Settings dialog. 2 Click the Transcription tab. 3 Click on the AutoSave check-box to enable the feature. Set the interval at which your documents will be automatically saved by specifying a time in the MinutesBetweenAutoSave field. Enabling AutoSave in EMon: 1 Log in to EMon (administrators or MTs with access). 2 From the eScriptionist tab, search for the transcriptionist whose profile settings you want to change. Select the transcriptionist’s name, and click the Profile button. The EditScript Profile dialog for that transcriptionist appears. EditScript MT User Guide V10 53 Chapter 1: Getting Started 3 Click the Transcription tab. 4 Click on the AutoSave check-box to enable the feature. Set the interval at which the transcriptionist’s documents will be automatically saved by specifying a time in the MinutesBetweenAutoSave field. Retrieving your autosaved documents When an autosave occurs, a copy of the current document is saved to the Temp folder in the EditScript installation directory in the (*.sav) file format. This copy will contain any changes that were made since the document was last saved. When an unintentional shutdown of EditScript MT occurs, the program will automatically load all autosaved files in the new session, and you can continue to work on them. To view these files manually, however, simply navigate to the Temp folder in the installation directory and double-click on a file name, or right-click and select Open from the fly-out menu that appears. 54 EditScript MT User Guide V10 Learning the Interface EditScript MT is built on top of Microsoft’s Word program, and uses many of the same components. As a result, the EditScript MT interface should look quite familiar to you. The purpose of this chapter is to introduce you to the EditScript MT-specific components, and to help you learn how to quickly access the transcription tools you will use most frequently. 2 Topics discussed in this chapter: Identifying the Interface Components Header Audio control bar EditScript MT toolbar Status bar 55 Chapter 2: Learning the Interface Identifying the Interface Components The EditScript MT interface is made up of several different components. At first glance, it is very similar to the standard Microsoft Word interface, though you will notice a few additions. The most obvious of these is the additional toolbar (C in the graphic below) that appears beneath the header. The toolbar contains drop-down menus from which all EditScript MT features are accessible. When you download a speech-recognized dictation (ALT+U), a draft will appear in the work area (D below). The patient demographic information that is associated with the report appears in the header. The work area is where you make changes or, in the event there is no draft, transcribe the report from scratch. By default, the work area is identical to the Normal document view in Microsoft Word. Note: When a dictation does not go through the speech recognition process, perhaps because a speech model was not available for the dictating clinician, only the header will be visible when the dictation is downloaded. No draft will appear in the work area. In addition to Word 2003, EditScript MT also supports Microsoft Office 2007. The Word interface in Office 2007 is strikingly different from older versions. The most obvious difference is the look of the standard Word interface. For information on the new Word interface in 2007, please consult Microsoft Office online. IMPORTANT! Do not switch out of Word’s Normal view when using EditScript MT. EditScript MT and Word 2003 A B C D E A. Header B. Audio control bar C. EditScript MT toolbar D. Work area E. Status bar 56 EditScript MT User Guide V10 Chapter 2: Learning the Interface Header The EditScript MT header contains pre-filled patient demographic information based on the information the clinician provides when she dictates. All headers have patient name, medical record number (MRN), dictation information, and a visit grid. Your institution may also have requested additional fields to be configured. When a dictation is downloaded in EditScript MT, the first thing you will want to do is listen to the audio file and verify patient information. For institutions with an ADT/Orders feed, the system will search for all visits or orders that are associated with a patient’s medical record number. The results of this search are then incorporated into the header, eliminating the need for you to perform a separate search for this information, in most cases. For instance, the visit grid will show all recent visits associated with the patient’s MRN. To select the correct patient, patient visit or order, you will rely on a variety of information, such as patient birth date, attending physician, and/or patient type. In addition, if your institution uses several different header configurations, EditScript MT will automatically update the header when you change the work type. By default, the EditScript MT header will appear as shown below when a dictation is downloaded. The format of the header and the fields it contains will depend on your institution and the selected work type. To reduce the header to include only the top two rows, use the ALT+SHIFT+E shortcut. Press ALT+E to expand the header back to its full size. Default header (when a dictation is open): Gender Patient Name MRN Work Type Speaker Name Birth Date Business Entity Procedure Date Signing Clinician Minimized header (ALT+SHIFT+E): Audio control bar The audio control bar appears beneath the header when Always Display Audio Dialog is checked in your EditScript Profile, and whenever a document is loaded in EditScript MT that has audio EditScript MT User Guide V10 57 Chapter 2: Learning the Interface associated with it. To enable this option, click ALT+O, or have your administrator set this option in EMon. From the audio control bar, you can view the percentage of audio played (audio progress), track the current position of the audio versus the total duration of the audio file, and adjust the volume and speed at which the audio is played. For information on adjusting the audio controls, see Chapter 4: Listening to a Dictation on page 120. To hide the audio control bar, press ALT+5, or from within the bar, press the ESC key. To redisplay the control bar once it has been hidden, press ALT+3. EditScript MT toolbar In addition to the default toolbars already in Word, EditScript MT has its own toolbar. The EditScript MT toolbar contains drop-down menus from which every EditScript MT feature can be accessed. In addition, several icons are available directly from the toolbar, providing immediate access to certain features, such as playing silences, splitting a dictation, and creating a document with no audio. Tip: Remember to use EditScript MT mouse-free by using the keyboard shortcuts for each feature instead of the mouse, when able. The use of shortcuts has been proven to significantly increase transcriptionist productivity. Audio menu The Audio menu in the EditScript MT toolbar contains all of the dictation audio control options available in EditScript MT (e.g., play, rewind, fast forward, increase volume). When you select one of these options, the audio control bar will automatically display. To always display the audio control bar when a dictation with audio is loaded, click ALT+O. In the Profile Settings dialog, click the Transcription tab, and select Always Display Audio Dialog. Your administrator can also set this option in EMon. Menu: 58 EditScript MT User Guide V10 Chapter 2: Learning the Interface Features: ICON SHORTCUT DESCRIPTION Center foot pedal or ALT+A Plays the dictation audio. Release center foot pedal or ALT+P Pauses the dictation audio at the current location of the voice cursor. ALT+D Resets (rewinds) the dictation audio back to the beginning (before the Header). Right foot pedal or ALT+G Rewinds the dictation audio word-by-word. Left foot pedal or ALT+F Forwards the dictation audio word-by-word. ALT+1 (display) ALT+5 (hide) Shows or hides the audio control dialog, allowing you to monitor how much audio remains. ALT+3 (decrease) ALT+4 (increase) Controls the volume of the audio. ALT+1 (decrease) ALT+2 (increase) ALT+Z (normal) Controls the speed of the audio. ALT+Z can only be used when the audio control bar is displayed. Editing menu The Editing menu in the EditScript MT toolbar contains all of the common dictation editing features that are available in EditScript MT. Menu: EditScript MT User Guide V10 59 Chapter 2: Learning the Interface Features: ICON SHORTCUT DESCRIPTION ALT+SHIFT+: (colon) Inserts a colon (:) at the end of the word where the cursor is currently positioned. This shortcut automatically ensures that there are two spaces after the colon, and capitalizes the first letter of the next word. ALT+. (period) Inserts a period (.) at the end of the word where the cursor is currently positioned. This shortcut automatically ensures that there are two spaces after the period, and capitalizes the first letter of the next word. ALT+, (comma) Inserts a comma (,) at the end of the selected word. The text cursor does not have to be where you want the comma inserted. If you use this shortcut while the text cursor is in the middle of a word, the comma will automatically be placed at the end of that word. ALT+L Capitalizes the first letter of the selected word and all other occurrences of that word in the document. ALT+SHIFT+L Makes the first letter of the selected word lowercase as well as all other occurrences of that word in the document. ALT+K Moves the text cursor to the voice cursor and highlights the word automatically, allowing you to make the necessary edits. ALT+SHIFT+K Moves the voice cursor to the text cursor, useful when you need to rewind to a specific word. ALT+I Displays the Contact dialog, through which you can insert a contact into the body of the document. ALT+M Displays the Insert Template interface, through which you can select a template (or ‘normal’) to insert into the body of the document. Dictations menu The Dictations menu in the EditScript MT toolbar contains features that allow you to view your work queue and upload and retrieve dictations. 60 EditScript MT User Guide V10 Chapter 2: Learning the Interface Menu: Features: ICON SHORTCUT DESCRIPTION ALT+Q Displays your work queue. ALT+N Closes the current document without saving it and opens the next dictation in your work queue. The unsaved dictation returns to your queue and is not released until you log out (click the X in the upper right corner of your screen). This shortcut is not recommended. ALT+U Use the ALT+U shortcut to download a new dictation for editing or transcription. The first time this shortcut is used, EditScript MT will download three (the default) documents to your computer. The first of these, or the one that requires the quickest turnaround time, will open in EditScript MT. This may take a few moments. Also use ALT+U to upload a finished document and download the next from your queue. EditScript MT will automatically replace that dictation in your queue, ensuring that there will always be work for you to download. By default, three dictations are waiting in your queue at all times. ALT+SHIFT+U Uploads the current dictation but does not download another. Use this shortcut when you need to walk away from the program or take a break. Because there is no dictation on your screen, your line-count-per-hour meter will stop running. Note: Dictations will remain in your queue until you exit EditScript MT or until your Hours Before Unlock setting expires (5 hours is the default). ALT+SHIFT+A Allows you to link an amendment to its original document. ALT+SHIFT+! Retrieves the next high-priority dictation from your queue (if available). EditScript MT User Guide V10 61 Chapter 2: Learning the Interface Utilities menu The Utilities menu in the EditScript MT toolbar contains options that allow you to attach a pending note to the current dictation, view your own transcription metrics, set your own EditScript MT profile options, search for dictations and transcriptions, access EditScript Online, and pause EditScript MT. Menu: Features: ICON SHORTCUT DESCRIPTION ALT+Y Displays the Pending Note dialog through which you can enter a pending note for the current dictation. ALT+X Allows you to view your MT metrics within a specified date range. ALT+O Displays the EditScript MT Profile Options dialog through which you can change foot pedal, transcription, and work queue settings on-the-fly. ALT+SHIFT+right arrow Search for completed and uploaded dictations. Connects to EditScript Online (you may be prompted to enter your User Name and Password). Pauses EditScript MT when you are working on a document. Word Tools menu The Word Tools menu in the EditScript MT toolbar allows you to run or edit an existing macro, customize your keyboard, manage AutoCorrect lists, and modify custom dictionaries. 62 EditScript MT User Guide V10 Chapter 2: Learning the Interface Menu: Features: FEATURE DESCRIPTION Run or Edit macro Click to display the Macros dialog in Word. Customize Keyboard Click to display the Customize Keyboard dialog in Word. AutoCorrect Click to display the AutoCorrect dialog in Word. Word Options Click to display the Word Options dialog. Help menu The Help menu in the EditScript MT toolbar allows you to view documentation for EditScript MT, view information about your copy of EditScript MT, and access training information. Menu: EditScript MT User Guide V10 63 Chapter 2: Learning the Interface Features: FEATURE DESCRIPTION EditScript MT Help Click to launch the online Help system for EditScript MT. About EditScript MT Click to display the About dialog for EditScript MT. EditScript MT User Guide Click to view the User Manual (PDF) for EditScript MT. Feature Notes Click to view information about new features available in this version. Download Microsoft Debugger Click to download Microsoft Debugger. Training Click to view relevant training information on demand. Toolbar icons The following icons are accessed directly from the toolbar. Note: When you hover over the play silences icon, the tool tip text that appears indicates how silences will be played after you click the icon. ICON SHORTCUT DESCRIPTION ALT+S Indicates that periods of silence in the dictation are being played rapidly so that it appears that they are being skipped. In this case, you will not notice silences while listening to the dictation. See Audio silences in Chapter 4 on page 122 for more. ALT+S Indicates that periods of silence in the dictation are being played at normal speed. ALT+SHIFT+6 Splits the current dictation into multiple reports with unique IDs. Note: This option must be enabled in your EMon eScriptionist profile by an administrator. ALT+SHIFT+8 Uploads the current dictation and allows you to create a new dictation without audio. Note: This option must be enabled in your EMon eScriptionist profile (Create Dictation Has Shortcut option) by an administrator. ALT+SHIFT+7 Allows you to create a new dictation without audio. Note: This option must be enabled in your EMon eScriptionist profile (Create Dictation Has Shortcut option) by an administrator. 64 EditScript MT User Guide V10 Chapter 2: Learning the Interface Enlarging toolbars in Word 2003 Before you begin working in EditScript MT, you should make sure that you are comfortable with the program interface. For instance, are the toolbars too small? Toolbars are one interface component that can quickly and easily be changed using the steps below. Steps: 1 From the menu bar, click on the Tools menu. 2 Click Customize. The Customize dialog appears. 3 Click on the Options tab. 4 Under Other, select the Large Icons check box. Status bar The status bar is a horizontal bar located at the bottom of the EditScript MT interface. Messages appear in the status bar to indicate the progress of an action (e.g., Downloading your next dictation...), or to instruct which keyboard shortcuts to use (e.g., ALT+U or ALT+N retrieves the next document from your queue). Note: The status bar may include an MT Instructions notification icon ( ). See MT Instructions in Chapter 4 on page 174 for more information on MT Instructions. Example of an instruction: EditScript MT User Guide V10 65 Chapter 2: Learning the Interface Example of an action: Track the progress of the current action When you download a dictation that has been split from another (see Splitting a Dictation in Chapter 4 on page 157), EditScript MT displays a visual indication in the Status bar, displaying the point in the audio at which the dictation was split. 66 EditScript MT User Guide V10 Learning the Microsoft Word Components 3 As you have read in previous chapters, EditScript MT is built on top of Microsoft Word, allowing for a familiar work environment. In addition, EditScript MT also shares quite a bit of functionality with Word. Topics discussed in this chapter: Learning the Essential Word Shortcuts In this chapter, you will learn which Word features can be used with EditScript MT to create a powerful and productive working environment. This integration allows you to quickly and easily perform your day-to-day transcription tasks. Using the AutoCorrect Feature Using the AutoText Feature Using Custom Dictionaries IMPORTANT! Do not switch out of Word’s Normal view when using EditScript MT. Updating Microsoft Word 67 Chapter 3: Learning the Microsoft Word Components Learning the Essential Word Shortcuts Microsoft Word contains several keyboard shortcuts that will allow you to edit more quickly and increase your productivity by a significant measure in EditScript MT. The Word shortcuts that will be the most useful to you when using EditScript MT are described below. SHORTCUT DESCRIPTION Home Moves the text cursor to the beginning of the current line. End Moves the text cursor to the end of the current line. CTRL+Home Moves the text cursor to the beginning of the file (top of the page). CTRL+End Moves the text cursor to the end of the file. CTRL+left arrow Moves the text cursor to the left, word-by-word. CTRL+right arrow Moves the text cursor to the right, word-by-word. CTRL+up arrow Moves the text cursor to the beginning of the current paragraph. CTRL+down arrow Moves the text cursor to the line below the current paragraph. CTRL+SHIFT+left arrow Highlights text to the left of the text cursor, word-by-word. CTRL+SHIFT+right arrow Highlights text to the right of the text cursor, word-by-word. CTRL+SHIFT+up arrow Highlights the current paragraph upwards in the document, paragraph-by-paragraph. In the example below, the text cursor was before the T in “The” and the shortcut was selected twice. The blank line above the cursor required one use of the shortcut, the selection of the paragraph above that line required another. CTRL+SHIFT+down arrow Highlights the current paragraph down the document, paragraph-by-paragraph. In the example below, the text cursor was at the beginning of the line above “ASSESSMENT AND PLAN:”, and the shortcut was selected twice. The line to the right of the text cursor required one use of the shortcut, the selection of the paragraph below that line required another. CTRL+Backspace Deletes text to the left of the text cursor, word-by-word. CTRL+Delete Deletes text to the right of the text cursor, word-by-word. 68 EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components SHORTCUT DESCRIPTION CTRL+C Copies selected text to the clipboard (text must be selected first). To comply with HIPAA regulations, you cannot copy text outside of EditScript MT. CTRL+X Copies selected text to the clipboard and deletes the original. CTRL+V Pastes text from the clipboard to the current text cursor position. CTRL+Z Undoes the last action. To undo shortcuts that perform multiple edits, such as Alt+<period> and Alt+Shift+<colon>, you need to press Ctrl+Z twice. For example, in the case of Alt+<period>, a period is added to the previous word, two spaces are inserted after the period, and the next word is capitalized. Pressing Ctrl+Z once undoes the capitalization, and pressing Ctrl+Z a second time removes the extra spaces and the period. CTRL+Y Redo the last undo (repeats the last action). SHIFT+F3 Toggles the word at the text cursor between the proper case (Boston), uppercase (BOSTON), and lowercase (boston). Reassigning shortcut keys The default shortcut key combinations that are assigned to features in the EditScript MT toolbar can be quickly reassigned using the EditScript MT Shortcut Migration Tool that is installed with EditScript MT. To use this utility to change a shortcut assignment, follow the steps below. Note: All applications that use Microsoft® Word must be closed before the Shortcut Migration Tool can be used. This includes EditScript MT. Steps: 1 From the Windows Start menu, click All Programs. 2 Find and click on the eScription programs folder to expand its contents. 3 Select EditScript MT Shortcut Migration Tool from the fly-out menu. EditScript MT User Guide V10 69 Chapter 3: Learning the Microsoft Word Components The EditScript MT ShortCut Assigner dialog appears. 4 To change an existing shortcut assignment, click Change Shortcuts. To import a saved list of shortcuts, click Import Saved Shortcuts. The Import Saved Shortcuts button is only used when you have upgraded to a new version of EditScript MT and have a saved list of shortcut assignments from a previous version to import. Otherwise, this option is disabled. In this example, we will use the Change Shortcuts option to change the key assignment of an EditScript MT macro. 5 Click the Change Shortcuts button. The EditScript MT Macro List dialog appears. This dialog lists the icon and name for all of the EditScript MT macros that can be re-assigned new shortcut combinations through this utility. 70 EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components In addition to the Macro List, you will notice that the standard Word Customize Keyboard dialog also appears. It is through this dialog that you actually change the shortcut key assignment for a macro. 6 7, 8 9 6 Review the list of macros in the EditScript MT Macro List dialog, then scroll the Macros> Commands list in the Customize Keyboard dialog and select the macro you wish to reassign. In this example, we select Rewind macro for reassignment. 7 Click inside the Press new shortcut key field. 8 Press and hold the keys that will be used for the new shortcut combination. For example, press and hold the ALT and H keys. 9 Click Assign to assign the new key to the macro you selected. The new key combination should appear under Current keys. In this example, we have assigned the shortcut combination ALT+H to the Rewind macro. EditScript MT User Guide V10 71 Chapter 3: Learning the Microsoft Word Components 10 72 Finally, delete the old key combination (ALT+G in this example) so that it can be assigned to another macro should you so choose. To do this, click on ALT+G in the Current keys window. With the shortcut highlighted, click Remove. The ALT+G shortcut can now be assigned to another macro. EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components Using the AutoCorrect Feature Like the shortcuts introduced in the previous section, Word’s built-in AutoCorrect utility is a labor-saving feature that can be used to increase your speed, accuracy, and productivity in EditScript MT. AutoCorrect is much like other abbreviation-expander programs (FlashForward, ShortCut, PRD, etc.), in that it allows you to enter a word by typing only a few characters; for instance, “hypn” for “hypertension.” In addition, AutoCorrect can be used to automatically detect and correct typos, misspelled words, and incorrect capitalization, greatly reducing the amount of time you spend editing a document. Note: Though we recommend that you use AutoCorrect with EditScript MT, AutoCorrect is a Microsoft Word utility. As a result, Dragon Medical 360 | eScription is not responsible for the support of this feature, outside of importing any automatic correction lists you might be using. You can access the AutoCorrect dialog through the EditScript MT toolbar by clicking Word Tools> AutoCorrect. You can also use the ALT+T+A shortcut to open the AutoCorrect dialog. Through the AutoCorrect dialog, you can configure the AutoCorrect feature so that it functions just as you want it to. EditScript MT User Guide V10 73 Chapter 3: Learning the Microsoft Word Components Adding AutoCorrect entries Whether you plan to work from the default list of AutoCorrect entries in Word or import a customized list from another correction utility, adding new entries to your automatic correction list is easy. To add a new entry, follow the steps below. Steps: 1 From the EditScript MT toolbar, click Word Tools. 2 Click AutoCorrect. The AutoCorrect dialog appears. This dialog contains multiple tabbed pages. 74 3 Click on the AutoCorrect tab (default). 4 In the Replace field, enter the abbreviation for the entry. In this example, we are creating an entry for “hypertension,” but we only want to have to type the abbreviation “hypn” in our documents. The abbreviation is entered in the Replace field. 5 In the With field, enter the word you are creating the entry for, and that you would like to replace the abbreviation with. In this example, we want to replace the “hypn” abbreviation with the word “hypertension,” every time the abbreviation is typed. 6 Click Add to add the new entry to the list. EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components Adding formatted entries Follow the steps below to add autocorrect entries with formatting attributes (bold or italics, for example). Note: Formatted autocorrect entries can exceed 255 characters. Steps: 1 Select and highlight the formatted text you would like to add to the AutoCorrect list in Word. 2 From the EditScript MT toolbar, click Word Tools> AutoCorrect to display the AutoCorrect dialog. Notice that the text you selected appears under With. 3 Click on the Formatted text radio button. Any formatting that was applied to the selected text in the document will be reflected in the AutoCorrect dialog (see the example). 4 Enter an abbreviation for the entry under Replace. In this example, where the expansion text is “hypertension,” you would enter “hypn” for the abbreviation. 5 Click Add to add the new entry to your AutoCorrect list. Importing your custom AutoCorrect lists An AutoCorrect list is a set of custom correction entries. If you used automatic correction utilities in the past, you probably used such a list. Custom automatic correction lists can be easily imported into the Word AutoCorrect feature using the AutoCorrect Importer utilities provided by Dragon Medical 360 | eScription. Once your lists have been successfully imported, they will be available for use in EditScript MT. EditScript MT User Guide V10 75 Chapter 3: Learning the Microsoft Word Components Importing from Dictaphone or ShortCut Use the Dragon Medical 360 | eScription AutoCorrect Importer Tool to import automatic correction lists that were generated by the Dictaphone or ShortCut expander programs. This tool is automatically installed with EditScript MT, and can be launched via Start> All Programs> eScription> Import Dictaphone or ShortCut AutoCorrections. To use the AutoCorrect Importer Tool, follow the steps below. If you need to import a list from another third-party expander utility, follow the instructions under Importing from other word-expander programs on page 80. Steps: 1 76 Close all open Word sessions. If Word is used as the default editor for Microsoft Outlook, you will need to close Outlook. If you attempt to launch the AutoCorrect Importer utility before closing Word, the following error will appear: EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components 2 Go to Start> All Programs> eScription> Import Dictaphone or ShortCut AutoCorrections. The eScription AutoCorrect Importer Tool dialog appears. 3 Under Source Expander, click on the expander tool to which the automatic correction list belongs. For instance, if you are importing a list from Dictaphone, click on the Dictaphone check box. 4 Click Browse. EditScript MT User Guide V10 77 Chapter 3: Learning the Microsoft Word Components The Open dialog appears. 5 Browse for the automatic correction list you want to import, then click Open. If Dictaphone was selected under Source Expander, the list must be in an *.ESP file. If ShortCut was selected, the list must be in an *.SC file. If you attempt to open a file with the wrong extension, an error dialog will appear. When Dictaphone is selected: Click NO to choose a different file. Click YES to import the file anyway (not recommended). When ShortCut is selected: Click NO to choose a different file. Click YES to import the file anyway (not recommended). Note: AutoCorrect entries cannot contain a backspace. Entries that do contain a backspace will not be imported. 6 78 The utility will import the list. You can track the import process directly from the eScription AutoCorrect Importer Tool dialog; as shortcuts are imported, the EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components abbreviations and expansions appear in the Currently Processing section. The entries in the imported list will now be available for use in EditScript MT through Word’s AutoCorrect feature. Unresolved expansions Any expansions (entries) that could not be imported appear in the Unresolved Expansions field of the dialog. An explanation for why the expansion could not be added will appear in the Reason field. Unresolved expansions will need to be added manually (see Adding AutoCorrect entries on page 74). When full expansions are too large to fit in the Expansions grid, you can view the entire expansion by double-clicking on the appropriate entry. A separate window will appear, through which you can view the full expansion. From here, you can copy the expansion and paste it in the AutoCorrect dialog in Word (Word Tools> AutoCorrect Options). Backing up your Dictaphone or ShortCut imported lists When an automatic correction list from Dictaphone or ShortCut is imported using the Dragon Medical 360 | eScription AutoCorrect Importer Tool, a backup copy of the list is made and saved locally on your machine. When you add entries to the automatic correction list through the importer tool, you should create a manual backup. To do this, follow the steps below. Steps: 1 Close all open Word sessions. If Word is used as the default editor for Microsoft Outlook, you will need to close Outlook. If you attempt to launch the AutoCorrect Importer utility before closing Word, an error will appear. 2 Go to Start> All Programs> eScription> eScription AutoCorrect Importer. The AutoCorrect Importer Tool opens. 3 Click on the Tools menu. 4 Select Backup. EditScript MT User Guide V10 79 Chapter 3: Learning the Microsoft Word Components To restore the backup, select Restore from the Tools drop-down menu. Backing up to a network It is also possible to back up your imported automatic correction lists to a network location. To do this, follow the steps below. Steps: 1 From Windows, click on Start> Run. These instructions can also be followed from a batch file. 2 Enter the BackupPath in the command line. For instance, if you wanted to back up your correction list to a directory at E:\Temp, you would enter the following text: AutoCorrectImporter.exe BackupPath=E:\Temp A copy of your Normal.dot file and the file mso1033.acl will be saved to the specified directory. Restore To restore a back up list, follow the steps above but substitute the text RestorePath for BackupPath in the command line. For example: AutoCorrectImporter.exe RestorePath=E:\Temp Note: The directory path information entered in the command line for RestorePath must match what was entered for BackupPath. For instance, if you entered E:\Temp as the directory path during file backup, E:\Temp must also be entered in the restore path. Note: You can use the Scheduled Task utility in Windows to run a scheduled backup of your automatic correction list(s) on a nightly basis. This is done using a batch file. Importing from other word-expander programs To import a file from a third-party expander tool other than Dictaphone or ShortCut, you will need the Dragon Medical 360 | eScription AutoCorrect Import Utility. This utility is available on the customer Support Center under Utilities and Manuals, in the EditScript AutoCorrect Folder, 80 EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components or via Start> All Programs> eScription> Import Non Dictaphone-ShortCut AutoCorrections. To use this utility, follow the steps below. Steps: 1 Go to Start> All Programs> eScription> Import Non Dictaphone-ShortCut AutoCorrections. The eScription AutoCorrect Import Utility dialog appears. Remember: Windows Vista/Windows 7 and Windows XP will install EditScript MT to different default installation directories: 2 OPERATING SYTEM DEFAULT INSTALLATION DIRECTORY Windows Vista, Windows 7 \Users\<username>\AppData\Roaming\eScription\ EditScriptMT Windows XP \Documents and Settings\<username>\Application Data\eScription\EditScriptMT Click Import. EditScript MT User Guide V10 81 Chapter 3: Learning the Microsoft Word Components The Open dialog appears. 3 Browse for the automatic correction list you want to import. This list must be a text file (*.txt), formatted into two columns. The first column must contain the abbreviations; the second column must contain the phrase that Word will substitute for that abbreviation. The abbreviation must be followed by a space; it can have no embedded spaces in it. You can provide formatting to the replacement text as follows: Bolding: enclose replacement text with the characters: ^b Underlining: enclose replacement text with the characters: ^u Italicizing: enclose replacement text with the characters: ^i 4 Select the text file you wish to import, and click Open. In this example, we will open the SampleAutoCorrectEntries list, shown below. The utility will import the list. When it has finished, the Process Complete dialog will appear. 82 EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components 5 Click OK. The expansions you imported now populate the Replace and With fields. These automatic correction entries will now be available for use in EditScript MT through Word’s AutoCorrect feature. Moving AutoCorrect entries between computers This section explains how to move your Word AutoCorrect entries from one computer to another, in Word 2003 and 2007 (be sure to follow the instructions in the appropriate section depending on the version of Word you are using). Word 2003 This procedure replaces an AutoCorrect entry on the destination computer that has the same name as an AutoCorrect entry on the source computer. All other AutoCorrect entries are added to the AutoCorrect list on the destination computer. Note: The AutoCorrect utility is part of the Support.dot template and must be installed on both the source computer (moving from) and the destination computer (moving to). The Support Template is installed when you perform a complete setup. To install the Support Template, follow the steps below: Step 1: Install the Support Template 1 Click Start, then Control Panel. 2 Click Add or Remove Programs. 3 Click Change or Remove Programs. 4 In the Currently installed programs list, click your version of Microsoft 2003 (for example, click Microsoft Office Professional Edition 2003), then click Change. 5 Click Add or Remove Features, then click Next. EditScript MT User Guide V10 83 Chapter 3: Learning the Microsoft Word Components 6 In Custom Setup, select the Choose advanced customization of applications check box, then click Next. 7 In the Choose update options for applications and tools list, follow these steps: 8 Expand Microsoft Office Word. Expand Wizards and Templates. Click the More Templates and Macros icon, then click Run all from my computer. Click Update to install the Support Template. Step 2: Back up your AutoCorrect entries on the source computer Note: Backing up or moving AutoCorrect entries on/from the source computer does not delete them. 1 Launch Word if it is not currently running. 2 From the File menu, click Open. 3 Change the contents of the Look in box to the following: C:\Program Files\Microsoft Office\Office11\Macros 4 Click Support.dot, then click Open. If a warning message appears, select Always trust macros from this source and then click Enable Macros. If the security level is set to High, select the Always trust macros from this source check box, and then click Enable Macros. The certificate that was used to sign these macros is added to the list of trusted sources. If the security level is set to Medium, you can turn on (enable) the macros without adding the certificate to the list of trusted sources. Do not accept macros from a source that you do not know. To change the security level or to view Trusted Sources, point to Macro on the Tools menu, then click Security. 5 After the Support.dot file opens, click AutoCorrect Backup in the Word document. The AutoCorrect Utility dialog box appears and displays the following text: This program will allow you to back up and restore your AutoCorrect entries. Choose Backup to create a Word document from your AutoCorrect list. Choose Restore to restore an AutoCorrect list from a backup document. 6 In the AutoCorrect Utility dialog box, click Backup. You are prompted to save the document. 7 Change the Save In box setting to the location where you want to save your AutoCorrect Backup Document. 8 Click Save to save your AutoCorrect Backup Document. 9 Click Cancel to close the AutoCorrect Utility dialog box. 10 On the File menu, click Close to close the Support.dot template. Step 3: Restore your AutoCorrect entries on the destination computer 84 1 Launch Word if it is not currently running. 2 From the File menu, click Open. 3 Change the contents of the Look in box to the following: C:\Program Files\Microsoft Office\Office11\Macros. EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components 4 Click Support.dot, then click Open. 5 Click AutoCorrect Backup in the Word document. The AutoCorrect Utility dialog box appears and displays the following text: This program will allow you to back up and restore your AutoCorrect entries. Choose Backup to create a Word document from your AutoCorrect list. Choose Restore to restore an AutoCorrect list from a backup document. 6 In the AutoCorrect Utility dialog box, click Restore. The following message appears: This will replace your current AutoCorrect entries with entries from your backup document that contain the same name. Do you wish to continue? 7 Click Yes. 8 In the Open dialog box, select AutoCorrect Backup Document or whatever name was assigned to the backup document, then click Open. 9 After Word finishes adding your AutoCorrect entries, click OK to the Restore Complete message. 10 Click Cancel to close the AutoCorrect Utility dialog. 11 From the File menu, click Close. This will close the Support.dot template. Workaround for AutoCorrect entries with several paragraphs To prevent a problem with AutoCorrect entries that consist of several paragraphs, follow these steps before restoring your AutoCorrect entries. Steps: 1 Open the AutoCorrect backup file in Word. By default, the AutoCorrect backup file is assigned the name AutoCorrect Backup Document.doc and is saved in the My Documents folder. However, you should look for whatever name you assigned to the file, and in the location where the file was saved (if different than the default). 2 Find the AutoCorrect entry in the table, and modify the entry so that all of the text is contained within one table cell, as shown below. Merge separate paragraphs for a single entry into one table cell 3 Delete any blank table cells that remain. Word 2007 This section describes how to move AutoCorrect entries in Microsoft Office Word 2007 from one computer to another. EditScript MT User Guide V10 85 Chapter 3: Learning the Microsoft Word Components Unformatted AutoCorrect entries in 2007 Microsoft Office programs are stored in an AutoCorrect list (.acl) file. The .acl file for the 2007 Office programs is located in the profile for the user, at this default location: C:\Documents and Settings\username\Application Data\Microsoft\Office Formatted AutoCorrect entries in Word 2007 are stored in the default template file for the user (Normal.dot), at this default location: C:\Documents and Settings\username\Application Data\Microsoft\Office Moving unformatted AutoCorrect entries (.acl): 1 Exit all 2007 Office programs on the source computer. 2 On the source computer, locate the following folder: C:\Documents and Settings\username\Application Data\Microsoft\Office 3 Select the .acl files. The .acl files should have a name that resembles MSO1033.acl. 4 Copy the .acl files to an intermediate location that the destination computer can access, such as an email account, floppy disk, or a CD. 5 Exit all 2007 Office programs on the destination computer. 6 On the destination computer, locate the following folder: C:\Documents and Settings\username\Application Data\Microsoft\Office 7 Copy the .acl files from the intermediate location, and paste them to the following folder: C:\Documents and Settings\username\Application Data\Microsoft\Office 8 Start Word 2007. Moving formatted AutoCorrect entries: 1 Exit all 2007 Office programs on the source computer. 2 On the source computer, locate the following folder: C:\Documents and Settings\username\Application Data\Microsoft\Templates 3 Copy the Normal.dot file to an intermediate location that the destination computer can access, such as an email account, floppy disk, or a CD. 4 Exit all 2007 Office programs on the destination computer. 5 On the destination computer, locate the following folder: C:\Documents and Settings\username\Application Data\Microsoft\Templates 6 Copy the Normal.dot file from the intermediate location, and paste it to the following folder: C:\Documents and Settings\username\Application Data\Microsoft\Templates Note: After you paste the Normal.dot file to the C:\Documents and Settings\username\Application Data\Microsoft\Templates folder on the destination computer, Word 2007 automatically upgrades the Normal.dot file to a Normal.dotm file. This behavior occurs the first time you exit Word 2007. 7 86 Start Word 2007. EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components Common AutoCorrect substitutions REPLACE WITH abn abdomen anphys annual physical blpr blood pressure bx bilateral ccr cancer choll cholesterol curmed CURRENT MEDICATIONS dz disease famhis FAMILY HISTORY fowd followed fows follows gmot grandmother gfat grandfather hx history hpi HISTORY OF PRESENT ILLNESS medn medication medns medications nad no acute distress nl normal pmhx PAST MEDICAL HISTORY revd reviewed physex PHYSICAL EXAMINATION sohi SOCIAL HISTORY tpt the patient tness tenderness EditScript MT User Guide V10 87 Chapter 3: Learning the Microsoft Word Components Using the AutoText Feature Word’s AutoText feature allows you to quickly retrieve and insert an item when needed with just a few keystrokes. AutoText entries (known as glossary entries in previous versions of Word) can be created for text and graphics that are not regularly used, or that you do not want Word to insert automatically, like a standard business letter or corporate logo. This feature operates much like AutoCorrect, except it allows you to decide when to insert content. Creating an AutoText entry An AutoText entry can contain text, graphics, or a combination of both, and can include paragraph formatting, such as alignment, indents, and line spacing. Steps: 1 Select the text and/or graphics you want to store as AutoText. To retain the current paragraph formatting, include the paragraph markers in the selection. Tip: When selecting a phrase to store as AutoText, include a space at the end of the phrase when you create the entry. When you insert the entry in a sentence, the space you would normally insert after a word will already be there. You can also add punctuation instead of a space, if the phrase usually ends with either a period or comma. 2 From the EditScript MT toolbar, select Word Tools> AutoCorrect Options. The AutoCorrect dialog appears. 88 3 Click on the AutoText tab. 4 Under Enter AutoText entries here, accept the default name or specify a new name for the AutoText entry. An AutoText name can include up to 32 characters, including spaces. By default, Word will make the new AutoText entry available to all documents. You can assign it to a template, however, by selecting the template name to which you want it assigned from the Look in menu. 5 Click Add. EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components Inserting an AutoText entry Once AutoText has been created, it can be easily inserted into a document. Steps: 1 Position the cursor where you want the AutoText to be inserted. 2 From the EditScript MT toolbar, select Word Tools. 3 Select AutoCorrect. 4 From the dialog that appears, click on the AutoText tab. The AutoText dialog appears. 5 Under Enter AutoText entries here, scroll the list and select the entry you want to insert. 6 Click Insert. Editing an AutoText entry It is often necessary to change the content of an AutoText entry. For instance, you may need to change “The Company” to “The Corporation.” AutoText entries can be easily edited following the steps below. Steps: 1 Insert the AutoText entry you want to edit, following the steps under Inserting an AutoText entry on page 89. 2 Make the necessary changes to the text and/or graphics. EditScript MT User Guide V10 89 Chapter 3: Learning the Microsoft Word Components 3 Select the content you just edited. To retain the current paragraph formatting, include the paragraph markers in the selection. 4 From the EditScript MT toolbar, select AutoCorrect. The AutoCorrect dialog appears. 5 Click on the AutoText tab. 6 Under Enter AutoText entries here, scroll for the name of the entry you just edited. 7 Select the entry, and click Add. Deleting an AutoText entry Follow the steps below to delete an AutoText entry. Steps: 1 From the EditScript MT toolbar, select AutoCorrect. The AutoCorrect dialog appears. 90 2 Click on the AutoText tab. 3 Under Enter AutoText entries here, scroll for the name of the entry you want to delete. 4 Select the entry, and click Delete. EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components Using Custom Dictionaries When EditScript MT is installed, five custom Dragon Medical 360 | eScription dictionaries that provide a comprehensive library of medical terms are added to Word. When used together, these dictionaries contain a comprehensive and up-to-date list of terms gathered from various medical dictionaries, as well as from additions submitted by transcription managers on the EditScript system. Microsoft Word checks the spelling and grammar of words in an EditScript MT document against these dictionaries. The Dragon Medical 360 | eScription dictionaries should be sufficient for most transcription work. However, Word has made it easy to modify custom dictionaries, allowing you to add and remove words so that the dictionaries contain precisely the terms you need for your day-to-day work. You can also easily create your own custom dictionaries. Modifying a custom dictionary Follow the steps below to add entries to or remove entries from a custom dictionary, such as one of the medical dictionaries installed with EditScript MT. Steps: 1 From the EditScript MT toolbar, click Word Tools. 2 Click Word Options. The Options dialog appears. 3 Click on the Spelling and Grammar tab. 4 Click on the Custom Dictionaries button. EditScript MT User Guide V10 91 Chapter 3: Learning the Microsoft Word Components The Custom Dictionaries dialog appears. Note the dictionaries that were added when EditScript MT was installed: escription0.dic, escription1.dic, escription2.dic, escription3.dic, and escription4.dic. Together, these dictionaries form a comprehensive library of medical terms from A to Z. 5 Select the custom dictionary you want to modify, then click Modify. 6 In the dialog that appears, type the word you wish to add to the custom dictionary and click Add. To remove a word from the dictionary, select the word you want to remove and click Delete. In this example, we want to add the word “Example” to the custom dictionary “escription1.” 92 EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components Creating a custom dictionary It is sometimes useful to create a custom dictionary separate from those provided with EditScript MT. Word makes it easy to create and add custom dictionaries. To do this, follow the steps below. Steps: 1 From the EditScript MT toolbar, click Word Tools. 2 Click Word Options. The Options dialog appears. 3 Click on the Spelling and Grammar tab. 4 Click on the Custom Dictionaries button. The Custom Dictionaries dialog appears. EditScript MT User Guide V10 93 Chapter 3: Learning the Microsoft Word Components 5 Click New. Note: If you simply want to add a dictionary to Word’s dictionary list, click Add here and locate the dictionary you want to add. 6 From the Create Custom Dictionaries dialog, specify a name for the custom dictionary in the File name field. In this example, we have named our custom dictionary “Test_Dictionary.” 7 Click Save. 8 In the Custom Dictionaries dialog, click OK. Note: We recommend you check spelling as you type, not after you have completed the document. Customizing a dictionary to include medical terms In addition to the five custom dictionaries installed with EditScript MT, other medical dictionaries, such as Stedman’s Medical Dictionary, can be added and used during spelling and 94 EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components grammar checking. This allows you to add the terms you need without creating a new, custom dictionary or adding words one-by-one to the default dictionary. Note: The dictionary you plan to add must be saved locally on your computer. Steps: 1 From the EditScript MT toolbar, click Word Tools. 2 Click Word Options. The Options dialog appears. 3 Click on the Spelling and Grammar tab. 4 Click on the Custom Dictionaries button. The Custom Dictionaries dialog appears. EditScript MT User Guide V10 95 Chapter 3: Learning the Microsoft Word Components 5 Click Add. 6 From the Add Custom Dictionaries dialog, browse for the filename of the dictionary you want to add. Select the file so that it appears under File name, and click OK. 7 In the Custom Dictionaries dialog, activate the new dictionary by placing a check mark in the check-box to the left of the dictionary name. You can now spell check against this dictionary in EditScript MT. Backing up your dictionaries Before modifying the custom dictionaries that are installed with EditScript MT, backup copies of the originals should be made and stored to a safe location, from where they can be easily retrieved. To create backup copies of these dictionaries, follow the steps below. 96 EditScript MT User Guide V10 Chapter 3: Learning the Microsoft Word Components Steps: 1 Locate the original dictionary documents. By default, these are stored in the EditScript MT installation directory. 2 Highlight the set of files. Click on the escription0 file. Then press the SHIFT key and click on escription4. 3 Right-click and select Copy from the fly-out menu that appears. 4 Browse for a safe location (folder) to store the copies. Right-click and select Paste to paste the files in the new folder. Remember where you store them so that they can be easily retrieved if necessary. EditScript MT User Guide V10 97 Chapter 3: Learning the Microsoft Word Components Updating Microsoft Word To ensure your computer has the latest Word updates, use the Windows Update service, in combination with Automatic Updates. Automatic updates will routinely check for and install high-priority updates. Finding your Microsoft Word version: 1 From Word, click on the Help menu. 2 Select About Microsoft Office Word. The About dialog appears. The current version information appears at the top of this dialog. Automatically Updating Office 2003 and 2007: 1 Make sure that Automatic updates is turned on. Go to Start> Control Panel. Doubleclick Automatic Updates. The Automatic button should be selected. Note: See your IT staff if this option is not enabled. 2 When an update is available, the following alert will appear when you log on to your computer: 3 Click on the alert message and follow the prompts to install the update(s). Manually Updating Office 2003 and 2007: If you do not have Automatic Updates turned on, you can manually check for the latest updates by going to: http://update.microsoft.com/microsoftupdate/ Click Express. Microsoft update will look for any important high-priority updates that are available for your computer. 98 EditScript MT User Guide V10 Working in EditScript MT Once you have learned the program interface and are familiar with the helpful tools that are available in Word, you can begin using EditScript MT to edit reports at a pace and level of efficiency that will increase your productivity dramatically. 4 Pending a Dictation Attaching Pending Reasons to a Document Splitting a Dictation Creating a Report without Audio Addenda and Amendments Taking a break from EditScript MT Viewing your Transcription Metrics Searching for a Previously Uploaded Dictation MT Instructions Topics discussed in this chapter: Important EditScript MT Tools Using the Foot Pedal Understanding the Work Queue Retrieving and Uploading Dictations Listening to a Dictation Editing Header and Contact Information Editing Dictation Text Inserting Normals 99 Chapter 4: Working in EditScript MT Important EditScript MT Tools Before you begin editing and transcribing dictations, there are a few tools you should learn. Chances are, you will use these tools frequently to do your day-to-day work in EditScript MT. Use of these tools will be reinforced throughout the following sections. Workflow shortcuts SHORTCUT DESCRIPTION ALT+U Use the ALT+U shortcut to download a new dictation for editing or transcription. The first time this shortcut is used, EditScript MT will download three (the default) documents to your computer. The first of these, or the one that requires the quickest turnaround time, will open in EditScript MT. This may take a few moments. Also use ALT+U to upload a finished document and download the next from your queue. EditScript MT will automatically replace that dictation in your queue, ensuring that there will always be work for you to download. By default, three dictations are waiting in your queue at all times. ALT+SHIFT+U Use the ALT+SHIFT+U shortcut to upload the current dictation, but not download another. Use this shortcut when you need to walk away from the program or take a break. Because there is no dictation on your screen, your line-countper-hour meter will stop running. Note: Dictations will remain in your queue until you exit EditScript MT or until your Hours Before Unlock setting expires (5 hours is the default). ALT+N Use the ALT+N shortcut to close the current document without saving it and open the next dictation in your work queue. The unsaved dictation returns to your queue and is not released until you log out (click the X in the upper right corner of your screen). This shortcut is not recommended. ALT+SHIFT+! Use the ALT+SHIFT+! shortcut to check for any high-priority dictations that might be available. Note: If your institution prompts you when a high priority dictations is available, you will not need to use this shortcut. ALT+Q Use the ALT+Q shortcut to view the dictations that are currently in your work queue. ALT+X Use the ALT+X shortcut to view your transcription metrics for the date range that you specify. The metrics will include feature usage, average and median lines per hour, and feedback on improving productivity. Audio shortcuts The most important audio shortcuts are those that allow you to control the speed and volume of a dictation. The audio control bar appears beneath the header when Always Display Audio Dialog is checked in your EditScript Profile, and whenever a document is loaded in EditScript MT that has audio associated with it. To enable this option, click ALT+O or have your administrator 100 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT set this option in EMon. See also Listening to a Dictation on page 120. From the Audio control bar, the following shortcuts can be used to adjust the audio settings. SHORTCUT DESCRIPTION ALT+1 Use the ALT+1 shortcut to decrease the speed of the dictation audio. This shortcut will also display the Audio control bar. ALT+2 Use the ALT+2 shortcut to increase the speed of the dictation audio. ALT+Z Use the ALT+Z shortcut to set the speed of the dictation audio to Normal (indicated by the red “N” in the Audio control bar). ALT+3 Use the ALT+3 shortcut to decrease the volume of the dictation audio. ALT+4 Use the ALT+4 shortcut to increase the volume of the dictation audio. ALT+5 Use the Alt+5 shortcut to hide the Audio control bar. ALT+A Use the ALT+A shortcut to play the dictation audio. This shortcut does not automatically display the Audio control bar. ALT+P Use the ALT+P shortcut to pause the dictation audio at the current location. This shortcut does not automatically display the Audio control bar. ALT+D Use the ALT+D shortcut to rewind the dictation audio back to the beginning of the header. This shortcut does not automatically display the Audio control bar. Note: If you get no audio or if the audio volume is too low, even when set to Loud, check the volume control on your computer. EditScript MT voice cursor shortcuts The voice cursor in EditScript MT is a red rectangle that follows the pace of the dictation audio, highlighting every word spoken by the clinician. The voice cursor acts as a visual cue, allowing you to keep pace with the dictation audio without using your hands. Each time you stop and start the audio using the central foot pedal, you can move the voice cursor back by the specified number of seconds. See Pedal bounce-back on page 104 for more information. EditScript MT User Guide V10 101 Chapter 4: Working in EditScript MT SHORTCUT DESCRIPTION ALT+K Use the ALT+K shortcut to move the text cursor to the word outlined by the voice cursor. That word will highlight automatically, allowing you to make any necessary edits. If you react late, and the voice cursor moves beyond the word you wish to edit, use the CTRL+left arrow shortcut to return to the word. ALT+SHIFT+K Use the ALT+SHIFT+K shortcut to move the voice cursor to the current location of the text cursor. This is useful when you need to jump back to a specific word but do not want to rewind to the beginning of the dictation. To return to the location where the voice cursor was before you moved it, simply use the ALT+SHIFT+K shortcut again. ALT+G Use the ALT+G shortcut to rewind the voice cursor from the current location. The voice cursor will highlight each individual word in the rewind path. When the voice cursor returns to the spot in the audio you would like to hear, simply use the ALT+A shortcut to play the audio from that point. ALT+F Use the ALT+F shortcut to move the voice cursor forward from the current location. The voice cursor will highlight each individual word in the forward path. When the voice cursor reaches the spot in the audio you would like to hear, simply use the ALT+A shortcut to play the audio from that point. Editing shortcuts Use the following editing shortcuts to save time while editing. SHORTCUT DESCRIPTION ALT+E Use the ALT+E shortcut to edit the header through the Edit Header Information dialog. For more information on the EditScript MT header, see Editing Header and Contact Information on page 124. ALT+C Use the ALT+C shortcut to edit the contact list. For more information, see Adding contact (CC) information to the header on page 131. CTRL+arrow keys Use the CTRL key in combination with the arrow keys to navigate by a word or paragraph (depending on the shortcut used). 102 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT SHORTCUT DESCRIPTION ALT+. (period) Use the ALT+period shortcut to insert a period (.) at the end of the word where the cursor is currently positioned. This shortcut automatically ensures that there are two spaces after the period, and capitalizes the first letter of the next word. ALT+, (comma) Use the ALT+comma shortcut to insert a comma (,) at the end of the selected word. The text cursor does not have to be where you want the comma inserted. If you use this shortcut while the text cursor is in the middle of a word, the comma will automatically be placed at the end of that word. ALT+SHIFT+: (colon) Use the ALT+SHIFT+colon shortcut to insert a colon (:) at the end of the word where the cursor is currently positioned. This shortcut automatically ensures that there are two spaces after the colon, and capitalizes the first letter of the next word. ALT+L Use the ALT+L shortcut to capitalize the selected word and all occurrences of that word throughout the document. The text cursor does not have to be at the beginning of the word you want to capitalize. If you use this shortcut while the text cursor is in the middle of a word, the first letter will be capitalized automatically. ALT+SHIFT+L Use the ALT+SHIFT+L shortcut to make the selected word lowercase, as well as all occurrences of that word throughout the document. The text cursor does not have to be at the beginning of the word you want to make lowercase. If you use this shortcut while the text cursor is in the middle of a word, the case of the first letter will change automatically. EditScript MT User Guide V10 103 Chapter 4: Working in EditScript MT Using the Foot Pedal The Model IN-DB9 (serial) and IN-USB-1 (USB) foot pedals by Infinity allow you to play, rewind, and forward dictation audio using 3 distinct areas on the pedal: left, center, and right: The left pedal is used to jump forward in the audio The center pedal is used to play the dictation audio and rewind by a specified number of seconds (bounce-back) The right pedal is used to rewind the audio the beginning of the dictation The serial model connects to the 9-pin serial port on your computer The USB model connects to the USB port on your computer Pedal bounce-back The center foot pedal, in addition to being the audio play pedal, can be used to move the EditScript MT voice cursor back (rewind) a specified distance when released. This is known as pedal bounce-back. Pedal bounce-back can be changed in EditScript MT. Note: The default bounce-back interval is .25 seconds. If you find this is too short of a rewind interval, change it to an interval that is more helpful to you. This change will take effect immediately. Steps for changing the pedal bounce-back in EditScript MT: 1 Press ALT+O or click Utilities> EditScript MT Options to display the EditScript MT Profile Settings dialog. The EditScript MT Profile Settings dialog appears. 2 Press the TAB key twice (so the Admin tab is selected), and press the right-arrow key twice to show the Foot Pedal tab. 3 Press the TAB key twice to specify a new value, in seconds, for Pedal Bounce-Back. 4 Press ALT+O to accept the changes and close the dialog. This change will take effect immediately. 104 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Understanding the Work Queue The work queue in EditScript MT is a window through which you can view the dictations (jobs) that are downloaded and checked out to you to be edited or transcribed, as well as those that are currently available in the common work queue. Viewing the dictations in your work queue To view your work queue, press ALT+Q or select Dictations> View Work Queue from the EditScript MT toolbar. The Dictations in the Queue dialog appears. It shows the dictations that have been automatically downloaded into your personal work queue from the general dictation pool, and that are currently stored locally on your computer. The number of dictations that are available in your work queue is determined by the Cache Size in your EditScript profile, set by your administrator in EMon. For instance, when 3 is specified (the default), 3 dictations, including the dictation you are currently working on, will be downloaded on your local computer (in the background) and visible through your queue at all times. This process ensures that work is always available for you. To exit the queue and return to EditScript MT, press ALT+E or click the icon. Viewing the general work queue (pool) In addition to viewing your personal work queue, you can view the general work queue, which shows all dictations that are ready for transcribing or editing. Press ALT+Q or select Dictations> View Work Queue from the EditScript MT toolbar. The Dictations in the Queue dialog appears. It displays your personal work queue. To view the general work queue, click on the View dictations in the queue/refresh icon . Note: The amount of time it takes to refresh and show the dictations in the general pool will depend on the number of dictations that are available. This may take several minutes. EditScript MT User Guide V10 105 Chapter 4: Working in EditScript MT To exit the queue and return to EditScript MT, press ALT+E or click the icon. Work queue toolbar (permission to view only) For each dictation in the queue, you can view: Speaker Duration - the length of the dictation audio (in minutes and seconds) Status - standard or edited transcription (see Understanding document status on page 111) Priority - the order in which you will receive the dictations The keyboard shortcuts that are supported in the work queue are listed across the bottom of the dialog. Work queue permissions The options that will be available from the work queue toolbar are determined by the work queue permissions that are set for you in EMon. Most transcriptionists will only have permission to view the work queue and revise the layout of the columns. The permission to view and edit the work queue is generally only assigned to a few individuals at one site, and is set up on a per-transcriptionist basis (see Setting work queue permissions through EMon (Administrators) on page 114). 106 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Permission to view the work queue The following features will be available from the work queue toolbar when you have been granted permission to View the work queue. View/refresh dictations in the queue To view or refresh dictations in the general work queue: • Press ALT+V. Or • Click the icon. The refreshed queue will reflect any changes that may have occurred to the documents in the queue since you viewed them initially. The refresh option will clear any completed job from your queue list, to help avoid duplicate work. Click the down arrow beside the icon to display the following additional options: View Only Unlocked Dictations - view only the dictations that are not locked to another MT. View Locked and Unlocked Dictations - view dictations that are checked out (locked) to other MTs in addition to the dictations that are available to you. Note: It may take a few moments to refresh the display, depending on the number of jobs in the queue. Return to editor To return to EditScript MT for editing: • Press ALT+E. Or • Click the icon. Revise the column layout To revise the current column structure of the work queue: • Press ALT+R. Or • Click the icon. EditScript MT User Guide V10 107 Chapter 4: Working in EditScript MT When selected, you can choose which columns to hide or display through the Choose what columns to display dialog. Through this dialog, you can also determine the order in which columns will be displayed from left to right. Select and move column names here to hide them from view Select and move column names up or down using the arrows to determine their order in the queue Permission to view and edit the work queue In addition to the previous options, the following features will be available from the work queue toolbar when you have been granted permission to View and edit the work queue (certain MTs only). Tip: The recommended workflow for the queue is to refresh the queue (ALT+V) and then download and lock a dictation (ALT+D). Download highlighted file(s) To download highlighted files (from the general queue) into your personal work queue: • Press ALT+D to download and lock; press ALT+SHIFT+D to just download. Or • Click the icon. Click the down arrow beside the icon to display the following options: 108 Download and lock file - Select this option to download and lock (check out) the selected document. Download without locking file - Select this to download the selected document but not lock it. (By not locking it, the dictation may be available to other users.) EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Note: When a document is downloaded, the files associated with that dictation are saved to the Downloads folder in the EditScript install directory (C:\ProgramFiles\eScription\EditScript by default). Check out (lock) highlighted file(s) for transcribing/editing From the work queue, use this option to check out (lock) a dictation for editing. When you check out a file for editing, it is assigned a status of Checked out for Edited Transcription. If the dictation did not go through speech recognition, it will be assigned a status of Checked out for Standard Transcription. Note: Checking out a dictation does not immediately download it to your machine. It will be downloaded when there is room for it in your cache. To check out highlighted files for transcribing/editing: • Press ALT+O. Or • Click the icon. Note: No two MTs can lock the same dictation at one time. Unlock highlighted file(s) Use this option to unlock a dictation from your personal work queue to allow another MT to work on it. This will unlock or ‘release’ the dictation. To unlock the selected document(s): • Press ALT+SHIFT+O. Or • Click the icon. This does not upload the document if work has been done. You must manually upload the document in order for the lines in the document to be credited to you. Unlocked documents will be re-assigned a status of Ready for Editing or Ready for Transcription, and can be downloaded by another MT. When you unlock a dictation, the following prompt will appear. It is important to review this prompt before continuing with the unlock procedure, as this action will prevent you from uploading the file once you have transcribed it. Note: All jobs that had either been checked out or downloaded to you are unlocked when EditScript MT is shut down correctly (by clicking the X in the upper right corner of your screen). EditScript MT User Guide V10 109 Chapter 4: Working in EditScript MT Edit the selected document Use this option when you want to edit a document immediately. The selected document will appear in EditScript MT for editing, and the work queue dialog will close. Note: You must first download and lock the dictation option. before you can use this If you already have a dictation open on your desktop, you will receive a message stating that you can only work on one EditScript MT file at a time. You can then choose to close the current file and open the next. To edit the selected document: • Press ALT+W. Or • Click the icon. Construct your own work queue The ability to construct a custom work queue is helpful if you need to work on a specific set of documents, such as all dictations relating to a particular patient or to a particular dictating clinician. Once you have selected your set of dictations, click to build the work queue. If your queue is successfully built, the following confirmation prompt appears. Click OK. If this is not the first work queue you have built in the current session, the following dialog will appear. Click Yes to combine the dictations in the new work queue with those in the queue you previously constructed (recommended). When you add a document to your work queue, it is assigned a status of Downloaded and Checked out for Edited Transcription or Downloaded and Checked out for Standard Transcription. See Building a work queue on page 111 for information on building a work queue. 110 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Understanding document status It is important to understand the various status types you will encounter while working in EditScript MT. The status of a particular document can be monitored through the work queue by looking at the Status column. The common status types you will see in this mode are described below. • • • • • Ready for Transcription: the dictation has not gone through speech-recognition (no draft available), but is available to be checked out and transcribed. Ready for Editing: the dictation has been speech-recognized, and converted into a draft. A draft with this status is available to be checked out and edited. Downloaded: the document has been downloaded to an individual’s local machine. A document with this status cannot be worked on until it has been checked out. Downloaded and checked out for Standard Transcription: This status is associated with a non-speech recognized document that has been added to an individual’s work queue. Downloaded and checked out for Edited Transcription: This status is associated with a speech recognized document that has been added to an individual’s work queue. Uploaded: the document has been completed and uploaded. Building a work queue Depending on your institution and work schedule, you may be given permission to manually select the dictations you want to work on and build your own work queue. Generally, there will not be a need for you to have to build a work queue. However, it can be helpful when faced with any of the following situations: Note: You will only be able to build your own work queue if you have been granted that login privilege by your administrator. The permission is specified through your EditScript profile settings in EMon (Login>View and Edit the work queue). • • You need to edit/transcribe dictations associated with a specific dictating clinician or group of clinicians, or need to exclude a dictating clinician or group of clinicians from your work queue. Note that your administrator can specify the dictating clinicians whose reports you will edit/transcribe through your Properties page in EMon. You need to edit/transcribe dictations associated with a specific patient. EditScript MT User Guide V10 111 Chapter 4: Working in EditScript MT • • • • You need to edit/transcribe dictations associated with a specific work type or a select group of work types. You need to edit/transcribe dictations of a specific priority assignment (usually those of lower priority, since EditScript MT will automatically alert you when high priority dictations are available). You need to work only on documents that need to be edited, not transcribed (or the reverse). When there is only enough time to work on a specific number or duration of dictations, and you want to avoid having to release downloaded dictations from your queue that have not been completed. Note: Adding dictations to your custom work queue does not lock them to you exclusively. Other MTs can still work on these dictations, as EditScript MT will automatically download the next available dictation for them to work on, whether or not that dictation has already been added to a custom work queue. Steps: 1 Press ALT+Q or click Dictations> View Work Queue, to display the Dictations in the Queue dialog. 2 Click on the small downward-facing arrow icon. 3 Press ALT+D to View Only Unlocked Dictations, or Press ALT+SHIFT+D to View Locked and Unlocked Dictations, whether or not they are locked to another MT. 4 Select the dictations you want to add to your work queue. You will not be able to add dictations that are already locked to another MT. To select multiple files, click on the first file in the series, press and hold the SHIFT key, then click on the last file in the series. This will highlight all of the files between the two. next to the download and lock To select files out of sequence, click on the first file, press and hold the CTRL key, then click on the additional files. 5 Press ALT+Q or click on the Construct your own work queue button . If your work queue was successfully built, the following confirmation prompt will appear. Click OK. 112 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT If this is not the first work queue you have built in the current session, the following dialog will appear. Click Yes to combine the dictations in the new work queue with those in the queue you previously constructed (recommended). When you add a document to your work queue, it is assigned a status of Downloaded and Checked out for Edited Transcription if the dictation went through speech recognition (shown below), or Downloaded and Checked out for Standard Transcription if it did not. Working from a custom work queue Once you have successfully constructed a custom work queue, you can begin working on the dictations you selected by following the steps below. Steps: 1 Press ALT+U (recommended) or click Dictations> Upload current dictation and get next dictation from the EditScript MT toolbar to retrieve a dictation from the work queue. The Downloading your next dictation progress bar appears at the bottom of the screen. EditScript MT downloads the dictation in your queue with the highest priority. After a few moments, the dictation appears in the EditScript MT work area. When a speech-recognized draft is downloaded, you will see the header information, as well as the entire body content of the dictation. Dictation drafts require careful review and editing. When a dictation is downloaded that has not undergone speech recognition, it will appear as a blank document or include only the header and dual question marks (??). You will then be required to straight transcribe (type) the document. 2 Edit or transcribe the report, depending upon which method is required. 3 Press ALT+U (recommended) or click Dictations> Upload current dictation and get next dictation from the EditScript MT toolbar to upload the current job and download another. EditScript MT User Guide V10 113 Chapter 4: Working in EditScript MT 4 Repeat steps 2 and 3 for each dictation in your custom work queue. When all of the jobs in your custom work queue have been completed, the following dialog appears: Specify A New Work Queue Select to return to the Queue dialog and build another custom work queue (see Building a work queue on page 111). Let eScription Choose The Next Dictation To Download Select to return to the standard working mode in EditScript MT, where dictations are downloaded in the order of their priority assignment. Don’t Download Any More Dictations For Now Select to avoid downloading another dictation. This is useful when you need to take a short break, or exit EditScript MT for the day. Setting work queue permissions through EMon (Administrators) Administrators can configure your work queue viewing and editing permissions by following the steps below. Steps: 1 Log into EMon. 1 In the eScriptionist tab, select the MT whose permissions you would like to change. 2 Click Profile. The EditScript Profile dialog appears. 114 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT 3 Click on the Login tab. 4 Select one of the following radio buttons: Hide the work queue: do not allow the MT to view the work queue in any mode, with the exception of RDR mode. If the MT tries to open the work queue, a message is displayed stating: ‘You are not allowed to view the work queue. If you need access to the work queue, please contact your manager and ask them to change your permissions’. View the work queue: allow the MT to view but not edit the work queue. View and edit the work queue: allow the MT to view and edit the work queue. This will allow the MT to build their own work queue, and check out dictations for editing or transcription. To grant the MT Administrator privileges when she logs in to EditScript MT, select Admin Privileges. This gives her access to the entire Profile Settings dialog (all tabs). Note: This setting should only be enabled for users who are permitted to alter the work queues of other MTs. 5 Click OK. EditScript MT User Guide V10 115 Chapter 4: Working in EditScript MT Retrieving and Uploading Dictations Based on priority, dictations are automatically downloaded into your personal work queue from the general dictation pool, and stored locally on your computer. These dictations are Downloaded and Checked Out to you until you either finish them or release them back to the general work queue by exiting EditScript MT. When you instruct the program to retrieve a dictation, EditScript MT will automatically pull the next dictation from your queue in the order of priority or turnaround time. For example, a dictation with a priority of 2 will open before a dictation with a priority of 20. Once a dictation opens in EditScript MT, you edit or type the document to complete it, then upload that document and begin another. Retrieving a dictation When you log into EditScript MT, a blank document window appears, similar to what one sees when they open Microsoft Word. This is where dictations will appear when they are retrieved from your queue for editing. To retrieve a dictation in EditScript MT, follow the steps below. Steps: 1 Press ALT+U or click Dictations> Upload current dictation and get next dictation from the EditScript MT toolbar. The Downloading your next dictation progress bar appears at the bottom of the screen. EditScript MT downloads the dictation in your queue with the highest priority. After a few moments, the dictation appears in the EditScript MT work area. When a speech-recognized draft is downloaded, you will see the header information, as well as the entire body content of the dictation. Dictation drafts require careful review and editing. When a dictation is downloaded that has not undergone speech recognition, it will appear as a blank document or include only the header and dual question marks (??). You will then be required to straight transcribe (type) the document. Retrieving a split dictation When you download a dictation that has been split from another (see Splitting a Dictation on page 157), EditScript MT displays a visual indication in the Status bar, displaying the point in the audio at which the dictation was split. 116 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Uploading a completed report Once you have finished editing or typing a transcription, there are multiple ways to upload the document so that you receive credit for your work. To upload a completed document in EditScript MT, follow the steps below. When you want to upload and continue working: 1 Press ALT+U or click Dictations> Upload current dictation and get next dictation from the EditScript MT toolbar to upload the current job and download another. If you attempt to upload a dictation without listening to the audio, the following prompt will appear: 2 To stop the upload process and return to the current job, press the TAB key to highlight No and press ENTER (or click No). Press ENTER (or click Yes) to continue uploading the current job. Note: You cannot upload a document while working offline. Any document that you close while working offline, either by the “X” icon or by retrieving another dictation, will be automatically saved for later upload. When you want to quit EditScript MT or take a break: 1 Press ALT+SHIFT+U or click Dictations> Upload current dictation from the EditScript MT toolbar to upload the current job without downloading another dictation. 2 Click the X in the upper right corner of your screen to log out of EditScript MT. Note: Dictations will remain in your queue and be unavailable to other MTs if you do not log out of EditScript MT. For more information on taking breaks, see Taking a break from EditScript MT on page 164. Understanding STAT dictations The dictations in your work queue have already been assigned a priority. Priority is determined by rules that have been set up by your institution through EMon. These rules are used to ensure that documents meet required turnaround time. The priority that is assigned to a dictation depends largely on the turnaround time (TAT) that is expected for a certain document. For instance, if the expected TAT at your institution is 2 hours for a Procedure Note work type and 4 hours for a Letter, Procedure Note work types that were just dictated would always have priority over new Letters. It is important to note, however, that a 2-hour-old Letter would have the same priority as a new Procedure Note. A job is considered STAT when it has been assigned a priority of 1 or 2. STAT dictations, also known as high priority dictations, require immediate attention and should be transcribed before all other dictations in your queue. EditScript MT User Guide V10 117 Chapter 4: Working in EditScript MT Note: At most, only 2 STAT dictations are allowed in a work queue at one time. This is to prevent high priority dictations from being locked to a specific MT in the event of an unexpected shutdown. Retrieving STAT dictations (by prompt) By default, a prompt will appear in the EditScript MT work area when a high priority (STAT) dictation is available for editing. Whether this prompt will always display in such an instance will depend on the High Priority Prompt setting in your EditScript Profile in EMon. If this setting is turned off, this prompt will not appear. It is important that you know whether or not to wait for this prompt or to manually download high priority dictations for editing. The High Priority Level setting in your EditScript Profile in EMon determines which priority level is high enough to cause the prompt to display. Yes Press ENTER (Yes) to download the high priority dictation immediately. The dictation you had been working on will be saved automatically, and will be returned to you after the STAT job is uploaded. No Press the right arrow key once and press ENTER (No) to place the high priority dictation in your work queue and continue working on the current job. The high priority dictation will be the next dictation downloaded by EditScript MT. IMPORTANT! The only time No should be selected from this prompt is when you are working on a dictation that can be finished within a few moments. Otherwise, you should always elect to transcribe the high priority dictation immediately. Retrieving STAT dictations (manually) When the High Priority Prompt setting in your EditScript Profile in EMon is turned off (check with your administrator), you will need to periodically check for high priority dictations that may have entered your queue. To manually check for high priority dictations, follow the steps below: 118 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Steps: 1 Press ALT+SHIFT+! to check for the next high priority dictation in your work queue. You can also click Dictations> Retrieve High Priority Dictation from the EditScript MT toolbar. 2 EditScript MT will check for a high priority dictation in your queue and display a prompt that will let you know if a high priority dictation is available. Yes Press ENTER (Yes) to download the high priority dictation immediately. The dictation you had been working on will be saved automatically, and will be returned to you after the STAT job is uploaded. No Press the right arrow key once and press ENTER (No) to place the high priority dictation in your work queue and continue working on the current job. The high priority dictation will be the next dictation downloaded by EditScript MT. EditScript MT User Guide V10 119 Chapter 4: Working in EditScript MT Listening to a Dictation One of the first things you will want to do once you have downloaded a dictation is play the audio. Use the following options to play and control the dictation audio. Play There are three ways to play dictation audio in EditScript MT: • Press and hold the center foot pedal. • Press ALT+A. • Click Audio> Play from the EditScript MT toolbar. You will hear the audio begin to play. To change the volume and/or speed of the audio, use the appropriate option(s) under Adjusting the audio controls on page 121. Pause There are three ways to pause dictation audio in EditScript MT: • Release the center foot pedal. • Press ALT+P. • Click Audio> Pause from the EditScript MT toolbar. You will hear the audio stop. To continue playing the audio from the pause point, simply press and hold the center foot pedal or use the ALT+A shortcut. Rewind to the beginning (before the header) To rewind, or reset, the audio back to the beginning of the dictation (before the header in the document): • Press ALT+D. • Click Audio> Rewind Audio To Beginning from the EditScript MT toolbar. To reset the audio to the beginning of the dictation after the header (patient demographic information), use the CTRL+HOME and ALT+SHIFT+K shortcuts. Press CTRL+Home to reset the text cursor to the beginning (after the header). Press ALT+SHIFT+K to align the audio with the text cursor. Rewind There are three ways to rewind dictation audio in EditScript MT: • Tap the right foot pedal. • Press ALT+G. 120 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT • Click Audio> Rewind from the EditScript MT toolbar. Each use of these features will rewind the audio (voice cursor) back one word at a time. To rewind back to the beginning of the document (before the header), use the Rewind Audio To Beginning option (ALT+D). Fast Forward There are three ways to fast forward dictation audio in EditScript MT: • Tap the left foot pedal. • Press ALT+F. • Click Audio> Fast Forward from the EditScript MT toolbar. This will allow you to jump forward in the audio (voice cursor) one word at a time (depending on the current Pedal Bounce Back setting). Adjusting the audio controls The shortcuts listed below are used to adjust the controls available from the Audio control bar. When Always Display Audio Dialog is checked in your EditScript Profile (press ALT+O and click the Transcription tab, or see your administrator), the Audio control bar will appear beneath the header whenever a document is loaded in EditScript MT that has audio associated with it. From the Audio control bar, the following shortcuts can be used to adjust the audio settings. To hide the Audio control bar, use the ALT+5 shortcut, or use one of the shortcuts below to highlight the bar, then select the ESC key. Speed Up To display the Audio control bar and increase the speed of the dictation audio: • Press ALT+2. • Click Audio> Adjust Audio Speed from the EditScript MT toolbar. Slow Down To display the Audio control bar and decrease the speed of the dictation audio: • Press ALT+1. • Click Audio> Adjust Audio Speed from the EditScript MT toolbar. Set Speed to Normal To display the Audio control bar and set the speed of the dictation audio to Normal (the red N under Speed in the Audio control bar): EditScript MT User Guide V10 121 Chapter 4: Working in EditScript MT • Press ALT+Z. • Click Audio> Adjust Audio Speed from the EditScript MT toolbar. Volume Up To display the Audio control bar and increase the volume of the dictation audio: • Press ALT+4. • Click Audio> Adjust Volume from the EditScript MT toolbar. Note: If the audio volume is too low even when set to Loud, check the volume control on your computer. Volume Down To display the Audio control bar and decrease the volume of the dictation audio: • Press ALT+3. • Click Audio> Adjust Volume from the EditScript MT toolbar. Show Audio Progress To monitor the progress and percent remaining of the dictation audio when played: • Press ALT+1 (or ALT+2 or ALT+3 or ALT+4). • Click on the Show Audio Progress toolbar icon. The Audio control bar will appear, through which you can view the current position (of the voice cursor), the total audio time, and track the progress of the audio. Hide Audio Controls To hide the Audio control bar: • Press ALT+5. Autospeed When the system sees that you consistently increase the audio speed for a certain dictating clinician, it will increase the default audio speed for that clinician automatically. Likewise, the system will slow down the audio speed when it recognizes a significant manual decrease in audio speed. This process is known as autospeed. The purpose of autospeed is to adjust and enhance the EditScript MT working environment to best suit your editing and transcription patterns, and to save you from having to manually adjust audio speed in future sessions. Audio silences Some dictation audio contains momentary silences, or pauses, often due to the dictating clinician pausing between thoughts. EditScript MT allows you to play these silences at normal 122 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT speed or to play them rapidly. When EditScript MT is set to play silences rapidly, it is as if they are skipped and you should not be aware of them. By default, EditScript MT plays silences rapidly in an edited draft, saving you time over a full workday of editing. It is important to note, however, that because this feature relies on speech recognition, it, like the speech recognition process, may incorrectly assume that a spoken word is a pause. If when listening to dictation audio you think EditScript MT has skipped a word (or played it too quickly), turn the Play Silent Parts of Dictation at Normal Speed feature on. Note: The audio silences features are only available for dictations that have gone through the speech recognition system. Controlling audio silences To change between playing silences at normal speed and playing them rapidly, use the ALT+S shortcut or click on the icon. The following table explains the two states of the icon. Note: When you hover over the icon, the tool tip text that appears indicates how silences will be played after you click the icon. Play Silent Parts of Dictation Rapidly (default) This icon indicates that the periods of silence in the dictation are being played rapidly so that it appears that they are being skipped. In this case, you will not notice silences while listening to the dictation. This icon indicates that the silences in the dictation are being played at normal speed. Play Silent Parts of Dictation at Normal Speed Note: Occasionally EditScript MT will play a section too quickly to be understood. If this happens, change to Play Silent Parts of Dictation at Normal Speed mode and replay the section. EditScript MT User Guide V10 123 Chapter 4: Working in EditScript MT Editing Header and Contact Information One of the most common tasks you are responsible for when transcribing a document is verifying that the patient information is correct, and modifying the information when it is not. When a dictation is downloaded in EditScript MT, the patient demographic information automatically appears in the header, at the top of the program interface. EditScript MT allows you to quickly edit and search for patient demographic information, and manage the carbon copy (CC) information directly from the work area. Editing the header The EditScript MT header contains patient demographic information and other additional data fields selected by your institution. The fields are grouped by patient information (e.g., name, birth date, etc.), dictation information (e.g., work type, speaker, or whatever your institution elects to include), and ADT information (shown in the Visit Grid). When a dictation is downloaded in EditScript MT, the first thing you will want to do is listen to the audio file that is associated with the dictation. The audio will begin with the patient demographic information, which is automatically populated in the document header. As you listen, it will be important to verify that the information listed is correct. Any information that is found to be incorrect needs to be corrected by editing the header. EditScript MT allows you to do this quickly, and without the use of your mouse. You can tab through the header fields or use the available keyboard shortcuts. Note: How you verify and modify the information may vary depending on the work type and/ or organization. For institutions with an ADT/Orders feed, the system will search for all visits or orders that are associated with a patient’s medical record number. The search results are then incorporated into the header, eliminating the need for you to perform a separate search for this information, in most cases. To select the correct patient, patient visit or order, you will rely on a variety of information, such as patient birth date, attending physician, and/or patient type. In addition, if your institution uses several different header configurations, EditScript MT will automatically update the header when you change the work type information. By default, the EditScript MT header will appear as shown below when a dictation is downloaded, though the format and fields that it contains will depend on your institution’s configuration and the selected work type. The header can be reduced to include only the top two rows using the ALT+SHIFT+E shortcut. Note: The instructions for working in the Visit Grid and the CC field are somewhat different than the instructions for the rest of the header. See Editing the visit grid on page 129 and Adding contact (CC) information to the header on page 131 for more information. IMPORTANT! If you change a value in the header that affects MT Instruction criteria (e.g., work type), you must confirm the changes, log out of EditScript MT, log back in, and download the dictation again in order to see updated instructions. See MT Instructions on page 174 for more information on MT Instructions. 124 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Patient data ADT data (Visit grid) Dictation data Steps: 1 After downloading a dictation (ALT+U), you can edit information in the header at the top of the work area. Press ALT+E to place the cursor in the Patient Name field. Note: Initially, ALT+E places the cursor in the Patient Name field. Subsequently, it defaults to the last field that the cursor was in. Tip: Many of the field names have a letter that is underlined. Press the ALT key and the underlined letter to move the cursor to that field. See also Header shortcuts on page 136. 2 To perform a search for patient information, press ALT+S or click Search. The header screen changes to allow you to search by patient name, MRN, age, birth date, and/or account number. Use the TAB key to navigate between the fields. EditScript MT automatically copies the search value from the field in which your cursor is located when you press ALT+S. For example, if your cursor is in the Patient Last Name field in the header, the patient’s last name is copied to the search screen. To perform a search for any of the data fields listed above, press ALT+S or press the TAB key until the Search button is highlighted, then press ENTER. Note: You cannot change the Patient Name or MRN without searching. If you try to change the information by typing in the field, the dictation will pend. EditScript MT will execute the search. EditScript MT User Guide V10 125 Chapter 4: Working in EditScript MT 3 When the Search Results window appears, use the up and down arrow keys to scroll through the list of results. To select an entry, press the Spacebar key. Once you have made the correct selection, press ALT+O to accept it and close the dialog. The standard header screen will re-appear containing the new information. 4 To accept your change(s) to the patient information, click Confirm or press ALT+O. To remove the change(s) and reset the header fields to the way they appeared when the dictation was downloaded, click Reset or press ALT+R. Example: Searching by MRN Depending on the medical records system at your institution, you may be required to search for specific patient visits or other specific information. In this example, we will search for Patient Visit using an MRN that has already been provided in the header. Tip: When the cursor is in either the MRN or Patient Name fields, you can press ALT+S to copy/paste the information into the search screen automatically. Steps: 1 From the EditScript MT editing screen, press ALT+E to enter the header. 2 Press ALT+M to navigate to the MRN field in the header. 3 Press ALT+S to automatically copy/paste the prefilled MRN number for use in your search. This will also display the header search fields. 4 Press ALT+S or ENTER, to search by the MRN. When the search results appear, use the up and down arrow keys to scroll the list of search results until you find the appropriate record. 5 Press the Spacebar to select the appropriate record. 6 Press ALT+O to accept the selection and close the dialog. The patient information you selected will appear in the Edit Header Information dialog. 7 To save this change and update the header, press ALT+O or click Confirm. Missing patient data There will be instances when some patient information, such as the medical record number (MRN), or account number, is unknown or only partially known. For example, when an audio file is uploaded from a handheld device through the IntelliScript Digital Voice Recorder program, the patient associated with that audio is not recognized in the EditScript system until you listen to the file and specify the patient name. Temporary numbers The EditScript system requires that patient records for your institution contain non-blank, distinct medical record numbers. In the event that some or all of the patient data is missing or unknown, we will automatically generate temporary numbers for MRNs and/or patient account numbers. For instance, if you provide a patient name but not an MRN when transcribing a dictation, EditScript MT will generate a patient record with a temporary MRN consisting of the letter “T” and the dictation ID (T + DictationID). If you were to provide the MRN but not a patient name, the system will search by the MRN and, if found, will automatically link the 126 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT dictation to the patient associated with that MRN. When the MRN cannot be found, a new patient record will be generated with the MRN you provided and a name of “Person, Unknown.” Note: “T” is the default character used in temporary numbers. Your institution can request to change this letter if it conflicts with existing medical record numbers. Creating temporary numbers in EditScript MT When a dictation first enters the system, the MRN will appear as “Unknown” if it was not specified during dictation. If you do not modify the “Unknown” MRN during transcription, a temporary number will be generated when the report is uploaded. A temporary number can be generated in EditScript MT for either of the following scenarios below: • • MRN is “Unknown” - When an MRN of “Unknown” is specified for a dictation, assign a Patient Name. This will automatically generate a temporary MRN and assign it to the dictation. Patient Account Number (visit code) not listed - When the patient account number is not listed in the visit grid, you can press CTRL+T to select a temporary visit for the dictation. Verifying pre-filled header information The speech recognition process allows for certain patient data to be entered automatically based on information that is entered by the dictating clinician. Because this information appears in the EditScript MT header when the dictation is downloaded, this is commonly known as prefilling the header. The pre-fill procedure is optional, and the parameters by which it is configured can be customized by your institution (see the examples to follow). For institutions that pre-fill patient information, it is important for transcriptionists to verify the pre-filled data to make sure it is accurate, and to ensure that the prefill procedure(s) that has been configured for your institution is working properly. In order to verify this data, you first have to know exactly what data is being pre-filled. It is important for your transcription manager to clarify this with the transcription staff so that you are aware of what to look for. In any case, it is good practice to verify that the MRN and Account Numbers in any dictation are accurate. In the following examples, one institution has configured their pre-fill procedure so that the Account Number is entered automatically when the dictating clinician enters a patient’s Medical Record Number (MRN) through IntelliScript, the program that receives and routes dictations by telephone (Example A), and another has configured their pre-fill procedure so that the Date of Service is automatically entered when the dictating clinician enters the Account Number (Example B). Note: Some institutions require clinicians to enter both the MRN and Account Number during dictation, in which case it would not be necessary to pre-fill either field. EditScript MT User Guide V10 127 Chapter 4: Working in EditScript MT Example A: The clinician dictates in IntelliScript, and enters the patient’s MRN. The Account Number, configurable by Patient Class and/or Work Type, is pre-filled with the most recent patient visit. The transcriptionist verifies that the Account Number (most recent patient visit, in this example) is accurate when she edits the dictation in EditScript MT. 1 2 3 Note: By default, the most recent patient visit must be within the last 28 days. This number is configurable. If the system cannot find a patient visit within the specified number of days, no pre-filling will occur. Example B: The clinician dictates in IntelliScript, and enters the patient’s Account Number. The Date of Service is automatically pre-filled with the Date Dictated (date on which the dictation was made). The transcriptionist verifies that the Date of Service (date of dictation, in this example) is accurate when she edits the dictation in EditScript MT. Switching header formats by work type EditScript MT allows you to switch from one header format to another based on the selected work type; for instance, from Endoscopy Report to Radiology, as shown in the following example. Steps: 1 128 From an open dictation, press ALT+E to enter the header. EditScript MT User Guide V10 1 2 3 Chapter 4: Working in EditScript MT 2 Press ALT+W to jump to the Work type field. The drop-down box will automatically expand when you start typing in the field. 3 Using the arrow keys, navigate the list of work types and press ENTER to select a different work type (Radiology in this example). 4 Press ALT+O to select the Confirm button. A warning appears. 5 To continue and change the header format, press ENTER, or click Yes. To cancel the operation and leave the original header format, press TAB, then ENTER (No), or click No. Editing date fields The header may include date fields such as Procedure Date and Service Date. The date’s format is divided into three sections: month, day, year (mm/dd/yyyy). Use the left and right arrow keys to move from one section to the next, and then the up and down arrows to increase or decrease the value. Tip: To enter today’s date, press t. You can also use a calendar to select the date. Press ALT+down arrow. Then use the right or left arrows to highlight the correct date. Press ENTER. Editing the visit grid The visit grid lists all visits associated with the patient’s MRN. In order for the dictation to be uploaded, one of the visits in the grid must be checked. By default, the most recent visit is selected. If this is not the correct visit for the dictation, you must search for and choose the correct visit. In addition, you may need to edit some of the fields in the visit grid. EditScript MT User Guide V10 129 Chapter 4: Working in EditScript MT Selecting a visit In order to upload the dictation that you are working on, a visit must be selected from the visit grid. Steps: 1 Press ALT+E to enter the header. 2 Press ALT+V to enter the visit grid. 3 Use the up and down arrows to navigate through the grid. When any cell in the line that you would like to select is highlighted, press the Spacebar. A checkmark appears next to the visit that you selected. In the last line of every visit grid, there is a ‘T’, representing a temporary visit. Select this visit (CTRL+T) if you cannot find the correct visit. 4 Press ALT+O to confirm your changes. Editing a field in the visit grid The fields in the visit grid with a yellow background can be edited. When you start typing in one of these fields, EditScript MT will launch another dialog, from which you can select the desired information (e.g., a date or a name). Once you have edited a field, it turns green. The steps below describe how to edit the information in the visit grid. Steps: 1 Press ALT+V to enter the visit grid. 2 Use the arrow keys to navigate through the grid and select the grid cell that you would like to edit. Note: You cannot edit white cells. 3 If you would like to clear the value in the cell, press F3. If you would like to edit the value in the cell, begin typing. 4 Depending on the type of cell that you are editing, different types of dialogs may appear: If you are editing a date field, a calendar dialog appears. Use the direction arrows to navigate through the calendar. When you have found the correct date, hit ENTER. If you are editing a name field, the header screen disappears and is replaced by the Contact screen. Use the Contact screen to edit the name of a clinician in the visit grid. In the Enter Name field, enter the last name you wish to search for in the scroll list 130 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT (partial names are allowed) or scroll the list of contacts using the up and down arrow keys. Note: The first letter of your search will be lost when the Contact screen appears. Be sure to re-type the letter so the search will be accurate. To add a contact, select the contact name and press ENTER to insert it into the selected contacts field. To create a new entry, TAB to highlight the Create New Entry button, then press ENTER. The Create Contact dialog appears, through which you can specify the contact information. To remove a name from the Currently Selected Contacts box, select the name, TAB to highlight the Delete Selected Entry button, then press ENTER. 5 Once you are finished in the Contact screen, press ALT+O to apply the name listed under Currently Selected Contacts. The background of the cell should now be green. If you would like to return to the original value in the cell, press ESC. Note: You can add only one name to each of the name fields in the visit grid. 6 Press ALT+O again in order to confirm the changes that you made. Press ALT+R if you want to reset all values in the header to their original state. Adding contact (CC) information to the header It is often necessary for you to manually add carbon copy (CC) information to the header. To do this, follow the steps below. Steps: 1 Press ALT+C. The header screen disappears, and is replaced by the Select Contact List Entries screen. 2 In the Enter name field, enter the name of the contact you wish to search for (partial names are allowed), or scroll the list of contacts using the up and down arrow keys. EditScript MT User Guide V10 131 Chapter 4: Working in EditScript MT 3 To add a contact, select the contact name and press ALT+A or ENTER to insert it into the Currently Selected Contacts field. 4 Press ALT+O to exit this screen. The contact name(s) you selected appear in the CC: field beneath the header. Removing a selected entry: 1 Press ALT+C. 2 To remove a contact from the Currently Selected Contacts list, select the name using the up/down arrows. 3 Press ALT+D. Or press TAB to highlight the Delete Selected Entry button, then press ENTER. The name is removed from the contact list. Creating a new entry: If a contact to be added is not in the search list, you can add it using the procedure below. Depending on your institution’s settings, this may cause the document to automatically pend. If it does, an EMon administrator will add any additional information about the contact and decide whether to permanently add the contact to the search list (see below for more information). 1 Press ALT+C. 2 To create a new contact entry, press ALT+R. Or press TAB to highlight the Create New Entry button, then press ENTER. 132 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT The Create new contact entry dialog appears. 3 Enter information for the contact. 4 Press ALT+O to create the entry and close the dialog. The new contact appears in the Currently Selected Contacts list. 5 Press ALT+O. The name(s) you added appear in the CC: field beneath the header. Note: This contact will only appear in this document. It will not be available to other users when they search the contact list. To add a contact to the system, an EMon administrator must check the ‘Add to clinician list’ check box when reviewing the dictation, if it has pended. See the ‘Managing Dictations’ chapter of the EMon User Guide for more information. Expanded CC: list search Turning on the More ways to Search CC List feature provides additional search functionality, including searching by clinician specialty and using multiple fields to search for a clinician. Note: This feature must be activated in EMon. Select Application Features from the Tools menu, and check the box for More ways to Search CCList. Restart EMon. The expanded CC list search allows you to search for clinicians in the contact list by any combination of last name, first name, specialty, street address, city, state, or zip code. As you type information into the search fields, the list of results will become increasingly shorter. EditScript MT User Guide V10 133 Chapter 4: Working in EditScript MT For example, to search for a clinician whose last name begins with ‘m’ and whose specialty is cardiology, you could enter ‘m’ in the Last Name field and ‘c’ in the Specialty field. The contact list would display results for all contacts whose last name begins with ‘m’ and whose specialty begins with ‘c’. To filter the results even further, you could enter ‘ca’ in the Specialty field. The more information you enter, the narrower and more accurate the results. Steps: 1 Press ALT+C. The header screen disappears, and is replaced by the Contacts List screen. The top section of the contacts list contains the search fields. This is where you enter criteria for searching. Below the search fields is the results grid. It shows the results of your search. Search Fields Results Grid 2 Enter search criteria for as many search fields as you want. The more you enter, the shorter the list of results. Use the TAB key or the right arrow (>) to move to the next search field. Press SHIFT+TAB to move to the field located directly to the left. Press CTRL+UP (arrow) to select the last visited field. You can also press ALT+SHIFT+[the column number] to go directly to a search field (column). The fields are numbered from left to right, starting with number 1 for Last Name. Note: The Street Address field searches on the street name, not the number. 3 When you finish entering criteria, press the down arrow to enter the results grid. 4 Select the contact you want to add to the contact list. Use the up and down arrow keys to scroll up and down the contacts list. CTRL+HOME moves the cursor to the first row of the results grid. CTRL+END moves the cursor to the last row. 134 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT 5 Press ALT+A or ENTER to insert the contact into the Currently Selected Contacts field or click the Add Selected Entry button. Currently Selected Contacts 6 Perform another search or press ALT+O to exit this screen. The contact name(s) you selected now appear in the CC: field beneath the header. Removing a selected contact entry from the contact list: 1 From the Contacts List screen, press CTRL+DOWN (arrow) to enter the Currently Selected Contacts field. The first entry will be selected. Use the up or down arrows to select the name you want to delete. 2 Press ALT+D or DELETE. Or press TAB to highlight the Delete Selected Entry button, then press ENTER. The name is removed from the contact list. Creating a new contact entry: If a contact to be added is not in the search list, you can add it using the procedure below. Depending on your institution’s settings, this may cause the document to automatically pend. If it does, an EMon administrator will add any additional information about the contact and decide whether to permanently add the contact to the search list (see below for more information). 1 From the Contacts List screen, press ALT+R. Or press TAB to highlight the Create New Entry button, then press ENTER. The Create new contact entry dialog appears. 2 Enter information for the contact. First Name and Last Name are required fields. 3 Press ALT+O to create the entry and close the dialog. The new contact appears in the Currently Selected Contacts list. 4 Press ALT+O. The name(s) you added appear in the CC: field beneath the header. Note: This contact will only appear in this document. It will not be available to other users when they search the contact list. To add a contact to the system, an EMon administrator must check the ‘Add to clinician list’ check box when reviewing the dictation, if it has pended. See the ‘Managing Dictations’ chapter of the EMon User Guide for more information. EditScript MT User Guide V10 135 Chapter 4: Working in EditScript MT Sorting the contacts list Each search field (column) can be sorted by typing CTRL+[the column number]. To move directly to a specific column, press ALT+SHIFT+[the column number]. The fields are numbered from left to right, starting with number 1 for Last Name. For example, to sort on specialty, you would press CTRL+3. You could also press the left mouse button from within the search field heading as an alternate way to sort. The column will toggle between ascending and descending order. Note: The shortcuts for sorting are displayed in the status bar. Column Numbers Header shortcuts The following table lists the shortcuts available from within the header. SHORTCUT DESCRIPTION ALT+E Toggles the text cursor between the header and the document. ALT+SHIFT+E Reduces the size of the header, allowing you to see more of the dictation workspace (press ALT+E to expand it again). ALT+P Moves the text cursor to the Patient Last Name field. ALT+M Moves the text cursor to the MRN field. ALT+W Moves the text cursor to the Work type field. ALT+K Moves the text cursor to the Speaker field. ALT+D Moves the text cursor to the Procedure Date field. ALT+S Launches the patient information search dialog. ALT+H Launches context-sensitive Help. ALT+O Confirms any changes made in the header. ALT+R Resets the fields in the header to their original state. ALT+B Moves the text cursor to the Business Entity field. ALT+C Launches the contact list dialog so that you can search for and add contacts to the dictation. ALT+V Moves the text cursor to the Visit Grid. 136 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Editing Dictation Text In addition to the standard text cursor that appears in a downloaded dictation, a second cursor is displayed when you play the audio file associated with a voice recognized dictation. This is the Voice Cursor, a red rectangle that highlights each spoken word. This feature allows you to visually keep pace with the dictation audio, and can be used to indicate the general location of errors. Voice and text cursor shortcuts Using the two cursors (text and voice) and the dual-cursor keyboard shortcuts, you can make edits to dictation text quickly and easily, without having to stop or pause the dictation audio. Use of this feature in addition to the text cursor has been proven to increase editing speed dramatically. Move the text cursor to the voice cursor Use this shortcut to move the text cursor to the word currently outlined by the red voice cursor. For instance, if you hear a mistake in the text, press ALT+K to jump the text cursor to the word being spoken. The word will highlight automatically, allowing you to make any necessary edits. If you react late, and the voice cursor moves beyond the word you wish to edit, use the CTRL+left arrow shortcut once or twice to return to the word. • Press ALT+K. Or • Click Editing> Move Text Cursor to Red Voice Cursor from the EditScript MT toolbar. Move the voice cursor to the text cursor Use this shortcut to move the voice cursor to the current location of the text cursor. This is useful for rewinding or fast forwarding to a specific word. For example, a clinician might say a word that you cannot understand, but later in the dictation, says something that clarifies the word. Instead of rewinding the dictation with your foot pedal, you can move your text cursor to the word and press ALT+SHIFT+K. Since the voice cursor is tied to the dictation audio, the audio begins at the location of the voice cursor. • Press ALT+SHIFT+K. Or • Click Editing> Move Voice Cursor to Text Cursor from the EditScript MT toolbar. To return to the location where the voice cursor was before you moved it, move your text cursor there and press ALT+SHIFT+K again. Rewind the voice cursor by one word at a time Use this shortcut to rewind the voice cursor from the current location. The voice cursor will highlight each individual word in the rewind path. When the voice cursor returns to the spot in the audio you would like to hear, simply use the ALT+A shortcut to play the audio starting at that point. You can also do the same operation using the Rewind option on the foot pedal. EditScript MT User Guide V10 137 Chapter 4: Working in EditScript MT • Press ALT+G. Or • Click Audio> Rewind from the EditScript MT toolbar. Forward the voice cursor by one word Use this shortcut to move the voice cursor forward from the current location. The voice cursor will highlight each individual word in the forward path. When the voice cursor reaches the spot in the audio you would like to hear, simply use the ALT+A shortcut to play the audio starting at that point. You can also do the same operation using the Forward option on the foot pedal. • Press ALT+F. Or • Click Audio> Fast Forward from the EditScript MT toolbar. Basic editing shortcuts Below are the basic editing shortcuts available in EditScript MT. Navigate by word or paragraph Use the CTRL and arrow direction keys to navigate the dictation text one word at a time, or to jump to the beginning or end of a paragraph. • CTRL+LEFT ARROW moves the text cursor to the left word-by-word. • CTRL+RIGHT ARRLOW moves the text cursor to the right word-by-word. • CTRL+UP ARROW moves the text cursor to the beginning of the current paragraph. • CTRL+DOWN ARROW moves the text cursor to the line below the current paragraph. Insert a period This shortcut saves keystrokes when adding a period at the end of a sentence. It inserts the period, and then automatically ensures that there are two spaces after the period and then capitalizes the first letter of the first word in the next sentence. To use this command, the text cursor must be in the last word of the first sentence, or in the space between the two sentences. • Press ALT+(.) period. Or • Click Editing> Insert Period from the EditScript MT toolbar. Insert a comma To insert a comma at the end of the word where the cursor is currently positioned: 138 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT • Press ALT+(,)comma. Or • Click Editing> Insert Comma from the EditScript MT toolbar. The text cursor does not have to be where you want the comma inserted. If you use this shortcut while the text cursor is in the middle of a word, the comma will automatically be placed at the end of that word. Insert a colon This shortcut inserts a colon, ensures that there are two spaces after the colon, and then capitalizes the first letter of the first word following the colon. To use this command, the text cursor must be in the last word before the colon, or in the space between the last word before the colon and the first word after the colon. • Press ALT+SHIFT+(:) colon. Or • Click Editing> Insert Colon from the EditScript MT toolbar. Capitalize all occurrences of a word To capitalize the selected word and all occurrences of that word throughout the document: • Press ALT+L. Or • Click Editing> Capitalize First Letter from the EditScript MT toolbar. The text cursor does not have to be at the beginning of the word you want to capitalize. If you use this shortcut while the text cursor is in the middle of a word, the first letter will be capitalized automatically. Make all occurrences of a word lowercase To make the selected word lowercase, as well as all occurrences of that word throughout the document: • Click ALT+SHIFT+L. Or • Click Editing> Lowercase First Letter from the EditScript MT toolbar. The text cursor does not have to be at the beginning of the word you want to make lowercase. If you use this shortcut while the text cursor is in the middle of a word, the case of the first letter will change automatically. Edit the header Use the ALT+E shortcut to edit the header through the Edit Header Information dialog. For more information on headers, see Editing Header and Contact Information on page 124. EditScript MT User Guide V10 139 Chapter 4: Working in EditScript MT Edit the contact list Use the ALT+C shortcut to edit the contact list. For more information, see Adding contact (CC) information to the header on page 131. Inserting contact names directly into the text Clinicians will often refer to another clinician, or contact, while dictating. When the contact is not known, or if you are unfamiliar with the spelling of the contact’s name, you can search for and insert the proper contact directly from EditScript MT. Steps: 1 In EditScript MT, position the text cursor where you want to insert the contact. Press ALT+I or click Editing> Insert Contact Name from the EditScript MT toolbar. The Select Contact List Entries dialog appears. 2 Enter the name of the contact you wish to search for in the Enter name field (partial last names are allowed) or scroll the list of contacts. Select the contact name, then press ENTER or ALT+O to insert the selected name at the current location of the text cursor. To delete the inserted contact, highlight it in the text and press CTRL+Z. 140 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Inserting Normals A normal (template) is a text document that typically contains text that is common to multiple reports. During dictation, the clinician may instruct the transcriptionist to use a specific normal when they transcribe the report. Normals can be easily inserted into a document using the Insert Normal feature in EditScript MT. EditScript MT features two different interfaces for selecting and inserting normals. In addition to the default interface (see Default method of inserting normals on page 141) used in previous versions, a new, more streamlined web interface is now available. Through the new interface (see Normals Chooser method on page 144), you can easily search for, display, and insert normals from a window called the Normals Chooser. The Normals Chooser interface is a new feature and must be enabled through EMon by your EMon administrator before it can be used in EditScript MT. Default method of inserting normals Follow the steps below to insert normals via the default method. For instructions on enabling and inserting normals via the new method, see Normals Chooser method on page 144. Steps: 1 From EditScript MT, press ALT+M or click Editing> Insert Normal from the EditScript MT toolbar. The Template dialog appears. Templates residing in the default directory will appear above the Load Template button. To look in another directory, type (or paste) a new directory path in the Address field near the top of the dialog, then click Go. 2 To select a template, start typing the template’s name, then press ENTER to select it, or click the down arrow to view the list of templates. Select the one you want and click Load Template. Usually, you will know which templates to insert based on the clinician’s instructions. For instance, if you saw the text, “Insert my anterior compartment mesh needle procedure normal here,” in the dictation draft, you would look for and insert the Anterior compartment mesh needle template. A File Download confirmation dialog appears (unless you had un-checked the ‘Always ask before opening this type of file’ setting). 3 Press the TAB key until Open is highlighted, then press ENTER. EditScript MT User Guide V10 141 Chapter 4: Working in EditScript MT The template you selected will appear in the Template window. 4 Review the template content to confirm that it is appropriate. To insert the template into the report as is, press ENTER (Yes). To make edits to the template before inserting it, or to go back and select a different template, press TAB once so that the No button is highlighted, then press ENTER. To navigate the Template dialog window, use the left and right arrows at the top-left of the window. When the template is inserted into the report, its content will appear at the current location of the text cursor. Some templates may contain fields with two question marks (??). This is placeholder text, meant to be replaced by an actual value during the editing process. Use ALT+R to quickly jump from one set of question marks to the next, ensuring you do not miss any values that must be added. Opening templates in same window as EditScript MT Note: When you attempt to insert a template, it must open in the same window as EditScript MT. If your PC is not configured to do this, follow the steps below: Steps: 142 1 In Windows Explorer (e.g., open the Start menu and click on My Computer), click on the Tools menu. 2 Select Folder Options. 3 Click on the File Types tab in the dialog that appears. 4 Under Registered File Types, scroll to find Microsoft Word Document (DOC). EditScript MT User Guide V10 Chapter 4: Working in EditScript MT 5 Click Advanced. 6 In the Edit File Type dialog, make sure that the Browse in same window setting is checked. EditScript MT User Guide V10 143 Chapter 4: Working in EditScript MT Normals Chooser method The Normals Chooser interface allows you to easily search for, preview, and insert normals into your transcriptions. The chooser is a web interface that is pre-populated with normals that match information (e.g., business entity, speaker, work type) in the header of the current dictation. You can also search for a normal if you know its specific name. Note: In the event your network connection is lost, EditScript MT will display the following message when ALT+M is selected: “EditScript has encountered communications errors while searching for applicable templates for this dictation. You will now be redirected to a dialog allowing you to search for templates without an internet connection.” You will then be redirected to the default version of the template interface. See Default method of inserting normals on page 141. In order to use this method, it must first be enabled in EMon by your EMon administrator. If you are an EMon administrator, follow the instructions below to enable this interface. Steps for enabling the Normals Chooser interface through EMon: 1 In EMon, click Tools. 2 Click Application Features. 3 From the Application Features window, click to choose Use new template chooser interface under EditScript/Client. 4 Click OK. Steps for inserting a template via the Normals Chooser interface: 1 In EditScript MT, position your text cursor where you want to insert the template. Press ALT+M or click Insert Normal from the Editing menu. The Normals Chooser window appears. If the Always show ALL check box is selected (the default), any normal with an ALL value for the criteria in the dictation’s header will appear in the results list. For example, if the Speaker field has the name ‘Smith’ in it, all normals associated with Speaker Smith and all normals with an ALL value for Speaker would be returned. If Always show ALL is not checked, the chooser shows only normals matching the values for Business Entity, Speaker, and Work Type that are in the dictation’s header. To change any of these values, TAB to the appropriate search field and start typing. Press ENTER to select the new value. If more normals are available than can be displayed, click Next or Back to toggle through the pages. To broaden the list of templates, set the Work Type, Speaker, Business Entity, and Order Type search criteria to ALL. For example, setting the Work Type value to ALL will search for all normals with an ALL value for Work Type. Note: The ‘Always show ALL’ check box is selected by default. To change the default setting on an institution-wide level, see ‘Institution Settings’ in the EMon User Guide. For institutions with many normals, setting this option to ‘No’ will limit 144 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT the initial viewing of normals and make it easier for MTs to find the normal they are looking for. 2 Use the down arrow to highlight the template you want to insert. 3 If you want to preview the template before inserting it, press ALT+P. During preview, the body of the normal appears in a separate window, from which you can insert the normal directly into the dictation. 4 To insert the normal from the Normals Chooser or Preview window, press ALT+I. The normal text is inserted into the document at the current location of the text cursor. Some templates may contain fields with two question marks (??). This is placeholder text, meant to be replaced by an actual value during the editing process. Press ALT+R EditScript MT User Guide V10 145 Chapter 4: Working in EditScript MT to quickly jump from one set of question marks to the next, ensuring you do not miss any values that must be added. Note: When you attempt to insert a template, it must open in the same window as EditScript MT. If your PC is not configured to do this, follow the steps in Opening templates in same window as EditScript MT on page 142. If you cannot locate the appropriate normal, press ALT+L or click Cancel to return to the document. 146 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Pending a Dictation While editing or transcribing a document, you may encounter certain issues you cannot resolve; for example, the clinician’s voice is inaudible, their speech difficult to understand, or you simply do not have all of the information that is needed for the report to be completed. In such an instance, it is necessary to complete as much of the document as you can, and then send it for review. This is known as pending a document. When a document is pended, it is essentially put on hold, and cannot be completed until the cause(s) for the pended state is resolved and the document is manually un-pended. In version 10, there are two ways for an MT to pend a dictation: Adding a pending note - press ALT+Y to display the Pending Note dialog. Here you enter text describing the issue in the document. See below. Adding a pending reason - new in v10, MTs and reviewers can attach pre-defined pending criteria to a document (with optional, free-text comments). Pending criteria are institution-wide conditions that can cause a dictation to be pended. They are defined by administrators working in EMon. A pending reason is a unique instance of a pending criteria, and can be created for each issue. See Attaching Pending Reasons to a Document on page 151. Adding a pending note To manually pend a document by adding a pending note, follow the steps below. Steps: 1 From an open dictation in EditScript MT, press ALT+Y or click Utilities> Add Pending Note from the EditScript MT toolbar to display the Pending Note dialog. EditScript MT User Guide V10 147 Chapter 4: Working in EditScript MT 2 Enter a pending note. In this example, the note “No text in document” has been entered. To clear text from the Pending Note field, press ALT+R, or click Clear Pending Note. ALT+R 3 ALT+O ALT+L To save the pending note you have entered, press ALT+O or click OK. To cancel the operation, press ALT+L or click Cancel. You can open and modify the pending note as often as necessary until you upload the dictation. Once uploaded, it will enter the pended queue. Understanding auto-pend messages Your transcription manager or administrator can configure the system through EMon so that documents will pend automatically based on a set of parameters, known as validation rules. Note: You must have permission to Pending List Management mode in EditScript MT in order to view and resolve documents in the pending list. Below is a list of the standard scenarios that will cause an uploaded document to pend automatically. • Patient is an Unknown Person • Missing HL7 Data at Upload Time • Invalid Orders Selected • No Service Date has been Specified • Validation Error: Surgery Date or Visit Date Not Correct 148 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT • Unsuccessfully attempted to change Patient Name: from LastName, FirstName to OtherLastName, OtherFirstName • No patient visit selected • No text in document • Speaker is an unknown person • Medical Record Number (MRN) is unknown, No Medical Record Number (MRN) selected • Work type is unknown, Work type has not been set by the transcriptionist • Service date does not match visit admit and discharge dates • Business entity/work type code has not been configured • Document text contains one or more blanks (5 underscores or more) • Document text contains three or more blanks (5 underscores or more) Note: In most cases, a blank in EditScript MT is defined as 5 (or more) underscores. If 10 underscores are used for one blank, the system sees it as two blanks. • More than a specific amount of blanks found in document • Business entity export code has not been configured • Work type export code has not been configured • There is already a dictation associated with that order number • No signing physician selected, No attending physician selected • Medical Record Number (MRN) is a temporary, system-generated value • Patient account number is a temporary, system-generated value • Associated order has inappropriate status • Associated orders have incompatible status • No business entity selected • • The business entity export code does not match the facility code in the associated patient visit The document must be pended at least once EditScript MT User Guide V10 149 Chapter 4: Working in EditScript MT • The document text is always pended • Associated orders have different order groups • No associated order selected 150 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Attaching Pending Reasons to a Document New functionality in v10 allows transcriptionists in Transcription mode and reviewers in Pending List Management (PLM) mode to attach pre-defined pending criteria to a document (with optional, free-text comments). Pending criteria are institution-wide conditions that can cause a dictation to be pended, and are defined by administrators working in EMon. Currently documents are pended by adding a single, free-text pending note to a document. If there are multiple problems with a document, all problems must be listed together in the note. Now, a pending reason—a unique instance of a pending criteria—can be created for each issue. Pending reasons are used in conjunction with pending document tasks (PDTs), a collection of pending criteria that control the routing of pended documents to reviewers who specialize in resolving certain types of issues. See the EMon User Guide v10 for more information. To use this functionality, an administrator in EMon must have enabled the Use Enhanced Pending List Management and Enhanced MT Review Features options in the Application Features dialog. Pending Reason grid To attach a pending reason, new shortcuts and menu items are available on the new Pending Reasons menu (see Pending Reasons menu options: on page 153). Any pending reasons you attach are displayed in a grid above the document. When you download a document in Transcription mode, the standard EditScript MT header will initially be displayed. To display the header with the Pending Reason grid, press ALT+SHIFT+P. In Pending List Management mode, EditScript MT initially displays the QA header with the Pending Reason and MT Review grids when it loads a document. If you want to hide the MT EditScript MT User Guide V10 151 Chapter 4: Working in EditScript MT Review grid, press ALT+SHIFT+M or select Toggle MT Review Display from the MT Review menu. The Pending Reason grid contains the following information: Column Description # A numeric identifier that uniquely identifies this pending reason within the context of this document (read-only). Pending Reason A drop-down list showing the pending criteria description for the pending reason. Entered by The name of the MT who added the pending reason (read-only). This is the name entered for the MT in the Properties dialog in EMon. Resolved by The name of the MT who resolved the pending reason. This is the name entered for the MT in the Properties dialog in EMon. This column is blank if the pending reason has not yet been resolved (read-only). Comment A comment associated with the pending reason. Attaching pending reasons There are two ways to add a pending reason to a document: • • 152 In-text - you add a pending reason directly in the document at the spot where the problem occurs. Header or General - when the reason for pending is in the header, or if want to make a general comment about the document, you add the pending reason to the header. EditScript MT User Guide V10 Chapter 4: Working in EditScript MT To attach pending reasons, use the shortcuts shown on the new Pending Reasons menu. Pending Reasons menu options: • • • • • • • ALT+SHIFT+V - Add In-text Pending Reason - Displays the Pending Reason dropdown list, allowing you to select a pending criteria. Also displays the QA header if it is not already displayed. Once you select an item from the list, the focus will move to the header. ALT+SHIFT+N - Add Pending Reason in Grid Only - Moves the focus to the ‘Pending Reason’ column of the first empty row in the Pending Reason grid. Displays the QA header if it is not already displayed. ALT+SHIFT+P - Move Cursor to Pending Reason Grid - Moves the focus to and from the Pending Reason grid. Displays the QA header if it is not already displayed. ALT+SHIFT+B - Add Comment to Last Pending Reason - Moves focus to the ‘Comments’ column of the last row that was added in the Pending Reason grid. Displays the QA header if it is not already displayed. CTRL+SHIFT+> - Highlight Next Revision - Highlights the next markup revision in the document. This goes to the next revision regardless of whether it is regular text changes, an MT Review code, or a pending reason. CTRL+SHIFT+< - Highlight Previous Revision - Highlights the previous markup revision in the document. This goes to the previous revision regardless of whether it is regular text changes, an MT Review code, or a pending reason. CTRL+SHIFT+? - Undo Selected Revision - Removes the selected revision. This could be regular text changes, an MT Review code, or a pending reason. If it is an MT Review code or pending reason, the markup is removed from the document, but the error or reason is left in the grid. Note: It is not recommended to do this. EditScript MT User Guide V10 153 Chapter 4: Working in EditScript MT • • • • • ALT+SHIFT+H - Show All Revisions - Allows you to select between showing only the reviewee and reviewer’s markup, as in v9, or showing all markup (markup done by all transcriptionists, including markup for deletions). ALT+] - Highlight Next Pending Reason - Highlights the next pending reason in the document (as opposed to regular text changes or an MT Review code). ALT+[ - Highlight Previous Pending Reason - Highlights the previous pending reason in the document (as opposed to regular text changes or an MT Review code). ALT+SHIFT+J - Toggle Pending Reason Display - Toggles on or off the display of the Pending Reason grid and its associated bookmarks in the document. If the Pending Reason grid is toggled off (hidden), then invoking a pending reason feature will cause the grid to be toggled on (redisplayed). This shortcut is not available in Transcription and Pending List Management modes. ALT+SHIFT+G - Resolve Selected Pending Reason - Resolves or unresolves the selected pending reason. The pending reason can be selected in the grid or in the document. ‘Resolving’ a newly added pending reason will delete it (removing the item from the grid and its markup from the document). Adding an in-text pending reason To insert a pending reason associated with a position in the document, follow the steps below. Steps: 1 Log in to Transcription or Pending List Management mode and download a document. 2 Place your cursor at the location of the issue, and press ALT+SHIFT+V. The Pending Reason grid appears (if it is not displayed already), and a drop-down box will pop up next to the cursor. 3 Select one of the pre-defined pending criteria from the drop-down box, or start typing it in. Press ENTER to select it. The markup associated with the pending reason appears in the document. Pending reason bookmarks are shown with blue shading in the document. The pending reason is also added to the Pending Reason grid. To cancel adding the pending reason, press ESC or click elsewhere in the document. 154 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT The screen shot below shows a pending reason shaded in blue. The markups in red, without the shading, are revisions made to the actual text of the document. (The color of markups is determined by Word.) 4 To add a comment in the Pending Reason grid, press ALT+SHIFT+B. The cursor moves to the Comments column in the grid (for the pending reason you just added). Enter your comment. Press ALT+SHIFT+P to move the cursor back to the document. Adding a pending reason in the header grid only General comments or issues found in the standard EditScript MT header do not correspond to any particular place in the document. These issues are entered directly into the Pending Reason grid. Steps: 1 Log in to Transcription or Pending List Management mode and download a document. 2 Press ALT+SHIFT+N or select Add Pending Reason in Grid Only from the Pending Reasons menu. Or, click in the next available row in the Pending Reason grid. The cursor moves to a new row in the Pending Reason grid. 3 Select a pending reason from the Pending Reasons drop-down. 4 Enter a comment (optional). The new reason and comment appear in the grid. No markup appears in the document. Selecting a bookmark Moving the focus to a row in either the Pending Reason grid or the MT Review grid (if visible) that has an associated bookmark in the document will cause that bookmark to be scrolled into view and selected. Deleting a pending reason If you have added a pending reason to the grid, and then realize it is incorrect, you may delete it. Deleting a pending reason removes it from the Pending Reason grid and removes any associated bookmark that might have been added to the document when the pending reason was created. This only works for pending reasons you added in this session. Once a pending reason has been uploaded with a document, it can no longer be deleted - it must be deleted during the current editing session. EditScript MT User Guide V10 155 Chapter 4: Working in EditScript MT Steps: 1 Place the cursor where the issue occurs in the document. 2 Types ALT+SHIFT+G to automatically 'resolve' or delete the pending reason from the grid. or 1 Highlight the entire row to be deleted in the Pending Reason grid. 2 Press the DELETE key. You will be prompted to confirm the deletion. The header row is deleted and the pending reason bookmark in the document is also deleted. Uploading a document with pending reasons attached to it After you have added pending reasons, and are finished with the document, follow the steps below to upload it. Steps: 1 Press ALT+U. A prompt appears asking if you want to pend the document. 2 Press ENTER (or click Yes) to upload and pend the document. Pending reasons can then be resolved by reviewers working in Pending List Management mode (see Working with Pending Reasons in Chapter 6 on page 230). 156 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Splitting a Dictation In the event that a voice file contains multiple dictations, EditScript MT allows you to split the dictation, creating multiple reports, each with a unique ID. The process by which you split a dictation will depend on whether or not the dictation has gone through the speech recognition system. To split a dictation, follow the appropriate set of steps below. Note: You cannot split a dictation at the end of an audio file. Splitting a speech-recognized draft Follow the steps below to split a draft that has been processed through speech recognition. Steps: 1 Navigate the text cursor to the end of the first report. 2 Press ALT+SHIFT+6 or click on the Split Dictation toolbar icon . Note: In order to use the ALT+SHIFT+6 shortcut, it must be enabled in your EMon eScriptionist profile by an administrator. 3 The text above the text cursor position will highlight, and a message prompt will appear. To split the dictation at the current location, press ENTER (Yes). To go back and select a new position for the split, press the TAB key so that No is highlighted, then press ENTER. When Yes is selected, a request is made to the server to complete the split. It is possible for this request to time out. When this occurs, you will be prompted to either wait longer for the request to be completed, or cancel the operation. For more information, see Understanding split request time-out on page 158. 4 When Yes is selected, and a time-out does not occur, EditScript MT will upload the highlighted portion of the split and assign it the dictation ID of the original dictation. All of the text below the split will remain as part of the next dictation. You can then continue making edits, if necessary. Note: The header and CC information must be edited for each dictation. Splitting a non-recognized dictation Follow the steps below to split a dictation that has not been speech-recognized. EditScript MT User Guide V10 157 Chapter 4: Working in EditScript MT Steps: 1 Stop typing when you reach the point in the dictation where the second part begins, and stop the audio at the same place. 2 Press ALT+SHIFT+6 or click on the Split Dictation toolbar icon . Note: In order to use the ALT+SHIFT+6 shortcut, it must be enabled in your EMon eScriptionist profile by an administrator. 3 A prompt appears, asking you to confirm that you would like to split the dictation at the current point in the audio. Click Yes to continue. EditScript MT will upload the current split segment (first half) and set up the next. Click No to cancel the operation and return to the document. When Yes is selected, a request is made to the server for the Dictation ID of the segment being split. It is possible for this request to time out. For instructions on what to do when this occurs, see Understanding split request time-out on page 158. If you attempt to move the audio progress before or after the precise point where a dictation was split, a prompt will appear asking you to confirm the action. This prompt will only appear once per dictation. Selecting Yes will tell the system to assume that you want to move the location of the audio during the next occurrence. Tip: You cannot type the entire report and then split it. You do have the option to type the entire report, then cut (CTRL+X) the second part. After the first part uploads, paste and complete the second part. Understanding split request time-out When you attempt to split a dictation, you are prompted to confirm that the action is indeed what you want to do. When you select Yes from this prompt, a request for a DictationID for the next section of the split is sent to the EditScript server. If this request takes longer than the number of seconds specified in your EditScript Profile> Transcription page (20 seconds, by default), a second prompt appears, asking whether you would like to wait longer for the request to be completed. When No is selected, EditScript MT will get the next dictation in your workqueue. Later, when EditScript MT successfully retrieves the data necessary to split the dictation, it will upload it and retrieve the next section of the dictation for your workqueue. 158 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT There are multiple scenarios that could occur depending on the situation and the selection (Yes or No) that is made from this prompt. These scenarios are described below. SCENARIO RESULTS The request fails before the prompt appears. A warning message appears, and the next dictation in your work queue is loaded in EditScript MT. The dictation being split is uploaded and automatically pended. If this dictation was speech-recognized, text is inserted into the dictation at the point of the split warning the next user that a split was attempted. The SplitID (DictationID of the next split segment) is returned after the prompt appears, but before you answer the prompt. You then answer No. The document that was created as a result of the split is loaded in EditScript MT as the next document. The start point of the audio is indicated in the Status bar (lower right). You answer No to the prompt and the SplitID is returned successfully. The next dictation in your work queue is loaded in EditScript MT, and the document that was created as a result of the split is added to your work queue once the split request is returned successfully. You answer No to the above prompt and the split request returns with an error. If the SplitID is returned successfully, the document that was created as a result of the split is unlocked, and the original dictation is uploaded in EditScript MT. If the SplitID is not returned successfully, the original dictation is uploaded and pended. If this dictation was speech-recognized, text is inserted into the dictation at the point of the split warning the next user that a split was attempted. You answer Yes to the above prompt. EditScript MT User Guide V10 You will be prompted again when the wait for the SplitID surpasses the number of seconds that is specified in your EditScript Profile (20 seconds, by default). 159 Chapter 4: Working in EditScript MT Creating a Report without Audio EditScript MT allows you to create transcriptions from sources other than the dictation audio file, such as paper records or cassette tapes. This is useful when a clinician requires a report of some kind, but is not able to dictate the report through the usual workflow. The creation of a report in this manner requires that you transcribe the document from beginning to end (straight transcription) from whatever resource you have. When you create a dictation without audio, EditScript MT assigns it a unique dictation ID for tracking like all other documents in the system. Note: Lines in a dictation created without audio are counted as typed lines for billing and payroll purposes. Steps (with no documents open): 1 In EditScript MT, press ALT+SHIFT+7 or click on the Create New Document with No Dictated Audio toolbar icon . Note: In order to use the ALT+SHIFT+7 shortcut, it must be enabled in your EMon eScriptionist profile (Create Dictation Has Shortcut option) by an administrator. EditScript MT will create a new document. At the bottom of the EditScript MT interface, you will notice the following status message: Creating new dictation. The document is assigned a new dictation ID. Once the new dictation has been created, it is assigned a unique dictation ID. 2 Type the dictation text from whatever dictation source has been provided to you. 3 To upload and create another dictation without audio, press ALT+SHIFT+8 or click on the Upload and Create Dictation toolbar icon . Note: In order to use the ALT+SHIFT+8 shortcut, it must be enabled in your EMon eScriptionist profile (Create Dictation Has Shortcut option) by an administrator. 4 To upload the new dictation and download a dictation from your queue (standard retrieval), press ALT+U or click Dictations> Upload Current Dictation and Get Next Dictation from the EditScript MT toolbar. Steps (from an open document): 1 Click on the Upload and Create Dictation toolbar icon document and create a new dictation without audio. 2 Type the dictation text from whatever dictation source has been provided to you. 3 To upload and create another dictation without audio, click on the Upload and Create Dictation toolbar icon. 4 To upload the new dictation and download a dictation from your queue (standard retrieval), press ALT+U or click Dictations> Upload Current Dictation and Get Next Dictation from the EditScript MT toolbar. 160 to upload the current EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Addenda and Amendments When you listen to a dictation, you may hear the speaker mention that it is a modification to a previous dictation. When this occurs, depending on the status of the original dictation (i.e., whether it has been signed or not), you can either edit it directly or transcribe the new dictation and link the two. When the original document to which the clinician is referring has not been signed, it can be amended to include the corrected text. When the original document has been signed, it can no longer be edited. In this scenario, you must transcribe or edit the new dictation and link it to the original document as an addendum. Note: This functionality is optional. Your institution may choose to continue using the previous method by which the original and newer dictation are transcribed as two separate documents. Searching for a previous dictation Once you hear that a dictation is a modification or addition to an earlier dictation, you can search for the original dictation. You will not know whether you can amend the document directly or whether you will need to create an addendum until you find the original document (and see whether it has been signed yet). To search for a dictation: 1 Press ALT+SHIFT+A or select Show Amendment Dialog from the Dictations menu. The Search for Dictations to Link dialog appears. All dictations with an MRN matching the current dictation are listed. Focus is automatically in the results grid. EditScript MT User Guide V10 161 Chapter 4: Working in EditScript MT You can perform a manual search using the following criteria: Speaker’s Last Name, Speaker Code, Patient Name, Patient MRN, Visit Code, Visit Start, and/or Visit End. * * * * * * indicates that information has been removed to protect privacy 2 Use the arrow key to move from one document to the next. When you find the correct document, press ALT+V or click View Document. When you view the document, the system determines whether it has been signed yet, and offers you the appropriate option (i.e., amend or create an addendum) accordingly. (If the Date Signed field is empty it is unsigned.) Tip: If you leave the search results grid and wish to return, press ALT+R. Note: You may not be able to view all the documents listed, depending on their statuses. For instance, you cannot view documents with a Ready for Editing status. 162 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT If the original dictation has not been signed, the Amend This Document With The Current Dictation dialog appears. Follow the instructions below for amending an earlier dictation. If it has been signed, the Link This Document To The Current Dictation dialog appears. Follow the instructions below for creating an addendum. EditScript MT User Guide V10 163 Chapter 4: Working in EditScript MT To amend an earlier document: 1 From the Amend This Document With The Current Dictation dialog, ensure that the displayed document is the correct one and press ALT+A or click Amend. The document is downloaded for you to edit. Note that while you will be viewing the original document, the audio you hear will be that of the amendment. Note: When the system downloads the original dictation, it also links the new dictation to it. The newer dictation simply exists in the system to keep track of the amendment audio. There is no text associated with it. 2 Listen to the audio and modify the document as necessary. 3 Upload the modified document using the standard methods. See Uploading a completed report on page 117. To create an addendum: 1 From the Link This Document To The Current Dictation dialog, ensure that the displayed document is the correct one. 2 Because the original document is signed, you cannot download it and modify it. Instead, you must link the new and the original dictation. Press ALT+K (or click Link) to link the dictations or press ALT+I (or click Link and Insert) to link the dictations and insert the text of the original into the newer dictation. Note: Neither option will be available when the document you select is a signed addendum to another document, or when it already has an unsigned addendum (as only one unsigned addendum is allowed at one time for a single parent document). If you encounter a second addendum in EditScript MT for a document that already has an unsigned addendum, simply pend the second addendum. It will then need to be reset to Ready for Edited Transcription or Ready for Transcription once the first addendum is signed. The two dictations are linked in the system, and you are returned to the dictation you were working on. Note that the header fields are filled with the properties of the original dictation. 3 Edit (or transcribe) the dictation as normal. 4 Upload the dictation using the standard methods. See Uploading a completed report on page 117. Taking a break from EditScript MT There are a couple of ways to take breaks while working in EditScript MT. The length of your break will determine which method to use. Viewing dictations in your queue Before taking a longer break, the first thing you should do is check your queue to help determine when would be a good time to take a break. It is best to view your queue when you do not have a dictation on your screen. Steps: 1 164 Press ALT+SHIFT+U to upload your current dictation without downloading another. EditScript MT User Guide V10 Chapter 4: Working in EditScript MT 2 Press ALT+Q. The work queue appears, showing the dictations that are Downloaded and Checked Out to you. 3 View the length of the dictations, priority, and status to determine when to take a break. 4 Press ALT+E to close the queue. Taking a longer break (or ending the workday) To take a long break, or to close out of EditScript MT for the day, you must first finish the dictation you are currently working on. Steps: 1 Press ALT+SHIFT+U to upload the dictation, and not download another. 2 Click the X in the upper right corner of your screen to exit EditScript MT. This will release the dictations in your queue, and send them back to the general work queue. Taking a shorter break If you will be taking a short break, you can use EditScript MT’s Pause feature. This feature stops the lines per hour meter for the dictation you are currently working on. While paused, the dictation is locked on your screen, and the dictations in your queue remain Downloaded and Checked Out to you. Steps: 1 Click Utilities> Pause EditScript and Transcription Timer. The Paused dialog will appear. It shows a running clock, indicating how long EditScript MT has been paused in hours, minutes, and seconds (hh:mm:ss). 2 To resume editing, press ALT+R, or click the Resume Editing button. Inactivity timer When EditScript MT has been idle for a specified amount of time, a dialog will appear, warning you that EditScript MT will shut down in 5 minutes. This feature ensures that all completed documents will be uploaded properly in the event that you step away and leave EditScript MT running on your computer. It is also an important security measure. Because you work with private and confidential information in EditScript MT, it is important to prevent others from accessing the information when you are away from your computer. To set the length of idle time that will elapse before the warning dialog appears, contact Dragon Medical 360 | eScription Support. Example: In the example below, EditScript MT has been inactive for 0.5 hours. If the user selects Cancel before the shut down timer reaches 00:00:00, the timer will reset. If this time runs out before Cancel is selected, EditScript MT will automatically close. EditScript MT User Guide V10 165 Chapter 4: Working in EditScript MT To return to EditScript MT and reset the inactivity timer, select Cancel before this timer runs out. Tip: If you do need to leave EditScript MT in a hurry, and cannot finish your current dictation, the best practice is to click the X in the upper right corner of your screen. Your work on the current dictation will be lost, but the dictations in your queue will be returned to the general work queue. When you exit this way, a message will appear asking if you are sure you want to exit. Click Yes. 166 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Viewing your Transcription Metrics EditScript MT allows you to view a log of your completed transcriptions for a specific date range. In addition, you can view your Median and Average Lines-per-hour metrics for both edited and typed documents, as well as an analysis of what productivity-enhancing EditScript MT features you used within the set date range. This information can be printed directly from the Metrics dialog that appears when the feature is selected. To view and print your transcription metrics, follow the steps below. Note: EditScript MT begins counting time only when a document is open on your screen. Steps: 1 From EditScript MT, press ALT+X or click Utilities> Transcription Metrics from the EditScript MT toolbar. The Enter Date Range dialog appears. It defaults to today’s date. 2 Specify a Start and End date for the date range, using the arrow keys to navigate between the month, day, and year columns. You could also click on the downwardfacing arrow to right of each field and select a date from the fly-out calender that appears. ALT+O 3 ALT+L Once you have specified the date range, press ALT+O (OK) to accept it. EditScript MT User Guide V10 167 Chapter 4: Working in EditScript MT The Transcription Metrics dialog appears. You can also change the date range directly from this dialog. To do this, press the TAB key until the month of the Start or End date (whichever you wish to change) is highlighted. You can then use the arrows keys to navigate between month, day, and year. You can also click on the downward-facing arrow to the right of either field to select a new date from the fly-out calendar that appears. Usage metrics for the following features and behaviors will appear under Feature Analysis. Use of these features has proven to increase the average number of lines edited per hour. Tip: Note the Feedback field. EditScript MT has the ability to analyze your performance data and suggest ways for you to improve your editing speed by using productivity features such as shortcut keys. Any recent feedback for you will appear in this field. It is important to review this feedback on a regular basis to learn how you can maximize your productivity in EditScript MT. 168 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT 4 To create a printout of your metrics, press the TAB key until the Print button is highlighted, then press ENTER (or click Print). To clear the content of this dialog, press the TAB key until the Clear button is highlighted, then press ENTER (or click Clear). To refresh the content, press the TAB key until the Refresh button is highlighted, then press ENTER (or click Refresh). Features Usage Descriptions Control Navigation When you use the CTRL+Arrow combination more often than once every 5 lines, the report will show that you use this feature. SHORTCUT DESCRIPTION CTRL+left arrow Moves the text cursor to the left word-by-word CTRL+right arrow Moves the text cursor to the right word-by-word CTRL+up arrow Moves the text cursor to the beginning of current paragraph CTRL+down arrow Moves the text cursor to the line below current paragraph Correction Macros When you use the measured EditScript MT correction macros more often than once every 20 lines, the report will show that you use these features. SHORTCUT DESCRIPTION ALT+. (period) Inserts a period. ALT+, (comma) Inserts a comma. ALT+SHIFT+: (colon) Inserts a colon. ALT+L Capitalizes all occurrences of a word. ALT+SHIFT+L Makes all occurrences of a word lowercase. Limited Arrow Navigation When you use the arrow key in combination with the CTRL key at least 10 times per line or less often, the report will show that you use this feature. Mouse-Free Navigation When you use the left mouse button less than once every 20 lines, the report will show that you use this feature. Editing done in the header is not included in this measurement. EditScript MT User Guide V10 169 Chapter 4: Working in EditScript MT Multiple Cursors When you use the ALT+K shortcut (move typing cursor to audio cursor) more often than once every four lines, the report will show that you use this feature. SHORTCUT DESCRIPTION ALT+K Moves the text cursor to the voice cursor. ALT+SHIFT+K Moves the voice cursor to the text cursor. Plays Audio Faster When you consistently quicken the speed of audio recordings by 15%, the report will show that you use this feature. While the calculation for this evaluation is somewhat complex, this roughly corresponds to using an audio speed less than 87. SHORTCUT DESCRIPTION ALT+2 Increases the audio speed. HELP! I thought I completed more lines than I was credited for Sometimes, your transcription metrics credit you with fewer lines than you believe you edited/ transcribed within the specified date range. There are three possible causes for this: • • • 170 Jobs were cancelled: It is possible that one or more jobs you had edited/transcribed in EditScript MT were cancelled by an administrator through EMon. Lines are not credited when a job is cancelled. The job status changed: It is possible that the status of one or more jobs was changed back to Ready for editing or Ready for transcription by an administrator after you uploaded it, which would cause the job(s) to be routed back through the general queue. The last job has not been added to your metrics yet: It may take a few moments for a completed job to appear in your metrics page. Please allow the system enough time for the most recent line count numbers to be reflected. EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Searching for a Previously Uploaded Dictation In the event that you need to search for a specific report, you can use the search capability described below. For instance, if you are having trouble understanding a particular word or phrase being used by the dictating clinician, you could search for some of his other, completed reports, and then view or listen to them in an effort to clear up the issue. Steps: 1 Press ALT+SHIFT+> or select Utilities> Search for Dictations/Transcriptions. The customer login screen appears. 2 Enter your User name and Password, using the TAB key to navigate between the fields. When you are finished, press the TAB key until the OK button is highlighted, then press ENTER (or click OK). EditScript MT User Guide V10 171 Chapter 4: Working in EditScript MT The Search for Dictations and Transcriptions window appears. Through this window, you can search by Clinician, Patient, or by several parameters specific to the Dictation you are searching for. To narrow the search, enter as much information as possible. 3 172 Enter the search criteria, then click Search. EditScript MT User Guide V10 Chapter 4: Working in EditScript MT The Search Results page appears. *Some data removed to protect privacy. This is a partial graphic. Not all search result columns are displayed. 4 To print a result, select the check box next to it and click Print. To simply view an item, check it and click View. To hear the audio for a dictation, click on the audio icon . Note: If there is an audio icon, but no check box next to a dictation, it means that the dictation has not yet been transcribed or edited. In this case, you can only listen to the incomplete report. EditScript MT User Guide V10 173 Chapter 4: Working in EditScript MT MT Instructions MT Instructions specify any special steps that you should take to complete a dictation (e.g., CC Dr. Smith). They are created in EMon, where an administrator can specify the work type, business entity, and speaker to which the instructions pertain. If you download a dictation that matches the criteria of an MT Instruction, you receive notification that there are instructions available so that you can view them if you wish. (Depending on how your eScriptionist profile is configured in EMon, you may actually see the instructions on download rather than simply receive notification.) If an instruction qualifies as new, you are alerted to that fact so that you are sure to view it (see MT Instructions and your eScriptionist profile on page 174). If the criteria of an MT Instruction matches any part of the metadata of a dictation, the instruction is associated with that dictation. For instance, if an MT Instruction exists for the radiology work type and another exists for the radiology work type and Dr. Smith, both instructions are associated with a radiology dictation by Dr. Smith. When you view the instructions for such a dictation, both sets of instructions, grouped and labeled by criteria, appear. Note: This feature is only available if enabled through EMon. See the EMon User Guide for more information. MT Instructions and your eScriptionist profile There are two options in your eScriptionist profile (configured by an administrator in EMon) that affect the MT Instructions feature. • • Days Instruction defined as new: This setting determines the number of days that an instruction qualifies as new. If this option is set at 3 days in your profile, any new instruction (or instruction that has been changed) will be labeled as new for 3 days. Always Display Instructions: This setting determines whether you simply receive notification that instructions are available or whether the instructions themselves are displayed. If this option is enabled, the instructions are automatically displayed above the dictation in the Instruction Control (see Instruction Control on page 176). This option should only be enabled for new transcriptionists. MT Instructions and the EditScript MT interface The following graphic shows the interface components of the MT Instructions feature. Note: In the graphic below, the Instruction Control is visible. This box is only displayed when you choose to display it, or if Always Display Instructions is enabled in your eScriptionist profile. 174 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT A B B A: Instruction Control B: Instruction notification icon *This is a partial graphic. When one (or more) MT Instruction is associated with a dictation that you download, there are several slight changes to the EditScript MT interface. • • A notification icon appears in the status bar. (If the instruction is new, the word NEW appears next to the icon.) The Show/Hide Instructions option appears in the Dictations menu. This option appears as Show Instructions when the Instruction Control is not visible, and Hide Instructions when the Instruction Control is visible (see Instruction Control on page 176). EditScript MT User Guide V10 175 Chapter 4: Working in EditScript MT Note: If Always Display Instructions is enabled in your eScriptionist profile in EMon, the Instruction Control appears automatically. • The Show Instructions Dialog option appears in the Dictations menu. This option allows you to display the MT Instructions dialog (see MT Instructions dialog on page 176). Instruction Control The Instruction Control, which displays any instructions associated with a dictation, sits below the Visit Grid and above the toolbar. Instructions in the Instruction Control are grouped and labeled by criteria (e.g., Instructions for work type: Radiology). See MT Instructions and the EditScript MT interface on page 174 for a picture of the Instruction Control. Note: The Instruction Control is only available if there are instructions associated with the dictation you are working on. Displaying the Instruction Control To view the Instruction Control, use either of the methods below. Note: When Always Display Instructions is enabled in your eScriptionist profile in EMon, the Instruction Control appears automatically for any dictation with associated instructions. See MT Instructions and your eScriptionist profile on page 174 for more information on this option. • Press ALT+SHIFT+W (recommended). • Select Show Instructions from the Dictations menu. Hiding the Instruction Control To hide the Instruction Control, use either of the methods below. • Press ALT+SHIFT+W (recommended). • Select Hide Instructions from the Dictations menu. MT Instructions dialog The MT Instructions dialog allows you to view instructions in a larger format, so that you do not need to scroll through them (as you do in the Instruction Control). In addition, you can print instructions from the MT Instructions dialog (see Printing from the MT Instructions dialog on page 177). Instructions in the MT Instruction popup are grouped and labeled by criteria (e.g., Instructions for work type: Radiology). Note: Focus is set on the Ok button when the MT Instructions dialog appears, so simply press ENTER to close the dialog when you are done. 176 EditScript MT User Guide V10 Chapter 4: Working in EditScript MT Displaying the MT Instructions dialog To display the MT Instructions dialog, use any of the methods below. • Press ALT+SHIFT+F (recommended). • Select Show Instructions Dialog from the Dictations menu. • Click on the instruction notification icon ( ). This icon appears in the status bar, and next to the Instruction Control (if it is visible). Printing from the MT Instructions dialog Follow the instructions below to print from the MT Instructions dialog. The instructions below assume that you are already in the MT Instructions dialog. For information on displaying the MT Instructions dialog, see Displaying the MT Instructions dialog on page 177. Steps for printing to the default printer: 1 Press ALT+P (or click Print). The printer dialog appears. 2 Press ALT+P to select the default printer. Steps for printing to a non-default printer: 1 Press ALT+P (or click Print). The printer dialog appears. 2 Select the printer you wish to use for printing. EditScript MT User Guide V10 177 Chapter 4: Working in EditScript MT MT Instructions shortcuts The following table lists the shortcuts that you can use with the MT Instructions feature. Note: These shortcuts are only available when MT Instructions is enabled in EMon and you have downloaded a dictation with associated instructions. SHORTCUT DESCRIPTION ALT+SHIFT+W Toggles between displaying and hiding the Instruction Control. ALT+SHIFT+F Displays the MT Instructions dialog. ALT+P From the MT Instructions dialog, displays the printer dialog. Press this twice to print to the default printer. ALT+O, ALT+F4, ESC Closes the MT Instructions dialog if it is open. 178 EditScript MT User Guide V10 Working in MT Review Mode 5 In MT Review mode, the review staff at your institution can compare dictation audio with edited or typed documents and mark errors using definable grading criteria. Once reviews are complete, MTs can log into Reviewed Dictation Retrieval (RDR) mode to download and review their marked-up documents scored by the reviewer. They can also view the queue and see their average score. Review staff with the proper rights can see the reviewed documents of other transcriptionists. Version 10 of EditScript MT includes the ability to do a retrospective review of the latest unpended version of a document (in addition to the original version of the document), to let reviewers review the work of other reviewers, and to revise or correct already assigned scores. Reviewers with MT Review privileges can also review and grade other MTs while working in Pending List Management mode (see Working in Pending List Management Mode in Chapter 6 on page 215). Topics discussed in this chapter: MT Review v10 Getting Started (in EMon) Getting Started (in EditScript MT) QA Header Grading a Document Reviewed Dictation Retrieval Mode This chapter explains how to set up security permissions for MT Review, set up grading criteria, mark up a document, review scored documents, review the work of other reviewers, and revise scores in RDR mode. Note: EditScript MT v10 uses the term ‘MT Review’ in place of ‘QA Review’. 179 Chapter 5: Working in MT Review Mode MT Review v10 In MT Review v10, there are two new modes replacing the v9 QA Review mode: MT Review of Original Documents MT Review of Current Documents With these new modes enabled, the reviewer can choose to review either the original or current version of an unpended document. The original version represents the work of the MT who first edited and uploaded the document. The current version of the document is the latest unpended version, which may have been modified in EMon, in Pending List Management mode, or by a signing clinician. Regardless of which mode the reviewer chooses, the functionality of both modes is the same. Also new in v10, a reviewer with the ability to review and grade other transcriptionists can now do so in Pending List Management mode, as well as in the MT Retrospective review modes. This is known as pre-release MT Review (see Providing MT Review Feedback in Chapter 6 on page 236). In addition to these new features, v10 continues to offer the same consistency of standards, definable grading criteria, and complete end-to-end workflow introduced in version 9. New MT Review features in v10 allow you to: • • • Grade the original or current version of a document in MT Review mode. In Reviewed Dictation Retrieval (RDR) mode, see all documents reviewed by a particular transcriptionist or by all transcriptionists. Revise or correct already assigned scores in RDR mode (available to reviewers with rights to review documents uploaded by other users - see Allow users to review documents on page 181). • View pending reasons in RDR mode. • Grade documents while working in Pending List Management mode. Existing features • • • • 180 QA header listing the errors and accuracy score of the document. Grading criteria, definable in EMon, that can be used to specify errors in MT Review mode. Ability to download and review marked-up documents scored by a reviewer (while logged in to Reviewed Dictation Retrieval mode). Ability to view the queue and see average scores while logged into Reviewed Dictation Retrieval mode. EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode Getting Started (in EMon) Before getting started with MT Review, there are several procedures that must be completed by an administrator working in EMon. These procedures are discussed in the following sections, followed by detailed instructions for using MT Review in EditScript MT. Enabling Enhanced MT Review If your institution chooses to use v10 MT Review, the first step is to enable the new option. To activate features, you must belong to an Administrator EMon permissions security group with the Manage Application Features permission selected. Steps: 1 In EMon, from the Tools menu, select Application Features. The Application Features dialog appears. 2 In the EditScriptClient section, select Enhanced MT Review Features. 3 Click OK. IMPORTANT! Once you enable this feature through the Application Features dialog, you must log out and log back in to EMon before the feature is available. Note: If your institution chooses to remain on version 9, your review process will continue to function as it currently does. Setting up security permissions for MT Review Next, you must assign the proper permissions using security groups to users who will be marking up documents, viewing reviewed documents, and creating grading criteria. There are three security permissions related to MT Review: • Use EditScript to review transcribed documents (MT Review) • Use EditScript to see reviewed documents of other transcriptionists • Manage QA grading criteria Allow users to review documents This security permission allows members to review and score documents. You can assign this permission by adding a new security group, editing an existing security group, or copying a security group. To add this permission: 1 In EMon, from the Tools menu, select Security Groups. 2 Click Add (you could also choose Edit or Copy). The Security Groups Wizard dialog appears. 3 Enter a name for the group and select eScriptionist EditScript MT permissions as the Security Group Type. EditScript MT User Guide V10 181 Chapter 5: Working in MT Review Mode 4 Click Next. 5 In the What Can Group Members Do panel, check Use EditScript to review transcribed documents (MT Review). 6 Click Finish. The Manage Members dialog appears. 7 Select which members you want to add to this group and click OK to save the permission. Allow users to see other transcriptionists’ documents This security permission allows members in Reviewed Dictation Retrieval mode to see the reviewed documents of other transcriptionists and also to see documents that were reviewed by all transcriptionists or by a particular transcriptionist. To add this permission: 1 In EMon, from the Tools menu, select Security Groups. 2 Click Add (you could also choose Edit or Copy). The Security Groups Wizard dialog appears. 3 Enter a name for the group and select eScriptionist EditScript MT permissions as the Security Group Type. 4 Click Next. 182 EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode 5 In the What Can Group Members Do panel, check Use EditScript to see reviewed documents for other transcriptionists. 6 Click Finish. The Manage Members dialog appears. 7 Select which members you want to add to this group and click OK to save the permission. Allow users to manage QA grading criteria in EMon This permission allows users to create, edit, and delete QA grading criteria in EMon. To add this permission: 1 In EMon, from the Tools menu, select Security Groups. 2 Click Add (you could also choose Edit or Copy). The Security Groups Wizard dialog appears. 3 Enter a name for the group and select Administrator EMon permissions. 4 Click Next. EditScript MT User Guide V10 183 Chapter 5: Working in MT Review Mode 5 In the What Can Group Members Do panel, under the Other section, check Manage QA grading criteria. 6 Click Finish. The Manage Members dialog appears. 7 Select which members you want to add to this group and click OK to save the permission. Enabling new work modes In EMon, the eScriptionist Profile dialog (eScriptionist tab> Profile) contains several tabs with settings that affect workflow in EditScript MT. On the QA tab, administrators can grant permissions allowing users to work in one or more modes of EditScript MT, including the two new MT Review modes and Reviewed Dictation Retrieval mode. Enabling a user for ‘MT Review of Original Documents’ mode or ‘MT Review of Current Documents’ mode Enabling either of these options allows a user to log in to MT Review mode. In these modes a user can review, mark up, and score selected documents. Steps: 1 In EMon, click the eScriptionist tab. 2 Search for and select the transcriptionist requiring access to MT Review mode. 184 EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode 3 Select the transcriptionist’s name, and click the Profile button. 4 From the EditScript Profile dialog, click on the QA tab. 5 From this tab, select Enabled for MT Review Original and/or Enabled for MT Review Current. Either mode allows for the same functionality in EditScript MT - the only difference is the version of the document that will be reviewed. You can also make one MT Review mode the default work queue in EditScript MT, by selecting QA Review from the Work Queue mode drop-down menu. Whichever mode is selected here will open in EditScript MT automatically. To prompt the transcriptionist to select the mode they would like to work in when they load EditScript MT, check the box for Prompt for Work Queue Mode. The user will see two new radio buttons (if they enabled both options) on the Workqueue Mode Specification dialog as they log in to EditScript MT: MT Review of Original Documents and MT Review of Current Documents. (See Logging in to MT Review mode on page 193.) Enabling a user for Reviewed Dictation Retrieval (RDR) mode This option allows a user to log in to RDR mode. In this mode users can see their reviewed documents. If the user belongs to a security group with the Use EditScript to see reviewed documents for other transcriptionists security permission, he or she can also see the reviewed documents of other transcriptionists, and see documents that were reviewed by all transcriptionists or by a particular transcriptionist. Additionally, these users can revise scores that have been applied to other transcriptionists. See Allow users to see other transcriptionists’ documents on page 182 for information on granting this additional permission. Steps: 1 In EMon, click the eScriptionist tab. 2 Search for and select the transcriptionist requiring access to RDR mode. 3 Click the Profile button. 4 From the EditScript Profile dialog, click the QA tab. EditScript MT User Guide V10 185 Chapter 5: Working in MT Review Mode 5 From this tab, check the box for Enabled for RDR mode. 6 To prompt the transcriptionist to select which mode they would like to work in when they load EditScript MT, check the box for Prompt for Work Queue Mode. 7 Click OK. When the user logs in to EditScript MT, a new radio button will appear on the Workqueue Mode Specification dialog called Reviewed Dictation Retrieval. If the user is a transcriptionist without the ability to see other transcriptionists’ documents, this dialog will also display how many unseen, reviewed documents are available (see Logging in to RDR mode on page 205). Setting up grading criteria For MT Review, you can add, edit, copy, and delete grading criteria to be used when scoring dictations. For each error, you can define a description and determine how many points should be deducted for each error. Error criteria recommended by the American Association for Medical Transcription (AAMT) will be preloaded as the default error data. There are five major error categories: • Critical • Major • Minor • Dictator Origin • Informational To add a new error, or to edit or copy a default error, follow the steps below. 186 EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode Steps: 1 Log in to EMon. 2 From the Tools menu, select MT Review Grading Criteria. The MT Review Grading Criteria dialog opens. It will be filled with default AAMT values. Note: At least one error criteria must exist in the MT Review Grading Criteria dialog in order for a document to be scored. To add grading criteria: 1 Click Add. The MT Review Grading Criteria Wizard dialog appears. 2 Enter a description for the error. Note: Each criteria must have the Description field filled in. It must be a unique description and cannot contain forward or back slashes. 3 Enter a deduction value for the error. This value must be an integer or decimal, e.g., 1 or 1.0. A negative number will not be accepted. 4 Select one of the Error Severity radio buttons. EditScript MT User Guide V10 187 Chapter 5: Working in MT Review Mode 5 Click OK. To edit grading criteria: 1 From the MT Review Grading Criteria dialog, select an existing criteria. 2 Click the Edit button. The MT Review Grading Criteria Wizard dialog appears. 3 Edit the grading criteria, then click OK. To copy grading criteria: 1 From the MT Review Grading Criteria dialog, select an existing criteria. 2 Click the Copy button. The MT Review Grading Criteria Wizard dialog appears. 3 Use the grading criteria values to create a similar criteria, then click OK. To delete grading criteria: 1 188 From the MT Review Grading Criteria dialog, select an existing criteria. EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode 2 Click Delete. The following confirmation box appears. Select one of the two radio buttons. The first button gives you the option of setting the value of the deleted criteria to zero. As a result, dictations that previously had points deducted for this error will now have higher scores. If you choose the second option, the scores remain unchanged. Selecting documents for MT Review In EMon, there are two ways to select documents for MT Review. Specific documents can be hand-picked for the queue through a right-click option in the Dictation tab, or documents can be selected randomly using the Choose Dictations for MT Review feature. Note: For a document to be eligible for MT Review, it cannot be in a pended state. It must be unsigned, partially signed, or signed. Selecting specific dictations for review When you want to create a list of specific documents for MT Review, you can hand-pick documents from the Dictation tab in EMon and add them to the queue. To do this, follow the steps below. Steps: 1 Log in to EMon. 2 From the Dictation tab, search for and select the dictation you wish to add to the queue. EditScript MT User Guide V10 189 Chapter 5: Working in MT Review Mode 3 Right-click on the dictation. A pop-up menu appears. 4 Choose Select for MT Review. The Select for MT Review dialog appears. 5 Choose whether you want to review the original or current version of the dictation, then click OK. 6 Repeat these steps for each additional document you want to add to the queue. Choosing random dictations for review Using the Choose Dictations for MT Review feature, dictations can be randomly selected based on a selected Work Type(s), Transcriptionist, Transcriptionist Group, Business Entity(s), and/or Speaker, in addition to several other criteria. Steps: 1 190 Log in to EMon. EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode 2 From the Tools menu, select Choose Dictations for MT Review. The Choose Dictations for MT Review dialog appears. 3 Specify the number of dictations you would like to assign to the queue and the criteria by which those dictations will be selected. Dictations can either be counted by Number or Percentage. Note: You must specify a whole number in the Quantity of Dictations field. 4 Select whether you want the original version of the documents or the current version. 5 Click OK or press ALT+O. The Confirm Selections box appears. EditScript MT User Guide V10 191 Chapter 5: Working in MT Review Mode 6 Review the summary information and click OK to build the work queue, or Cancel to revise your selection. When OK is selected from the Confirm Selections box, and the work queue is successfully built, a dialog will appear with a list of the Dictation IDs for the dictations that are in the queue. 7 192 Click OK to close the dialog. EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode Getting Started (in EditScript MT) After an EMon administrator has set up the proper security permissions and MT profile settings, created grading criteria, and selected documents to review, reviewers can log in to EditScript MT and start reviewing. Logging in to MT Review mode Steps: 1 Log in to EditScript MT. If the Prompt option has been selected in your EditScript MT profile in EMon, you will be prompted to specify the type of work queue you want to work in. If the Prompt option is not selected in your profile, EditScript MT will start up in MT Review mode automatically (if that is the default work queue mode specified in your EditScript MT Profile settings). 2 If prompted, select MT Review of Original Documents or MT Review of Current Documents as the work queue mode, then press ALT+O (OK). Constructing the work queue To construct the work queue for MT Review, log in to EditScript MT in MT Review mode. The default EditScript MT screen will appear. In standard editing mode, you would use the ALT+U shortcut to download the next available dictation. In MT Review mode, however, your first step should be to build a work queue. The work queue in EditScript MT is a dialog window through which you can select and organize the completed documents you wish to score in MT Review mode (or review in Reviewed Dictation Retrieval mode). EditScript MT User Guide V10 193 Chapter 5: Working in MT Review Mode Note: For a document to be eligible for MT Review, it cannot be in a pended state. It must be unsigned, partially signed, or signed. Work Queue Toolbar Steps: 1 Press ALT+Q or click Dictations> View Work Queue from the EditScript toolbar icon. The Dictations in the Queue dialog appears. 2 Press ALT+V or click the Refresh button . 3 The dictation list in the dialog should populate with dictations that have been selected for MT Review (see Selecting documents for MT Review on page 189). Select the documents you would like to review using CTRL+click or SHIFT+click. 4 Press ALT+Q or click the Construct your own work queue button . A prompt will indicate if your work queue was successfully built. 5 Click OK. 6 Press ALT+U. If this is not the first work queue you have built in the current session, a dialog will appear to remind you that there are dictations in a work queue you constructed earlier that have yet to be downloaded. Click Yes to combine the dictations in the new work queue with those in the queue you previously constructed (recommended). Note: If you have downloaded or checked out any dictations during this process, your queue will not work as expected. In this event, close and re-start EditScript MT, and try again to rebuild a work queue. Retrieving documents for MT Review Once you have constructed your work queue, you can follow the same workflow to retrieve and upload documents as you would in the standard editing mode of EditScript MT. When you press ALT+U to retrieve a document, EditScript MT will automatically pull the next document from your work queue in the order that they were added to your work queue. Follow the steps below to retrieve, or download, a document in MT Review mode of EditScript MT. 194 EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode Steps: 1 Press ALT+U, or click Dictations> Upload current dictation and get next dictation from the EditScript toolbar. The Downloading your next dictation progress bar appears. (This bar is located at the bottom right-hand side of your screen.) EditScript MT is in the process of downloading the dictation in your queue. After a few moments, the dictation appears in the EditScript MT work area. 2 When the document appears in the EditScript MT work area, the standard header will appear by default. Press ALT+SHIFT+Q to display the QA header. See QA Header on page 196 for more information on the QA header. Tip: Press ALT+E to re-display the standard header. To return to the QA header, press ALT+SHIFT+Q. EditScript MT User Guide V10 195 Chapter 5: Working in MT Review Mode QA Header V10 introduces a QA header that displays either one or two grids, depending on which EditScript MT mode you are logged into. This section describes the MT Review grid, which shows any grading errors attributed to the downloaded document. The other grid displays Pending Reasons, and is used in Transcription and Pending List Management modes. See Pending Reason grid in Chapter 4 on page 151 for more information. By default, when you download a dictation in MT Review mode, the standard EditScript header appears first. It will be grayed out, and cannot be modified in any way. To switch to the QA header, press ALT+SHIFT+Q. To re-display the standard header, press ALT+E. To switch from the QA header to the body of the document, press ALT+SHIFT+Q again. Both headers cannot be shown at the same time. The first time the QA header is displayed, it will contain an empty MT Review grid with a grade of 100%. MT Review grid The MT Review grid is displayed in MT Review mode and Reviewed Dictation Retrieval mode, and may also be displayed in Pending List Management mode. It contains the following information: Column Description Transcriptionist Under Review The name of the transcriptionist who is being reviewed (read-only). Accuracy/Line The current grade for the document being reviewed (read-only). # A numeric identifier that uniquely identifies this MT review code within the context of this document (read-only). MT Review Code The MT Review criteria description for the review code. Deduction The number of points deducted from the transcriptionist’s grade for the review code (read-only). 196 EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode Column Description Reviewer The name of the MT who added the review code (read-only). Reviewee The name of the MT to whom the review code applies (read-only). Comment A comment associated with the review code. This is an optional field with a maximum length of 256 characters. The MT Review code field is an auto-completing drop-down box. You can type in the name of the description. As you type, EditScript MT will automatically attempt to complete the name for you, or offer a list of choices that most closely match what you have entered. The list of descriptions is organized alphabetically. If more than four errors are listed, the list will become scrollable. When you select a row that has a corresponding in-text error, the error will be highlighted, and the document will scroll so that this highlighted text is viewable. If you are doing MT Review in Pending List Management mode, or adding pending reasons in Transcription or Pending List Management mode, the QA header will display the Pending Reason grid. See Pending Reason grid in Chapter 4 on page 151 for details. All Pending Reason bookmarks and MT Review code bookmarks that may have been added to a document in Transcription mode and/or Pending List Management mode will be hidden or removed before a document is displayed in either of the MT Review modes. EditScript MT User Guide V10 197 Chapter 5: Working in MT Review Mode Grading a Document Once you have downloaded a document, you are now ready to start grading. There are two ways to add an error: • • In-text - you add an error directly in the document. Header or General - when you find an error in the header or want to make a general comment about the document, you add the error in the header. To add an error to the document, use the shortcuts shown on the MT Review menu. New menu items in v10 Following are the new MT Review menu items in version 10: • • • • 198 ALT+SHIFT+H - Show All Revisions - Allows you to select between showing only the reviewee and reviewer’s markup, as in v9, or showing all markup (markup done by all transcriptionists, including markup for deletions). ALT+SHIFT+] - Highlight Next Error - Highlights the next MT Review code in the document (as opposed to regular text changes or a pending reason). ALT+SHIFT+[ - Highlight Previous Error - Highlights the previous MT Review code in the document (as opposed to regular text changes or a pending reason). ALT+SHIFT+M - Toggle MT Review Display - Allows you to toggle on or off the display of the MT Review grid and its associated bookmarks in the document. If the MT Review grid is toggled off (hidden), then invoking an MT Review feature will cause the grid to be toggled on (redisplayed). Note: The grid cannot be toggled off in MT Review mode. EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode • • ALT+SHIFT+0 - Toggle 100% Grade - If nothing is entered in the MT Review grid, selecting this menu item will cause EditScript MT to set the review grade to 100%. If the review grade is already set to 100%, selecting this menu item will cause EditScript MT to set the review grade to <blank>. If there are any MT Review codes assigned to the document, the review grade cannot be toggled. ALT+SHIFT+X - Revise Grading Score - this option only shows up in RDR mode to users who have the permission to see reviewed documents of other transcriptionists. It allows you to revise the score of previously assigned grades, correcting any grading mistakes that a reviewing transcriptionist may have made. (Your institution must also have the Enhanced MT Review option enabled in the Application Features dialog in EMon to see this item.) Adding an in-text error To insert an MT Review code associated with a position in the document, follow the steps below. Steps: 1 Find an error in the text, and make the correction. Corrections are shown as part of the standard track changes feature in Word. 2 Press ALT+\ or select the Add In-text Error menu option. The QA header will appear (if it is not displayed already), and a drop-down box will pop up next to the cursor. EditScript MT User Guide V10 199 Chapter 5: Working in MT Review Mode 3 From the drop-down box, highlight a description for the error, or start typing it in. Press ENTER to select it. Note: If you enter a description that does not match a pre-defined grading criteria, it will be removed. Inserted text will appear as colored text. Word determines the color of each user’s markup automatically. Deletions will be struck through, but still visible within the text. Revisions that are part of MT Review (associated with a grade) will have brackets around them. Normal markups associated with revisions made to the actual document text will not. See the screen shot below. The blue text here represents changes made to the actual text of the document. The Deduction values that correspond to the selected error description will automatically be filled into the current row of the header. 4 To add a comment, press ALT+SHIFT+C. The cursor will move to the comments field of the most recently added error. Note: You must specify an MT Review code before you enter a comment. 5 Press ALT+SHIFT+Q to return the cursor to the text. A new row is added to the grid in the header with the selected grading criteria information and any comments that were added. To cancel adding an error, press Escape or click elsewhere in the document. Note: The accuracy score for the dictation is updated to reflect new deduction values. See Calculating the Accuracy score of a document on page 202. 200 EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode Adding an error in the header grid only General comments or errors found in the standard header do not correspond to any particular place in the document. These types of items are entered directly into the QA header. Steps: 1 Press ALT+SHIFT+\. The cursor moves to a new row in the header grid. 2 Select an MT Review code and enter a comment. The grading criteria and comment are saved in the header grid. Nothing is added to the text of the dictation. Note: If you try to enter a comment without selecting an MT Review code, an error message will appear. Deleting an error If you would like to delete an error that you have inserted into the document, and remove it from the header, follow the steps below. No points will be deducted. Note: You can only delete rows that you have added in the current session. You cannot delete grades added by you or by others in previous Pending List Management sessions. In RDR mode, you can only delete rows if you have the permission to revise scores (see Revising previously assigned scores on page 210). Steps: 1 Press ALT+SHIFT+Q to put the focus in the QA header. 2 In the grid, select the header row you want to delete. 3 Press DELETE. The following message appears. 4 Click Yes to continue. The header row will be deleted. EditScript MT User Guide V10 201 Chapter 5: Working in MT Review Mode Assigning a 100% score If you find no errors in a document, and there are no MT Review codes associated with the document, you can assign a score of 100%. Press ALT+SHIFT+0 or select Toggle 100% Grade from the MT Review menu. If the review grade is already set to 100%, then selecting this option again will cause EditScript MT to clear the grade, or set it to <blank>. If you are in Pending List Management mode, and assign a score of 100% to a document, the MT who last uploaded the document will be credited with 100% for that dictation. Calculating the Accuracy score of a document The accuracy score for the document appears above the grid. The score is displayed as a percentage based on the number of lines in the document. The score is determined as follows: The total point deductions are subtracted from the total number of lines and then divided by the total number of lines x 100. For example, if there were 1.75 points total deducted, and the total number of lines was 40, the accuracy score would be: 38.25/40 x 100 = 95.62% Total Number of Lines - Total Point Deductions = X X ÷ Total Number of Lines x 100 = Score% Note: Even if the error deduction exceeds the number of lines, the average score will never list a value lower than zero. Uploading a document When you are finished reviewing and scoring a document in MT Review mode: 1 Press ALT+U to upload it. The marked-up dictation and the header grid information are uploaded. Its status will change to Reviewed. If you have not added any errors to the grid or assigned a score of 100%, the following message appears: 2 202 Press ENTER to upload. EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode Reloading a document after closing In MT Review mode, if you close and reopen a document without uploading it, the markups and the header information will reflect the scoring data as it was before the dictation was closed. Changing review status The Change Review Status dialog in EMon lets you change the review status of selected dictation(s). • • • • • • • Ready for Review - the document can be selected for MT Review (default). This is the status for all dictations that have been edited or transcribed (including pended documents). Selected for Review - the document has been selected for MT Review and is either in the MT Review mode work queue or is being reviewed. Reviewed - the document has been reviewed and scored. Not Ready for Review - this status can be manually assigned to a document that is not ready to be reviewed. Checked out for Review - a Reviewer has locked the document in order to review it. No other reviewer may lock this document while it is in this state. Viewing - in RDR mode, an EditScript MT user has downloaded a document which formerly was in the "Reviewed" state. Multiple transcriptionists may download the document when it is in this state. Seen by MT - in RDR mode, a reviewed document has been downloaded, opened, and closed by the transcriptionist who originally transcribed the document. To change a review status: 1 In EMon, click the Dictation tab. 2 Search for and select a dictation. 3 Click the History button. The Dictation History dialog appears. 4 In the Document Versions section, select the version of the document whose status you want to change. 5 Click the right mouse button. 6 Select Change MT Review Status. The Change Review Status dialog appears. EditScript MT User Guide V10 203 Chapter 5: Working in MT Review Mode 7 Select a status from the drop-down list, and click OK. Note: Certain transitions are not permitted if they interfere with the required reviewing workflow. For example, you cannot change a dictation from “Ready for Review” to “Seen by MT”. If you choose an invalid status, an error message will appear. Show or hide markup An option called Toggle Track Changes appears on the Word Tools menu (shortcut: ALT+J) for the following modes: MT Review of Original Documents, MT Review of Current Documents, Reviewed Dictation Retrieval, and Pending List Management. This option is available for reviewers who, for instance, may not want to see changes made to speech-recognized drafts. When a user presses ALT+J, EditScript MT toggles all markup off, removing the color from the document. When the option is toggled back on, the color is added back for the current user and the previous user. 204 EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode Reviewed Dictation Retrieval Mode Reviewed Dictation Retrieval (RDR) is a work queue mode that allows users to review scored dictations. New in this version of RDR: • • Administrative users can see all documents that have been reviewed by particular reviewers. They can also revise previously assigned grades in this mode. Users can now view pending reasons in RDR mode. Logging in to RDR mode Users who are enabled for this mode (see Enabling a user for Reviewed Dictation Retrieval (RDR) mode on page 185) will see a ‘Reviewed Dictation Retrieval’ radio button on the Workqueue Mode Specification dialog as they log in to EditScript MT. This dialog also displays how many unseen, reviewed documents are available. Administrators who have been granted the Use EditScript to see reviewed documents for other transcriptionists security permission (see Allow users to see other transcriptionists’ documents on page 182) will be able to see reviewed dictations for multiple MTs, and will also have the ability to see the documents that were reviewed by all transcriptionists or by a particular transcriptionist. Steps: 1 Log in to EditScript MT. 2 In the Workqueue Mode Specification dialog, select Reviewed Dictation Retrieval as the work queue mode. EditScript MT User Guide V10 205 Chapter 5: Working in MT Review Mode If you have new, reviewed documents, this dialog displays a message indicating how many. 3 Press ALT+O (OK). Note: If the RDR mode radio button is selected, the “Always show this dialog” check box will be disabled, to avoid having RDR as your only mode. EditScript MT downloads your reviewed documents. If you have special permission to view other transcriptionists’ documents, EditScript MT will download those as well. See Allow users to see other transcriptionists’ documents on page 182. 206 EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode Working in RDR mode As in other EditScript MT modes, you can view the current work queue by pressing ALT+Q to display the work queue grid. The procedures for viewing the work queue and retrieving dictations are slightly different for transcriptionists and administrative users (users who have rights to see other transcriptionists’ reviewed documents). Work Queue Toolbar Viewing the work queue in RDR mode (transcriptionists) The work queue grid for transcriptionists shows reviewed dictations belonging to the currently logged in user. Steps: 1 Press ALT+Q to view the work queue grid. 2 You can optionally check the Show documents already seen by MT check box. If checked, EditScript MT displays all documents with a status of Reviewed, Viewing, or Seen by MT. If this box is not checked, EditScript MT displays dictations whose review status is either Reviewed or Viewing. Reviewed dictations that you have already seen will not be shown in the work queue. 3 Press ALT+V to refresh the work queue. EditScript MT displays a list of your reviewed documents. The documents will appear in the order in which they were reviewed, from most recently reviewed to least recently reviewed. 4 Press ALT+D. EditScript MT gets the next dictation in the work queue whose review status is Reviewed. The marked up version of the document is loaded along with the MT Review header grid info. If any pending reasons were associated with this document at the time of review, then the Pending Reason grid will also be shown. Otherwise, the grid will not be shown. If you prefer to hide the Pending Reason grid, press ALT+SHIFT+J or select ‘Toggle Pending Reason Display’ from the Pending Reasons menu. Note: If any pending reasons were assigned to the document after the review, they will not be displayed. EditScript MT User Guide V10 207 Chapter 5: Working in MT Review Mode All of the fields in both the MT Review grid and the Pending Reason grid will be readonly. Click on an error in the grid to highlight it in the document. While you are looking at the dictation, its QA status is set to Viewing. Viewing the work queue in RDR mode (administrative users) Administrative users are users who have rights to see reviewed documents for multiple transcriptionists and to see documents that were reviewed by all transcriptionists or by a particular transcriptionist. Reviewed Transcriptionist Use the Reviewed Transcriptionist drop-down list to see a transcriptionist’s reviewed documents. Steps: 1 Press ALT+Q to view the work queue grid. 2 At the top of the grid, there is a Reviewed Transcriptionist text box. Here you enter the name of the transcriptionist you want to review, or choose All to see the reviewed documents for all reviewed transcriptionists. This box defaults to the currently logged in user. You can click the arrow for a drop-down list of available transcriptionists. Or you can just start typing in the box (by last name). EditScript MT will automatically try to complete the name for you. Pressing ALT+T will move the cursor to the box. 208 EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode 3 You can optionally check the Show documents already seen by MT check box. If checked, EditScript MT displays all documents with a status of Reviewed, Viewing, or Seen by MT. If this box is not checked, EditScript MT displays dictations whose review status is either Reviewed or Viewing. Reviewed dictations that have already been seen by the selected transcriptionist will not be shown in the work queue. 4 Press ALT+V to refresh the work queue. EditScript MT displays a list of reviewed documents for the selected transcriptionist(s). The documents will appear in the order in which they were reviewed, from most recently reviewed to least recently reviewed. Because administrative users must specify which transcriptionist to review, and because they are likely only interested in a specific subset of dictations, the ALT+U shortcut will not work unless a work queue has been built in the work queue grid. To construct a work queue, first select the dictations you want to review. Use CTRL+click or SHIFT+click to select multiple entries. 5 Press ALT+Q or click the Construct your own work queue button . A prompt will indicate if your work queue was successfully built. 6 Click OK. 7 Press ALT+U. EditScript MT downloads the files for the next dictation in that queue. The marked up version of the document is loaded along with the MT Review header grid info. If any pending reasons were associated with this document at the time of review, then the Pending Reason grid will also be shown. Otherwise, the grid will not be shown. If you prefer to hide the Pending Reason grid, press ALT+SHIFT+J or select ‘Toggle Pending Reason Display’ from the Pending Reasons menu. While you are looking at the dictation, its QA status remains Reviewed. Reviewer Use the Reviewer drop-down list to see documents that were reviewed by all transcriptionists or by a particular transcriptionist. Steps: 1 Press ALT+Q to view the work queue grid. 2 Also at the top of the dialog is a Reviewer text box. Use this box to select criteria that lets you see documents reviewed by particular reviewers, regardless of reviewee. You can enter the name of the reviewer or you can choose All to see the documents reviewed by all transcriptionists. The list defaults to All. 3 Press ALT+V to refresh the work queue. EditScript MT User Guide V10 209 Chapter 5: Working in MT Review Mode EditScript MT displays a list of reviewed documents for the selected reviewers. The documents will appear in the order in which they were reviewed, from most recently reviewed to least recently reviewed. Because administrative users are likely only interested in a specific subset of dictations, the ALT+U shortcut will not work unless a work queue has been built in the work queue grid. To construct a work queue, first select the dictations you want to review. Use CTRL+click or SHIFT+click to select multiple entries. 4 Press ALT+Q or click the Construct your own work queue button . A prompt will indicate if your work queue was successfully built. 5 Click OK. 6 Press ALT+U. EditScript MT downloads the files for the next dictation in that queue. The marked up version of the document is loaded along with the MT Review header grid info. If any pending reasons were associated with this document at the time of review, then the Pending Reason grid will also be shown. Otherwise, the grid will not be shown. If you prefer to hide the Pending Reason grid, press ALT+SHIFT+J or select ‘Toggle Pending Reason Display’ from the Pending Reasons menu. While you are looking at the dictation, its QA status remains Reviewed. Using both the Reviewed Transcriptionist and Reviewer text boxes You can also select values in both the Reviewed Transcriptionist and Reviewer text boxes at the same time. For example, if you select a transcriptionist and a reviewer, the queue will display documents that the selected reviewer graded for the selected reviewee. You will be allowed to select All for both the Reviewed Transcriptionist and Reviewer text boxes simultaneously, however, doing so may take a significant amount of time and would return many results. Revising previously assigned scores In RDR mode, you can now correct any grading mistakes that a reviewing transcriptionist may have made. To use this feature, you must belong to a security group with the Use EditScript to see reviewed documents for other transcriptionists security permission. 210 EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode Steps: 1 With a document downloaded, click the Revise Score button next to the Accuracy/Line score in the MT Review Code grid, or press ALT+SHIFT+X. 2 Delete any existing MT Review codes and/or add new MT Review codes. The new score will be reflected in the Accuracy/Line score in the grid. 3 After revising the grade, you must upload the document using either the ALT+U or ALT+SHIFT+U shortcut. Note: Transcriptionists can only revise grades that apply to the current transcriptionist that was reviewed. They cannot revise grades from other prerelease (Pending List Management) grading sessions. Closing a document in RDR mode When you close a document in RDR mode, and you are the transcriptionist who originally edited the document, the status of the document is set to Seen by MT. If you are not the original editor of the document, the status is set back to Reviewed, unless the current status is already Seen by MT, in which case it remains Seen by MT. Press ALT+U or ALT+SHIFT+U to close the document. EditScript MT User Guide V10 211 Chapter 5: Working in MT Review Mode Getting the average score for a set of reviewed documents In RDR mode, you can select a set of reviewed dictations from the work queue and retrieve the average score for that set of dictations. The average score will be weighted by total number of lines, not total number of documents. It is calculated by totaling up the number of lines for all selected dictations and subtracting the total error deductions, then dividing by the number of lines x 100. Steps: 1 From within the work queue grid, press ALT+V (refresh). 2 Select the dictations for which you want to see the average score. 3 Press the work queue grid shortcut (enabled only in RDR mode) which requests the average score for that set of documents 4 212 . EditScript MT displays the average score as a percentage for the selected list of dictations. EditScript MT User Guide V10 Chapter 5: Working in MT Review Mode Click to calculate average score Select which MT’s reviewed dictations you want to see View average score EditScript MT User Guide V10 213 Chapter 5: Working in MT Review Mode 214 EditScript MT User Guide V10 Working in Pending List Management Mode 6 EditScript MT allows you to view and manage the list of documents that currently have a pending status. Through the Pending List Management mode, you can review, correct, and unpend documents that were pended by MTs or validation rules. While editing or transcribing a document, MTs might encounter certain issues they cannot resolve; for example, the clinician’s voice is inaudible. In such an instance, it becomes necessary to pend the document. When a document is pended, it is essentially put on hold, and cannot be uploaded until the cause for the pended state is resolved, and the document is manually unpended. For instructions on pending a document, see Chapter 4: Working in EditScript MT on page 99. New in v10, MTs working in Transcription or Pending List Management mode can pend documents by attaching administrator-defined pending reasons (with optional, free-text comments) to a document instead of typing a free-text pending note. See this chapter for information on how to resolve these pending reasons. Topics discussed in this chapter: Setting Up Pending List Management Mode Selecting Dictations Working with a Pended Document Exiting Pending List Management Mode Auto-pended Messages Working with Pending Reasons Resolving Pending Reasons Providing MT Review Feedback Additionally, while working in Pending List Management mode, reviewers can now provide MT Review grading feedback for the reviewer who most recently graded the document. 215 Chapter 6: Working in Pending List Management Mode Setting Up Pending List Management Mode You must have the appropriate permissions to work in the Pending List Management mode of EditScript MT. These permissions are assigned in your security group membership and your EditScript Profile by your administrator through EMon. Security Group Settings Security groups allows your institution to effectively maintain control over the system and workflow. Your security group membership gives you permission to work in the Pending List Management mode and restrict the type of dictations you can work on. For more information on security groups, see the EMon User Guide. To work in Pending List Management mode, you must be part of an eScriptionist EditScript MT Permissions security group with the right to Use EditScript to manage your pending list. Depending on the established workflow at your institution, it is often necessary to route specific documents in the pended queue to an exclusive list of eScriptionists. For instance, perhaps you want one group to only see all emergency room pended documents, and another to only view pended documents for a certain clinician. This is set up through security group restrictions. You must also make sure that the restrictions are not so strict as to prevent an eScriptionist from being able to select and view enough pended dictations. EditScript Profile Settings The eScriptionist Profile dialog contains settings that affect which mode of EditScript MT you can enter. Follow the steps below to ensure that the Pending List Management mode will be available when you log into EditScript MT. Steps: 1 In EMon, click on the eScriptionist tab. 2 Search for and select the eScriptionist requiring access to Pending List Management mode. 3 Click Profile. The EditScript Profile dialog appears. 4 Click on the QA tab. 5 Check the box for Enabled for Pending List Review. You can also make Pending List Management the default work queue in EditScript MT, by selecting that mode from the Work queue mode drop-down menu. 216 EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode To prompt the eScriptionist to select the mode they would like to work in when they load EditScript MT, check the box for Prompt for Work Queue Mode. Tip: We recommend that you select this box for any MT or manager who will be working in more than one mode. 6 Click OK when complete. EditScript MT User Guide V10 217 Chapter 6: Working in Pending List Management Mode Logging in to Pending List Management Mode Once you have been granted access to Pending List Management mode, you can log in by following the steps below. Note: You must log out of EditScript MT to change the work mode. Steps: 1 Double-click on the EditScript MT icon on your desktop, or on the EditScript MT entry under Start>Programs>eScription. The Login dialog appears. 2 Enter your Login Name, Password, Institution (short name, assigned by Dragon Medical 360 | eScription) and System (Test or Production) using the tab key to jump to the different fields. Once you have entered the required information, tab to the OK button and press Enter. If you need to go back and change any of the information you entered, use the SHIFT+TAB keys. Note: User names are unique between the Production and Test systems. You do not automatically have access to both. 3 If prompted, select Pending List Management as the work queue mode you wish to work in, then press ALT+O (OK). If you plan to work only in Pending List Management mode of EditScript MT, and you do not want to be prompted the next time you start EditScript MT, uncheck the Always show this dialog. If the Prompt was not selected in your profile, you will enter the default mode selected in your EditScript Profile. The Login dialog will remain visible until the various startup procedures have been accomplished. You can track the progress of these procedures directly from the dialog. 218 EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode When complete, the blank, default typing screen appears. EditScript MT User Guide V10 219 Chapter 6: Working in Pending List Management Mode Selecting Dictations Once you have successfully logged in to the Pending List Management mode of EditScript MT, the blank, default typing screen appears. Your first step is to build a work queue. The work queue in EditScript MT is a dialog window through which you can select and organize the pended documents you want to review and unpend. Note: Only documents you have access to see will be viewable in the work queue. Document access is set through your security group membership in EMon. See the EMon User Guide for more information. Sorting the work queue Depending on your needs, you can sort the work queue by all of the columns available. Some columns that are especially important include priority and problem note. These columns can be extremely helpful when choosing which dictations to work on in Pending List Management mode. Tip: In the event that a limited number of dictations appear in your Pending List work queue, make sure there are no restrictions on the jobs you are allowed to see (EMon). For instance, an eScriptionist is assigned work only for one dictating clinician. The jobs that would be available in her queue would be limited to dictations by that clinician, and only 220 EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode that clinician. If you plan to work in Pending List Management mode, your account should be configured so that you can view all available jobs. Contact your manager for assistance. The dictations in your work queue have already been assigned a priority based on their expected turn around times. We recommend sorting and downloading dictations based on their priority. This help ensures that documents meet their required turn around time even if they are pended. A job is considered STAT when it has been assigned a priority of 1 or 2. STAT dictations, also known as high priority dictations, require immediate attention and should be resolved before all other dictations in your queue. In addition, you can view the problem note (reason a dictation was pended) in the work queue. The problem note is another factor you should use when choosing to download and work on a particular dictation. You want to use Pending List Management mode for dictations that have issues with the text of the document or need the audio. Header information is easier to correct in the Message tab of EMon. Building your work queue Follow the steps below to build your work queue. Steps: 1 Press ALT+Q or click Dictations> View Work Queue from the EditScript MT toolbar. The Dictations in Queue dialog appears. 2 Press ALT+V or click the Refresh icon . All pended dictations appear in the queue. 3 Sort the dictations as needed to determine which pended documents to resolve. 4 Select the pended documents you want to review. This can be done in a few different ways: To select a sequential group of documents, click on the first document. While it is selected, press the SHIFT key, and click on the last document. The two documents and everything between will be selected. To select multiple documents out of sequence, click on the first document, then press the CTRL key and (while holding it down) click on any additional documents. 5 Click ALT+D. The dictations are checked out and downloaded to your machine. Note: When you log out of EditScript MT, the dictations are released from your queue. 6 Press ALT+Q to exit the work queue. 7 If your work queue was successfully built, a confirmation appears. Click OK. If this is not the first work queue you have built in the current session, a dialog appears stating: EditScript MT User Guide V10 221 Chapter 6: Working in Pending List Management Mode “You still have downloaded dictations in your work queue you constructed earlier in this session. Do you want to add the selected dictations to that work queue?” 8 Click Yes to combine the dictations in the new work queue with those in the queue you previously constructed. EditScript MT downloads all dictations you selected to your queue behind the ones you previously selected. 222 EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode Working with a Pended Document Once you have built your work queue, follow the same workflow to retrieve and upload documents as you would in the standard editing mode of EditScript MT. When you retrieve a document (ALT+U), EditScript MT automatically pulls the next document in the order they were added to your work queue. Note: Only documents with a status of Pending can be processed in Pending List Management mode. To retrieve a pended document from your work queue, follow the steps below. Steps: 1 Press ALT+U or click Dictations> Get Next Dictation from the EditScript toolbar. The Downloading your next dictation progress bar appears. EditScript MT downloads the dictation to your queue. After a few moments, the dictation appears in the EditScript MT work area. The Pending Box appears, through which you can review the note that was left by the individual who pended the document or the validation rule that pended the document. 2 Press ALT+O to close the pending note and begin work on the document. Note: If the document was edited in EMon prior to being downloaded in Pending List Management mode, the Voice Cursor (red box) in EditScript MT may not be available. Note: The Voice Cursor is not available for reports that were not speechrecognized. Tip: Once you close the Pending Box, you can display it at any time by pressing ALT+Y. 3 When done, press ALT+U or click Dictations> Upload current dictation and get next from the EditScript MT toolbar to upload the current job and download another. EditScript MT User Guide V10 223 Chapter 6: Working in Pending List Management Mode The Pending Note dialog appears. 4 Review the pending note and check that all issues are resolved. 5 Press ALT+U to unpend the document. The Additional Distribution Preferences dialog appears. Note: You cannot upload a document while working offline. Any document that you close while working offline, either by the “X” icon or by retrieving another dictation, will be automatically saved for later upload. If the document still has unresolved issues you can update the pending note and then press ALT+P to pend the document again. If you decide to continue working on the document, press ALT+L to cancel the upload. 224 EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode 6 Select any additional distribution preferences that are needed when you upload a complete dictation. You can specify how to distribute the unpended document in addition to the distribution rules that have already been configured by your institution. IMPORTANT! Most of the time you will NOT need to perform additional distribution. Simply press ALT+O to continue from the dialog. Note: To distribute documents, you must have the appropriate Dragon Medical 360 | eScription components. 7 Press ALT+O when done or if no additional distribution is needed. The next dictation in your queue appears. Pending Note dialog The Pending Note dialog gives you several options for what to do when you are viewing the pending note. You can view, edit, or clear the pending note at any time. The pending note action buttons are described below. EditScript MT User Guide V10 225 Chapter 6: Working in Pending List Management Mode Clear Pending Note Press ALT+R to clear the pending note. To accept clearing the note, press ALT+O. Edit the Pending Note Once you have changed or replaced the pending note, press ALT+O to accept the change and exit the dialog. Additional Distribution Preferences dialog Use the additional distribution preferences when you need to send a document to a location that is not included in the documents normal distribution rules. You would use additional distribution if you needed to send a document to a location that was not specified in its distribution rules such as if a document needs to go to a consulting clinician. IMPORTANT! Most of the time you will NOT need to perform additional distribution. Simply press ALT+O to continue from the dialog. Print to this printer Check to select a printer device from the drop-down menu. The unpended document will print to the selected printer. Use of this service requires PrintScript at your institution. Fax to this phone number Check this setting to fax the unpended document to the number you specify. Use of this service requires FaxScript at your institution. Email to this address Check this setting to email the unpended document to the address you specify. Use of this service requires EDT/Email at your institution. 226 EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode Exiting Pending List Management Mode Follow the steps below to exit the Pending List Management Mode. Steps: 1 When you complete a dictation, press ALT+SHIFT+U, or click Dictations> Upload Current Dictation to upload the current job without downloading another dictation. The Pending Note dialog appears. 2 Review the pending note and check that all issues have been resolved. 3 Press ALT+U to unpend the document. The Additional Distribution Preferences dialog appears. Note: You cannot upload a document while working offline. Any document that you close while working offline, either by the “X” icon or by retrieving another dictation, will be automatically saved for later upload. If the document still has unresolved issues you can update the pending note and then press ALT+P to pend the document again. If you decide to continue working on the document, press ALT+L to cancel the upload. EditScript MT User Guide V10 227 Chapter 6: Working in Pending List Management Mode 4 Select any additional distribution preferences needed when you upload the dictation. You can specify how to distribute the unpended document in addition to the distribution rules that have already been configured by your institution. IMPORTANT! Most of the time you will NOT need to perform additional distribution. Simply press ALT+O to continue from the dialog. Note: To distribute documents, you must have the appropriate Dragon Medical 360 | eScription components. 5 Press ALT+O to OK the settings or to exit the dialog if no additional distribution is needed. EditScript MT returns to a blank word document and does not download another dictation. 6 228 To exit, click the X in the right hand corner, and then click Yes. EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode Auto-pended Messages In addition to documents that are manually pended by the transcription staff, the system can be configured through EMon to flag and pend documents automatically based on Validation Rules. Documents that are automatically pended appear in the Pending List queue. Common Pended Notes Below are some common pended notes you would work on in the Pending List Management Mode. • • No text in document Document text contains more then a specified number of blanks (5 underscores or more) • The document must be pended at least once • The document text is always pended • The transcriptionist did not play all of the audio EditScript MT User Guide V10 229 Chapter 6: Working in Pending List Management Mode Working with Pending Reasons New functionality in v10 allows transcriptionists in Transcription mode and reviewers in Pending List Management (PLM) mode to attach pre-defined pending criteria to a document. Pending criteria are institution-wide conditions that can cause a dictation to be pended, and are defined by administrators working in EMon. A pending reason—a unique instance of a pending criteria— can be created for each issue found. Pending reasons are used in conjunction with pending document tasks (PDTs), a collection of pending criteria that control the routing of pended documents to transcriptionists who specialize in resolving certain types of issues. See the EMon User Guide v10 for more information. To use this functionality, an administrator must have enabled the Use Enhanced Pending List Management and Enhanced MT Review Features options in the Application Features dialog (see the EMon User Guide for details). Pending Reasons menu Using new shortcuts and options on the new Pending Reasons menu, users who resolve pended documents can navigate through these pending reasons and resolve them. For more detailed descriptions of each menu item, see Pending Reasons menu options: in Chapter 4 on page 153. Resolved pending reasons will be reflected in a Pending Reason grid in the QA header (see Resolving Pending Reasons on page 232). If your institution uses Enhanced Pending List Management, use the following procedures to resolve pending reasons. 230 EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode Logging in to PLM mode The procedure for logging in to Enhanced Pending List Management mode is the same as it is for regular Pending List Management mode. See Logging in to Pending List Management Mode on page 218. Building a work queue Once you have successfully logged in to Pending List Management mode, the blank, default typing screen appears. Your next step is to build a work queue. The work queue is a dialog window through which you can select and organize the pended documents you want to review and unpend. Note: When using pending reasons in conjunction with pending document tasks (PDTs), only documents that have been routed to you will be viewable in your work queue. Document routing and access is determined by PDTs and security groups in EMon. See the EMon v10 User Guide for more information. Follow the steps below to build your work queue. Steps: 1 Press ALT+Q or click Dictations> View Work Queue from the EditScript MT toolbar. The Dictations in Queue dialog appears. 2 Press ALT+V or click the Refresh icon . All pended dictations to which you have access appear in the queue. 3 Sort the dictations as needed to determine which pended documents to resolve. 4 Select the pended documents you want to review. This can be done in a few different ways: EditScript MT User Guide V10 231 Chapter 6: Working in Pending List Management Mode To select a sequential group of documents, click on the first document. While it is selected, press the SHIFT key, and click on the last document. The two documents and everything between will be selected. To select multiple documents out of sequence, click on the first document, then press the CTRL key and (while holding it down) click on any additional documents. 5 Click ALT+D. The dictations are checked out and downloaded to your machine. Note: When you log out of EditScript MT, the dictations are released from your queue. 6 Press ALT+Q to exit the work queue. 7 If your work queue was successfully built, a confirmation appears. Click OK. Resolving Pending Reasons Once you have built your work queue, follow the same workflow to retrieve and upload documents as you would in the standard editing mode of EditScript MT. When you retrieve a document (ALT+U), EditScript MT automatically pulls the next document in the order they were added to your work queue. Documents will appear in the EditScript MT work area. Initially, the QA header will initially be displayed rather than the standard EditScript MT header. The QA header shows the Pending Reason and MT Review grids. If you have permissions to do pre-release MT Review (see Providing MT Review Feedback on page 236), but want to focus only on pending reasons, you can press ALT+SHIFT+M or select Toggle MT Review Display from the MT Review menu to hide the MT Review grid and the related bookmarks in the document. Note: You cannot hide the Pending Reason grid in PLM mode. 232 EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode The Pending Reason grid contains the following information: Column Description # A numeric identifier that uniquely identifies this pending reason within the context of this document (read-only). Pending Reason A drop-down list showing the pending criteria description for the pending reason. Entered by The name of the MT who added the pending reason (read-only). This is the name entered for the MT in the Properties dialog in EMon. Resolved by The user name of the MT who resolved the pending reason. This is the name entered for the MT in the Properties dialog in EMon. This column is blank if the pending reason has not yet been resolved (read-only). Comment A comment associated with the pending reason. Resolving a pending reason relating to an entry in the document The steps below describe how to resolve a pending reason that exists in the body of the document. Steps: 1 Press ALT+U or click Dictations> Get Next Dictation from the EditScript toolbar. The Downloading your next dictation progress bar appears. EditScript MT downloads the dictation to your queue. After a few moments, the dictation appears in the EditScript MT work area. 2 Fix the issue related to the pending reason. 3 In the Pending Reason grid, highlight the row or use the arrows to move to a cell in the row that contains the pending reason you want to resolve, and press ALT+SHIFT+G. or From within the text of the document, press either ALT+] or ALT+[ to toggle backwards or forwards to the issue you want to resolve. 4 Press ALT+SHIFT+G. The row in the grid is marked as resolved. The markup in the document is deleted, and the comment (if applicable) remains in the grid. EditScript MT User Guide V10 233 Chapter 6: Working in Pending List Management Mode When a pending reason is resolved, its grid entry is updated to show that the logged in transcriptionist resolved the pending reason and the pending reason’s related bookmark is struck through (see the blue shaded resolved pending reasons below). Resolving a pending reason in the header The steps below describe how to resolve a pending reason that exists in the header of the document. Steps: 1 Log in to Pending List Management mode and download a document. 2 Press ALT+E to display the standard EditScript MT header. 3 Fix the issue in the header. 4 Press ALT+SHIFT+P to display the QA header. 5 Use the arrow keys to move to the row in the grid containing the pending reason that was resolved. or Highlight the row in the grid containing the pending reason that was fixed. 6 Press ALT+SHIFT+G to mark the issue as resolved. The row in the table is marked as resolved. If you mistakenly resolve a pending reason, you can press ALT+SHIFT+G again to unresolve it, if the pending reason was initially resolved in the current session. Once a pending reason is resolved and uploaded, its resolution status can no longer be changed. You can also add a new pending reason while working in Enhanced Pending List Management. See Attaching Pending Reasons to a Document in Chapter 4 on page 151 for details. 234 EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode Uploading a document in Pending List Management mode A new transcriptionist option called Prompt on Unpend has been added to the Transcription tab of the EditScript Profile for each transcriptionist. If checked, users will receive a prompt asking if they want to unpend the document before uploading it. The document must have no unresolved pending reasons in order for the transcriptionist to receive this prompt. If this option is not checked, the document will upload normally. Steps: 1 After resolving all pending reasons in the document, press ALT+U or ALT+SHIFT+U. A dialog appears asking if you want to unpend the document (if the Prompt on Unpend option is checked in your profile). 2 Click OK. The document is uploaded. If you decide to continue working on the document, click Cancel. You will return to the document and can continue to add new pending reasons. EditScript MT User Guide V10 235 Chapter 6: Working in Pending List Management Mode Providing MT Review Feedback New in version 10, reviewers can provide MT Review feedback while working in Pending List Management (PLM) mode. There is no need to log out of PLM mode and re-log in to MT Review mode. Called pre-release MT Review, this feature allows transcriptionists with the proper permissions to provide MT Review feedback while logged in to Pending List Management mode. Marking up a document in PLM mode is very similar to marking up documents in MT Review mode (see Working in MT Review Mode in Chapter 5 on page 179). The main difference is the inclusion of MT Review codes from previous grading sessions. For instance, if MT_1 is graded by Reviewer_1 and then Reviewer_1 is graded by Reviewer_2, the MT review codes added by Reviewer_1 and Reviewer_2 would be visible to Reviewer_3. The feedback of the current session is applied to the last reviewer who uploaded the document. Note: Any existing codes will be read-only. To use this feature, the Enhanced MT Review Features option must be enabled in the Applications dialog. And, for PLM users, at least one of the new MT Review modes in the EditScript Profile dialog must be selected (EMon> eScriptionist tab> Profile button> QA tab). See the EMon User Guide v10 for information on enabling features. QA header in PLM mode When you log in to PLM mode and download a document, the QA header will initially be displayed. This header shows the Pending Reason grid (if the Use Enhanced Pending List Management option is also enabled) and the MT Review grid. If you do not have permission to review other transcriptionists’ work (see Allow users to review documents in Chapter 5 on page 181), or if the document being worked on was uploaded by you, the grid will be read-only. EditScript MT will not allow you to review your own document. If you have permissions to do pre-release MT Review, but want to focus only on pending reasons, you can press ALT+SHIFT+M or select Toggle MT Review Display from the MT Review menu to hide the MT Review grid and the related bookmarks in the document. To redisplay the MT Review grid and related bookmarks, press ALT+SHIFT+M or select Toggle MT Review Display again. 236 EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode Note: You cannot hide the Pending Reason grid in PLM mode. Entering a new MT Review code into a document in PLM mode Follow the steps below to add an MT Review code directly into the text of the document. Steps: 1 Log in to Pending List Management mode and download a document. 2 Correct an error in the text. 3 Press ALT+SHIFT+Q to display the QA header (if it isn't displayed already). 4 Press ALT+\. A drop-down box appears next to the cursor. 5 From the drop-down box, highlight an error, or start typing it in. Press ENTER to select it. 6 To add a comment, press ALT+SHIFT+C. The cursor will move to the comments field of the most recently added error. Text markups are shown as part of the standard track changes feature in Word. Inserted text appears as colored text. Word determines the color of each user’s markup automatically. Deletions will not appear as markup (they are hidden) due to a limitation in Word. A new row is added to the grid in the header with the selected grading criteria information and any comments that were added. The accuracy score for the dictation is updated to reflect the new grading criteria. 7 Press ALT+SHIFT+Q to return the cursor to the text. To cancel adding an error, press Escape or click elsewhere in the document. EditScript MT User Guide V10 237 Chapter 6: Working in Pending List Management Mode Enhanced In-Text MT Review Interface option This optional feature allows EditScript MT to capture both the error text and corrected text when adding an in-text MT Review code to a document. When you press ALT+\ or select Add In-text Error from the MT Review menu, a new dialog prompts you for the corrected text, the error criteria, and a comment. After clicking ‘OK’, the corrected text will be inserted into the dictation, replacing the original text. Both the incorrect and corrected text will be available for subsequent reporting. This feature is intended for users who are providing MT Review feedback in Pending List Management mode. To enable this option, administrators in EMon check the Enhanced In-Text MT Review option in the Application Features console. Marking an error in the header grid only General comments or errors found in the standard header do not correspond to any particular place in the document. These types of items are entered directly into the QA header. Steps: 1 Press ALT+SHIFT+\. The cursor moves to a new row in the header grid. 2 Select an MT Review code and enter a comment. The grading criteria and comment are saved in the header grid. Nothing is added to the text of the dictation. 238 EditScript MT User Guide V10 Chapter 6: Working in Pending List Management Mode If you try to enter a comment without selecting an MT Review code, an error message will appear. Deleting an error If you would like to delete an error that you have mistakenly inserted into the document, and remove it from the header, follow the steps below. No points will be deducted. Note: You can only delete rows that you have added in the current session. You cannot delete grades added by you or by others in previous Pending List Management sessions. In RDR mode, you can only delete rows if you have the permission to revise scores (see Revising previously assigned scores in Chapter 5 on page 210). Steps: 1 Press ALT+SHIFT+Q to put the focus in the QA header. 2 In the grid, select the header row you want to delete. 3 Press DELETE. The following message appears. 4 Click Yes to continue. The header row will be deleted. Calculating grades while reviewing in Pending List Management mode EditScript MT will calculate transcriptionists grades during pre-release MT Review based on the number of lines in the document when the reviewer downloaded the document (or when the reviewee uploaded it). Thus, if the reviewer adds or deletes lines while assigning MT Review codes, the number of lines added or deleted will not affect the score assigned to the reviewee. Assigning a 100% score If you find no errors in a document, and there are no MT codes associated with the document, you can assign a score of 100%. Press ALT+SHIFT+0 or select Toggle 100% Grade from the MT Review menu. If the review grade is already set to 100%, then selecting this option again will cause EditScript MT to clear the grade, or set it to <blank>. When you assign a score of 100% to a document while in Pending List Management mode, the MT who last uploaded the document will be credited with 100% for that dictation. In Pending List Management mode, unlike MT Review mode, you are not required to assign any grades to the user; you may upload the document with grades set to ‘None Assigned’, or <blank>. EditScript MT User Guide V10 239 Chapter 6: Working in Pending List Management Mode Uploading a document When you are finished reviewing and scoring a document in MT Review mode: 1 Press ALT+U to upload it. The marked-up dictation and the header grid information are uploaded. Its QA status will change to Reviewed. 2 240 Press ENTER to upload. EditScript MT User Guide V10 Maximizing Productivity in EditScript MT 7 There are several features in EditScript MT that, when used, will help you work more efficiently and be your most productive. Considering that your compensation is often dependent on the number of lines you are credited with for a given date range, it is in your best interest to learn and utilize the productivity-enhancing features that are available to you. Topics discussed in this chapter: Using EditScript MT Mouse-free Productivity-enhancing Features Other Tips for MTs Throughout this guide, program shortcuts are recommended over function icons and menu items that require use of a mouse. This is because EditScript MT is intended to be a mouse-free environment. This phrase is used often by our training department, and with good reason. Use of program shortcuts has been established as the one workflow change that will produce the greatest improvement in your productivity. Shortcuts save you time, allowing you to complete more documents and increase the number of lines you edit/ transcribe in a given time frame. This chapter highlights the features and capabilities in EditScript MT that have the greatest potential benefit you during your day-to-day tasks in the program. It is highly recommended that you learn and master the following features. 241 Chapter 7: Maximizing Productivity in EditScript MT Using EditScript MT Mouse-free The use of keyboard shortcuts and other EditScript MT features by transcriptionists is closely monitored by Dragon Medical 360 | eScription through its detailed Feature-Usage Analysis report (available on EditScript Online). By analyzing these reports, and through direct communication with MTs and Transcription Managers in the field, we have found that the fastest transcriptionists on the Dragon Medical 360 | eScription system use keyboard shortcuts in place of their mouse. EditScript MT allows you to perform nearly all of your day-to-day tasks in the program with keyboard shortcuts. We recommend that you familiarize yourself with the keyboard shortcuts that can be used in the program to significantly increase your productivity. 242 EditScript MT User Guide V10 Chapter 7: Maximizing Productivity in EditScript MT Essential Word shortcuts SHORTCUT DESCRIPTION Home Moves the text cursor to the beginning of the current line. End Moves the text cursor to the end of the current line. CTRL+Home Moves the text cursor to the beginning of the file. CTRL+End Moves the text cursor to the end of the file. CTRL+left arrow Moves the text cursor to the left word-by-word. CTRL+right arrow Moves the text cursor to the right word-by-word. CTRL+up arrow Moves the text cursor to the beginning of the current paragraph. CTRL+down arrow Moves the text cursor to the line below the current paragraph. CTRL+SHIFT+left arrow Highlights text to the left of the text cursor word-by-word. CTRL+SHIFT+right arrow Highlights text to the right of the text cursor word-by-word. CTRL+SHIFT+up arrow Highlights the current paragraph upwards in the document paragraphby-paragraph. CTRL+SHIFT+down arrow Highlights the current paragraph down the document paragraph-byparagraph. CTRL+Backspace Deletes text to the left of the text cursor word-by-word. CTRL+Delete Deletes text to the right of the text cursor word-by-word. CTRL+C Copies selected text to the clipboard (to comply with HIPAA regulations, you cannot copy text outside of EditScript MT). CTRL+X Copies selected text to the clipboard and deletes the original. CTRL+V Pastes text from the clipboard to the current text cursor position. CTRL+Z Undoes the last action. To undo shortcuts that perform multiple edits, such as Alt+<period> and Alt+Shift+<colon>, you need to press Ctrl+Z twice. For example, in the case of Alt+<period>, a period is added to the previous word, two spaces are inserted after the period, and the next word is capitalized. Pressing Ctrl+Z once undoes the capitalization, and pressing Ctrl+Z a second time removes the extra spaces and the period. CTRL+Y Redo the last undo (repeats the last action). SHIFT+F3 Toggles the word at the text cursor through the proper case (Boston), uppercase (BOSTON), and lowercase (boston). EditScript MT User Guide V10 243 Chapter 7: Maximizing Productivity in EditScript MT EditScript MT audio/editing shortcuts SHORTCUT DESCRIPTION Center foot pedal or ALT+A Plays the dictation audio. Release center foot pedal or ALT+P Pauses the dictation audio at the current location of the voice cursor. ALT+D Resets, (rewinds) the dictation audio back to the beginning (before the Header). Right foot pedal or ALT+G Rewinds the dictation audio word-by-word. Left foot pedal or ALT+F Forwards the dictation audio word-by-word. ALT+SHIFT+: (colon) Inserts a colon (:) at the end of the word where the cursor is currently positioned and automatically creates two spaces and capitalizes the first letter of the word after the new colon. ALT+. (period) Inserts a period (.) at the end of the word where the cursor is currently positioned and automatically creates two spaces and capitalizes the first letter of the word after the new period. ALT+, (comma) Inserts a comma (,) at the end of the word where the cursor is currently positioned. ALT+L Capitalizes the first letter of the selected word and all other occurrences of that word in the document. ALT+SHIFT+L Makes the first letter of the selected word lowercase as well as all other occurrences of that word in the document. ALT+K Moves the text cursor to the voice cursor and highlights the word automatically, allowing you to make the necessary edits. ALT+SHIFT+K Moves the voice cursor to the text cursor, useful when you need to rewind to a specific word. ALT+I Displays the Insert Contact Name dialog, through which you can insert a contact into the body of the document. ALT+M Displays the Insert Template dialog, through which you can select a template to insert into the body of the document. ALT+Y Displays the Pending Note dialog through which you can enter a pending note for the current dictation. ALT+1 (display) ALT+5 (hide) Shows or hides the audio control dialog, allowing you to monitor how much of the audio you have heard and how much remains. ALT+3 (decrease) ALT+4 (increase) Controls the volume of the audio. ALT+1 (decrease) ALT+2 (increase) ALT+Z (normal) Controls the speed of the audio. ALT+S or ALT+SHIFT+S Toggles between the Play Silent Parts of Dictation Rapidly and Play Silent Parts of Dictation at Normal Speed features. 244 EditScript MT User Guide V10 Chapter 7: Maximizing Productivity in EditScript MT SHORTCUT DESCRIPTION ALT+SHIFT+right arrow Search for completed and uploaded dictations. EditScript MT workflow shortcuts SHORTCUT DESCRIPTION ALT+Q Displays your work queue. ALT+V Displays all dictations in your queue and refreshes the display. ALT+U Downloads a new dictation for editing or transcription. The first time this shortcut is used, EditScript MT will download three (the default) documents to your computer. The first of these, or the one that requires the quickest turnaround time, will open in EditScript MT. This may take a few moments. Also use ALT+U to upload a finished document and download the next from your queue. EditScript MT will automatically replace that dictation in your queue, ensuring that there will always be work for you to download. By default, three dictations are waiting in your queue at all times. ALT+SHIFT+U Uploads the current dictation but does not download another. Use this shortcut when you need to walk away from the program or take a break. Because there is no dictation on your screen, your line-countper-hour meter will stop running. Note: Dictations will remain in your queue until you exit EditScript MT or until your Hours Before Unlock setting expires (5 hours is the default). ALT+N Closes the current document without saving it and open the next dictation in your work queue. The unsaved dictation returns to your queue and is not released until you log out (click the X in the upper right corner of your screen). This shortcut is not recommended. ALT+SHIFT+A Allows you to link an amendment to its original document. ALT+X Allows you to view your MT metrics within a specified date range. ALT+SHIFT+! Retrieves the next high-priority dictation from your queue (if available). ALT+O Displays the EditScript MT Profile Options dialog through which you can change foot pedal, transcription and work queues settings. Header shortcuts SHORTCUT DESCRIPTION ALT+E Toggles the text cursor between the header and the document. ALT+P Moves the text cursor to the Patient Last Name field. EditScript MT User Guide V10 245 Chapter 7: Maximizing Productivity in EditScript MT SHORTCUT DESCRIPTION ALT+M Moves the text cursor to the MRN field. ALT+W Moves the focus to the Work type field. ALT+K Moves the focus to the Speaker field. ALT+D Moves the focus to the Procedure Date field. ALT+S Launches the patient information search dialog. ALT+H Launches context-sensitive Help. ALT+O Confirms any changes made in the header. ALT+R Resets the fields in the header to their original state. ALT+B Moves the focus to the Business Entity field. ALT+C Launches the contact list dialog so that you can search for and add contacts to the dictation. ALT+V Moves the focus to the Visit Grid. 246 EditScript MT User Guide V10 Chapter 7: Maximizing Productivity in EditScript MT Productivity-enhancing Features Through our reporting system, we are able to monitor what tools in EditScript MT have the greatest benefit to transcriptionist productivity. We have discovered that transcriptionists who use the shortcut tools described below can greatly increase the average number of lines edited per hour in EditScript MT and improve their editing accuracy.The following graph details the increase in edited lines per hour based on the number of productivity-enhancing features used. Average productivity improvement using EditScript MT productivity-enhancing features. NUMBER OF PRODUCTIVITYENHANCING FEATURES USED AVERAGE LINES PER HOUR 0 236 1 272 2 382 3 410 4 516 5 611* Note: * This is an average based on a small data set. Your Average Lines per Hour numbers may be higher or lower. Control Navigation The CTRL+Arrow(s) combination allows you to move the text cursor much more quickly than you could with the mouse. When you use these shortcuts, you do not have to move your hands from the typing position, allowing for a more seamless editing environment. SHORTCUT DESCRIPTION CTRL+left arrow Moves the text cursor to the left word-by-word CTRL+right arrow Moves the text cursor to the right word-by-word CTRL+up arrow Moves the text cursor to the beginning of current paragraph CTRL+down arrow Moves the text cursor to the line below current paragraph EditScript MT User Guide V10 247 Chapter 7: Maximizing Productivity in EditScript MT Use Correction Macros The EditScript MT correction macros have been proven to dramatically increase editing speed. Again, because you do not have to shift your hands from the typing position to the mouse, editing through these shortcuts is seamless and allows you to do more work in less time. SHORTCUT DESCRIPTION ALT+. (period) Inserts a period ALT+, (comma) Inserts a comma ALT+SHIFT+: (colon) Inserts a colon ALT+L Capitalizes all occurrences of a word ALT+SHIFT+L Makes all occurrences of a word lowercase Limited Arrow Navigation Navigation of the EditScript MT work area is made easier using the arrow key(s) in combination with the CTRL key. Use Multiple Cursors The use of multiple cursors and their shortcuts allow you to quickly prepare for edits, and helps you to avoid having to reach for the mouse to change the location of the text cursor. SHORTCUT DESCRIPTION ALT+K Moves the text cursor to the voice cursor ALT+SHIFT+K Moves the voice cursor to the text cursor Play Audio Faster The ALT+2 shortcut increases the speed of the dictation audio. As you become more familiar with the shortcuts and editing capabilities in EditScript MT, gradually increasing the default audio speed will help you complete more jobs in less time. Note: Though increase of audio speed is recommended, it is important to maintain a comfortable speed that does not jeopardize the quality and accuracy of your work. 248 SHORTCUT DESCRIPTION ALT+2 Increases the audio speed EditScript MT User Guide V10 Chapter 7: Maximizing Productivity in EditScript MT Other Tips for MTs In addition to constant use of the program shortcuts, the following tips will assist you in increasing your productivity in EditScript MT. Hide the EditScript MT feature icons EditScript MT allows you to perform nearly all of your day-to-day tasks in the program using only keyboard shortcuts. We recommend that you take the time to familiarize yourself with the keyboard shortcuts. Use of these shortcuts will significantly increase your productivity. The quickest way to adapt to a mouse-free environment is to hide the EditScript feature icons and work solely from the keyboard shortcuts. This can be done by asking your transcription manager or administrator to enable the Hide buttons that have shortcuts setting in EMon. Hiding EditScript feature icons (through EMon): 1 From the eScriptionist tab, search for and select the transcriptionist whose profile you want to change. 2 Click Profile. The EditScript Profile dialog appears. 3 Click on the box for Hide buttons that have shortcuts setting. 4 Click OK. When you log into EditScript MT the next time, the shortcut icons no longer appear. Before (default layout) EditScript MT User Guide V10 249 Chapter 7: Maximizing Productivity in EditScript MT After (when hidden) Use the AutoCorrect feature The AutoCorrect word expander utility available in Word can be used to increase your editing speed. AutoCorrect is much like other abbreviation-expander programs (FlashForward, ShortCut, PRD, etc.), in that it allows you to enter a word by typing only a few characters; for instance, “hypn” for “hypertension.” In addition, AutoCorrect can be used to automatically detect and correct typos, misspelled words, and incorrect capitalization, greatly reducing the amount of time you spend editing a document. AutoCorrect can be configured through the Macros> AutoCorrect menu in the EditScript toolbar. Through the AutoCorrect dialog, you can configure the AutoCorrect feature so that it functions as you want. For information on importing your existing AutoCorrect lists so that they can be used with EditScript MT, see Chapter 3: Learning the Microsoft Word Components on page 67. Adding AutoCorrect entries: 1 250 From the EditScript toolbar, click Word Tools> AutoCorrect or press ALT+T+A to open the AutoCorrect dialog. EditScript MT User Guide V10 Chapter 7: Maximizing Productivity in EditScript MT The AutoCorrect dialog appears. 2 Click on the AutoCorrect tab. 3 In the Replace field, enter the abbreviation for the entry. In this example, we are creating an entry for “hypertension,” but we only want to have to type the abbreviation “hypn” in our documents. The abbreviation is entered in the Replace field. 4 In the With field, enter the word you are creating the entry for, and that you would like to replace the abbreviation with. In this example, we want to replace the “hypn” abbreviation with the word “hypertension,” every time the abbreviation is typed. 5 Click Add to add the new entry to the list. 6 Click OK when done. Pay attention to direct MT feedback EditScript MT has the ability to analyze your performance data and suggest ways for you to improve your editing speed by using productivity-enhancing features discussed previously in this chapter. It is important to review this feedback on a regular basis to learn how you can maximize your productivity in EditScript MT. Your direct feedback can be viewed through your metrics page. EditScript MT User Guide V10 251 Chapter 7: Maximizing Productivity in EditScript MT Steps: 1 Press ALT+X or click Utilities> Transcription Metrics. The Enter Date Range dialog appears. 2 Specify a Start and End date for the date range, using the arrow keys to navigate between the month, day, and year columns. You could also click on the downwardfacing arrow to right of each field and select a date from the fly-out calender that appears. ALT+O 3 252 ALT+L Once you have specified the date range, press ALT+O (OK) to accept it. EditScript MT User Guide V10 Chapter 7: Maximizing Productivity in EditScript MT The Transcription Metrics dialog appears. 4 To create a printout of your metrics, press the TAB key until the Print button is highlighted, then press ENTER (or click Print). To clear the content of this dialog, press the TAB key until the Clear button is highlighted, then press ENTER (or click Clear). To refresh the content, press the TAB key until the Refresh button is highlighted, then press ENTER (or click Refresh). You can also change the date range directly from this dialog. To do this, press the TAB key until the month of the Start or End date (whichever you wish to change) is highlighted. You can then use the arrows keys to navigate between month, day, and year. You can also click on the downward-facing arrow to the right of either field to select a new date from the fly-out calendar that appears. EditScript MT User Guide V10 253 Chapter 7: Maximizing Productivity in EditScript MT Pause EditScript MT when you need a break EditScript MT contains a Pause feature that can be used when you need to take a break from the program. This feature allows you to take breaks without having your time away from EditScript MT count against you in productivity measurements. Steps: 1 Click Utilities> Pause EditScript and Transcription Timer from the EditScript toolbar . This will hide all EditScript MT windows and display a dialog reminding you that EditScript MT is currently paused. This dialog also includes a visual display of the running time that you are away from the program in the HH:MM:SS (hours, minutes, and seconds) format. 2 To return to EditScript MT and resume editing, press ENTER when the dialog is the focus dialog (not behind other applications), or click Resume Editing. Check spelling as you type To avoid having to check spelling through the entire document once it has been completed, enable Word to check spelling as you type. This will allow you to proof and check spelling as you edit/transcribe. To enable this feature, follow the steps below. Steps: 1 From EditScript MT, click Word Tools. 2 Select Options. 3 From the Options dialog, click on the Spelling and Grammar. 4 Under Spelling, check the box for Check spelling as you type. 5 Click OK. Edit documents for the same speaker Data shows significant productivity gains when transcriptionists are assigned jobs for a single speaker within a short time frame, rather than working exclusively from dictation time and/or priority rules. The time frame is determined by the EditScript Age Difference Cutoff setting, which can be adjusted through the Institution Advanced Settings dialog in EMon. This setting is 254 EditScript MT User Guide V10 Chapter 7: Maximizing Productivity in EditScript MT institution wide, which means it cannot be customized on an individual basis. By default, the EditScript Age Difference Cutoff setting defaults to 8 hours. See the EMon User Guide for more information. EditScript MT User Guide V10 255 Chapter 7: Maximizing Productivity in EditScript MT 256 EditScript MT User Guide V10 Troubleshooting This chapter contains helpful troubleshooting tips for EditScript MT and Microsoft Word, as well as comprehensive instructions for configuring your AntiVirus software to allow EditScript MT to perform at an optimal level. 8 Topics discussed in this chapter: Troubleshooting EditScript MT Troubleshooting Word Recommended AntiVirus Settings 257 Chapter 8: Troubleshooting Troubleshooting EditScript MT An error appears when a function you wanted the program to perform could not succeed, due to a variety of reasons. Details of the problem will appear in the error message, and are sent to Dragon Medical 360 | eScription for review so that something can be learned from the event. The errors and issues listed in this section are common, and can be easily resolved following the steps that are provided. In the event that the troubleshooting instructions in this section do not resolve the issue, contact your IT staff, or try the following suggestions: • • Reboot your computer. This does not take too long, and has been known to resolve a variety of problems. This should be your first step in troubleshooting any problem in EditScript MT. Completely re-install EditScript MT. This can be done through Start> Control Panel> Add/Remove Programs. Simply locate EditScript MT in the programs list and click on the Change/Remove button. Once EditScript has been un-installed, delete the EditScript installation folder. Then, re-install EditScript MT. This simple procedure will resolve many common problems. Your ability to do this is controlled by your institution’s own IT security procedures. Assistance from an IT administrator may be required. ISSUE: EditScript MT is slow and unresponsive In the event you notice a lag in performance, verify that your system meets the hardware and software requirements listed in the Component Installations Requirements found on the EditScript Online Support Center. If it does, verify that Windows and Office are both up to date. If your system meets both criteria, and EditScript MT is slow and/or unresponsive, it is likely the result of having too many open applications in the background. Many antivirus programs, such as Norton and McAfee, have real-time scanning features that will slow even new and powerful systems. It is advisable to try running your virus program without real-time scanning active to see if this makes a significant difference. If you still do not notice a difference, you can use the Windows Task Manager to determine if any background applications are slowing you down. Steps: 1 Press CTRL+ALT+Delete. 2 Select Task Manager from the dialog that appears. 3 Click on the Processes tab. 4 Click on the CPU column header to sort by processor usage. Only the System Idle Process should have a usage number greater than 50. Any additional programs with a number greater than 50 could very well be the cause of the sudden performance lag. ISSUE: I finished my transcription, but it is still showing up as Checked Out in EMon In the event that you complete and upload a report but it shows up as Checked Out in EMon, log out and log back in to EditScript MT. This will force an upload of documents that have already been transcribed. If this does not solve the problem, verify that your Internet connection is working properly. If it is, follow the steps below. 258 EditScript MT User Guide V10 Chapter 8: Troubleshooting Steps: 1 Open EditScript MT and log in as normal (make sure your profile in EMon allows you to view and edit the work queue, Login>Login Privileges). 2 Press ALT+Q to display the work queue. 3 Click on the View Dictations in the Queue icon or press ALT+V. 4 When the results are displayed, click on the Status heading and look for all items that are Checked Out for Editing. 5 Select the records that are currently Checked Out and completed. 6 Click on the Upload Highlighted Files icon to manually upload the selected files. This may take several moments depending on the number of files you have selected. Additional troubleshooting steps: If the document still does not upload properly, try the following. 1 Note the dictation number. 2 Copy the body of the dictation and paste it into Notepad (make sure your profile in EMon allows you to paste, Security>Prevent Paste should be un-checked). 3 Exit EditScript MT. 4 In C:\Program Files\eScription\EditScript\Downloads, delete all files with the dictation number you noted in Step 1. 5 In C:\Program Files\eScription\EditScript\UploadSaves, delete all files with the dictation number you noted in Step 1. 6 Have your transcription manager set the job to Ready for Editing or Ready for Transcription, and assign it to you. 7 Log in to EditScript MT. 8 Pull up the dictation and paste the copied text from the original. 9 Upload the dictation. Note that the document will pend if you do not listen to the audio. ISSUE: Why do I not see all of the available jobs in my queue? The number of available jobs in your work queue might vary depending on whether you are viewing the queue through EMon or EditScript MT. If you notice a discrepancy between the two programs, consider the following: Perhaps the dictation you are looking for is assigned to a work type that you do not have permission to work on. Have your administrator verify your work type permissions in EMon. Are you looking for multiple STAT (high priority) dictations in your queue? At most, only 2 STAT dictations are allowed in a work queue at one time. This is to prevent high priority dictations from being locked to a specific MT in the event of an unexpected shut down. To work around this issue, have your administrator or transcription manager change the priority of the dictation to a number higher than 2. It should then appear in your queue. ISSUE: Why am I getting communications messages? If you encounter communications errors while trying to update the header or upload a dictation in EditScript MT, it is indication that your computer is having difficulty connecting to the EditScript MT User Guide V10 259 Chapter 8: Troubleshooting Dragon Medical 360 | eScription server. This could result from a temporary connection problem, or it could mean that your internet connection is down. EditScript MT will continue to upload completed documents until it succeeds when connection is re-established. ISSUE: “EditScript8.dot Warning Message” error The following message is sometimes displayed when you attempt to download a dictation in EditScript MT: EditScript8.dot Warning Message EditScript8.dot has encountered an unexpected problem. The details of the problem are displayed below. You may continue to work within EditScript8.dot. If you continue to have problems with EditScript8.dot, please contact your IT Support Staff for assistance. Problem details sent to eScription: Error 6010: This scrollbar is not visible in eScriptionEditScript8.cEditScriptDriver.ImportNew File. The error occurred at line: 995 This error appears when the vertical and horizontal scrolling bars are set to Hide. To resolve this problem, follow the steps below. Steps: 1 From Word, click on the Tools Menu. 2 Select Options. 3 Click on the View tab in the Options dialog. 4 Make sure that both Vertical scroll bar and Horizontal scroll bar are checked. ISSUE: “A problem has occurred while trying to initialize EditScript template” error When this error is encountered, EditScript cannot continue. To resolve this problem, follow the steps below. Steps: 1 Export all AutoCorrect entries from Microsoft Office. For detailed instructions on how to do this, click on the following link: http://support/microsoft.com/ default.aspx?scid=kb;en-us;186237 2 Backup all Office settings and programs, including Outlook mailboxes and the Normal.dot template, which can be found at the following location: C:\Documents and Settings\<yourusername>\Application Data\Microsoft\Templates 3 From the Help Menu, select Word Detect and Repair. Note: This will affect all Microsoft Office settings and programs! Be sure to backup any and all important files, including your Outlook mailboxes. 4 Check the boxes for both Restore my shortcuts while repairing, and Discard my customized settings and restore default settings. 5 Import the AutoCorrect entries you exported in step 1. 260 EditScript MT User Guide V10 Chapter 8: Troubleshooting ISSUE: “Run-time error ‘67.’ Too many files” error Run-time error “67.” Too many files. Raised at line 295 in EditScriptServer.modVBtrace.GeneralErrorsLog. Steps: 1 Exit EditScript MT. 2 Delete all files in the following folders: C:\Program Files\eScription\EditScript\Downloads C:\Program Files\eScription\EditScript\DownloadSaves C:\Program Files\eScription\EditScript\Logs C:\Program Files\eScription\EditScript\UploadSaves 3 Restart EditScript MT. ISSUE: I can’t hear the dictation audio! In the rare instance that you can no longer hear the dictation audio, you can attempt to troubleshoot the problem by following the steps below: 1 Make sure the volume control on your computer is not set to Mute. To do this, click on the volume icon in your Windows Task Bar. The Volume button, located in the Windows Task Bar or System Tray Make sure the Mute setting is un-checked 2 Record the dictation ID number (located at the bottom left of the EditScript MT interface). You may need to reference this number or locate the dictation at a later time. 3 Press the center foot pedal three (3) times. 4 Press ALT+A to play the audio in EditScript MT. Did this solve the problem? If not, continue. 5 Pend the current document and re-start EditScript MT. Try playing the audio again. Did this solve the problem? If not, try playing an audio file outside of EditScript MT. If you cannot hear audio, download and install the most recent drivers for your audio device. Did this solve the problem? If not, try rebooting the computer. EditScript MT User Guide V10 261 Chapter 8: Troubleshooting ISSUE: The date is uploading incorrectly in EditScript MT Certain Microsoft Windows Date settings can cause problems with the date format uploaded by MTs in EditScript MT. To resolve this problem, follow the steps below. Steps: 1 From the Start Menu, click on Control Panel. 2 Click Regional and Language Options. 3 Click on the Regional Options tab (default). 4 5 In the Short Date field, verify that the date is listed in the MM/DD/YYYY format. Click OK. ISSUE: Why is the CC list incomplete? When EditScript MT is launched for the first time, your current CC list is downloaded from the database and a copy is saved on the local machine. This enables EditScript to skip this step on subsequent logins, saving you time. However, if EditScript MT is loaded before the Provider list is uploaded completely, only a partial provider list will be copied to your system, and because some data was initially copied, it will not try to reload the data the next time you login. To resolve this problem, delete the copied files from the EditScript MT installation directory. EditScript MT will then reload the contact list at next login. All files that begin with either of the following names should be deleted: ContactList_ ContactDeltas_ For XP, the default installation directory is: C:\Documents and Settings\<username>\Application Data\eScription\EditScriptMTV9 For Vista and Windows 7, the default installation directory is: C:\Documents and Settings\<username>\Application Data\eScription\EditScriptMTV9 Tip: For a shortcut to the path, use %AppData% as the first part of the path, e.g., %appdata%\eScription\EditScriptMTV9. ISSUE: I thought I had completed more lines than I was credited for Sometimes, your transcription metrics credit you with fewer lines than you believe you edited/ transcribed within the specified date range. There are three possible causes for this: • • 262 Jobs were cancelled: It is possible that one or more jobs you had edited/transcribed in EditScript MT were cancelled by an administrator through EMon. Lines are not credited when a job is cancelled. The job status changed: It is possible that the status of one or more jobs was changed back to Ready for editing or Ready for transcription by an administrator after you uploaded it, which would cause the job(s) to be routed back through the general queue. EditScript MT User Guide V10 Chapter 8: Troubleshooting • The last job has not been added to your metrics yet: It may take a few moments for a completed job to appear in your MT metrics page. Please allow the system enough time for the most recent line count numbers to be reflected. ISSUE: “Utterance not found or redundant” error When you attempt to upload a document in Pending List Management mode, you might encounter the following error: Utterance not found or redundant. This is an indication that the document is no longer valid in your work queue. Below are a few common reasons for this error: • • • The document was never Downloaded and checked out, or the wrong toolbar options were selected when you created your work queue. The status of the document was changed through EMon, causing the document to be released. The document was automatically released after five (5) hours. This is a feature of the system that can be configured by your institution. ISSUE: Unable to associate the footpedal with port: COM2 This error appears when EditScript MT cannot connect to the foot pedal through the port that had been specified for it. When this occurs, select Yes to choose a new port. ISSUE: When I insert a template, it does not appear in the same window When you attempt to insert a template, it must open in the same window as EditScript MT. If your PC is not configured to do this, follow the steps below: Steps for Windows XP: 1 In Windows Explorer, click on the Tools menu. 2 Select Folder Options. 3 Click on the File Types tab in the dialog that appears. 4 Under Registered File Types, scroll to find Microsoft Word Document (DOC). EditScript MT User Guide V10 263 Chapter 8: Troubleshooting 5 Click Advanced. 6 In the Edit File Type dialog, make sure that the Browse in same window setting is checked. Steps for Vista and Windows 7: Note: Please back up of the registry before performing the following changes. 1 264 Open the Windows registry by typing regedit in the run command window. EditScript MT User Guide V10 Chapter 8: Troubleshooting 2 Go to: HKEY_LOCAL_MACHINE\SOFTWARE\Classes\Word.Document.8 or, depending on which is installed, HKEY_LOCAL_MACHINE\SOFTWARE\Classes\Word.Document.12 3 On the right pane, delete "BrowserFlags" DWORD. 4 Close the registry. ISSUE: EditScript MT appears to slow down every few minutes Most likely, this is due to the AutoSave feature in EditScript. By default, an AutoSave will occur every minute, and may affect system performance during each occurrence. To increase the minutes between autosaves, follow the steps below. Steps: 1 From EditScript MT, press ALT+O to display the Profile Settings dialog. 2 Select the Transcription tab. 3 To change an option from this dialog tab, hit the TAB key to toggle through the available settings. Under MinutesBetweenAutoSave, enter a number greater than the current interval. 4 Press ALT+O to accept any changes and close the dialog. Before some changes can take effect, you must log out and log back into EditScript MT. ISSUE: Problems with EditScript MT search, .SHTML file association The search feature in EditScript MT communicates with the Internet through .SHTML files, a file format that essentially says "This html file includes Server commands - please parse it before delivering to the browser site.” The .SHTML format allows for parsing to be skipped for all plain .html (or .htm) files. In order for the search feature to work correctly, and perform at a maximum level, the .SHTML file type must be associated with Internet Explorer. On most computers, this association is already in place. When it is not, you can create the association by following the steps below. Steps: 1 From Windows Explorer, click on the Tools menu. 2 Select Folder Options. 3 From the Folder Options dialog, click on the File Types tab. 4 Scroll through the Registered File Types list. Does .SHTML appear? If so, make sure it is associated with Internet Explorer. If not, continue. 5 Click New. The Create New Extension dialog appears. 6 In the File Extension field, type .SHTML. 7 Click on Advanced. EditScript MT User Guide V10 265 Chapter 8: Troubleshooting 8 266 In the Associated File Type field, click on the downward-facing arrow and select Internet Explorer from the scroll list. EditScript MT User Guide V10 Chapter 8: Troubleshooting 9 Click OK. ISSUE: I get an Internet Explorer error when I attempt to install EditScript MT Upon installation, EditScript MT checks the current version of Internet Explorer on your system using a string value called “IE.” This value is located in the following key location in your Windows registry: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Internet Explorer\Version Vector If this string is missing during installation of EditScript MT, installation may fail with the following error: To run EditScript MT, you must install Internet Explorer 6 or later. To resolve this problem, follow the steps below. Steps: 1 From the Start window, click Run. The Run dialog appears. 2 Type the following in the Open field: regedit. 3 Navigate to the location noted above (HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Internet Explorer\Version Vector). EditScript MT User Guide V10 267 Chapter 8: Troubleshooting 4 Insert a new string value with the name “IE” and a value of 6.0000. 5 Reboot, and attempt to install EditScript MT again. IMPORTANT! Modifying your registry incorrectly can cause serious problems that may require you to reinstall your Operating System. If you are not familiar with the registry, we recommend that you contact your local IT support representative for assistance. 268 EditScript MT User Guide V10 Chapter 8: Troubleshooting Troubleshooting Word The errors and issues listed in this section are common, and can be easily resolved following the steps that are provided. In the event that the troubleshooting instructions in this section do not resolve the issue, contact your IT staff, or try the following suggestion: • Reboot your computer. This does not take too long, and has been known to resolve a variety of problems. This should be your first step in troubleshooting a problem. ISSUE: Cannot record macros If you cannot record macros, check the Trust Access to Visual Basic check box in the Trusted Publishers tab of macro security (Tools> Macro> Security). This should be done without EditScript open. See screen shot below from Word 2003. ISSUE: “Word cannot save this file....” error The following error message is sometimes displayed when you attempt to exit EditScript MT: Word cannot save this file because it is already open elsewhere (C:Documents and Settings...Normal.dot). Normal.dot is used by Word to open a blank document when the File> New button is selected. To resolve this Word problem, follow the steps below. Step 1: Open EditScript MT before any other applications that might use Normal.dot (Outlook is a common application that uses this file). Step 2: 1 From Outlook, click on the Tools menu. EditScript MT User Guide V10 269 Chapter 8: Troubleshooting 2 Select Options. 3 Click on the Mail Format tab. 4 Uncheck the Use MS Word to edit emails setting (depending on the version of Outlook you are using, there might be two settings). ISSUE: How do you turn off AutoNumbering in Word? Follow the steps below to turn off the AutoNumbering feature in Word. Steps: 1 From the EditScript toolbar, open the Word Tools menu. 2 Select AutoCorrect. 3 Click the AutoFormat as you type tab. 4 Under Apply as you type, uncheck the box for Automatic numbered lists. 5 Click OK. 6 To turn the feature back on, repeat these steps and check the box for Automatic numbered lists. 270 EditScript MT User Guide V10 Chapter 8: Troubleshooting Recommended AntiVirus Settings EditScript MT only supports Norton Anti-Virus and McAfee Anti-Virus. If McAfee Anti-Virus is installed, it must be Version 8 or higher. Later versions of McAfee and all versions of Norton may cause performance delays unless the EditScript installation directory is excluded from virus scanning. To configure your AntiVirus software so that EditScript MT can run at an optimal level, follow the instructions below. McAfee VirusScan Plus 2008 (versions 8 and 9) McAfee requires a lot of CPU resources, which can cause noticeable slowdown in EditScript MT. In McAfee VirusScan, the exclusion of scanning certain folders is not allowed. When running EditScript MT, it is recommended that you exclude the scanning of the eScription directory. For Windows Vista and Windows 7: Users\<username>\AppData\Roaming\eScription\ EditScript MT<product version> For Windows XP: Documents and Settings\<username>\Application Data\eScription\EditScriptMT Disabling VirusScan will disable the scanning of these directories, which will enable EditScript MT to operate with a reduced risk of errors. To disable VirusScan, please follow the steps below. Steps: 1 Double-click on the McAfee icon in the toolbar. EditScript MT User Guide V10 271 Chapter 8: Troubleshooting The following window appears. 2 Click on Computers & Files. The following window appears. 3 272 Click Configure on the right side of the screen. EditScript MT User Guide V10 Chapter 8: Troubleshooting 4 Under “Virus protection is enabled’, set the real-time scanning protection to Off. If you would like to turn the real-time scanning back to On when you are done working in EditScript MT, you can do so here. 5 After you set the real-time protection to Off, a pop-up window will appear, asking when you want to re-enable real-time scanning. Select Never from the drop-down and then click OK. Real-time scanning is now disabled. A white “X” surrounded by a red circle now appears beside your McAfee icon in the toolbar. Norton 2007/2008 For EditScript MT to run without interruption, the following EditScript MT directories should be excluded from scanning: For Windows Vista and Windows 7: Users\<username>\AppData\Roaming\eScription\ EditScript MT<product version> For Windows XP: Documents and Settings\<username>\Application Data\eScription\EditScriptMT Follow the instructions below. Steps: 1 Open your Norton program. EditScript MT User Guide V10 273 Chapter 8: Troubleshooting 2 In the main window, click the Norton product tab. 3 On the next window, click Settings. 4 Under Settings> Basic Security, click Norton AntiVirus Options. 274 EditScript MT User Guide V10 Chapter 8: Troubleshooting 5 On the left-side of the screen, click Exclusions. 6 Under “Which disks, folders, or files to exclude from Risk scanning”, click New. 7 Depending on your operating system, exclude the appropriate directory below. For Windows Vista and Windows 7: Users\<username>\AppData\Roaming\eScription\ EditScript MT<product version> For Windows XP: Documents and Settings\<username>\Application Data\eScription\EditScriptMT Note: Be sure to check the Include subfolders check box. EditScript MT User Guide V10 275 Chapter 8: Troubleshooting 8 Click OK. 9 Under “Which disks, folders, or files to exclude from Auto-Protect scanning, click New. 10 Depending on your operating system, exclude the appropriate directory below. For Windows Vista and Windows 7: Users\<username>\AppData\Roaming\eScription\ EditScript MT<product version> For Windows XP: Documents and Settings\<username>\Application Data\eScription\EditScriptMT Note: Be sure to check the Include subfolders check box. 11 Click OK. 12 Click Apply and then click OK. Norton 2006/2005/2004 For EditScript MT to run without interruption, the following EditScript MT directories should be excluded from scanning: For Windows Vista and Windows 7: Users\<username>\AppData\Roaming\eScription\ EditScript MT<product version> For Windows XP: Documents and Settings\<username>\Application Data\eScription\EditScriptMT Steps: 1 Right-click on the Norton AntiVirus 2004 icon and select Open Norton AntiVirus, or simply double-click on the program icon on your desktop. 276 EditScript MT User Guide V10 Chapter 8: Troubleshooting 2 Select the Options button. 3 Click Auto-Protect> Exclusions. 4 Click New. 5 Depending on which operating system is being used, exclude one of the following directories: For Windows Vista and Windows 7: Users\<username>\AppData\Roaming\eScription\ EditScript MT<product version> For Windows XP: Documents and Settings\<username>\Application Data\eScription\EditScriptMT Make sure to exclude the directory from both virus detection and from compressed file scanning. 6 Click OK. 7 On the left Options screen, click Manual Scan> Exclusions. 8 Repeat steps 4 through 7. 9 Click OK, and then close the Options for Norton AntiVirus window. EditScript MT User Guide V10 277 Chapter 8: Troubleshooting 278 EditScript MT User Guide V10 Common EditScript MT Messages A EditScript MT, like most applications, requires communication and user input through the use of message dialogs. You will encounter a variety of messages during your day-to-day activities in EditScript MT; some that result from routine workflow procedures and others from problem issues. This chapter highlights the program messages that you are most likely to come across. For information on specific troubleshooting procedures, see Troubleshooting in Chapter 8 on page 257. 279 Appendix A: Common EditScript MT Messages Message Text / Description You can only work on one EditScript file at a time. Do you want to close the current EditScript file and open the next? Appears when you attempt to retrieve a dictation while one is already loaded. Either select No and complete and upload the current document, or select Yes to close the current document and begin working on the new document. Is this the template you want to insert? Appears when you attempt to insert a template. Confirm that the selected template is the one you intend to use. The following fields have changed. You must either confirm or reset these changes before uploading this dictation. In addition, you must either supply values for the following fields and confirm them, or pend the dictation. Appears when you attempt to upload the current document without first confirming the changes that have been made to the information in the header. Any changes made to the header must be confirmed before the document can be uploaded. To do this, select the Confirm button (ALT+O). You must also enter values for the fields listed in the message dialog and confirm those as well, or pend the dictation (ALT+Y). If you leave the fields below blank, you must pend this dictation before uploading it. Please either fill in these fields and confirm your values, or add a pending note to this dictation. Appears when you attempt to upload the current document without providing missing header information. Complete the listed fields, or add a pending note to the dictation (ALT+Y). You have successfully constructed your own work queue. To retrieve dictations in the queue, use the “Get Next Dictation” or “Send Current Dictation and Get Next Dictation” buttons on your toolbar. Appears when your custom work queue has been constructed successfully. Return to EditScript editing mode (ALT+E) and begin retrieving documents from your queue using the ALT+U (recommended) or ALT+N shortcuts. You have closed all of your EditScript documents. Do you want to exit from EditScript? Appears when you have completed and closed all of the documents in your queue. Select Yes to close EditScript, or No to return to editing mode. There is nothing in the pending note. Do you still want to pend the dictation? Appears when you attempt to pend a dictation without adding a pending note. Select Yes to pend the dictation anyway, or No to add a note before pending (recommended). The spelling check is complete. Appears when spell check has finished processing. 280 EditScript MT User Guide V10 Appendix A: Common EditScript MT Messages You have made changes to your normal.dot template but EditScript cannot save them because another instance of Word also has the template open. Do you want to save a copy of your changes to normal.dot? Appears when changes made during the EditScript session have affected your normal.dot template, but the changes cannot be saved because another application is sharing the template (e.g. Outlook). Select Yes to save a copy of the normal.dot template. You have not selected any of the search records. No changes will be applied to the header. Is this what you want to do? Appears when you attempt to exit the search results window without selecting a result to be applied to the header. Select Yes to exit, or No to select a result to apply to the header. Your search has returned over 100 results. Only the first 100 will be displayed. Appears whenever a search returns more than 100 results. In such an instance, only the first 100 results can be displayed at one time. For a smaller list of results, narrow the search by providing more information. EditScript is unable to login with this username/password combination. Please make sure your caps-lock key is not turned on. Appears when the user name and/or password information you have provided at startup is incorrect. Check to make sure the caps-lock key is turned off and try again. The spelling and grammar check is complete. Do you want to split the highlighted text from the remainder of the dictation and upload it? Appears when spelling and grammar checking has completed during an attempt to split the current dictation. Select Yes to split the highlighted text from the rest of the document and upload it, creating a separate document. Error retrieving institution info. A network communications error occurred while connecting to the EditScript Server. Please press OK to continue working. Appears when your institution information cannot be retrieved due to an unexpected network communications error. Select OK to continue working in EditScript and try again later. You must specify at least one search criterion. Please specify values for which you want to search and then click the Search button again. Appears when you attempt to perform a search without first specify a criterion. Specify the values by which you would like to search and select the Search button again. EditScript MT has successfully reestablished a connection to the eScription database. Appears when connection between EditScript and the Dragon Medical 360 | eScription database has been restored following a disconnect. No high priority dictations are currently available for you. Appears when you attempt to download a high priority dictation, and none are currently available. EditScript MT User Guide V10 281 Appendix A: Common EditScript MT Messages EditScript cannot be launched because it is either already running or it is in the process of shutting down. Appears when you attempt to launch EditScript while it is already running, or without first shutting it down completely. View the Task Manager and shut down all EditScript background applications (see Background applications in Chapter 1 on page 32) and try again. EditScript is now restarting following a non-standard shutdown. Please log in to the same institution that you were working on prior to the shutdown. EditScript will then repair any problems which occurred during the shutdown. Appears when EditScript is attempting to restart after an improper shutdown. Log in to the same institution as before to allow EditScript to repair any problems. You still have undownloaded dictations in the work queue you constructed earlier in the session. Do you want to add the selected dictations to that work queue? Appears when you attempt to build a custom work queue without first completing all of the jobs that were added to the other custom queue built previously during the current session. Select Yes to add the selected jobs to the current custom queue, or No to create a new work queue with the selected jobs. To protect patient confidentiality, EditScript is configured to prevent users from saving transcriptions to files outside of EditScript. If you have questions, please contact your transcription manager. Appears when you attempt to save a document outside of EditScript when you are not permitted to do so. This permission can be granted to you through the Security tab in your eScriptionist Profile dialog in EMon. Windows is waiting for you to respond to another open dialog. Appears when you attempt to perform an operation in EditScript that cannot be processed due to another open Windows application window. Close the other window and try again. There currently are no dictations in the work queue for transcriptionist _________. Appears when a transcriptionist attempts to retrieve a dictation from an empty queue. To protect patient confidentiality, EditScript is configured to prevent users from printing transcriptions. If you have questions, please contact your transcription manager. Appears when you attempt to print a document outside of EditScript when you are not permitted to do so. This permission can be granted to you through the Security tab in your eScriptionist Profile dialog in EMon. Error retrieving transcription metrics. A network communications error occurred while connecting to the EditScript Server. Please press OK to continue working. Appears when your transcription metrics cannot be retrieved due to an unexpected network communications error. Select OK to continue working in EditScript and try again. 282 EditScript MT User Guide V10 Appendix A: Common EditScript MT Messages EditScript is now restarting following a system error. After logging in, please press ALT+N to retrieve the next document in your work queue. NOTE: The next document will generally be the one you were working on at the time of the error. However, higher priority documents may be loaded first. Appears when EditScript is attempting to restart following an unexpected system error. Once EditScript has relaunched, you can retrieve documents using the ALT+U (recommended) or ALT+N shortcuts. Unable to associate the footpedal with port: ______. Do you want to specify another port for the footpedal? Appears when EditScript cannot associate the footpedal with the specified port. Select Yes to specify another port from a list of ports. You are not currently editing an EditScript file so there is nothing to upload. Windows is waiting for you to respond to another open dialog. Please respond to that dialog before displaying the EditScript work queue manager dialog. Appears when you attempt a file upload when there are no open dictations or when the action cannot be performed due to another open Windows application dialog. Close the other dialog and try again. You did not select any dictations for your work queue. EditScript MT is currently unable to connect from your site to the eScription database. As a result, it cannot retrieve any more dictations for you to work on. You can either shut down EditScript MT now, or wait while EditScript MT attempts to reestablish a connection. Please contact your administrator or eScription representative. Appears when no dictations were selected for your custom work queue because EditScript is unable to connect to the database due to an unexpected connection error. You can elect to either shut down EditScript or wait for connection to be reestablished. Please contact your administrator or Dragon Medical 360 | eScription representative when this error occurs. Database request completed. Errors encountered: Unable to interpret the SPHERE header of file “C:\PROGRA~1\ESCRIP~1\EDITSC~1\Downloads\local_NAME.pcm” Appears when a request made to the Dragon Medical 360 | eScription database has been completed with one or more errors. You must specify a first and last name for the new contact. Appears when you attempt to insert a contact without providing a first and last name. The place where you are splitting this dictation comes before the starting point it had when you loaded it. EditScript will create a dictation segment which goes from the start of the audio to this newly specified split. Is this what you want to do? Appears when you attempt to split a dictation at a point that comes before the starting point at which it was loaded. Select Yes to create a dictation segment that begins from the start of the audio and ends at the split location, or No to reselect the Split position. EditScript MT User Guide V10 283 Appendix A: Common EditScript MT Messages You are attempting to split this dictation segment at the beginning of the audio for this segment. This is not allowed. Appears when you attempt to split a dictation at the beginning of the audio. You have chosen to change the values below for this transcription. Press OK to confirm these changes. Press Cancel to revise them. Appears when you have attempt to upload the document without confirming the listed changes first. Select OK to confirm the changes, or Cancel to revise them. You cannot change the patient name to a blank value. Please re-specify the value and click OK again. Appears when you remove the patient name and do not replace it. The patient name must be entered. You cannot change the patient account to a blank value. Please re specify the value and click OK again. Appears when you remove the patient account and do not replace it. The patient account must be entered. EditScript initialization has completed. Appears when EditScript initialization has processed. You have tried to open too many custom dictionaries. Word can have up to 10 custom dictionaries open at the same time. Appears when you attempt to open more than 10 custom dictionaries. EditScript encountered an unexpected database error while attempting to retrieve your options profile for this institution. It will now terminate. After it shuts down, you may try to log in to another institution. Please report this error to your transcription manager. Appears when your options profile cannot be retrieved due to an unexpected database error. You can shut down EditScript and log in to another institution. Please report this error to your transcription manager. To protect patient confidentiality, EditScript is configured to prevent users from emailing transcriptions. If you have questions, please contact your transcription manager. Appears when you attempt to email a transcription. Unable to connect to footpedal port (COM1) Error: 1 If this is the first time using EditScript, or your first time logging in to EditScript using this release, then contact your system administrator to determine the port to which your footpedal is connected. If you have previously connected to the footpedal using the current EditScript release then there may be a hardware or configuration problem on your machine. You may want to consider shutting down EditScript, 284 EditScript MT User Guide V10 Appendix A: Common EditScript MT Messages rebooting the machine, and then logging into EditScript again. If the problem persists, please contact your system administrator. Appears when EditScript cannot associate the footpedal with the specified port. Select Yes to specify another port from a list of ports. If this is the first time using EditScript, or your first time logging in to EditScript using this release, then contact your system administrator to determine the port to which your footpedal is connected. If you have previously connected to the footpedal using the current EditScript release then there may be a hardware or configuration problem on your machine. You may want to consider shutting down EditScript, rebooting the machine, and then logging into EditScript again. If the problem persists, please contact your system administrator. This is the audio position where a transcriptionist split this dictation segment. Do you want to continue listening to the audio? Appears when the audio progress reaches the position at which the dictation segment was split. Select Yes to continue listening to the audio, or No to end the audio. You cannot change the medical record number to a blank value. Please re specify the value and click OK again. Appears when you attempt to remove the medical record number (MRN) without replacing it. The MRN field must not be left blank. EditScript was unable to retrieve the dictationID for the next segment if the dictation. This dictation will be uploaded and pended. The next dictation in your queue will then be loaded into EditScript. Appears when you attempt to split a dictation and the dictationID for the next segment cannot be retrieved. The dictation is uploaded and pended, and the next dictation in your queue will be loaded. eScription has released a new version of EditScript MT. Everything you need to install for this release has already been downloaded to your machine. You will be unable to log in to EditScript MT again until you have installed this new release. Do you want to install the new release now? Appears when you have been configured for Automatic Updates. Select Yes to install the new version now, or No to return to the current session of EditScript and install the new version before the next login. Note: You will not be able to log in to EditScript once the current session is over until the new version has been installed. EditScript has not finished initializing yet. Please wait. Appears when you attempt an action that cannot be performed because EditScript is still initializing. EditScript MT User Guide V10 285 Appendix A: Common EditScript MT Messages The following values for Attending Physician are not set up in the eScription database and cannot be associated with this dictation. Do you want to pend the dictation and supply this information in a pending note? Appears when you provide values that are not set up in the Dragon Medical 360 | eScription database and cannot be associated with the current dictation. Select Yes to pend the dictation and provided a detailed pending note. You have not specified a valid filename and path to save your template changes to. EditScript cannot shut down until you either re specify a filename to save to or choose not to save your changes. Appears when you attempt to save template changes to a filename or location that is incorrect. You must specify a new filename or elect not to save the template changes. Your computer’s audio player is currently playing other audio. Please either turn the other audio off or wait until it completes. Appears when you attempt to listen to dictation audio while your default audio player is currently occupied with another audio file. In this instance, you can either turn off the source of the other audio or wait for it to complete before playing the dictation audio. You have specified an end date but no start date in the date range. Please either specify a start date or clear the end date. Appears when you enter one of two dates for a date range field. You must enter a start date and an end date, or neither. There is no significant audio after the spot where you are splitting this dictation. EditScript will now upload this segment of the dictation and load the next dictation in your queue. Appears when you attempt to split a dictation and the point of the split is at or near the end of the audio. In this instance, the segment is uploaded and the next dictation in your queue is automatically retrieved. You must specify an institution in order to log in to EditScript MT. Appears when you attempt to log in to EditScript within specifying an institution. You cannot change the speaker name to a blank value. Please re specify the value and click OK again. Appears when you attempt to remove the speaker name without replacing it. The speaker name field must not be left blank. The following entry has already been selected: ________. Appears when you select an entry that has already been selected. 286 EditScript MT User Guide V10 Appendix A: Common EditScript MT Messages EditScript MT encountered an unexpected database error during this login and will now terminate. After it shuts down, you may try to log in to another institution. Please report this error to your transcription manager. Appears when EditScript MT cannot launch due to an unexpected database error during login. Once it shuts down, you can attempt to login to another institution, or simply wait and try again. Please report this error to your transcription manager. You currently have an Outlook mail message open which contains the EditScript addin. EditScript cannot shut down until you have either sent this message or closed it. Appears when EditScript cannot shut down properly due to an open Outlook mail message. To resolve this problem, either send or close the message. The following values for Attending Physician are not set up in the eScription database and cannot be associated with this dictation: GENERIC PHYSICIAN. Do you want EditScript MT to pend the dictation and supply this information in a pending note? Appears when you provide values that are not set up in the Dragon Medical 360 | eScription database and cannot be associated with the current dictation. Select Yes to pend the dictation and provided a detailed pending note. You may only select one Attending Physician. Please delete the current Attending Physician before selecting a new one. Appears when you attempt to associate more than one Attending Physician with the current dictation. Only one Attending Physician can be selected. You have set an eScription dictionary as your default dictionary. Appears when you attempt to add new entries to a Dragon Medical 360 | eScription dictionary. All entries added to the Dragon Medical 360 | eScription dictionaries will be deleted when EditScript MT is updated. We recommend adding personal entries to a nonDragon Medical 360 | eScription dictionary. EditScript MT User Guide V10 287 Appendix A: Common EditScript MT Messages 288 EditScript MT User Guide V10 Glossary addendum A document that has been linked to a signed, completed report. It can either be just linked or have the original text inserted into the new addendum document. amendment The document that results when an unsigned report is edited to include new, corrected content, as instructed by a clinician. audio control bar Appears beneath the header when Always Display Audio Dialog is checked in your EditScript Profile through EMon (see your Administrator), and whenever a document is loaded in EditScript MT that has audio associated with it. From the Audio control bar, you can view the percentage of audio played (audio progress), track the current position of the audio versus the total duration of the audio file, and adjust the volume and speed at which the audio is played. AutoScript™ The speech processing component of the EditScript solution that automatically converts the spoken dictations into fully formatted draft texts. autospeed When the system sees an MT increases the audio speed for a certain dictating clinician, it will increase the default audio speed for that clinician automatically. Likewise, the system will slow down the audio speed when it recognizes a significant manual decrease in audio speed. 289 Glossary certificate An optional, client-based security measure that determines what users can operate EditScript MT on a local machine. If your institution is configured to require certificates for access to EditScript MT, you will be prompted to request a certificate the first time you start the program. EditScript™ MT EditScript for Medical Transcriptionists. This is the transcription tool used to edit and/or transcribe dictations. EditScript™ Server The database component to the EditScript system through which all other applications communicate. EditScript™ Online Web portal through which Administrators, Medical Transcriptionists (MTs), and Clinicians can access and view documents. EDT eScription Data Transfer. EDTs allow for information to be sent from and received by EditScript Server. EMon® This Dragon Medical 360 | eScription component delivers wide visibility into the dictation and transcription process, as well as tools for managing that process efficiently day to day. Designed for Transcription Supervisors and other administrators, the EMon administrative console provides a single point of control for securely managing all system settings, and for tracking work performed in the EditScript system. EMR Electronic Medical Records. A system at your institution responsible for storing electronic patient records. foot pedal The transcription tool used to play, rewind, and forward dictation audio using a left, center, and right pedal. EditScript MT supports two foot pedal models: the IN-DB9 (serial) and IN-USB-1 (USB). header The area of the EditScript MT interface that contains patient demographic information and whatever additional data fields were configured by your institution. When a dictation is downloaded in EditScript MT, the first thing you will want to do is listen to the audio file that is associated with that dictation. The audio will begin with the patient demographic information, which is automatically populated in the document header. normal A text document containing text that is common to multiple reports. During dictation, a clinician may instruct the transcriptionist to use a specific normal when they transcribe a report. A normal can be pulled into a document using EditScript’s Insert Normal feature. 290 EditScript MT User Guide V10 Glossary STAT The standard term for a high priority dictation, or a dictation that requires immediate transcription and a short turn-around-time (see TAT). status bar The horizontal toolbar located at the bottom of the EditScript MT interface. Messages appear in the Status bar to indicate the progress of an action. Style Guide A manual that enforces consistent typing practices for particular terms, phrases, conditions, medications and formatting. TAT Turn Around Time. The length of time it takes for a clinician’s dictation to be returned to them in report form. toolbar In addition to the default toolbars already in Word, EditScript MT introduces its own program toolbar. The EditScript toolbar contains drop-down menus from which all EditScript MT features are accessible. work queue A window feature in EditScript MT that allows you to view the dictations (jobs) that are currently available in the common work queue, as well as those that are already checked out in your name to be edited or transcribed. EditScript MT User Guide V10 291 Glossary 292 EditScript MT User Guide V10 Index editing entry 89 inserting an entry 89 A addenda 161, 164 multiple for same dictation 164 adding AutoCorrect entries 74 CC information 131 amendments 161, 164 AntiVirus settings 271 attaching pending reasons 151 audio adjusting controls 121 control bar 121 progress 122 shortcuts 100 silences 122 speed 121 volume 122 Audio control bar 57, 121 Audio menu 58 AutoCorrect 73 adding entries 74 adding formatted entries 75 backing up imported lists 79 common substitutions 87 importing custom lists 75 moving entries between computers 83 auto-pended messages 148, 229 autosave and file recovery 53 autospeed 122 AutoText 88 creating an entry 88 deleting entry 90 B background applications 32 backing up dictionaries 96 imported autocorrection lists 79 breaks, taking 164 building a work queue 111 MT Review 193 Pending List Management 221 C calculating score in MT Review 202 CC list adding names 131 expanded search 133 sorting 136 certificates 30 changing your password 33 contact list adding names 131 expanded search 133 sorting 136 control navigation 169, 247 correction macros 169, 248 creating a report without audio 160 addenda 164 amendments 164 293 Index AutoText entry 88 custom dictionaries 93 custom dictionaries backing up 96 creating 93 including medical terms 94 modifying 91 D date fields 129 decrease volume 122 dictations editing 137 listening to 120 locking to yourself 109 pending 147 retrieving 116 splitting 157 STAT 117 without audio 160 Dictations menu 60 dictionaries 91 backing up 96 creating 93 customizing 94 modifying 91 E editing AutoText entry 89 date fields 129 dictation text 137 capitalize 139 insert a colon 139 insert a comma 138 insert a period 138 lowercase 139 move voice cursor forward 138 rewind voice cursor 137 text cursor to voice cursor 137 voice cursor to text cursor 137 header and contact information 124 shortcuts 102 visit grid 129 Editing menu 59 EditScript MT about 9 audio/editing shortcuts 243 common messages 279 editing a dictation 137 editing the header 124 exiting the program 34 294 installing 18 interface 55 header 57 toolbar 58 Word 2003 56, 65 listening to a dictation 120 profile options 38 retrieving a dictation 116 starting the program 27 troubleshooting 26, 258 voice cursor 101 Word shortcuts 68 work queue 105 workflow shortcuts 245 enabling MT Review mode 184 Enhanced In-Text MT Review Interface 15, 238 enlarging toolbars in Word 2003 65 exiting EditScript MT 34 F fast forward 121 features, new in V9 14 foot pedal pedal bounce-back 104 setup 36 using 104 G grading a document in MT Review error in the header 201 error in the text 199 general comment 201 grading criteria 186 H hardware and software requirements 18 header 57, 124 adding contacts 131 editing date fields 129 missing patient data 126 shortcuts 136 switching formats by work type 128 verifying pre-filled data 127 visit grid 129 Help menu 63 hide audio control bar 122 hide markup 204 high-priority dictations 117 EditScript MT User Guide V10 Index I importing custom AutoCorrect lists 75 saved shortcuts 70 inactivity timer 165 increase volume 122 inserting a colon 139 a comma 138 a period 138 AutoText entry 89 contact names 140 normals 141 installation directory 24 installing automatic updates 23 EditScript MT 18 Instruction Control 176 displaying 176 hiding 176 interface 56 Audio control bar 57 EditScript MT and Word 2003 56 status bar 65 toolbar icons 64 menus 58 introduction 9 L limited arrow navigation 169, 248 listening to a dictation 120 audio silences 122 autospeed 122 fast forward 121 pause 120 play 120 rewind 120 locking a dictation to yourself 109 logging in to MT Review mode 193 Pending List Management Mode 218 M macros correction 169, 248 troubleshooting 269 marking up a document in MT Review deleting a marked error 201 marking up a document in QA Review deleting a marked error 239 metrics 167 EditScript MT User Guide V10 control navigation 169 correction Macros 169 MT feedback 251 plays audio faster 170 Microsoft Word 67 AutoCorrect feature 73 AutoText feature 88 custom dictionaries 91 Normal view 56 shortcuts 68 Tools menu in EditScript MT 62 troubleshooting 269 updating 98 missing patient data 126 mouse-free 242 EditScript MT audio/editing shortcuts 243 navigation 169 workflow shortcuts 245 move text cursor to voice cursor 137 voice cursor to text cursor 137 MT feedback 251 MT Instructions 174 dialog 176 eScriptionist profile 174 Instruction Control 176 interface 174 shortcuts 178 MT Review in PLM mode 236 MT Review mode 180 building a work queue 193 calculating score 202 changing review status 203 choosing random documents 190 enabling 184 grading a document 198 grading criteria 186 header 196 hide markup 204 logging in 193 retrieving a document 194 security permissions 181 selecting specific documents 189 multiple cursors 170 N new features 14 normal speed 121 Normal view in Word 56, 67 normals 141 295 Index enabling users for 185 getting the average score 212 logging in 205 P password, changing 33 pause 120, 165 pedal bounce-back 104 pending a dictation 147 Pending List Management Mode 215 auto-pended messages 229 building the work queue 221 exiting 227 logging in 218 retrieving documents 223 selecting dictations 220 setting up 216 EditScript Profile 216 security groups 216 pending reason attaching 151 grid 151 menu 153 play 120 audio faster 248 silences 64, 122 pre-release MT Review mode 236 productivity-enhancing features 247 control navigation 247 correction macros 248 limited arrow navigation 248 play audio faster 248 tips for MTs 249 use multiple cursors 248 using EditScript MT mouse-free 242 profile options 38 in EMon 41 MT profile 38 R reassigning shortcut keys 69 recommended AntiVirus settings 271 recovering files 53 releasing a dictation from your queue 109 requesting a certificate 30 Reset (back to before the header) 120 retrieving a dictation 116 documents for MT Review 194 pended documents 223 STAT dictations (by prompt) 118 review status changing in MT mode 203 Reviewed Dictation Retrieval (RDR) mode 205 closing a document 211 296 S scoring in MT Review mode 202 searching for a previous dictation 171 the CC list 133 security group settings MT Review mode 181 Pending List Management Mode 216 selecting dictations for MT Review mode 189 Pending List Management Mode 220 serial foot pedal 36 setting up foot pedals 36 shortcuts audio 100 editing 102 header 136 MT Instructions 178 navigate by word or paragraph 138 voice cursor 101 workflow 100 silences 64, 122 slow down audio 121 software requirements 18 sorting the contact list 136 speech recognition overview 11 speed up audio 121 spell check 50, 254 split request time-out 158 splitting a dictation 157 starting EditScript MT 27 STAT dictations 117 status bar 65 status types 111 MT 203 style guides 11 T taking breaks 164 temporary numbers 126 text cursor 137 timeout 165 tips for MTs 249 toolbar 58 enlarging in Word 2003 65 icons 64 Tools menu 62 transcriptionists EditScript MT User Guide V10 Index increasing productivity 247 profile options 38 tips 249 troubleshooting EditScript MT 26, 258 Word 269 U unlocking a dictation from your queue 109 updating EditScript MT, automatically 23 Microsoft Word 98 uploading a completed report 117 USB foot pedal 36 USB/Serial Adaptor 36 Utilities menu 62 V verifying pre-filled header information 127 viewing the dictations in your work queue 105 the general work queue (pool) 105 transcription metrics 167 visit grid 129 voice cursor 101, 137 move forward by one word 138 rewind by one word 137 volume 122 W what’s new in this version? 14 Word shortcuts 68, 243 work queue 105 building 111 building for MT Review 193 custom queue 113 document status 111 locking dictations 109 permissions 106 releasing a dictation 109 toolbar features 107 unlocking a dictation 109 viewing dictations 105 viewing the general queue 105 workflow 10 shortcuts 100 EditScript MT User Guide V10 297 Index 298 EditScript MT User Guide V10